George the Stock Jock
@george-stockjocks.bsky.social
I like stocks, I like investing. I like to invest in stocks and my favorite investing podcast is Just the Tips (by the Stock Jocks).
$APPF is a Buy. Rev growth re-accelerated >20% 🚀, unit growth picked up as did VAS accelerating meaningfully to 22% y/y. They are crushing rule of 40 (44), and it’s the cheapest it’s ever been, and cheap compared to vertical SaaS peers. 🎧 for more: bit.ly/3XqBICv
Spotify – Web Player
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December 8, 2025 at 6:59 AM
$APPF is a Buy. Rev growth re-accelerated >20% 🚀, unit growth picked up as did VAS accelerating meaningfully to 22% y/y. They are crushing rule of 40 (44), and it’s the cheapest it’s ever been, and cheap compared to vertical SaaS peers. 🎧 for more: bit.ly/3XqBICv
$APPF has grown from $74M at IPO to over $1B in revenue in 10 years and they’re taking share in a 45M Unit US property management market.
Trading at its cheapest valuation ever.
So why are we split on whether it’s a buy?
New episode breaks it down 🎧: bit.ly/3XqBICv
Trading at its cheapest valuation ever.
So why are we split on whether it’s a buy?
New episode breaks it down 🎧: bit.ly/3XqBICv
Spotify – Web Player
bit.ly
November 28, 2025 at 7:02 PM
$APPF has grown from $74M at IPO to over $1B in revenue in 10 years and they’re taking share in a 45M Unit US property management market.
Trading at its cheapest valuation ever.
So why are we split on whether it’s a buy?
New episode breaks it down 🎧: bit.ly/3XqBICv
Trading at its cheapest valuation ever.
So why are we split on whether it’s a buy?
New episode breaks it down 🎧: bit.ly/3XqBICv
Our last 6 stock picks beat the market by 38%. Not one lucky call — all six. 💥
We break down what’s next for 9984JP, $NBIS, $CRCL, $UBER, $IOT & $WLDN.
🎧 open.spotify.com/episode/6sDl...
We break down what’s next for 9984JP, $NBIS, $CRCL, $UBER, $IOT & $WLDN.
🎧 open.spotify.com/episode/6sDl...
Episode 28: Where Are Our Picks Now, Part III: Our Tips Crushed the Market by 38%!
open.spotify.com
November 20, 2025 at 2:28 AM
Our last 6 stock picks beat the market by 38%. Not one lucky call — all six. 💥
We break down what’s next for 9984JP, $NBIS, $CRCL, $UBER, $IOT & $WLDN.
🎧 open.spotify.com/episode/6sDl...
We break down what’s next for 9984JP, $NBIS, $CRCL, $UBER, $IOT & $WLDN.
🎧 open.spotify.com/episode/6sDl...
$NBIS 📈 up 50% today and up 88% since we landed on a consensus buy in our 7/1 episode. Listen to the other 23 stocks we have debated, including our latest on $SFTBY: open.spotify.com/show/6uLQNPp...
Episode 27: Softbank Group (9984:JP): More Soft, or more Bank?
open.spotify.com
September 9, 2025 at 5:54 PM
$NBIS 📈 up 50% today and up 88% since we landed on a consensus buy in our 7/1 episode. Listen to the other 23 stocks we have debated, including our latest on $SFTBY: open.spotify.com/show/6uLQNPp...
$SFTBY I keep hearing everyone searching for how to get more AI in their portfolios. This company has a ~12% stake in OpenAI, 87% of ARM, a participant in Stargate, and a VC fund investing in AI startups. To learn more about the 🐂 and 🐻case listen 👉 bit.ly/4gzhbVf
Spotify – Web Player
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September 9, 2025 at 6:26 AM
$SFTBY I keep hearing everyone searching for how to get more AI in their portfolios. This company has a ~12% stake in OpenAI, 87% of ARM, a participant in Stargate, and a VC fund investing in AI startups. To learn more about the 🐂 and 🐻case listen 👉 bit.ly/4gzhbVf
$IOT chalk up another win for Just the Tips podcast episode in which we were 🐂 Stock is up >17% in a month. To listen for the full debate on the stock or to listen to the other 22 names we’ve covered, listen 👉 open.spotify.com/show/6uLQNPp...
Episode 26: $WLDN (Willdan group): WLDN’ Out! Or WLDN…OUT.
open.spotify.com
September 5, 2025 at 7:17 PM
$IOT chalk up another win for Just the Tips podcast episode in which we were 🐂 Stock is up >17% in a month. To listen for the full debate on the stock or to listen to the other 22 names we’ve covered, listen 👉 open.spotify.com/show/6uLQNPp...
$WLDN Hidden gem / right place, right time: WLDN is a 50+ year old services company suddenly in the spotlight thanks to AI data center energy demand. To learn more 👉 bit.ly/45GIlnX
Spotify – Web Player
bit.ly
September 5, 2025 at 12:36 AM
$WLDN Hidden gem / right place, right time: WLDN is a 50+ year old services company suddenly in the spotlight thanks to AI data center energy demand. To learn more 👉 bit.ly/45GIlnX
$WLDN up 190% YTD on energy AI boom. At $1.6B M.C., room to run? But trades like a software co. (22x EBITDA, 36x PE) for a services biz w/5% profit margins in its energy div.
🐂 says hidden gem
🐻 says peak margins & overpriced
Full bull vs bear debate🎙️ bit.ly/45GIlnX
🐂 says hidden gem
🐻 says peak margins & overpriced
Full bull vs bear debate🎙️ bit.ly/45GIlnX
Episode 26: $WLDN (Willdan group): WLDN’ Out! Or WLDN…OUT.
Just the Tips (by the Stock Jocks) · Episode
bit.ly
August 22, 2025 at 4:19 PM
$WLDN up 190% YTD on energy AI boom. At $1.6B M.C., room to run? But trades like a software co. (22x EBITDA, 36x PE) for a services biz w/5% profit margins in its energy div.
🐂 says hidden gem
🐻 says peak margins & overpriced
Full bull vs bear debate🎙️ bit.ly/45GIlnX
🐂 says hidden gem
🐻 says peak margins & overpriced
Full bull vs bear debate🎙️ bit.ly/45GIlnX
$WLDN Forget chips. AI runs on POWER. ⚡
$WLDN is a 50-yr-old “boring” utility services co. now booming off data center energy demand, stock up 176% YTD
More returns in store for this $1.5B hidden gem, or overreaction?
🐂 vs 🐻 debate 👉 bit.ly/45GIlnX
#AI #Energy
$WLDN is a 50-yr-old “boring” utility services co. now booming off data center energy demand, stock up 176% YTD
More returns in store for this $1.5B hidden gem, or overreaction?
🐂 vs 🐻 debate 👉 bit.ly/45GIlnX
#AI #Energy
Episode 26: $WLDN (Willdan group): WLDN’ Out! Or WLDN…OUT.
Just the Tips (by the Stock Jocks) · Episode
bit.ly
August 20, 2025 at 6:04 AM
$WLDN Forget chips. AI runs on POWER. ⚡
$WLDN is a 50-yr-old “boring” utility services co. now booming off data center energy demand, stock up 176% YTD
More returns in store for this $1.5B hidden gem, or overreaction?
🐂 vs 🐻 debate 👉 bit.ly/45GIlnX
#AI #Energy
$WLDN is a 50-yr-old “boring” utility services co. now booming off data center energy demand, stock up 176% YTD
More returns in store for this $1.5B hidden gem, or overreaction?
🐂 vs 🐻 debate 👉 bit.ly/45GIlnX
#AI #Energy
It’s not sexy but it is a $20B company growing at 30%.
📈 Telematics, AI dashcams & real ROI.
Is Samsara ($IOT) the 'boring compounder' your portfolio needs?
Full bull & bear debate here 🎧 bit.ly/4m9t8mw
📈 Telematics, AI dashcams & real ROI.
Is Samsara ($IOT) the 'boring compounder' your portfolio needs?
Full bull & bear debate here 🎧 bit.ly/4m9t8mw
Episode 25: $IOT (Samsara): I-O-Treasure or I-O-Trash?
Just the Tips (by the Stock Jocks) · Episode
bit.ly
August 13, 2025 at 6:06 AM
It’s not sexy but it is a $20B company growing at 30%.
📈 Telematics, AI dashcams & real ROI.
Is Samsara ($IOT) the 'boring compounder' your portfolio needs?
Full bull & bear debate here 🎧 bit.ly/4m9t8mw
📈 Telematics, AI dashcams & real ROI.
Is Samsara ($IOT) the 'boring compounder' your portfolio needs?
Full bull & bear debate here 🎧 bit.ly/4m9t8mw
$CRCL just beat rev est. (+53% to $658M) but distro costs are exploding faster than revs (+64% y/y) & 4.2% dilution is coming w/ new share issuance. At 13.3x revs & 130x PE—still worth its lofty valuation? Full bull/bear case 👉https://bit.ly/4kIwjjp
August 13, 2025 at 5:54 AM
$CRCL just beat rev est. (+53% to $658M) but distro costs are exploding faster than revs (+64% y/y) & 4.2% dilution is coming w/ new share issuance. At 13.3x revs & 130x PE—still worth its lofty valuation? Full bull/bear case 👉https://bit.ly/4kIwjjp
$NBIS Huge beat and raise quarter from $NBIS, a consensus buy from The Stock Jocks. Rev was up 625% y/y. Continued expansion plans, and new enterprise logos, what is not to like? For more on $NBIS listen here 👉 open.spotify.com/episode/6B3o...
Episode 23: $NBIS (Nebius): Long-term Grower, or Just a Near-Term Show-er?
Just the Tips (by the Stock Jocks) · Episode
open.spotify.com
August 7, 2025 at 3:04 PM
$NBIS Huge beat and raise quarter from $NBIS, a consensus buy from The Stock Jocks. Rev was up 625% y/y. Continued expansion plans, and new enterprise logos, what is not to like? For more on $NBIS listen here 👉 open.spotify.com/episode/6B3o...
$IOT $71B TAM. <10% penetration. 📉 Tariff noise = discounted price 📈 Measurable ROI for customers 👨✈️ Elite operator with a track record of billion-dollar builds
Is Samsara (IOT) the sleeper compounder of the decade? Hear the full debate → 🎧 bit.ly/4m9t8mw
Is Samsara (IOT) the sleeper compounder of the decade? Hear the full debate → 🎧 bit.ly/4m9t8mw
Episode 25: $IOT (Samsara): I-O-Treasure or I-O-Trash?
Just the Tips (by the Stock Jocks) · Episode
bit.ly
August 5, 2025 at 4:23 PM
$IOT $71B TAM. <10% penetration. 📉 Tariff noise = discounted price 📈 Measurable ROI for customers 👨✈️ Elite operator with a track record of billion-dollar builds
Is Samsara (IOT) the sleeper compounder of the decade? Hear the full debate → 🎧 bit.ly/4m9t8mw
Is Samsara (IOT) the sleeper compounder of the decade? Hear the full debate → 🎧 bit.ly/4m9t8mw
If Barstool & CNBC had a baby, this 🎙️pod would be it. A few highlights of our latest episode:
Gwyneth Paltrow’s ad game
Figma’s IPO insanity
Jensen signs boobs
Samsara $IOT debate: Bull vs. Bear 🐂🐻 Just the Tips → bit.ly/4m9t8mw
Gwyneth Paltrow’s ad game
Figma’s IPO insanity
Jensen signs boobs
Samsara $IOT debate: Bull vs. Bear 🐂🐻 Just the Tips → bit.ly/4m9t8mw
Episode 25: $IOT (Samsara): I-O-Treasure or I-O-Trash?
Just the Tips (by the Stock Jocks) · Episode
bit.ly
August 5, 2025 at 6:03 AM
If Barstool & CNBC had a baby, this 🎙️pod would be it. A few highlights of our latest episode:
Gwyneth Paltrow’s ad game
Figma’s IPO insanity
Jensen signs boobs
Samsara $IOT debate: Bull vs. Bear 🐂🐻 Just the Tips → bit.ly/4m9t8mw
Gwyneth Paltrow’s ad game
Figma’s IPO insanity
Jensen signs boobs
Samsara $IOT debate: Bull vs. Bear 🐂🐻 Just the Tips → bit.ly/4m9t8mw
$GOOG upping Capex spend from $75B to $85B this year. Great sign to remain long AI including names like $NVDA, $AVGO, $AMD, $NBIS among others. Buckle up 💺
July 23, 2025 at 8:17 PM
$GOOG upping Capex spend from $75B to $85B this year. Great sign to remain long AI including names like $NVDA, $AVGO, $AMD, $NBIS among others. Buckle up 💺
172x earnings. 18x sales.
Less than 20% float. Competition coming. $CRCL is a rocket — but is it priced to perfection?
Here’s what the market might be missing 👇 bit.ly/4kIwjjp
Less than 20% float. Competition coming. $CRCL is a rocket — but is it priced to perfection?
Here’s what the market might be missing 👇 bit.ly/4kIwjjp
Episode 24: $CRCL (Circle): Circle of Life, or Circle Jerk?
Just the Tips (by the Stock Jocks) · Episode
bit.ly
July 22, 2025 at 3:38 PM
172x earnings. 18x sales.
Less than 20% float. Competition coming. $CRCL is a rocket — but is it priced to perfection?
Here’s what the market might be missing 👇 bit.ly/4kIwjjp
Less than 20% float. Competition coming. $CRCL is a rocket — but is it priced to perfection?
Here’s what the market might be missing 👇 bit.ly/4kIwjjp
$CRCL pays nothing to holders of its stablecoin. Competitors are likely to start offering interest — and Circle is already paying incentives to $COIN and Binance for distribution. As competition heats up, both yield and partner payouts could squeeze margins. For more on this listen: bit.ly/4kIwjjp
July 16, 2025 at 6:04 PM
$CRCL pays nothing to holders of its stablecoin. Competitors are likely to start offering interest — and Circle is already paying incentives to $COIN and Binance for distribution. As competition heats up, both yield and partner payouts could squeeze margins. For more on this listen: bit.ly/4kIwjjp
If you’re only valuing $NBIS on AI compute, you’re missing: 1) $1.6B stake in Clickhouse, VC-backed database 2) Toloka, Scale AI competitor ($META acq. For $15B) 3) 5x growth edtech biz 4) robotics delivery w/$UBER ties.
You’ll want to reassess
👉 Link 2 episode: open.spotify.com/episode/6B3o...
You’ll want to reassess
👉 Link 2 episode: open.spotify.com/episode/6B3o...
July 9, 2025 at 5:41 PM
If you’re only valuing $NBIS on AI compute, you’re missing: 1) $1.6B stake in Clickhouse, VC-backed database 2) Toloka, Scale AI competitor ($META acq. For $15B) 3) 5x growth edtech biz 4) robotics delivery w/$UBER ties.
You’ll want to reassess
👉 Link 2 episode: open.spotify.com/episode/6B3o...
You’ll want to reassess
👉 Link 2 episode: open.spotify.com/episode/6B3o...
Listen to the short clip here of my colleague Bruce talking about $NBIS insane growth, and how they can hit $1B in revenue from just their Finland data center (they have 4 others). You can hear the full analysis on Just the Tips by the Stock Jocks: open.spotify.com/episode/6B3o...
July 3, 2025 at 5:18 PM
Listen to the short clip here of my colleague Bruce talking about $NBIS insane growth, and how they can hit $1B in revenue from just their Finland data center (they have 4 others). You can hear the full analysis on Just the Tips by the Stock Jocks: open.spotify.com/episode/6B3o...
$NBIS looks expensive compared to other public cloud providers (that’s until you take into account their growth >300%) trading at 14.5x EV/NTM Revs, especially when you consider they are a 42% gross margin business over LTM (these will improve over time with increased utilization of data centers)
July 2, 2025 at 5:06 PM
$NBIS looks expensive compared to other public cloud providers (that’s until you take into account their growth >300%) trading at 14.5x EV/NTM Revs, especially when you consider they are a 42% gross margin business over LTM (these will improve over time with increased utilization of data centers)
$NBIS have you heard of this stock? It’s up 260% (1 yr), and it’s a pure play on AI. We cover the bull and bear case on the latest Just the Tips by the Stock Jocks, and spoiler alert we think there’s more upside. Please listen, like and subscribe: open.spotify.com/episode/6B3o...
Episode 23: $NBIS (Nebius): Long-term Grower, or Just a Near-Term Shower?
Just the Tips (by the Stock Jocks) · Episode
open.spotify.com
July 1, 2025 at 5:41 PM
$NBIS have you heard of this stock? It’s up 260% (1 yr), and it’s a pure play on AI. We cover the bull and bear case on the latest Just the Tips by the Stock Jocks, and spoiler alert we think there’s more upside. Please listen, like and subscribe: open.spotify.com/episode/6B3o...
$CRWD, $META - Looking for a financial podcast that delivers both returns and laughs? Look no farther than Just the Tips by the Stock Jocks. Listen here for a short clip on how Gordon outperformed the market by 34% and compared my 19% to the fat kid running the mile in gym class
June 24, 2025 at 2:33 PM
$CRWD, $META - Looking for a financial podcast that delivers both returns and laughs? Look no farther than Just the Tips by the Stock Jocks. Listen here for a short clip on how Gordon outperformed the market by 34% and compared my 19% to the fat kid running the mile in gym class
$CRWD - Some of our best calls... and our worst.
91% 🔥
60% ✅
-16% ❌
The Just the Tips crew opens the books and grades their own picks. Spoiler: One of us crushed the S&P500 by 34% in our last 10 picks!
🎙️ Listen and subscribe to the pod for more: open.spotify.com/episode/6xti...
91% 🔥
60% ✅
-16% ❌
The Just the Tips crew opens the books and grades their own picks. Spoiler: One of us crushed the S&P500 by 34% in our last 10 picks!
🎙️ Listen and subscribe to the pod for more: open.spotify.com/episode/6xti...
Episode 22: Where Are They Now, Part Deux: Looking Back on Our “Tips”
Just the Tips (by the Stock Jocks) · Episode
open.spotify.com
June 18, 2025 at 5:39 PM
$CRWD - Some of our best calls... and our worst.
91% 🔥
60% ✅
-16% ❌
The Just the Tips crew opens the books and grades their own picks. Spoiler: One of us crushed the S&P500 by 34% in our last 10 picks!
🎙️ Listen and subscribe to the pod for more: open.spotify.com/episode/6xti...
91% 🔥
60% ✅
-16% ❌
The Just the Tips crew opens the books and grades their own picks. Spoiler: One of us crushed the S&P500 by 34% in our last 10 picks!
🎙️ Listen and subscribe to the pod for more: open.spotify.com/episode/6xti...
They say you can't beat the market, we say watch us! On Just the Tips pod, the Jocks revisit their last 10 stock picks. Spoiler: each of us crushed the S&P 500, beating by 19% to 34%🔥 all in under a year. Hear which names soared, who called what.🎧here: open.spotify.com/episode/6xti...
Episode 22: Where Are They Now, Part Deux: Looking Back on Our “Tips”
Just the Tips (by the Stock Jocks) · Episode
open.spotify.com
June 17, 2025 at 4:48 PM
They say you can't beat the market, we say watch us! On Just the Tips pod, the Jocks revisit their last 10 stock picks. Spoiler: each of us crushed the S&P 500, beating by 19% to 34%🔥 all in under a year. Hear which names soared, who called what.🎧here: open.spotify.com/episode/6xti...
$COIN, $CRCL each hold 50% in USDC. $CRCL’s EV is $23B. $COIN’s stake should be similar. Subtracting that leaves $36B for exchange or 5.7x revs. Others trade at 12x -17x. Either $CRCL is overvalued or $COIN is under. I vote the former. For more listen to: open.spotify.com/episode/4rhI...
Episode 20: Is $COIN Coin-BASED or a Coin Waste?
Just the Tips (by the Stock Jocks) · Episode
open.spotify.com
June 11, 2025 at 4:34 PM
$COIN, $CRCL each hold 50% in USDC. $CRCL’s EV is $23B. $COIN’s stake should be similar. Subtracting that leaves $36B for exchange or 5.7x revs. Others trade at 12x -17x. Either $CRCL is overvalued or $COIN is under. I vote the former. For more listen to: open.spotify.com/episode/4rhI...