$REI Ring Tape Reports
Per Ticker.id: $REI Ring Tape Reports — timestamped podcast mentions, volume, and share of voice. Latest 2026-07-13 21:10 UTC.
Yeah, they're starting to consolidate all kinds of information from different sources. Yeah. You know, I mean, and they had a deal earlier, it was either earlier this year or late last year with Ring to start consolidating, you know, trying to fuse information from Ring cameras with the Flock database. So, you know, as Robert said, you know, this is collecting way too much information you know, so it's way more than, than just the license plates. You know, there's bumper stickers there. You know, if there's a dent in the car, you know, um, they're, they're, they're picking, they're putting together all kinds of little bits, uh, that go way beyond what they have publicly said. And also a lot of, sometimes the, the information is just plain wrong. Uh, you know, I, I put in a story down below I don't think you guys talked about it previously. This was actually about a month ago. Um, two friends of mine who are both auto writers, um, got picked up by police, um, because of incorrect FLOC data. Uh, they were— they were— they both happened to be driving, um, press vehicles from Jaguar Land Rover. Um, and the way it works with the— with the press fleets, usually the— the manufacturers that own these vehicles, they usually put on Manufacturer plates from whatever state they happen to be based in. JLR is based in New Jersey. JLR North America is based in New Jersey. So they have New Jersey manufacturer plates. And the manufacturer plates usually are a little bit different from the others. In New Jersey, in Michigan, they look like regular plates, except there's a, the middle character's an M. In New Jersey— For manufacturer. Yeah. In New Jersey, they have, the manufacturer plates are 3-4, 34 and DTM, and then there's a 2-digit number that's much smaller in the middle, in between the 34 and the DTM. And, um, somebody had incorrectly entered information in California into the FLOC, uh, system, or I think into actually into a, into a system for reporting, uh, stolen or missing license plates. And they, they missed the middle two digits and they just had the 34 DTM. And so the Flock cameras, the Flock system will capture partial information because a lot of times police, you know, when they put information, they may have a partial plate.
Sam Abuelsamad — This Week in Tech (Audio) · Usain Volt - Meta, Addiction, & the Future of Online Engagement · 2026-08-24Let's start with a couple of extremely important terms that go hand in hand: cyclical and secular. Now, you hear these all the time, yet no one but me ever bothers to explain what they mean, even though they're crucial when it comes to picking stocks. Cyclical has nothing to do with the spin cycle on your washing machine or Wagner's Ring Cycle. Somewhat my classical music. And secular isn't about the separation of church and state or public versus parochial schools. Oh, yes. And kudos to the late, great Lou Rukeyser, who first cracked that cyclical washing machine joke. And I've always remembered it's probably been about 50 years now. We say a company's cyclical if it needs a strong economy in order to grow. It's cyclical because it depends on the business cycle. Cyclical cycle. So metals and mining companies and oil and gas, really any kind of raw materials, plus most of the industrials are cyclical. The homebuilders are cyclical. The automakers are cyclical. The commodity chemical makers like Dow are cyclical. You want a bunch of copper and iron mines like BHP? That's the definition of cyclical. These companies are all hostage to the vicissitudes of the economy. When the economy heats up, they earn a lot more money and we're willing to pay more for those earnings. And when the economy slows down or shifts into a recession mode, they earn a lot less money and investors pay less for their shares. I always say the cyclicals are boom and bust. Names. Ah, secular growth company, on the other hand, is one where the earnings keep coming regardless of the economy's overall health. Think anything you eat, drink, brush your teeth with, or use as medication. So you've got consumer staples like Procter Gamble, of course, the food companies like General Mills, the drug stocks like Pfizer or Merck or Eli Lilly. These are the classic recession-proof names that you want to buy when the economy slows down. Investors flock to the companies that can generate Safe, consistent earnings unless the GLP-1 drugs actually really take over the world, because you don't stop eating food or brushing your teeth just because of recession. Okay, so why is this secular versus cyclical distinction so important? Why is it the first piece of Wall Street jargon I'm translating for you?
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/21/26 · 2026-08-21For example, let's say a pharma company getting FDA approval for a big new drug, or even just some clinical trial data you think will be positive. These are data points that can send a stock soaring if they go your way. So when you make a trade going into it, you know that there's a moment to buy before the catalyst and a moment to sell after the catalyst happens. Sometimes your trades won't work out. The event you're waiting for won't happen, or maybe the data point you're expecting simply turns out to be less positive. Positive than you expected. Either way, when you buy a stock as a trade, it has a limited shelf life. There's only a brief window where you want to own it. Once the window passes, you must sell. Hopefully you'll turn out to be the right— it'll be the right catalyst and you'll rack up a nice gain. If that happens, no point in sticking around. Ring the register and lock in your profits before they evaporate. But if you turn out to be wrong, well, guess what? You still need to sell. I want you to think of it like this. When you buy a bottle of milk, you don't drink it after the expiration Right? You throw it away. The logic of trading is pretty similar. You can't just buy more and call it a longer-term investment because without the catalyst, you got no reason to own the darn stock, and you never ever should own anything without a reason. I've watched an endless parade of people lose money by turning trades into investments. They come up with alibis for staying in a stock long after its expiration date. They're really fooling themselves into believing they're doing the right thing, and then more often than not, they get crushed. Crush. So remember, without a catalyst, you don't have a trade. If you find yourself in that position, then you better sell and cut your losses. No catalyst, no point. An investment, on the other hand, is based on a long-term thesis— the idea that a stock has the potential to make you serious money over an extended period of time. You're not just banking on one specific catalyst. You're expecting many good things will happen in the company's not-too-distant future.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/21/26 · 2026-08-21Very, very transformative, especially— I talked to some of the companies in Canada, and we have what they call the Ring of Fire in Northern Ontario, and it's very remote. And if you could drop a small modular reactor up there, that— and those can go 10 years plus— it would lower the cost. It would allow them to get up and going so much quicker and be much more efficient. And I think that, again, would lower the cost and make make it more, you know, easier to develop some of these projects. So yeah, no, that's something to keep your eye on. And that's one of the resources, you know, we own some Cameco and again, it's one of the best companies in the uranium space. And why do we own it? Again, because of the AI digitization, all of this energy demand that we're seeing. And even in the oil and gas sector, we don't have a lot of money invested in there, but we do have some in the oil and gas sector and the Canadian oil companies in particular are inexpensive. But it looks like the government is freeing up a little bit. I mean, I wish they'd do a lot more and those valuations could get unlocked, but we certainly have the resources. So yeah, anything that transforms the energy and keeps the energy costs lower. As mining costs, I mean, back of the envelope, this varies, but many people would say 25 to 30% of the cost of a mine can be energy. So anytime you can cut that cost substantially, it's going to be significant in dropping your average cost of getting the commodity out of the ground.
Jonathan Wellum — Thoughtful Money with Adam Taggart · With Trust Breaking The World Over, Quality Collateral Is Now Key | Jonathan Wellum · 2026-08-18And a dear friend of mine for many decades. He has Ring famously. And during the Super Bowl, he did this thing like, hey, with Ring cameras, and I guess I don't know if they're considered your number one competitor because they sell to individuals and then allow the data to be used by police if people opt into that, which is an individual's right. They were like, hey, we can find a lost dog. And then people lost their mind over that because they were like, hey, you can find a lost dog, then you can, you know, have somebody stalking, whatever people's valid concerns are. And they had to turn that feature off, is my understanding, after releasing it.
Jason Calacanis — All-In with Chamath, Jason, Sacks & Friedberg · Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety · 2026-08-18What is the opportunity and the concern with AI? Give us the practical, you know, if we were in a police state, if it was China and they're using this, like the CCP has a literal police state, that's very triggering for Americans because they see that, and they see Flock on this end and Ring on this end, and they say, hey, what's the distance between these two? And AI's the obvious one because they're tracking people with facial recognition and they're watching their behavior. They're like, this person littered, this person raised their voice. Like, it's pretty gnarly. Yeah, it's very different. So tell us about the AI features and then what the detective wants most, because the detective wants to close cases reasonably. And then what you're saying, like, oof, gosh, that would close the case, but maybe it's too much of a privacy concern.
Jason Calacanis — All-In with Chamath, Jason, Sacks & Friedberg · Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety · 2026-08-18Well, this reminds me of the call yesterday that was talking about Agnico Eagle and said, "Oh, they bought it well and then it rallied. They took some profits." And it was overbought. And I said, yes, oh, in the short term it is overbought, but because it's pulled back and Ring pulled back from about $100 per share in early March to a low recently about $60 per share, you're talking about a 40% drop from peak to trough. That resets sentiment in a major way. Now we've already rallied from $60 all the way till basically $80 right now at the close today. So that's, It's a big move, right? The high of the day, I guess, was 80. That right there is about a 33% rise. So it is overbought in the short term, but that's the short term. As you said, I'm medium to long term, I remain bullish, and I think the technical setup still remains constructively to the upside. The question is, do you want to buy Ring or do you want to buy— GDX is the most common, that's the VanEck Gold Miners. Ring has an expense ratio of 39 basis points. GDX has 51 basis points. Their portfolios are very similar, so it's a little more expensive when it comes to GDX. As let's see, 59 names, Ring has 40 names. So you're a little more concentrated. Ring with a little bit lower expense ratio. I think both are good. But I like the technical setup in general within the oil patch— or this oil patch, the gold mining or the precious metal subsector. Now the next Invest Talk, we'll look into the story: US housing market cracks, homes are selling below asking price in 38 major cities. A new report shows homes are selling below asking price in 38 of the 50 biggest US cities, a signal that the long dominant seller's market may finally be turning. We will examine what this shift means for real estate as an asset class, homebuilder stocks, and mortgage-sensitive portfolios. That story is for tomorrow. But for now, I'm Justin Klein. I'm ready to take your calls now at 888-99-CHART. At KPP Financial, accountability means more than advice. It means we invest alongside you through our parallel investing approach.
Justin Klein — InvestTalk · S&P 500 Near Record Highs: Is the Stock Market Rally Sustainable in 2026? · 2026-08-13