No Robots Allowed
Summary
Jack Howes presents eight non-AI growth stocks as a reprieve from the tech sector, including Royal Caribbean, BioMarin, Eli Lilly, 5 Below, Smurfit Westrock, Charles Schwab, Planet Fitness, and Take-Two Interactive. The episode highlights companies with solid earnings prospects and reasonable valuations, discussing specific catalysts like cruise recovery, obesity drug adoption, viral toy trends, and the upcoming Grand Theft Auto release.
Topics discussed
Sponsor: VanEck Real Assets ETF
Intro: Seeking a break from AI talk
Methodology: Screening for non-AI growth stocks
Criteria: Earnings doubling and valuation checks
Royal Caribbean: Cruise stock performance and risks
BioMarin: Rare disease drugs and diversification
Eli Lilly: GLP-1 drugs and healthcare cost savings
Five Below: Squishy dumplings and toy trends
Nostalgia: Webkins and childhood toys
Sponsor: VanEck Real Assets ETF
Smurfit WestRock: Packaging consolidation and costs
Charles Schwab: Cash sorting and earnings recovery
Planet Fitness: Pricing issues and gym economics
Take-Two Interactive: GTA 6 and gaming monetization
Outro: Listener engagement and contact info
Sponsor: VanEck Real Assets ETF
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