Is the growth trade running out of steam? Ryan Modesto doesn't think so. He just thinks you have to be picky. Modesto looks for stocks with growth, momentum and quality. In this episode, he outlines six growth names that could be ready to rip.  As always, this is not financial advice.

Chapters: 
0:00 Intro 
0:26 Why small caps stocks can offer big growth potential. 
1:09 Why Ryan thinks growth stock valuations are reasonable.
1:45 Ryan's framework: growth, momentum and quality.
2:30 3 stocks Ryan previously sold due to bad momentum.
3:36 Stock 1 - Nebius (NBIS) 
4:25 Stock 2 - nVent Electric (NVT)
5:10 Stock 3 - SharkNinja (SN)
6:03 Stock 4 - Cellebrite (CLBT)
7:02 Stock 5 - Karman Holdings (KRMN)
7:45 Stock 6 - Kratos (KTOS)

Our thanks to Ryan Modesto! Learn more about Ryan here: https://i2icapital.com/our-team

Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take," with deep dives, briefings, guest notes and more!

● Investing newsletter: https://jonerlichman.substack.com/ 

● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down

Give us a 5 star podcast rating!

● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387

● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf

● TikTok - https://www.tiktok.com/@jonerlichman?lang=en 

● Instagram - https://www.instagram.com/jonerlichman/?hl=en 

● X - https://x.com/JonErlichman

● Website - https://www.tickertakeonline.com/

Exec Producer/Co-Host: Caroline Lesley  - https://www.instagram.com/caroline.lesley/

About me:

I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune.  I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!

#stocks #investing #stockmarket



Learn more about your ad choices. Visit megaphone.fm/adchoices

Is the growth trade running out of steam? Ryan Modesto doesn't think so. He just thinks you have to be picky. Modesto looks for stocks with growth, momentum and quality. In this episode, he outlines six growth names that could be ready to rip. As always, this is not financial advice.

Chapters: 
0:00 Intro 
0:26 Why small caps stocks can offer big growth potential. 
1:09 Why Ryan thinks growth stock valuations are reasonable.
1:45 Ryan's framework: growth, momentum and quality.
2:30 3 stocks Ryan previously sold due to bad momentum.
3:36 Stock 1 - Nebius (NBIS) 
4:25 Stock 2 - nVent Electric (NVT)
5:10 Stock 3 - SharkNinja (SN)
6:03 Stock 4 - Cellebrite (CLBT)
7:02 Stock 5 - Karman Holdings (KRMN)
7:45 Stock 6 - Kratos (KTOS)

Our thanks to Ryan Modesto! Learn more about Ryan here: https://i2icapital.com/our-team

Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take," with deep dives, briefings, guest notes and more!

● Investing newsletter: https://jonerlichman.substack.com/ 

● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down

Give us a 5 star podcast rating!

● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387

● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf

● TikTok - https://www.tiktok.com/@jonerlichman?lang=en 

● Instagram - https://www.instagram.com/jonerlichman/?hl=en 

● X - https://x.com/JonErlichman

● Website - https://www.tickertakeonline.com/

Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/

About me:

I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!

#stocks #investing #stockmarket Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take, Ticker Take makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.

Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take,&nbsp;Ticker Take&nbsp;makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.