Episode 6: Brad Freeman on Riding Out Market Trends and Finding Winners
On this special October 2025 episode, Bear and Drowsy talk with Brad Freeman of the StockMarketNerd newsletter on his investing style, how to ride out euphoria waves, cyber security investing, and his thinking on what's next for major market winners. We also discuss filtering out the noise and hit …
Stock Market Nerd’s Guide to Investing
In this episode of the Investing for Beginners Podcast, Brad Freeman from Stock Market Nerd joins the discussion to provide his insights on various investment strategies and the importance of understanding financial statements.
Brad shares his journey into the world of investing, the critical fac…
PayPal Pain, Shopify Strength, SoFi Growth, DraftKings Warning + Google AI Comeback
Welcome to episode one of Talkin’ Tickers — a fundamentals-first deep dive into some of the most popular retail names. Joey Solitro sits down with Brad Freeman (StockMarketNerd) to break down five heavily-followed stocks: PayPal, Shopify, SoFi, DraftKings, and Alphabet (Google).
They get blunt on …
Meta vs. Palantir vs. Nike vs. Lululemon: Fundamentals, Valuations, and the Software Sell-Off
Three, two, one — welcome back to Talkin’ Tickers, Episode 2. Joey Rockets here with Brad Freeman, aka StockMarketNerd, and we’re diving into four of the most popular retail names through the only lens that matters when the market’s playing whack-a-mole: fundamentals.
We kick it off with Meta — th…
3 Stocks, 3 Very Different Stories: MELI, CELH, TTD
Welcome in everybody to Episode 5 of Talkin’ Tickers. Joey Solitro is joined as always by Brad Freeman, aka StockMarketNerd. Baseball’s back, the seasonal depression is allegedly over in Detroit, Michigan’s got teams cooking… and we’re getting right into it.
Today we’re breaking down three stocks …
Stop Treating Supplies Like a Set-It-and-Forget-It: The Procurement Playbook for Growing Dental Groups | Ep. 167 | Brad Freeman
Industry average for supply spend is five to six percent of collections. Most growing groups are running eight, nine, ten. And once it compounds, it is very hard to reel back.
That's the problem Brad Freeman built Source Club to solve - and he is one of the few people in dental who actually cam…
Stop Treating Supplies Like a Set-It-and-Forget-It: The Procurement Playbook for Growing Dental Groups | Ep. 167 | Brad Freeman
Industry average for supply spend is five to six percent of collections. Most growing groups are running eight, nine, ten. And once it compounds, it is very hard to reel back.
That's the problem Brad Freeman built Source Club to solve - and he is one of the few people in dental who actually cam…
NVIDIA (NVDA) at 18x earnings. The seventh wonder of the market.
NVIDIA is a $5 trillion company and the stock trades at 18 times earnings. Revenue is supposed to grow 97% this quarter after six straight quarters of reacceleration. Even Jensen is out calling it the seventh wonder of the world while asking why the stock is not moving the way it should.
Shay Bolo…
AppLovin (APP) fell to 15x earnings. First crack or false alarm?
For the last few years, AppLovin was a beat and raise machine. Beat the top line by 4%, guide 3% ahead, see you next quarter. It was boring in the best way. This quarter the streak broke. Revenue still grew 53%, but the company came in 1% light against its own guidance, and the stock now trades at …
CrowdStrike (CRWD) at 110x cash flow. Earnings week: NBIS, HIMS, ASTS, RKLB, CBRS
CrowdStrike (CRWD) trades at 110 times free cash flow, and the two investors who know it best split on what to do about it. Shay Boloor and Brad Freeman of Stock Market Nerd open their new weekly show with a full CrowdStrike deep dive, then preview the seven names reporting in a loaded AI earnings …
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