Eric Clark @Dynamicbrands Twitter profile

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Eric Clark

9 days

April and YTD brands and market outlook commentary is out! Enjoy. Brands matter more and more in a higher for longer world!

S5 - Ep 7 - April 2024 Global Brands + Market Update

Listen to this episode from Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet on Spotify. In today's April and YTD update I discuss what we see in...

open.spotify.com

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Eric Clark

@Dynamicbrands

2 years

$68B revenues in 90 days, I mean sell that stock cause they only get $7.5B in revenue a day. Added another $70B to stock repurchase plan. And ONLY $15.3B of FCF for the 90 days. What a terrible biz lol $GOOGL nothing they said could make markets happy anyway

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Eric Clark

@Dynamicbrands

5 months

@neveragainlive1 @manodrop Funny how confident they want us to believe they are yet they are afraid to show their faces 😂

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Eric Clark

@Dynamicbrands

4 years

Mark my words one day the ceo of $NKLA will be outed for fraud. My spiny senses are perky every time this sales man speaks. All smoke I have a feeling will be the conclusion

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Eric Clark

@Dynamicbrands

2 years

It’s amazing how bullish the real world is vs the Twitter & stock market world. Hotels, stores, grocery, restaurants, home improvement brands, general merch brands, all crowded and buzzing with life. Never know it from stocks focused on fed

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Eric Clark

@Dynamicbrands

3 years

Talk about some great branding! @anthonynoto $SOFI

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Eric Clark

@Dynamicbrands

3 years

I learned a valuable lesson in 2009 that is similar to the lesson people will learn for 2021, when making money begins to be very easy it’s about time to do something very different and typically very opposite of what you are currently doing

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Eric Clark

@Dynamicbrands

1 year

@readDanwrite Wow. And cos wonder why employees have zero loyalty these days

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Eric Clark

@Dynamicbrands

3 years

I’m begging people: if you do get a stimulus check you really shouldn’t have or u don’t really need the money please please look around and help someone who does. This isn’t a joke, there are kids starving all over this country. Help a family in need and enjoy that feeling!

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Eric Clark

@Dynamicbrands

3 years

I can’t believe the bashing of @ARKInvest this firm gave people 6 years worth of returns in a global pandemic. Here annualized track record is set in stone. She’s on the right train, there’s just a storm. Are u committed or are u a renter and fickle? Important question

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Eric Clark

@Dynamicbrands

1 year

Now this is a dude who has conviction 😂 $MELI

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Eric Clark

@Dynamicbrands

2 years

@elonmusk @teslaownersSV @boringcompany @mayemusk @kimbal Why not just build a proper rail system like Europe has?

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Eric Clark

@Dynamicbrands

4 years

$zm insiders can’t sell too fast

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Eric Clark

@Dynamicbrands

2 years

Gotta love $GOOGL having the earnings webcast on their property @YouTube and running ads and getting paid while people wait for call 😂

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Eric Clark

@Dynamicbrands

2 years

@NightShiftMD Why r we still talking about masks?

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Eric Clark

@Dynamicbrands

6 years

@RandPaul @thirdgenwidget Nothing makes me laugh like senators and congressmen pointing the finger at others when they all are the same

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Eric Clark

@Dynamicbrands

2 years

I find it hilarious all the hating tweets on $NFLX from all the 200+m subscribers 😂 I’m pretty sure they all missed the best stock of the last decade too so let them hate. Nothing is a better bet than a management team with a new fire under their asses and sentiment at zero

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Eric Clark

@Dynamicbrands

3 years

I’m up 7million % ytd-here are my winners. I don’t know what most of these cos actually do but I’m a momentum chaser & usually get my ideas from other momo chasers. that style factor has been winning 4ever so I’m tied to the momentum in the momentum factor. This is so easy

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Eric Clark

@Dynamicbrands

5 years

@gtconway3d @TimCGriffith @realDonaldTrump

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Eric Clark

@Dynamicbrands

3 years

I know Cathy at @ARKInvest gets all the press but Dennis Lynch and his team at MStanley has the best long term track record for growth investing. Insights fund is $$ Awesome convo @patrick_oshag

Dennis Lynch - Delivering Alpha in Adapting Markets - [Invest Like the Best, EP. 228]

Listen to this episode from Invest Like the Best with Patrick O'Shaughnessy on Spotify. My guest today is Dennis Lynch, Head of Counterpoint Global, where he oversees over $100bn in AUM and boasts...

open.spotify.com

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Eric Clark

@Dynamicbrands

3 years

I love it. @Twitter says I cannot follow any more people, I’m at my limit lol @jack this is such a silly company

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Eric Clark

@Dynamicbrands

5 months

@ThePhillyPod Fire the clown

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Eric Clark

@Dynamicbrands

3 years

Is there value in investing in today and tomorrow’s mega brands serving large potential global markets? Here’s 10 category leaders from important spending/consumption categories fir 10 years & 3 yes for emerging mega brands ending 3/31/21. $PYPL $RH $ROKU $ETSY $CVNA $TSLA $SHOP

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Eric Clark

@Dynamicbrands

2 years

I know people say $AAPL is expensive but what multiple is appropriate for a company that has generated an avg quarterly revenue of $73B & avg quarterly FCF of $69B for the last 5 years? Aside from consistency, lg #’s alone=even bigger multiple no? $KO $PG $HSY all more expensive

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Eric Clark

@Dynamicbrands

4 years

$FSLY volume today continues to show how crowded this name was with momentum traders. Give it a day or two more and I think there’s a real wicked bounce opportunity. I can’t own it so just watching from the cheap seats

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Eric Clark

@Dynamicbrands

3 years

$PYPL is just a monster. Just imagine how much faster this flywheel can move when IF they keep adding new and innovative services to keep more people engaged and transacting inside the network

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Eric Clark

@Dynamicbrands

2 years

1/Here's the top 35 overall from a combination of growth, value, superior operators and other important metrics I've found are very good indicators of LT performance $googl $cost $msft $fb $asml $nvda $bx $regn $tsla $v $low $adbe $etsy $zm $axp $wsm $pfe $cvx $de $el $sbux $xom

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Eric Clark

@Dynamicbrands

2 years

Wow $AMZN Amazon now receives 10 million orders per day (115 orders per second), and 1 out of every 153 American workers is an Amazon employee.

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Eric Clark

@Dynamicbrands

3 years

I’m the product of a fatherless home,a single mom who worked 3 jobs to keep roof over our heads. For every Dad who takes their job as a dad, and husband very seriously I salute you, your gift to your kids for being a present, mentoring role model will last lifetime-multiple gens!

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Eric Clark

@Dynamicbrands

2 years

@SawyerMerritt It’s a horrendous truck man and it will be a colossal failure and waste of resources. Honestly it’s so bad I have a hard time believing it will even b produced. Why can’t they just draw up a bitchin truck? I could free draw one in 9minutes 😂

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Eric Clark

@Dynamicbrands

3 years

@andrewrsorkin @jimcramer Mandate someone who statistically will have no issue with the virus to get a rushed vaccine with no data on what it’s effects will be? How about we go about our lives regardless. My god let’s keep hiding in closets from a virus that rarely hurts most people

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Eric Clark

@Dynamicbrands

4 years

Another observation from conversations this weekend with really rich real estate folks. They r in complete denial. Their muscle memory has been rewarded for so long they do not think they could ever lose. That market might be the epicenter of pain-prices down, rent down,illiquid

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Eric Clark

@Dynamicbrands

4 years

What happens to commercial REal estate office space when a quarter or more of companies realize they are operating great with a bulk of workforce working from home? Now multiply those changes across the US and globe. Think about that. It’s likely the biggest negative shift imo

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Eric Clark

@Dynamicbrands

4 years

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Eric Clark

@Dynamicbrands

3 months

This is the single best pod chat I have ever listened to! Everyone needs to listen NOW. Wow you guys are on fire and adding value like I’ve never seen. Thank you! @altcap @bgurley @BG2Pod

Bg2 Pod

@BG2Pod

3 months

BG2 E:03. Pod drop. $NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro.💥👊 @altcap @bgurley

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Eric Clark

@Dynamicbrands

3 years

@saxena_puru Is it possible I have too much time on your hands my friend? Walk away from the pipe that is Twitter for a few days, it’s wonderful 😂

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Eric Clark

@Dynamicbrands

3 years

@ParikPatelCFA @MarketRebels A stimulus check helps $TSLA? Pls pass that joint to the right

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Eric Clark

@Dynamicbrands

4 years

$BABA I’m buying every frigging dip this stock has until it hits $1T market cap. $TCEHY too. $FB too

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Eric Clark

@Dynamicbrands

4 years

548% vs 143% 10yrs This is collection of 30 leading brands with super high brand relevancy serving 30+ consumer spending categories. It’s a hindsight portfolio equal weighted and rebalanced annually for 10 years. Lots of offense and defense and still crishes $SPY it’s all u need

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Eric Clark

@Dynamicbrands

3 years

Just remember the $VIX rule for buying your favorite stocks. Historically when $VIX rises 40%+ in 1 week those tend to be wonderful buying oops. And remember breadth is already bad so won’t take much downside to hit washout breadth levels.

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Eric Clark

@Dynamicbrands

4 years

I’m no trump fan but I don’t buy the Biden lead polls. There’s still a massive number of people not willing to admit in public they vote trump lol

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Eric Clark

@Dynamicbrands

4 years

This is so amazing. “They wanted trump out” “they got it” miraculously a vaccine comes out a few days after the announcement. I mean it’s just so sneaky good lol

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Eric Clark

@Dynamicbrands

4 years

@charliebilello I think it’s more proof that net income and every other financial metric isn’t nearly as important to future performance as the industry thinks. Brand power matters. It’s intangible and analysts don’t understand it

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Eric Clark

@Dynamicbrands

2 years

Really really good and important potential next big trade with plenty of second derivative sales and buys at the right time. Well done @RaoulGMI @RealVision

Raoul Pal & Why The Bond Market is the Ultimate Truth Teller

Listen to this episode from Real Vision: The Next Big Trade on Spotify. Real Vision Co-Founder and CEO, Raoul Pal, joins Harry on the debut episode of The Next Big Trade to discuss his unique...

open.spotify.com

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Eric Clark

@Dynamicbrands

4 years

Just talked to three Amazon drivers over the last two days. I asked them if they were very busy average busy or not as busy as normal all of them said it’s now like Christmas that’s how busy it is. So much more spending is going to shift to e-commerce $AMZN $SHOP etc $V $MA $AXP

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Eric Clark

@Dynamicbrands

2 years

@AaronSiriSG @andrewbostom @ICANdecide Will the tagline be: “they don’t work so good but do your part and keep getting them anyway-it’s the America way?”

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Eric Clark

@Dynamicbrands

3 years

Awesome chart. Maybe FAANG+ $MSFT $AAPL $NFLX $AMZN $GOOGL $FB are in favor because they haven’t been this cheap vs all tech in over a decade?

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Eric Clark

@Dynamicbrands

4 years

@JamesGRickards The entire world loses big time when China and the US stay hostile. That’s just a fact Jim

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Eric Clark

@Dynamicbrands

2 years

$PYPL now is completely mismatched to reality aka opportunity when compared to $V $MA It has a tad less revenue and FCF with very similar biz chars and demographic tailwinds but visa 4x market cap and $MA 3.5x. Maybe they all still too pricey but PayPal damn sure cheap vs them

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Eric Clark

@Dynamicbrands

2 years

When people ask what I do I now tell them I’m a professional gambler in the worlds largest casino. My daughter said her friends think I have the coolest job title

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Eric Clark

@Dynamicbrands

5 years

Ok I’ve had 3 family members ask me if we should be all cash in portfolios, time to buy 3x long beta ETFs!

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Eric Clark

@Dynamicbrands

3 years

Yes let’s destroy the economy for a tiny fraction of the population. Ignore the noise and look at the data. They always forget the data and just extract the sexy headlines for ad sales

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Eric Clark

@Dynamicbrands

3 years

How crowded is the “the 10 year is rising so sell growth stocks” narrative getting when many great growth stocks have already pulled back 15-35%?

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Eric Clark

@Dynamicbrands

26 days

$GS on $AMZN Just think where they will be in 5,7,10 yrs. That’s a ride I’m 100% taking

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Eric Clark

@Dynamicbrands

4 years

Can we stop calling it Covid-19 and just call it was it is: China19?

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Eric Clark

@Dynamicbrands

3 years

Dear @SEC_Enforcement perhaps no stock or etf should be able to have a short interest greater than its market cap? Perhaps the short VOL ETFs of death should never have been approved? Perhaps the triple levered weapons of wealth destruction should never have been approved?

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Eric Clark

@Dynamicbrands

2 years

@TidefallCapital 😂 she’s trapped. It’s a $ZM call with your doctors connected to the HC system. Where’s the moat? Every doctors office has this service and I still haven’t done any where $TDOC was involved

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Eric Clark

@Dynamicbrands

2 years

Why is the muffin top 3x tastier than the rest of the muffin? One of life’s mysteries

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Eric Clark

@Dynamicbrands

3 years

$PYPL is quite possibly the most under appreciated future trillion market cap brand

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Eric Clark

@Dynamicbrands

3 years

Let’s start a closed end leveraged etf investing in a basket of spacs and stocks with minim 40x sales. It will be epic

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Eric Clark

@Dynamicbrands

3 years

Fun game: please retweet. If u had to put your entire portfolio in 1 stock and couldn’t sell for 3 years what stock would it be? I have few in mind but think mine is $PYPL this great brand is at center of so many important growth trends: death of cash, e-commerce, P2P pay,BNPL

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Eric Clark

@Dynamicbrands

4 years

@AssetReset @JuddLegum We taught China everything they know about deceit lol

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Eric Clark

@Dynamicbrands

3 years

Is there even a remote possibility that Elon’s #Bitcoin announcement is to make sure the stock $TSLA stays in all the ESG funds and ETFs? Given the flows it’s kind of important

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Eric Clark

@Dynamicbrands

3 years

@saxena_puru Nobody plays the spec momentum trade like you bro no one is better!! Glad ur crushing it for all the crap u take on this site

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Eric Clark

@Dynamicbrands

4 years

$FB $AMZN $AAPLremind is all that sell side analysts ain’t worth the read for the most part. They play a game that’s not valuable in the real world

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Eric Clark

@Dynamicbrands

1 year

Crowded outdoor mall, $LuLU half packed $AAPL full packed $BIRD not a consumer in sight! For 1 hour so far

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Eric Clark

@Dynamicbrands

1 year

$CMG you wanna know why this brand has lost its way and now missing on metrics? Because the staff needs training, the food is inconsistent at best these days, the prices have risen and the product has shrunk. ⁦ @ChipotleTweets ⁩ this needs fixing. Left: 2021, right NOW

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Eric Clark

@Dynamicbrands

1 year

@federalreserve

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Eric Clark

@Dynamicbrands

2 years

@DrStoxx these 3 mega brands generate $820B a year in revenue, growing well so that's like 6x sales vs 33% of US GDP? Global businesses so using US GDP isn't really fair no? How about vs $74trillion total world GDP, their place in the world very important. Sustainable=above my pay grade

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Eric Clark

@Dynamicbrands

3 years

If this is so bad why is the volume on all the big down stocks and $QQQ Nasdaq on lower than average volume? I smell a rat folks so I bought a bunch of growth on sale. Where’s all the selling volume bears?

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Eric Clark

@Dynamicbrands

2 years

@TradingThomas3 So hedge funds de risk cause they make all their money on performance fees vs individuals who see long term opportunities and step in - hedge funds focus on their fees yo, no fees no biz

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Eric Clark

@Dynamicbrands

5 years

@patrick_oshag Im not joking: this interview is all you need

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Eric Clark

@Dynamicbrands

3 years

@saxena_puru Pssstttt. Can u tell me what stock doubles this week? Thanks man!

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Eric Clark

@Dynamicbrands

4 years

I love that Kevin O’Leary who was a dividend guy and bashed most tech stocks now loves them all. Why? Because he has an ETF to sell you. You can listen to him but don’t expect his advice to be unbiased. He’s got something to sell you

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Eric Clark

@Dynamicbrands

1 year

$SCHW FWIW heres $MS take on Schwab price action

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Eric Clark

@Dynamicbrands

2 years

Time stamp this tweet. I will eat my shoe if the fed hikes rates 3+ times in 2022. Not happening

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Eric Clark

@Dynamicbrands

1 year

You want stupidity? This sexy Audi A6 Allroad is $75k so out the door it’s 81k 😂 my god price cuts are coming everywhere people

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Eric Clark

@Dynamicbrands

3 years

@profgalloway The predicting game based on valuations has always been a game not worth playing. The valuations will matter when they matter and that’s when rates start accelerating up or the cycle turns down

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Eric Clark

@Dynamicbrands

3 years

I continue to trim the value and core to add back my favorite HIGH QUALITY FREE CASH FLOW GENERATING growth brands that have businesses with pricing power and/or ability to benefit when prices go higher. Those getting sold w/garbage stocks=gift

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Eric Clark

@Dynamicbrands

3 years

I think I’ll be buying $TSLA tomorrow with everybody following Burry. My god does anyone do their own work anymore?

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Eric Clark

@Dynamicbrands

1 year

$SIVB if this bank is so significant to the VC community then why doesn’t that community, who I think are in the biz of investing in important ideas, just all invest in buying SVB back, capitalizing it well, manage it better and save the day?

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Eric Clark

@Dynamicbrands

6 years

@haveahappyday12 @RandPaul @thirdgenwidget @RonPaul Right and I have some land in Florida to sell you. Everybody who gets into politics for good or bad reasons eventually get sucked into the vortex of evil sorry the engine is so corrupt it sweeps even good people up or spits them out back into the corporate sector

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Eric Clark

@Dynamicbrands

2 years

This guy 😂 @davidHcontrarian

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Eric Clark

@Dynamicbrands

13 days

@StockMKTNewz From the guy that missed every tech innovation theme until 2016 😆

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Eric Clark

@Dynamicbrands

4 years

I can’t even believe we live in them world where everyone is obsessing over a ridiculous app called tick-tock. Don’t we have real problems to solve?

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Eric Clark

@Dynamicbrands

2 years

@RobertKennedyJr Maybe they should just admit they are throwing darts at a board that’s moving while having a blind fold on and maybe people should work harder on their health and fitness and lean less on unproven shots and drugs? Oh they won’t tell us that but smart people know exactly that

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Eric Clark

@Dynamicbrands

4 years

I hate to say it but Trump is gonna win. The end

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Eric Clark

@Dynamicbrands

4 years

@jimcramer Jim I hate to break it to you but Polaris $PII isn’t a bike company lol

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Eric Clark

@Dynamicbrands

4 years

@saxena_puru No wonder the Hedgeye guys are busting your chops have you seen their trading portfolio? Oh my gosh and then there’s Your portfolio crushing it

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Eric Clark

@Dynamicbrands

3 years

@saxena_puru @YouTube That definition doesn’t apply to almost every one of the 30x sales momo stocks everyone on Twitter is having an affair with currently. That’s the disconnect IMO. Just a Twitter-sphere observation. Everyone posts their portfolio snd big returns and they all own the same 10 names

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Eric Clark

@Dynamicbrands

4 years

@saxena_puru If anyone spends any time worrying about whether your returns are real or fake they likely need to see a doctor pal, lol. I’m so glad Im not popular enough to be found by the trolls lol

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Eric Clark

@Dynamicbrands

4 years

Creating a bunch of baskets in Ycharts, heres my first go-to research for down markets. This basket performs admirably in down periods, 50% of SPY drawdown as a basket with lots of defensive qualities. This has high sales growth and dividend growth matched with defensive factors

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Eric Clark

@Dynamicbrands

3 years

“Very few people would miss $PINS if it were gone tomorrow”. My wife and she knows about consuming!

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Eric Clark

@Dynamicbrands

2 years

Jerome: and now that I have tanked the market I’m done with our interview. Stay tuned to March when the data has gotten softer and I have to slow everything I told u I would do today 😂

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Eric Clark

@Dynamicbrands

4 years

Oh my it’s wonderful to hear sanity and humility and class after 4 years of the Maury povich show

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Eric Clark

@Dynamicbrands

4 years

Absolutely NOTHING can bring this market down. NOTHING

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Eric Clark

@Dynamicbrands

2 years

@robtfrank @chamath I think most knew this was about chamath taking advantage of a stupid market that allowed all these deals to happen. Love him or hate him, he saw a window and jumped through it and make lots of money but those that followed clearly didn’t do their own work. Those r great lessons

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Eric Clark

@Dynamicbrands

4 years

@saxena_puru Which ones u like? I have $bkng $luv $v $ma $jwn $spg $mtn $rcl $shak $AXP so far. When Airbnb goes public it will be a huge position

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Eric Clark

@Dynamicbrands

4 years

All u degenerate gamblers buying $ZM just don't get too comfy in that stock because its the new mania stock and it will end badly just like every other mania stock. Trading 10 years worth of good news, maybe 15 at this point

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Eric Clark

@Dynamicbrands

4 years

If u never ever read another one of my tweets save this one: big red waterfalls get re-traced 99.9% of the time and usually within a month or two so panic all u want, the high probability trade now is for the washout and ST RE-trace up. Not dissimilar to gaps. Trade well tmrw!

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Eric Clark

@Dynamicbrands

2 years

One of my all time favs from Hedgeye @jimcramer

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