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.
…
continue reading
00:00 Intro 02:04 Alibaba 05:37 Google 06:45 ASML 09:50 Berkshire Hathaway 14:02 Citigroup 16:10 Everest Group 18:45 LVMH 19:33 Moderna 21:31 SLB 22:25 Uber 27:43 Netflix NFL Stream 30:57 Microsoft Forces Copilot
…
continue reading
I rank 22 of the most popular stocks by their free cash flow profile.
…
continue reading
As stocks hit all time highs we take a look at Jeff Bezos involvement with Amazon.
…
continue reading
00:00 Intro 02:45 Qualtrim Free Trial 03:11 Amazon's Push Into AI Deepens 22:24 Salesforce Stock Jumps 11% 33:05 Texas Roadhouse Gets Free Ads 34:23 UNH Executive Attacked
…
continue reading
00:00 Intro 02:40 Signs Of The Market Top 19:19 Target 20% Sell Off 21:08 Netflix Mike Tyson Jake Paul Event 23:09 Google Selling Google Chrome 25:19 Congress vs Visa & Mastercard
…
continue reading
00:00 Intro 00:55 Warren Buffett 11:35 Bill Ackman 16:26 Terry Smith 18:50 Dev Kantesaria 25:18 Josh Tarasoff 26:40 Pat Dorsey 29:06 Polen Capital 31:00 Chris Hohn 32:45 Michael Burry 34:15 AltaRock 35:40 Chuck Akre 38:11 Conclusion and Warnings
…
continue reading
00:00 Intro 01:18 Best Stocks In 2024 20:30 Spotify Earnings Analysis 23:30 Apple Next Big Device 25:33 Amazon's New Discount Store 28:05 Disney Earnings Preview
…
continue reading
00:00 Intro 02:00 Salesforce Stock Surges 13:00 Netflix Shifts To Live Streaming 15:50 Bitcoin New High 18:41 Take Two CEO on AI
…
continue reading
We examine the biggest winners and losers of the past week.
…
continue reading
00:00 Trump Wins 08:15 Company Specific Impacts
…
continue reading
00:00 Intro 02:29 Election Investing 07:30 Election Impact 12:04 Palantir Earnings 16:00 Buffett Is Selling 19:43 TikTok Day Trading
…
continue reading
00:00 Intro 02:55 Portfolio Update 09:50 Amazon 23:20 Meta 26:50 Booking Holdings 30:40 Apple 34:26 Microsoft
…
continue reading
00:00 Intro 01:30 Reviewing My Trade 08:00 Google's Earnings Report
…
continue reading
00:00 Intro 02:21 Qualtrim Earnings Calendar 06:54 Google 16:14 McDonalds 18:31 Visa 20:30 Microsoft 24:28 Meta 27:35 Booking Holdings 30:10 Starbucks 32:26 Mastercard 33:55 Uber 35:25 Apple 38:54 Amazon
…
continue reading
00:00 Intro 02:07 Portfolio Update 04:11 Texas Roadhouse 08:49 Moody's and S&P Global 10:40 Canadian Pacific 13:18 Tesla 21:55 Microsoft's Subscription Gaming
…
continue reading
00:00 Intro 02:05 Selling At The Bottom 16:30 Moody's Earnings 17:53 Unhappy Amazon Employees Can Quit 23:07 Salesforce vs Microsoft
…
continue reading
00:00 Intro 04:33 Moody's And S&P Global 09:10 Coca-Cola 13:15 Tesla 22:50 ServiceNow 25:31 Canadian Pacific 28:40 Texas Roadhouse
…
continue reading
00:00 Intro 02:00 Amazon Upgraded to $250 16:29 TikTok Lawsuit 22:44 Costco Apartments 26:45 Tesla RoboTaxi Reveal 29:15 TikTok Reactions
…
continue reading
00:00 Intro02:15 Google Is Losing Its Grip On Search12:14 Amazon Gets Downgraded17:27 Apple Ditches the Annual Release Strategy21:09 Insiders Are Selling
…
continue reading
00:00 Intro01:44 Portfolio Update09:40 Top Five Best and Worst Stocks20:00 Jobs Report Blows Past Expectations22:13 The Port Strike Is Over25:48 Amazon's $100M Mr Beast Show
…
continue reading
00:00 Intro01:45 Palantir Is Expensive17:09 Netflix Cancellations Spike25:10 Tim Sweeney Sues Google28:55 Google Pays 2.7 Billion For One Employee
…
continue reading
00:00 Intro01:30 Portfolio Update04:40 The Coin Flip Market10:20 Costco Earnings18:38 Big Tech Valuations28:14 Amazon Employees Want to Quit30:44 I Don't Trust Sam Altman
…
continue reading
00:00 Intro01:10 Visa Sued By DOJ16:40 Nike Gets A New CEO21:57 Gen Z and Millennials are Doom Spending
…
continue reading
00:00 Intro00:57 The Market Reached an All Time High11:43 Amazon Makes Seller AI Tool13:59 Walmart Bypassing Visa & Mastercard16:00 Olive Garden Stock Jumps17:50 TikTok / Reel Finance
…
continue reading
00:00 Intro02:00 Cutting Interest Rates09:20 Apple's Lower Demand13:40 Chipotle Robot16:15 Biden Closes Temu Loophole17:57 How Nike Became Uncool
…
continue reading
00:00 Intro01:45 My Portfolios History05:33 My Dividend Break Down29:10 Adobe Earnings report35:10 Uber and Waymo Team Up36:25 Mastercard Buys Cybersecurity Company
…
continue reading
00:00 Intro01:30 Is Gen AI a Bubble?09:15 Steve Eisman interview13:44 Brian's plan for Starbucks
…
continue reading
00:00 Intro03:11 Google Will Recover18:00 The Apple Event25:18 Disney Leaked Data
…
continue reading
00:00 Intro02:35 Investment Philosophy04:35 S&P Global07:00 Mastercard09:45 Costco13:48 Texas Roadhouse16:53 Moody's19:35 Booking Holdings22:10 Salesforce24:32 VICI26:54 Intuit29:20 Microsoft31:28 Canadian Pacific34:00 Apple
…
continue reading
00:00 Intro01:55 Nvidia Earnings Predictions15:10 Crowdstrike Earnings Predictions18:15 Salesforce Earnings Predictions23:04 Lululemon Earnings Predictions27:41 Ulta Beauty Earnings Predictions32:50 Costco in Japan
…
continue reading
00:00 Intro02:18 Rate Cuts Are Here14:30 I'm Buying Intuit20:22 Chick-fil-A Streaming Service
…
continue reading
00:00 Intro02:03 Top 3 Tech Stocks15:23 Target CEO discusses earnings18:00 Is Target Price Gouging?23:18 Is Netflix Risky
…
continue reading
00:00 Intro03:07 Trimming Apple05:51 Booking Holdings08:30 Salesforce11:27 Intuit13:41 Disney Lawsuit18:15 Carl Icahn Fined
…
continue reading
The 10 best super investors have updated their portfolios. We take a look in this episode.
…
continue reading
00:00 Intro02:30 Starbucks New CEO21:15 Home Depot Earnings22:40 Intel Trades Below Book Value
…
continue reading
00:00 Intro01:17 Lululemon08:15 Ulta Beauty12:42 Disney17:26 Airbnb18:52 Celsius20:32 Nike
…
continue reading
00:00 Intro02:48 Google Loses Monopoly Case12:29 Airbnb Slowdown17:30 Disney Streaming Profits20:40 Microsoft and CrowdStrike blame Delta
…
continue reading
Warren Buffett sold half his Apple stake and we're going through a broad market sell off.
…
continue reading
00:00 Intro04:50 Microsoft Sell Off09:38 Google Earnings Analysis12:53 Moody's Earnings15:40 S&P Global Earnings16:57 Texas Roadhouse Earnings21:30 PayPal Earnings24:15 CrowdStrike Lawsuit35:10 Cancel Netflix Campaign
…
continue reading
00:00 Intro01:40 McDonalds05:55 Sofi09:20 PayPal12:48 Microsoft19:00 Starbucks23:00 WingStop24:17 Mastercard26:00 Meta30:45 Amazon38:00 Apple43:18 Booking Holdings
…
continue reading
ASML, TSM, Netflix, Dominos, American Express report earnings this week. 00:00 Intro02:50 ASML Earnings08:35 Ally Financial Earnings11:08 TSMC Earnings16:00 Dominos Earnings20:50 Netflix Earnings25:28 American Express Earnings
…
continue reading
00:00 Intro01:44 The Potential Glut In Demand13:37 The Current Set Up For NVIDIA19:42 Insiders Selling, Not Buying20:38 The Market Melt Up23:00 Boeing Pleads Guilty 26:20 Paramount Merger
…
continue reading
00:00 Introduction02:34 Tom Lee Bull Thesis14:46 Jeff Bezos Sells Amazon17:17 Chipotle Portion Size Analysis23:30 Sams Club Lowers Membership Price
…
continue reading
My full portfolio performance so far in 2024. The EU goes after Meta. Redbox goes out of jail. And fund managers get a new excuse for underperformance.
…
continue reading
Survey shows the majority of investors believe the market is at a tipping point. Five men were convicted of running a fraudulent streaming service. Apple is being fined by the EU again. Amazon's AI Alexa may be an additional subscription.
…
continue reading
Nvidia exploits it's dominance in chip making to become a software company. Social media influencers aren't getting rich. Netflix competes with Disneyland. Apple has a problem in China.
…
continue reading
00:00 Intro02:25 How To Invest In This Bull Market17:38 Surgeons General Warning For Social Media Companies21:23 Adobe Is Deceiving Customers
…
continue reading
Apple just introduced a new default position. We discuss the potential impact of this on this episode.
…
continue reading
Apple has a plan for selling more iPhones and avoiding regulation. We discuss their plan in this episode.
…
continue reading
Roaring Kitty makes the case for gamestop. Netflix is sued. Apple's AI plan is leaked.
…
continue reading