The world of investing is no longer boring. We explore timeless wealth creation principles, current news and drama, as well as commentary and reaction from members of the community.
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Microsoft Is Spending $100 Billion To Build An AI Super Computer
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Microsoft is building a $100 billion AI super computer. Amazon ditches their walk out tech. Disney fights off activist investors. Steve Eisman wants interest rates to stay the same.
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A closer look at some of the companies that will benefit from AI.
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In this episode we discuss the five most overvalued stocks in the market and give context to why each of them are trading with these valuations. 🎉 6,000+ Member Patreon: https://www.patreon.com/josephcarlson🚀 Growth Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM&mid=50362&murl=https://dashboard.m1.com/share?token=39d17ae6-4a4a-3fc…
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00:00 Introduction02:10 The Lawsuit20:06 Reddit Analysis24:36 Googel Upgrade
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Tesla is the worst performing stock in the S&P 500 and QQQ.
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The Downfall of Amazon Has Started (According To Reddit)
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Sellers are complaining, the FTC is getting involved, are the tides turning for Amazon?
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We check in on the best-performing and worst-performing stocks in the market this year.
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Is Google's dominance coming to an end?
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The mechanics behind how Texas Roadhouse keeps winning.
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A quick overview of the reasons stocks are the ultimate investment.
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Valuations are stretched, and investors are becoming greedy. We discuss how to invest in a bull market.
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00:00 Introduction04:00 Investing Philosophy07:15 Stock Selection28:43 Temperament34:09 Portfolio Management
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Microsoft, Google, Apple, Meta, Amazon are all reporting earnings this week! Here's what to expect.
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Netflix, Tesla, Visa, and many other companies are reporting earnings this week. Here's my prediction.
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Investors want a return to normalcy in 2024. We discuss what a normal stock market looks like.
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In this episode we discuss the importance of not being scared out of the market.
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What's your edge as an investor?
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00:00 Introduction02:29 Barrons 10 Stocks19:06 Costco CEO Interview25:34 Apple No Longer Selling Apple Watch27: 15 Adobe and Figma Deal Ends28:28 Trevor Milton Sentenced
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00:00 Introduction00:40 VICI06:48 Netflix11:53 Costco19:20 S&P Global23:20 Canadian Pacific
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00:00 Introduction02:05 Recap of 202313:00 GTA 6 Trailer16:50 Will AI vs The Internet21:17 Spotify Cutting Costs
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Most data you see shows you all the ways you can't win. Here's some data showing the other side.
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00:00 Intro02:47 Black Friday Sales Numbers13:43 Amazon Now Bigger Than UPS In US15:29 The Bears Were Wrong... Again17:27 Elizabeth Warren X Post
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Episode 358 - I Just Spent $5,000 On This Undervalued Stock
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Here's my case for buying Canadian Pacific today.
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We get to look at Super Investor's portfolios. Today we look at Chris Hohn, Terry Smith, Josh Tarasoff, Michael Burry, and Thomas Russo.
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We look back a year and compare to where we are now.
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Microsoft has somehow managed to become the leader in AI, with a lucky partnership with OpenAI. We discuss the implications this has on the stock and its long-term future.
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We review this earnings season.
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In this episode we discuss the troubles Google has in cloud, along with Microsoft, Meta, Vici, Canadian Pacific earnings reports.
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00:00 Introduction02:50 My Portfolios04:25 Coca Cola06:50 Verizon09:20 Spotify11:45 Microsoft16:15 Google22:08 Snapchat23:10 Visa & Mastercard26:36 Canadian Pacific27:48 VICI28:40 Thermo Fisher Scientific29:50 Texas Roadhouse30:50 Meta34:40 Tractor Supply Company37:10 Amazon41:56 Chipotle
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00:00 Introduction01:39 Hamas Attacks Israel04:48 Intuit Buy08:22 Chipotle Buy09:09 Canadian Pacific Buy10:45 Peltz Buys More Disney18:10 Home Depot Catches Unusual Suspect
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The CEO of Microsoft takes the stand in the courtroom and does not hold back against Google. In his testimony, he paints Google out to be a large anti-competitive company that boxes out all viable competition. Google gets the chance to respond.
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Episode 349 - Stocks continue Falling - What I'm Doing Now
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Stocks are falling, the 10 year treasury is rising. I look over my portfolio. Bill Ackman talks about why he believes things have changed, he overviews his portfolio, and he explains is purchase into Google.
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00:00 Introduction01:50 Amazon Invests In AI Company09:20 Writers Srike Ends12:38 AI Voice Translation14:00 Reacting To TikTok $700 Pen
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Apple released the iPhone 15. Investors and analysts are underwhelmed. Is this the top for Apple?
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00:00 Introduction01:45 Patreon Sponsorship03:46 Better Cash Management09:50 LULU Earnings Report13:20 Disney vs Charter18:03 My Retirement Account24:24 TikTok Life Advice
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5 companies that are currently in a dip. Here's the story of each one.
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00:00 Introduction04:00 S&P Global09:40 Mastercard11:33 VICI14:50 Apple & Microsoft17:32 Costco22:18 Texas Roadhouse25:09 Intuit26:07 CPKC & Union Pacific27:00 Chipotle
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00:00 Introduction03:26 Warren Buffett11:10 Dev Kantesaria20:56 Bill Ackman25:50 Carl Icahn29:50 Chase Coleman31:38 Nelson Peltz34:18 David Einhorn35:22 Bill Gates37:24 Daniel Loeb39:22 Christopher Bloomstran
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00:00 Introduction02:55 Chuck Akre08:59 Chris Hohn12:55 Terry Smith20:00 Josh Tarasoff22:57 Michael Burry27:41 Pat Dorsey29:09 Howard Marks31:14 Seth Klarman32:54 Thomas Russo34:24 Mohnish Pabrai
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The Biggest Earnings Week 3 (Apple, Amazon, Sofi, Starbucks)
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In this episode we review the upcoming earnings of many notable stocks.
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Two of them I already owned, one is a new holding.
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00:00 Preview01:23 Earnings Week05:34 Threads Slowdown09:45 Sergey Brin Is Back At Google11:10 Netflix Earnings Report15:56 Tesla Earnings Report20:41 TikTok Financial Advice
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00:00 Intro02:34 Dominos06:14 Verizon and AT&T09:46 Spotify12:40 Microsoft16:20 Google18:40 Snapchat20:19 Visa and Mastercard22:35 Union Pacific24:20 Meta26:30 Chipotle28:51 McDonalds29:44 Crocs31:50 Intel33:10 Roku
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00:00 Preview01:35 Inflation Is Done10:16 Microsoft Merger17:55 Terry Smith Update24:50 Amazon Prime Day
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A look into the business models behind big tech.
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Episode 329 - Apple hit 3 Trillion, Why It Will Hit 4 Trillion Next Year
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Apple hits 3 trillion market cap.
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Here's When I'll Sell My Stocks
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Seth Klarman warns about the everything bubble. Satya Nadella has a goal for 500 billion in revenue by 2030. VICI may be buying the Bellagio. And the TikTok financial advice has an unexpected turn.
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Carnival Corporation stock is up 80% Year To Date. With the recent sell-off after earnings, is now the time to buy?
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We go through the valuation of every company in my portfolio. We also discuss the FTC going after Amazon, Elon fighting Mark Zuckerberg, and of course we review a TikTok on the next get-rich-money hack.
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