What Phil Flynn is saying
Guest
3 dated public stances tracked since 2020-09-15, most recently 2020-12-01. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Phil Flynn's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Phil Flynn is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2020-12-01
FDX
bullish
Fox Claman Countdown · video
FedEx and transportation names are the critical infrastructure for vaccine distribution and the stock reflects this, hitting record highs as the market bets on a rapid return to normal
“look at fedex today record high they're flying today”
90d -8.7% · 180d +8.5% · 1y -20.0%
Tom Hayes – The Claman Countdown – Fox Business Appearance – 12/1/2020
2020-12-01
HSIC
bullish
Fox Claman Countdown · video
Henry Schein is already prepared for vaccine distribution rollout, giving it a first-mover advantage and a direct revenue catalyst from the national vaccination program
“i think he's got it right on i mean getting this vaccine out to the people”
90d -0.6% · 180d +17.2% · 1y +8.4%
Tom Hayes – The Claman Countdown – Fox Business Appearance – 12/1/2020
2020-09-15
ADM
bullish
Fox Claman Countdown · video
A multifaceted physical commodity trading firm is more durable than pure-play retail brokerages, which face cyclical swings in retail investor enthusiasm
“something like archer daniels midland for example that trades just about everything supermarkets in the world the physical”
90d +3.3% · 180d +24.6% · 1y +35.1%
Tom Hayes – The Claman Countdown – Fox Business Appearance – 9/15/2020
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