Streamlining Opportunities with Service Now

Published on
May 7th, 2018
Duration
8 minutes

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33

Streamlining Opportunities with Service Now

Trade Ideas ·
Featuring Louis Llanes

Published on: May 7th, 2018 • Duration: 8 minutes

Louis Llanes, Founder Of Wealthnet Investments, discusses the opportunity he sees in Service Now. He explains the catalysts and how to make the trade, in this interview with Justine Underhill. Filmed on May 3, 2018.

Comments

  • MM
    Michael M.
    7 May 2018 @ 18:19
    0 7
    phenomenally boring
    • MM
      Michael M.
      7 May 2018 @ 18:25
      1 0
      risk reward - lose $1 to make $ .80 ...
    • LL
      Louis L. | Contributor
      8 May 2018 @ 00:05
      7 0
      Will try to make more interesting. I was focused on generating ideas that could make money based on solid analysis. Hopefully you watch the next one. :-)
    • AC
      Andrew C.
      9 May 2018 @ 11:20
      2 0
      Trading is supposed to be boring ! If you want excitement, go to the casino!..... Thanks Louis, I see your other trade ideas, GRUB, WDAY, PANW EW are all making money !!
    • LL
      Louis L. | Contributor
      3 November 2018 @ 13:07
      0 0
      Profitable trade. Guess it was luck
  • LA
    Linda A.
    26 July 2018 @ 17:26
    1 0
    Damn Louis you've got a winning combination- technicals, fundamentals, confidence. Keep it coming!
  • AC
    Andrew C.
    9 May 2018 @ 11:25
    0 0
    Hi Louis, it's trying to push through $176 for the third time; is there a catalyst that can push it through?
    • LL
      Louis L. | Contributor
      2 June 2018 @ 10:50
      0 0
      At $181 now. Still in uptrend. Stair stepping up.
  • HA
    Hamed A.
    8 May 2018 @ 16:27
    1 0
    no real opinion on this one but i suspect most investors / traders on here are like me and its pretty difficult to pull the trigger and go long a stock thats already up almost 40% already this year. I am a huge proponent of not chasing trades from FOMO and this is a prime example of a great story already recognized by the market. perhaps find something i wouldnt see or hear on CNBC?
    • LL
      Louis L. | Contributor
      9 May 2018 @ 00:41
      2 1
      Sometimes I’ll buy quality under pressure, other times I’ll buy stocks that already moved. I’ve owned this stock for some time. Our models indicate it’s not FULLY recognized. It’s also a trade with a short leash. Just because a stock is up on the year doesn’t mean it won’t follow through. We will see. One of my previous recommendations $GRUB was up a lot too. It rallied to target and beyond relatively quickly. Thanks for watching.
  • Jr
    Jie r.
    8 May 2018 @ 02:17
    1 0
    Solid company with strong numbers. Thanks Louis, will keep that in my watchlist to go long on a decent pullback, a pity it has ran up.
  • PD
    Pat D.
    7 May 2018 @ 23:44
    2 0
    Published the 7th, filmed on the third, stock closed on the 2nd at $165.50 now at $176. Showing this a little late aren't we 4
    • LL
      Louis L. | Contributor
      8 May 2018 @ 00:03
      1 0
      I agree. It takes time for production people to get content out. Entry happened during production period. I’d enter on pull back or adjust position size if no pull back occurs.

Mark Yusko

Morgan Creek Capital Management, Co- Founder, CEO, & CIO

Mark Yuskois the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. He is also the Managing Partner of Morgan Creek Digital Assets. Morgan Creek Capital Management was founded in 2004 and currently manages close to $2 billion in discretionary and non-discretionary assets. Prior to founding Morgan Creek, Mr. Yusko was CIO and Founder of UNC Management Company (UNCMC), the Endowment investment office for the University of North Carolina at Chapel Hill. Before that, he was Senior Investment Director for the University of Notre Dame Investment Office.Mr. Yusko has been at the forefront of institutional investing throughout his career. An early investor in alternative asset classes at Notre Dame, he brought the Endowment Model of investing to UNC, which contributed to significant performance gains for the Endowment. The Endowment Model is the cornerstone philosophy of Morgan Creek, as is the mandate to Invest in Innovation. Mr. Yusko is again at the forefront of investing through Morgan Creek Digital Assets, which was formed in 2018. Morgan Creek Digital is an early stage investor in blockchain technology, digital currency and digital assets through the firm’s Venture Capital and Digital Asset Index Fund.Mr. Yusko received a BA with Honors from the University of Notre Dame and an MBA in Accounting and Finance from the University of Chicago.
myusko@morgancreekcap.com

Anthony Scaramucci

SkyBridge Capital, Founder & Co-Managing Partner

Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman, LLC in 2001. Earlier, he was a vice president in Private Wealth Management at Goldman Sachs & Co. In 2016, Scaramucci was ranked #85 in Worth Magazine’sPower 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s “Entrepreneur of the Year –New York” Award in the Financial Services category. Anthony is amember of the Council on Foreign Relations (CFR), vice chair of the Kennedy Center Corporate Fund Board, a board member of both The Brain Tumor Foundation and Business Executives for National Security (BENS), and a Trustee of the United States Olympic & Paralympic Foundation. He was a member of the New York City Financial Services Advisory Committee from 2007 to 2012. In November 2016, he was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee. In June 2017, he wasnamed the Chief Strategy Officer of the EXIM Bank. He served as the White House Communications Director for a period in July 2017. Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School.
AScaramucci@skybridge.com

Michael Saylor

MicroStrategy, Co-Founder

Mr. Saylor is a technologist, entrepreneur, business executive, philanthropist, and best-selling author. He currently serves as Chairman of the Board of Directors and Chief Executive Office of MicroStrategy, Inc. (MSTR). Since co-founding the company at the age of 24, Mr. Saylor has built MicroStrategy into a global leader in business intelligence, mobile software, and cloud-based services. In 2012, he authoredThe Mobile Wave: How Mobile Intelligence Will Change Everything, which earned a spot onThe NewYork TimesBest Sellers list. Mr. Saylor attended the Massachusetts Institute of Technology, receiving an S.B. in Aeronautics and Astronautics and an S.B. in Science, Technology, and Society.
saylor@microstrategy.com

Alex Saunders

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alex@nuggetsnews.com.au

James Putra

TradeStation Crypto, Inc., Sr. Director of Product Strategy

James helped launch TradeStation Crypto’s offeringwhichutilizesa true online brokerage model that self-directed investors and traders have come to expect for equities, futures,and foreign currency markets. He is a reputed crypto asset specialist and blockchain thought leader focused on helping people find innovativeways to participate in this space. He is active in the blockchain community with speaking engagements, TV appearances and mentoring.James has over 15 years of experience in the Fintech industry.

Raoul Pal

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Peter McCormack

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Peter McCormack is a full timejournalist/podcaster covering topics such as Freedom, Human Rights, Censorship and Bitcoin. Peter created and hosts the What Bitcoin Did Podcast, a twice-weekly Bitcoin podcast where he interviews experts in the world of Bitcoin development, privacy, investment and adoption. Launched in November of 2017, the podcast has grown to over 100 episodes with a guest list that is a testament to the diversity of knowledge and opinions that represent the broader Bitcoin community. Expanding his growing list of humaninterest recordings, documentaries and films Peter has recently launched theDefiancepodcast andDefianceTV.
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Caitlin Long

Avanti Financial Group, Founder & CEO

22-year Wall Street veteran who has been active in bitcoin and blockchain since 2012. In 2018-20 she led the charge to make her native state of Wyoming an oasis for blockchain companies in the US, where she helped Wyoming enact 20 blockchain-enabling laws. From 2016-18 she jointly spearheaded a blockchain project for delivering market index data to Vanguard as chairman and president of Symbiont, an enterprise blockchain start-up. Caitlin ran Morgan Stanley’s pension solutions business (2007-2016), heldsenior roles at Credit Suisse (1997-2007) and began her career at Salomon Brothers (1994-1997). She is a graduate of Harvard Law School (JD, 1994), the Kennedy School of Government (MPP, 1994) and the University of Wyoming (BA, 1990).
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Hunter Horsley

Bitwise Asset Management, CEO

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Luke Gromen

Forest For The Trees, Founder & President

Luke Gromen has 25 years of experience in equity research, equity research sales, and as a macro/thematic analyst.He is the founder and president of macro/thematic research firm FFTT, LLC, which he founded in early 2014 to address and leverage the opportunity he saw created by applying what clientsand former colleagues consistently described as a “unique ability to connect the dots” during a time when he saw an increasing “silo-ing” of perspectives occurring on Wall Street and in corporate America.FFTT caters to institutions and sophisticated individuals by aggregating a wide variety of macroeconomic, thematic and sector trends in an unconventional manner to identify investable developing economic bottlenecks for his clients.Prior to founding FFTT, Luke was a founding partner of Cleveland Research Company, where he worked from 2006-14.At CRC, Luke worked in sales and edited CRC’s flagship weekly thematic research summary piece (“Straight from the Source”)for the firm’s clients.Prior to that,Luke was a partner at Midwest Research, where he worked in equity research and sales from 1996-2006.While in sales, Luke was a founding editor of Midwest’s widely-read weekly thematic summary (“Heard in the Midwest”) for the firm’s clients, in whichhe aggregated and combined proprietary research from Midwest with inputs from other sources.Luke Gromen holds a BBA in Finance and Accounting from the University of Cincinnati and received his MBA from Case Western Reserve University.He earned the CFA designation in 2003.
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Meltem Demirors

CoinShares, Chief Strategy Officer

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