What Scott Martin is saying
Guest
4 dated public stances tracked since 2022-02-11, most recently 2023-07-03. 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 Scott Martin'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. Scott Martin 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.
2023-07-03
DPZ
bullish
Fox Making Money · video
Domino's is a trade-down beneficiary that has pulled back and is rallying again, with a strong historical track record as a momentum name once it gets moving
“Domino's Pizza is another one too to keep an eye on here as it's pulled back and as it's rallied again”
90d +13.4% · 180d +23.5% · 1y +48.1%
Kingsview CIO Scott Martin on Fox Business: Making Money with Charles Payne 6/30/23
2023-07-03
MCD
owns
Fox Making Money · video
McDonald's reached oversold valuations and is bouncing, and student-loan repayment resumption will accelerate consumer trade-down from pricier fast-casual chains to McDonald's
“McDonald's came back to some pretty good valuations... we're seeing a nice pop in the stock and glad we own it”
90d -12.1% · 180d +1.9% · 1y -14.0%
Kingsview CIO Scott Martin on Fox Business: Making Money with Charles Payne 6/30/23
2023-07-03
long FITB / long CMA / long BANKS
basket
Fox Making Money · video
Regional bank fundamentals have quietly improved post-SVB despite negative headlines, and the group is set for a strong delayed bounce as the Fed pauses; dollar-cost averaging on dips
“the bank situation has only gotten better behind the scenes... that's when as an investor you have to wade in”
90d -5.0% · 180d +31.2% · 1y +33.0%
Kingsview CIO Scott Martin on Fox Business: Making Money with Charles Payne 6/30/23
2022-02-11
long AMD / long NVDA
basket
Fox Making Money · video
Russia/Ukraine geopolitical fears and Fed rate-hike anxiety are creating a short-term selloff in fundamentally strong semiconductor names that should be bought into the dip early next week
“look at amd nvidia for two names those are great buys right here”
90d -27.8% · 180d -18.4% · 1y -17.7%
Scott Martin - Fox Business - Making Money With Charles Payne - 2.11.22
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