{"id":35607,"date":"2015-11-22T16:44:51","date_gmt":"2015-11-22T21:44:51","guid":{"rendered":"http:\/\/www.thedisciplinedinvestor.com\/blog\/?p=35607"},"modified":"2018-12-04T13:49:34","modified_gmt":"2018-12-04T18:49:34","slug":"tdi-podcast-investment-worthy-trends-439","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2015\/11\/22\/tdi-podcast-investment-worthy-trends-439\/","title":{"rendered":"TDI Podcast: Investment Worthy Trends (#439)"},"content":{"rendered":"<p><a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"size-medium wp-image-257 alignright\" title=\"iTunes Subscribe\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2015\/11\/itunes_subscribe3-2.png\" alt=\"\" \/><\/a>Last week&#8217;s market rally came at a time that there was the potential for a panic sell-off. Rather amazing to see and we discuss the drivers for the move.<\/p>\n<p>There is still a concern over the underlying breadth of markets and some of the statistics that we share in this episode should help us to understand more about the current trend. Also, we focus on the process of finding trends that may be investment worthy.<!--more--><\/p>\n<p style=\"text-align: center;\"><a class=\"twitter-follow-button\" href=\"https:\/\/twitter.com\/andrewhorowitz\" data-show-count=\"false\">Follow @andrewhorowitz<\/a><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Charts discussed in this episode <\/strong>(click to enlarge)<strong><br \/>\n<\/strong><\/p>\n\n\t\t<style type=\"text\/css\">\n\t\t\t#gallery-1 {\n\t\t\t\tmargin: auto;\n\t\t\t}\n\t\t\t#gallery-1 .gallery-item {\n\t\t\t\tfloat: left;\n\t\t\t\tmargin-top: 10px;\n\t\t\t\ttext-align: center;\n\t\t\t\twidth: 50%;\n\t\t\t}\n\t\t\t#gallery-1 img {\n\t\t\t\tborder: 2px solid #cfcfcf;\n\t\t\t}\n\t\t\t#gallery-1 .gallery-caption {\n\t\t\t\tmargin-left: 0;\n\t\t\t}\n\t\t\t\/* see gallery_shortcode() in wp-includes\/media.php *\/\n\t\t<\/style>\n\t\t<div id='gallery-1' class='gallery galleryid-35607 gallery-columns-2 gallery-size-medium'><dl class='gallery-item'>\n\t\t\t<dt class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2015\/11\/sp_eq_diff.jpg'><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"212\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2015\/11\/sp_eq_diff-300x212.jpg\" class=\"attachment-medium size-medium\" alt=\"\" srcset=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2015\/11\/sp_eq_diff-300x212.jpg 300w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2015\/11\/sp_eq_diff.jpg 536w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/dt><\/dl><dl class='gallery-item'>\n\t\t\t<dt class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2015\/11\/SP500_From52WHigh.jpg'><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"135\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2015\/11\/SP500_From52WHigh-300x135.jpg\" class=\"attachment-medium size-medium\" alt=\"\" srcset=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2015\/11\/SP500_From52WHigh-300x135.jpg 300w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2015\/11\/SP500_From52WHigh-610x274.jpg 610w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2015\/11\/SP500_From52WHigh.jpg 627w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/dt><\/dl><br style=\"clear: both\" \/>\n\t\t<\/div>\n\n<hr \/>\n<p><strong>Bobby from Texas wrote : Driverless cars is going to change travel &#8211; who benefits?<\/strong><\/p>\n<ul>\n<li>We discussed on<a href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/2015\/05\/24\/tdi-podcast-this-will-blow-your-mind-414\/\"><strong> Episode #414<\/strong><\/a> (GOOGL), (MBLY), car company that gets on board)<\/li>\n<li>Losers &#8211; (GRMN), lawyers, other car companies , insurance companies, transport services<\/li>\n<\/ul>\n<p><strong>Gene from New Mexico : ongoing shift to online shopping &#8211; less differentiation?<\/strong><\/p>\n<ul>\n<li>winners are companies that embrace and can compete (AMZN), credit card and payment processors, delivery (FDX), (UPS), packaging companies(IP), (KS), (PKG)<\/li>\n<li>Losers are Malls\/shopping centers (SPG), traditions retail, small stores that rely on overflow from anchor biz, small boutiques type of stores<\/li>\n<\/ul>\n<p><strong>Marcus &#8211; aging population trend?<\/strong><\/p>\n<ul>\n<li>Winners are Pharma and biotech companies, senior housing companies, doctors\/hospitals<\/li>\n<li>Losers- government pension plans, economic growth as a whole, select insurance companies<\/li>\n<\/ul>\n<p><strong>Let&#8217;s think of some near term drivers&#8230;<\/strong><\/p>\n<p><strong>What if terrorism grows?<\/strong><\/p>\n<ul>\n<li>Winners: stay at home services (NFLX) food delivery services (GRUB) , online shopping, defense companies (LMT), RV and domestic leisure companies<\/li>\n<li>Losers : travel may suffer(airlines (DAL), (AAL), cruise lines (CCL), (RCL), online travel sites(PCLN), (EXPE)<\/li>\n<\/ul>\n<hr \/>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: center;\"><\/h3>\n<p style=\"text-align: center;\"><script src=\"\/\/platform.twitter.com\/widgets.js\" type=\"mce-text\/javascript\"><\/script><\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_2730\"><a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode439.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('2730','http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode439.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode439.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=35607-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode439.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode439.mp3\">Download<\/a> (Duration: 56:25 &#8212; 30.9MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Last week&#8217;s market rally came at a time that there was the potential for a panic sell-off. Rather amazing to see and we discuss the drivers for the move. There is still a concern over the underlying breadth of markets and some of the statistics that we share in this episode should help us to [&hellip;]<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_2731\"><a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode439.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('2731','http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode439.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode439.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=35607-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode439.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode439.mp3\">Download<\/a> (Duration: 56:25 &#8212; 30.9MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[5,186,12,9,296,42],"tags":[118,297],"class_list":["post-35607","post","type-post","status-publish","format-standard","hentry","category-economy","category-marketmash","category-markets","category-podcasts","category-shownotes","category-stocks","tag-podcast","tag-show-notes","et-doesnt-have-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/35607","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=35607"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/35607\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=35607"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=35607"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=35607"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}