📈 TKer by Sam Ro

📈 TKer by Sam Ro

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Must Reads

Picking a market-beating stock is far from a coin flip 🪙
A simple concept explains how a few big winners carry the market's returns 📊
 • 
Sam Ro, CFA
Most stock-picking pros have been underperforming this year's market rally 🫤
New data confirms this persistent trend 📊
 • 
Sam Ro, CFA
How the stock market explains why I’m not moving out of my apartment that just got flooded — again! 🚣
Plus a charted review of the macro crosscurrents 🔀
 • 
Sam Ro, CFA
5 thoughts I had while chatting with smart finance podcasters 💬
Plus a charted review of the macro crosscurrents 🔀
 • 
Sam Ro, CFA
Does it always make sense to think of a 20% decline in your portfolio as a loss? 🤨
Plus a charted review of the macro crosscurrents 🔀
 • 
Sam Ro, CFA
Stocks usually look past geopolitical events, but they shouldn't be ignored 🫣
Staying invested doesn't mean dismissing the risk of things getting worse 🤔
 • 
Sam Ro, CFA
2
Sometimes, the best business decision is to change businesses 💔
Plus a charted review of the macro crosscurrents 🔀
 • 
Sam Ro, CFA
3
Economic data quality deteriorates — 2 thoughts for investors 🧮
Plus a charted review of the macro crosscurrents 🔀
 • 
Sam Ro, CFA
1
Identifying winning stocks is hard. Holding winning stocks is a nightmare. 🫠
Plus a charted review of the macro crosscurrents 🔀
 • 
Sam Ro, CFA
2
Remembering moments when I thought things took a permanent turn for the worse 🙇‍♂️
Plus a charted review of the macro crosscurrents 🔀
 • 
Sam Ro, CFA
2
'Past performance is' clearly 'no guarantee of future results' 📊
Top fund managers rarely stay on top. Market-beating managers rarely keep beating the market. 📉
 • 
Sam Ro, CFA
What does the negative GDP report really tell us? 🤔
A few thoughts regarding an ambiguous headline metric 🇺🇸
 • 
Sam Ro, CFA
2
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