Going Public With Ross Mandell

Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creatorIs Lockheed Martin stock (NYSE: LMT) a bargain as missile demand grows? On Going Public with Ross Mandell, Ross examines the investment case for a defense giant facing Washington budget uncertainty while orders expand. Recorded before the company’s October 22, 2026 earnings release, this episode explores whether the stock’s pullback created an opportunity for long-term investors.Using Lockheed Martin’s second-quarter 2026 results, Ross breaks down its $230 billion backlog, $65 billion in new orders, and growing free cash flow. Discover how Patriot PAC-3 interceptors, THAAD missile defense systems, and F-35 sustainment contribute to the business. Ross also explains the book-to-bill ratio and why rebuilding missile inventories could support years of production growth.This LMT stock analysis covers valuation, dividend income, Wall Street price targets, and the risks behind the bullish thesis. From congressional funding delays to fixed-price contract losses and cash-flow timing, Ross examines what investors should watch beyond the headlines. Subscribe to Going Public with Ross Mandell for more analysis of defense stocks, earnings, and long-term investing opportunities.About Ross Mandell:Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity. This content is for informational and educational purposes only and does not constitute financial or investment advice.🔗 Links & Resources📌 Book A Call With Rosshttps://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagramhttps://www.instagram.com/rossmandell/⏱️ Chapters00:00 Lockheed Martin Stock: A Missile Boom at a Bargain Price?01:01 Why LMT Stock Fell: Defense Budget Uncertainty02:08 Analyst Upgrades & Lockheed Martin’s Stock Rebound03:17 Lockheed Martin Q2 Earnings: Revenue & Cash Flow Growth04:00 The $230 Billion Backlog & Book-to-Bill Ratio Explained05:07 Patriot Missile Demand & U.S. Stockpile Replenishment05:47 Lockheed Martin’s Patriot & THAAD Production Expansion07:27 LMT Stock Valuation: Is 18 Times Earnings Attractive?08:05 Lockheed Martin’s Free Cash Flow & Dividend08:56 Wall Street’s Lockheed Martin Price Targets09:21 LMT Investment Risks: Budget Delays, Margins & Cash Flow11:09 Ross Mandell’s Lockheed Martin Investment Thesis12:00 Q3 Earnings Checklist: Backlog, Cash Flow & Production Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creatorCoreWeave stock (NASDAQ: CRWV) has fallen sharply while its founders have sold $3.3 billion in shares since the company’s March 2025 IPO. Is this AI infrastructure stock a buying opportunity—or a warning sign? On Going Public with Ross Mandell, Ross examines CoreWeave’s founder stock sales and why Goldman Sachs upgraded the stock to Buy while cutting its price target from $139 to $106.Discover how CoreWeave’s NVIDIA-powered GPU cloud business serves the growing demand for artificial intelligence computing. Ross breaks down its debt-heavy expansion, GPU-backed financing, and approximately $104 billion in contracted backlog. He also puts the founders’ stock sales into context, including scheduled trading plans and their remaining ownership, while examining the tension between insider selling and retail investor buying.This CoreWeave stock analysis explores the risks behind the AI infrastructure boom, including rising borrowing costs, customer concentration, and depreciating GPU equipment. Ross explains why investors should watch insider filings, bond yields, and earnings disclosures when evaluating the company’s outlook. Subscribe to Going Public with Ross Mandell for more conversations about AI stocks, Wall Street, and the businesses shaping the stock market.About Ross Mandell:Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity. This content is for informational and educational purposes only and does not constitute financial or investment advice.🔗 Links & Resources📌 Book A Call With Rosshttps://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagramhttps://www.instagram.com/rossmandell/⏱️ Chapters00:00 CoreWeave Stock: Buying Opportunity or Red Flag?00:59 CoreWeave’s $3.3 Billion Founder Stock Sales Explained01:38 How CoreWeave’s AI Cloud & GPU Business Works02:50 How Much Have CoreWeave’s Founders Sold?03:21 Scheduled Insider Selling & Remaining Founder Ownership04:38 Why Retail Investors Are Buying the CoreWeave Dip05:04 CoreWeave’s Debt Risk & Rising Bond Yields05:51 Goldman Sachs Upgrades CRWV but Cuts Its Price Target06:34 Goldman Sachs’ CoreWeave IPO & Lending Ties07:21 CoreWeave’s Bull Case: GPU Financing & $104B Backlog08:09 CoreWeave Stock Risks: Customer Concentration & GPU Depreciation09:14 What to Watch: Insider Filings, Bond Yields & Earnings Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creatorIs Datadog stock (NASDAQ: DDOG) still a buy after its strong rally? On Going Public with Ross Mandell, Ross examines how Datadog’s cloud monitoring and observability platform helps businesses track application performance, investigate outages, and manage increasingly complex AI systems. Explore why the growth of artificial intelligence could create a lasting opportunity for this software company.Ross breaks down Datadog’s Q2 2026 earnings, including 36% revenue growth, $1.12 billion in quarterly revenue, and $279 million in free cash flow. He also explores its expanding AI customer base, Bits AI tools, and “land and expand” strategy, where customers adopt more products over time. With AI companies spending millions annually on its platform, Datadog is already participating in the AI infrastructure boom.This DDOG stock analysis also covers premium valuation, share-price volatility, and the risk of reduced usage from Datadog’s largest customer. Ross explains his long-term investment thesis and the business metrics investors should watch to evaluate whether growth can meet expectations. Subscribe to Going Public with Ross Mandell for more analysis of AI stocks, cloud computing companies, and long-term investing opportunities.About Ross Mandell:Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity. This content is for informational and educational purposes only and does not constitute financial or investment advice.🔗 Links & Resources📌 Book A Call With Rosshttps://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagramhttps://www.instagram.com/rossmandell/⏱️ Chapters00:00 Datadog Stock & the AI Infrastructure Opportunity01:00 Datadog’s Founders & Cloud Monitoring Origins02:09 How Datadog’s Observability Platform Works03:15 Datadog Earnings: Revenue Growth & Free Cash Flow04:02 Datadog’s Land-and-Expand Business Model04:55 How AI Customers Are Driving Datadog’s Growth05:57 Bits AI Tools & AI Agent Monitoring06:39 Datadog’s Growth Beyond AI Companies07:19 DDOG Stock: Valuation, Volatility & Customer Risk08:56 Datadog Revenue Guidance & Growth Outlook09:22 Ross Mandell’s Long-Term Datadog Investment Thesis10:21 Going Public Patreon & Investor Community Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creatorCould CrowdStrike stock (NASDAQ: CRWD) become a major winner in the AI cybersecurity boom? On Going Public with Ross Mandell, Ross examines how AI-assisted cyberattacks and the rise of AI agents could increase demand for digital protection. Starting with the attacks on South Korean banks, he explores why CrowdStrike’s Falcon platform could play a growing role in securing businesses, cloud systems, and digital identities.Ross breaks down CrowdStrike’s revenue growth, annual recurring revenue (ARR), Falcon Flex adoption, and free cash flow to assess the company’s long-term growth potential. He also discusses Falcon’s availability in the OpenAI Marketplace and CrowdStrike’s cybersecurity startup accelerator with AWS and NVIDIA, explaining how these initiatives fit into its broader AI security strategy.This CRWD stock analysis also examines valuation risk, stock-based compensation, competition, and customer trust following the July 2024 outage. For investors researching cybersecurity stocks and AI investment opportunities, the episode outlines the growth drivers, risks, and business metrics worth watching. Subscribe to Going Public with Ross Mandell for more stock market analysis and investing insights.About Ross Mandell:Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity. This content is for informational and educational purposes only and does not constitute financial or investment advice.🔗 Links & Resources📌 Book A Call With Rosshttps://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagramhttps://www.instagram.com/rossmandell/⏱️ Chapters00:00 CrowdStrike Stock & the Rise of AI Cyberattacks00:38 South Korean Bank Hacks: How Attackers Are Using AI01:45 How CrowdStrike’s Falcon Cybersecurity Platform Works02:52 CrowdStrike Earnings: Revenue & ARR Growth04:04 Falcon Flex Growth & Customer Adoption04:38 AI Agent Security & the OpenAI Marketplace06:33 CrowdStrike Free Cash Flow & Profitability07:18 The 2024 CrowdStrike Outage & Customer Trust07:52 CRWD Stock Valuation & Investment Risks08:21 Ross Mandell’s Long-Term CrowdStrike Stock Outlook09:13 Key Business Metrics for CrowdStrike Investors Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creatorAfter a proposed $500,000 deal fell apart, Steve Rifkind found an unexpected opportunity with New Edition. On Going Public with Ross Mandell, the Loud Records founder shares the setbacks, relationships, and music marketing instincts that shaped his career in the music business.From his family’s Spring Records to managing New Edition, Steve explains how he built connections through college campuses, radio stations, record stores, and street marketing. He recalls promoting Fatback Band’s “I Found Lovin’” and discusses why listening to your audience matters. The conversation also touches on Loud Records and Wu-Tang Clan, with practical lessons in branding, word-of-mouth marketing, and recognizing talent.For entrepreneurs, independent artists, and business owners, this episode explores recovering from failed deals, building valuable relationships, and trusting your judgment. Steve also shares his perspective on artists building independently in today’s music industry. Subscribe to Going Public with Ross Mandell for more conversations about entrepreneurship, investing, and building a business.About Ross Mandell:Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity. This content is for informational and educational purposes only and does not constitute financial or investment advice.🔗 Links & Resources📌 Book A Call With Rosshttps://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08📲 Follow Ross Mandell on Instagramhttps://www.instagram.com/rossmandell/📲 Follow Steve On Instagramhttps://instagram.com/steverifkind?xtok=MXZxZ2JiaHpibzgxYw%3D%3D⏱️ Chapters00:00 Steve Rifkind Interview With Ross Mandell04:53 Spring Records & Steve Rifkind’s Music Industry Roots09:09 Surviving a Heart Attack at 5115:06 Growing Up With Dyslexia & Facing School Bullies18:25 Breaking Into the Music Industry at 1822:58 Street Marketing: Building a Music Industry Network25:37 Promoting Records in New York’s Nightclubs28:48 Finding Hit Songs Through Audience Feedback30:20 Fatback Band’s “I Found Lovin’” & Radio Promotion32:53 A Rap Cartoon & a $500K Music Deal35:33 Why Steve Rifkind’s $500K Deal Fell Apart37:03 How Steve Rifkind Began Managing New Edition41:45 Loud Records, Wu-Tang Clan & Fat Joe45:18 Independent Artists: Building Without a Record Label46:39 Discovering Music Talent & Understanding Your Audience Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.