Insider Moves: Pelosi's Call Option Play in Palo Alto Networks ($PANW) - Time to Buy?

[@fhowland]

Love the Pelosi shade 🤣. The CEO did his mba at my Alma matter and when I was doing mine we held PANW in the schools fund, five years ago.. wish I bought some for myself !

[@GuillaumeBettin]

Can you do Fortinet ? It’s their main competitor but the capital allocation is good and the management seems to have more integrity (the founders are still in charge).

[@Khizionic]

No

[@MrFrescocotone]

Excellent company but very overvalued

[@GuillaumeBettin]

@@MrFrescocotone I think it's fairly valued

[@MrFrescocotone]

@GuillaumeBettin it may not VERY overvalued, but fairky valued, not really. Growth is showing down, and the fcf yeald that's guaranteeing now it's fairly small

[@milchrahmmatthias2570]

Good and very rationale to point out SBC. It's a major red flag for me in the cybersec sector and PANW is even one company that does it "modestly". Looking at CRWD, ZS and the likes SBC is north of 20% of revenue.

[@Kilaueaorph4n]

Vanguard should create a PLSI ETF. Average 5-Year CAGR: 45.2% 😅

[@crohmer]

i get you're trying to be funny but vanguard doesnt do ETFs like that, more like wisdomtree or some other company

[@vids290]

​​@@crohmerSo you got it but you still felt the need to correct the joke 🤔🤦🏾😆 ...I bet you're loads of fun, life an soul of any party 👀

[@maosw]

Not by Vanguard, but there's NANC - up 20% YTD, 33% YoY

[@DennisHaywood709]

From my observation and historical market pattern, there might be a bit of turbulence in the market coming up, but here's the deal: Trying to guess what's going to happen next is less important than spreading your bets when trading and thinking long term. It's not about guessing the market's next move; it's about playing it smart and steady...managed to grow a nest egg of around 100k to a decent 732k in the space of a few months... I'm especially grateful to Kerrie Farrell, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape...

[@DennisHaywood709]

She's often interacts on Telegrams, using the user-name...

[@DennisHaywood709]

@Kerriefarrell..

[@tonimontana5153]

Thank you for this EXCELLENT work! Please keep on!

[@Chrishousden24]

nice video. Thank you for sharing

[@oscargranath93]

Thank you for this stock analysis!

[@Iceman_S1K]

Amazing content man thank you

[@Thlsm1094]

When was this video made?? I see it was released today but seems like it was made a week ago ……😊

[@CstewartCFA]

Yep. Didn’t get around to releasing it

[@aidanbrooking9939]

Great video, would love to see you touch on the gold industry

[@leestringer]

This is a smart move. Pick stocks that are in the news. Especially political news. Any chance you can have a look at Albermarle?

[@beto8493]

We should create a technical indicator that shows when Nancy Pelosi buys or sells shares :)

[@tongobongo5306]

is there a Nancy Pelosi ETF?

[@macattack1958]

@@tongobongo5306 There is one for GOP members of congress and one for DEMs not one just for Nancy

[@ObackBaramaUSA]

Cameron is on the LOOOOOOSEEEEEE!!!!

[@nonexistent5030]

Definitely looks very overvalued. I find myseld wondering why you use such a low growth rate after it tapers off. Seems low for a software firm. Saas seems to have much higher fcf growth potential over the long term.

[@andrewwhite8085]

AI bubble lifts all ships

[@cookiejar01]

CEO mugshot 😂

[@Just-In-Credible]

what is jack?

[@CstewartCFA]

Cash

[@CstewartCFA]

💰

[@rnegoro1]

Nancy is one of the legendary investors similar to peter lynch and buffett.

[@riproar11]

The January 16, 2025 $200 Call options that Nancy owns recently were $15,000 for one share and currently cost $9,800 while PANW is at 280. When PANW fell to 260, the price was a lot less. The returns will be incredible when PA goes back up!

[@Khizionic]

It’s likely her portfolio manager.

[@sorn0007]

husband

[@david492000]

Cisco better value

[@Meowmeow.age.6]

Pelosi is going to take an L on PANW.

[@mugetsuu23]

0:10 I hate to be that a-hole but "miracly" is not a word.

[@ProBonoCanineLaw]

With only 24 hours in a day, it’s amazing how Nancy has been able to juggle a hectic political career while quarterbacking a talk-of-the-town portfolio. Nancy once told me: “Hard work beats talent when talent doesn’t work hard”.

[@CP-qg4ks]

I’m wondering if it might have something to do with her husband is the founder of an investment and consulting firm. I’m willing to go out on a limb and say he’s running her portfolio

[@barryfleming8488]

@@CP-qg4ksbased on pillow talk

[@jonschlottig9584]

​@@CP-qg4kslol - it's funny people don't normally mention that

[@CP-qg4ks]

@@jonschlottig9584 I assume because the conspiracy sounds a lot better when they don’t mention that fact

[@Thebullrunexperience]

Lots of fluff in your presentation. Couldn’t endure watching in entirety. Constructive criticism intended.

[@bobathedog]

Cameron can you look at snowflake?

[@tonymiller6550]

All you financial youtubers have "long term" analysis. I'm looking for a podcast guy on YT that does short term, my goal is to end this year on course and start pulling profits 2024. I have $300k on the line, cant afford mistakes.

[@ChristelleSingler]

I concur, guidance can be beneficial acquiring & managing wealth gains in form of dividends, digital assets, etc, and over time will provide more returns. Thankfully, I can attest to the success of this approach seeing my portfolio of $330k grow by 25% in this bull run

[@tonymiller6550]

this is interesting! the bull rally seems a good time to invest, never invested in the stock market before but quite enthused about it, would obviously need some guide as a total newb... mind if I look up your advisor please?

[@ChristelleSingler]

Certainly.... Camille Anne Hector deserves credit as one of the finest financial planners who decides what I acquire including digital assets. Her reputation precedes her, and I highly recommend her on a public post, you can look her up to locate her online if you are internet-savvy

[@tonymiller6550]

excellent share, no BS. just copied and pasted her full name on my browser, thankfully her site came up first thing, she seems first-rate.

[@johnnythompson4592]

She is betting on a massive drop or 2 for 1 split it seems. 200 is 85 bucks lower from here. 400 then split 2 for 1 is 115 dollars and new all-time highs from here. 200 call strike is bearish it appears.

[@domesticmanhub]

Ummm you don’t understand call options at all. Take your time. Study up.

[@Dhare-o3w]

Options strike and/or quantity is adjusted for evens like stock splits, reverse splits, mergers, ect.

[@williamwu8299]

god u are so late

[@cesarordaz139]

Crowdstrike is better

[@GrahamWinship]

Bro I laugh every time you say “hard jack” with the finger rub 🤌