These predictions will be based on Tim's strategy to short-sell pump-and-dumps and buy earnings-winners and contract-winners. Pump-and-dumps are companies whose stock price is the result of marketing campaigns that are designed to sell stock rather than than the company's ability to sell real products and services. A company that has been pumped may be a company that sells real products. But it is either a real company that is worth a tiny percentage of what the market capitalization seems to suggest, or it's a pretend company -- the people in charge have no intention of turning a profit by selling products, because they just want to sell stock.
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