Dan Caplinger
speaker
1,715 appearances
16 recordings
4 series
first heard Oct 2023
last heard 18 Sep
Dan Caplinger’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 15 in all, peaking in Nov 2025 with 3.
Appearances
Investors are starting to see it.
That stock price has gone up from $20 to, it was recently, up to about $50 or so.
I think there's more upside ahead.
The stock and the company have been unexpectedly resilient in the face of a hostile environment from the federal government at this point for the core COVID stuff.
just proves that I think the company is making big strides towards diversifying its portfolio and proving the value of its technology in being able to treat a wider variety of diseases and health conditions.
Next up, I'm going to go with Nelnet, a silly little company with a weird name, but they are all over the place in student loans, servicing, payments, school software.
They have a venture capital arm, including Huddle, which is very, very popular among high school students.
athletes, expanding its banking and financial services.
This company has quietly beat the S&P 500 over the last five years and even longer.
I think that they are just now hitting its stride, gaining momentum.
I really, really like this company.
I wish they'd rename it so maybe investors would get more interested, but really, really solid under-the-radar over-performer.
Dan, what do you got?
I'm taking a page from Ray Dalio's playbook over at Bridgewater Associates and trying to incorporate some inflation hudge commodity exposure.
My pick here, Freeport-McMoran, ticker FCX, major copper and gold producer, big copper producer.
It has had its share of operational challenges.
Its biggest copper mine in Indonesia has faced some operational issues.
But we all know what the gold market has done over the past year or so.
It has been an effective diversifier for portfolios.
That's the whole Dalio approach.
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