Try out the Patreon today and get the rest of July as a free trial. This includes full access to Qualtrim.com, exclusive episodes, and a discord community: www.patreon.com/josephcarlson You just have to go to Patreon and sign up. Let me know if you have any questions or problems upon sign up!
You should add CME Group to your list of important earnings calls. They essentially have a monopoly on futures trading and while they've had a slow couple of years, they haven't slowed down in revenue/fcf growth. They've got some comptetion trying to come in, but they've crushed competitors in the past. Super profitable, nearly no debt. Good stock.
@@BallinLikeMike23 I like the methodology of SCHD more, it can pull from both the NYSE and Nasdaq, so it can have companies like Visa and Mastercard in it, which the QQQ cannot. Historical performance of QQQ has been great, and I would consider it as a close second to SCHG personally.
I’ll believe in investing in Tesla the day they start recycling their car batteries. Until then it’s not a closed loop and it is not sustainable yet. Hybrid vehicles are my preference until then and I will not invest in it as of yet
The most significant lesson I gained from the stock market in 2024 is that uncertainty prevails, emphasizing the importance of humility. Adhering to a long-term strategy with a competitive edge is key
Certainty eludes everyone; thus, it's vital to establish your own methodology, handle risk, and adhere to your strategy unwaveringly. This commitment should endure challenges and successes, all while maintaining a commitment to ongoing learning and improvement.
This is why I've entrusted a fiduciary with my investmnt decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to over $850k. My personal best so far
Interesting, Who is the professional who is advising you, if you could perhaps tell us? As a novice investing in stocks without the correct direction of a professional, I have lost a lot of money.
The advisor that guides me is Annette Christine Conte, most likely the internet is where to find her basic info, just search her name. She's established.
I just googled her and I'm really impressed with her credentials; I reached out to her since l need all the assistance l can get. I just scheduled a caII.
Crazy how you post all this stuff but I’m still not making money lmfaooo I’m fuckin cursed. Missed like 25-30 different 100-500% runners this year already and I just keep buying junk that drops -20% each day
There is no way around it, you gotta create your own system from scratch which is what I've done. I just watch these guys to get different perspectives. My system is 100% accurate and has nothing to do with guessing what the Fed will do or macro economic data of any kind.
Recently started out with an investment manager and it turned out to be exactly what I was looking for. When I look back, On over 150k my rate of return was 3/1.5 % on buy & hold. Disaster. Long story short I wish I could have taken this path long ago. Closed last year with a growth of 32%, I could have hit a million and more by now.
Geez! Kick down those Wall Street doors !! Would you mind disclosing info of this person guiding you please? my problem is I do not trust my guts in today's mkt
Sure. Nancy Magaret Delony is the analyst that helps me. She has a large following and is easily found online. She has extensive understanding as I have made so much since following her.
CZcams premium is a MUCH better deal than spotify. You have all the same official music releases, but youtube gets all the niche and obscure stuff uploaded from users and small bands around the world, and you also get an ad free experience on all of youtube. A solid third of the music in my playlists isnt even on spotify
Hallelujah!!! I’m blessed and favored with $60,000 every week! Now I can afford anything and support the work of God and the church. For Your glory, LORD! HALLELUJAH!
Absolutely! I have heard stories of people who started with little or no knowledge but managed to emerge victorious thanks to Ana Graciela Blackwelder.
This is a very normal correction taking place according to a number of analysts. Particularly, because a number of the large cap/big tech companies have skyrocketed in the last few months. The party can't go on forever. Large caps may still drop another 5-6%. This makes for a buying opportunity. It won't be long before the big names start posting positive gains again..... Long & short-term trading is generally safer, allowing investors to weather market volatility. I have managed to grow a nest egg of around 100k to a decent 432k in the space of a few months... I'm especially grateful to Francine Duguay, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
What I appreciate about Francine Duguay. is her ability to tailor strategies to individual needs. She recognizes that each investor has unique goals and risk tolerances, and she adapts her advice accordingly...........
IMO the dump is a bit of an over reaction. They are not going to get sued into oblivion. All software has bugs once in a while. That being said, it was probably over valued before the bug. In any case, if you think the company will recover and rebound in the future, as in next couple of years, open a reasonable position. Otherwise stay away from it.
0:00 - "Today's Episode: Welcome Back Everyone!" 2:14 - "Exploring High-Quality Growth Opportunities" 4:35 - "Addressing the Central Issue: An In-depth" 9:18 - "Achieving Goals Without Incremental Costs" 11:32 - "Predictions for the Next Decade" 13:57 - "Exploring the Increasing Popularity of Video Consumption" 16:19 - "Profitability of Google Cloud" 18:39 - "Reviewing the Last Quarter's $21 Billion" 21:03 - "Earning Money from Investing in Chipotle" 23:20 - "Anticipating Financial Forecast: Analyzing Potential 25:33 - "Incorporating Stock-Based Compensation in Financial Analysis" 27:48 - "Top Actions for Personal Improvement" 30:03 - "Understanding Comps: An Overview of the Company" 32:24 - "Advancing the Narrative: Turning the Corner"
@@monkey8391 Same here man. Amazing business stellar management and compounding growth suffering from cyclical inflation and retail hurt. I am a little concerned with their increased competition for the long term… Online competition, drug store competition, trendy physical competition. Hopefully their international expansion actually pans out. Do you have thoughts on this?
Joseph, fantastic channel and great episode as always. I have watched a bunch of "financial gurus" come and go with their outlandish claims and ridiculous price targets. You, on the other hand, actually have facts and details to back up your outlook on any given security, and I have yet to see anything come out of your channel other than well thought out and considered ideas. I only found your channel recently, but you are now one of the only ones I watch. My only complaint is that you don't do a video everyday. I understand why you don't, because I know how much work goes into every episode. In any case, keep up the great work providing sane investing advice in an otherwise insane world...
@DonJohn87_YT I like it because I use youtube all day long, so I get no ads on videos and enjoy music when wanting to as well. Otherwise, I would have to pay for both Spotify and CZcams
You're right, in europe we have only a handful of high-performance, innovative companies. They prefer to regulate those that work too well, unfotunately.
A failing U.S. economy and elevated global tensions reduce the likelihood of prolonged inflation or higher long-term Treasury yields. I've seen folks amass up to $1m amid crisis, and even pull it off easily in a favorable economy. Unequivocally, the bubble/collapse is getting somebody somewhere rich
The pathway to substantial returns doesn't solely rely on stocks with significant movements. Instead, it revolves around effectively managing risk relative to reward. By appropriately sizing your positions and capitalizing on your advantage repeatedly, you can progressively work towards achieving your financial goals. This principle applies across various investment approaches, whether it be long-term investing or day trading.
I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.
I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same but it seems you’ve got it all worked out with the firm you work with so i surely wouldn’t mind a recommendation.
Finding financial advisors like Monica Lisa Payne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
Thanks for this. could easily spot her website just after inputting her full name on my browser. she replied my inquiry and we scheduled a consulting session sometime tomorrow.
GOOGLE is an incredible company to own and their investment in hardware will pay off. Specially, the axion arm chip for data centres. Google is fortifying the profitability in their data centres and also investing in clean energy to run them
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.
Is there any chance you could recommend who you work with? I've wanted to make this switch for a very long time now, but I've been very hesitant about. I'll appreciate any recommendation.
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
Sold TSLA in the early weeks of January at 250.08, Bought it back in April at 140.56. It might still go higher further tomorrow, I'm really comfortable with the price I paid, and was not willing to risk having it go higher with me on the sidelines. I also think we have a crash (of some size) coming, but I expect a short hard rise first. Big money wants a chance to sell for a profit. I think that explains the sudden surge in volume today. I guarantee my opinion is worth exactly what you paid for it.
This is Interesting because i bought TSLA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan that includes AI looking into Nvidia, MSFT, Alphabet stocks among others with my Fin. Advisor,. It's been a year and half of steady growth with over $700k in profit.
@@joshbarney114 I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Finding financial advisors like Marisa Breton Dollard who can assist you on things like investing, insurance, making sure retirement is well funded, going over tax benefits, ways to have a volatility buffer for investment risk would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
Excellent share, just inputted Marisa Breton Dollard on the internet, spotted her consulting page ranked top and was able to schedule a call session. I've seen commentaries about advisors but not one looks this phenomenal.
The opportunity cost of missing out on better investments during that time is only going to lose you more money, even if you break even on getting what you put in.
The caveat of Netflix making their own content is it also takes a butt load to produce, which Spotify doesn't have to do. And simultaneously it has the risk of being terrible which makes it a bad investment. That said, is there any reason why Spotify isn't producing music? I'm guessing the expenses outweigh the potential profit, or maybe some anti monopoly laws?
"Buoy the stock with their cashflows" - Sometimes I'm amazed how talented this guy is. Most people with developer/technical backgrounds aren't as eloquent lol
Excellent thesis on spotify, I agree with you 100%, I was also questioning the licensing situation. Now I can rest my mind and pass on it for now, that is enough evaluation on that company.
Visa's and MasterCard's settlement offer seemed a like it would stunt their performance for about 5 years. The court rejected the offer, so it could wind up even worse. Would you please explore the litigation in more detail and report on it? I like these companies and think they'll be fine, but before I buy, I would like to know the likelihood of seeing slow growth.
Good Video! Tesla is definitely a long-term story company, if you truly want to understand its valuation, you gotta look ahead. Long-term the main driver of company value is rate of improvement. Elon and Tesla are trying to master this aspect. It is an engineering & technology company. The car is just one of their products. Until you look deeper into their engineering expertise, their vertical integration, their real world ai/robotics lead, their energy business, etc. you will never be able to judge them accurately. Much love!
I stay away from Spotify. I use audible but don’t really consider it a competitor. I do use its direct competitor Apple music daily. Although I didn’t make the connection prior to this, I agree CZcams is competition..
Am i missing sonething with regards to MasterCard and visa? People keep praising those stocks but the seem to have terrible dividend yields and not great price appreciation.
Joseph: “I don’t invest in Tesla because of valuation” Also Joseph: “Don’t be fooled by AT&T’s valuation, it’s a value trap” Moral of the story: Over the long term, earnings/cash flow/revenue growth determines stock price. Valuation is important, but only a small piece of info required to make or not make an investment.
Try out the Patreon today and get the rest of July as a free trial. This includes full access to Qualtrim.com, exclusive episodes, and a discord community: www.patreon.com/josephcarlson
You just have to go to Patreon and sign up. Let me know if you have any questions or problems upon sign up!
I’m curious why you chose SCHG over QQQ? Both seem like good choices but QQQ is up 12% more in the past 5 years
You should add CME Group to your list of important earnings calls. They essentially have a monopoly on futures trading and while they've had a slow couple of years, they haven't slowed down in revenue/fcf growth. They've got some comptetion trying to come in, but they've crushed competitors in the past. Super profitable, nearly no debt. Good stock.
@@BallinLikeMike23 I like the methodology of SCHD more, it can pull from both the NYSE and Nasdaq, so it can have companies like Visa and Mastercard in it, which the QQQ cannot. Historical performance of QQQ has been great, and I would consider it as a close second to SCHG personally.
I’ll believe in investing in Tesla the day they start recycling their car batteries. Until then it’s not a closed loop and it is not sustainable yet. Hybrid vehicles are my preference until then and I will not invest in it as of yet
The most significant lesson I gained from the stock market in 2024 is that uncertainty prevails, emphasizing the importance of humility. Adhering to a long-term strategy with a competitive edge is key
Certainty eludes everyone; thus, it's vital to establish your own methodology, handle risk, and adhere to your strategy unwaveringly. This commitment should endure challenges and successes, all while maintaining a commitment to ongoing learning and improvement.
This is why I've entrusted a fiduciary with my investmnt decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to over $850k. My personal best so far
Interesting, Who is the professional who is advising you, if you could perhaps tell us? As a novice investing in stocks without the correct direction of a professional, I have lost a lot of money.
The advisor that guides me is Annette Christine Conte, most likely the internet is where to find her basic info, just search her name. She's established.
I just googled her and I'm really impressed with her credentials; I reached out to her since l need all the assistance l can get. I just scheduled a caII.
Crazy how you post all this stuff but I’m still not making money lmfaooo I’m fuckin cursed. Missed like 25-30 different 100-500% runners this year already and I just keep buying junk that drops -20% each day
There is no way around it, you gotta create your own system from scratch which is what I've done. I just watch these guys to get different perspectives. My system is 100% accurate and has nothing to do with guessing what the Fed will do or macro economic data of any kind.
Recently started out with an investment manager and it turned out to be exactly what I was looking for. When I look back, On over 150k my rate of return was 3/1.5 % on buy & hold. Disaster. Long story short I wish I could have taken this path long ago. Closed last year with a growth of 32%, I could have hit a million and more by now.
Geez! Kick down those Wall Street doors !! Would you mind disclosing info of this person guiding you please? my problem is I do not trust my guts in today's mkt
Sure. Nancy Magaret Delony is the analyst that helps me. She has a large following and is easily found online. She has extensive understanding as I have made so much since following her.
Found her, I wrote her an email. Looking forward to what she has to say in my situation, I plan to start 2024 on a woodnote financially.
CZcams premium is a MUCH better deal than spotify. You have all the same official music releases, but youtube gets all the niche and obscure stuff uploaded from users and small bands around the world, and you also get an ad free experience on all of youtube. A solid third of the music in my playlists isnt even on spotify
Agreed. Just canceled spot after 13 yrs in exchange for YT Premium
Wow, thanks for that info.
I didn’t know that about YTP. Thanks!
Much better By far ... I used both paid versions in Spotify and CZcams and I totally agree 👍
Yes but youtube is so expensive
As a Tesla shareholder I must say, that was very fair and accurate assessment.
Agreed! Let’s also see how much energy is going to attribute to the bottom line. Looks promising.
I think this year will be pretty stagnant for the company, but they have some amazing things in the works for next year.
@@TatendaAnah5687 If you mean just revenue and EPS, then yeah.
Finally this is the first time I don’t see bots in the comment section
Found the bot ^
@@stephenedwards9931 yes I am a bot
Aaaaaand they're here.
@@ivermektin6874 I spoke too soon
Just got 100k, need a broker!
MSCI is also releasing earnings tommorow.
Great compounder
CZcams is WAY bigger than Spotify
Hallelujah!!! I’m blessed and favored with $60,000 every week! Now I can afford anything and support the work of God and the church. For Your glory, LORD! HALLELUJAH!
Oh really? Tell me more! Always interested in hearing stories of successes.
This is what Ana Graciela Blackwelder does, she has changed my life.
After raising up to 60k trading with her, I bought a new house and car here in the US and also paid for my son’s (Oscar) surgery. Glory to God.shalom.
I know Ana Graciela Blackwelder, and I have also had success...
Absolutely! I have heard stories of people who started with little or no knowledge but managed to emerge victorious thanks to Ana Graciela Blackwelder.
This is a very normal correction taking place according to a number of analysts. Particularly, because a number of the large cap/big tech companies have skyrocketed in the last few months. The party can't go on forever. Large caps may still drop another 5-6%. This makes for a buying opportunity. It won't be long before the big names start posting positive gains again..... Long & short-term trading is generally safer, allowing investors to weather market volatility. I have managed to grow a nest egg of around 100k to a decent 432k in the space of a few months... I'm especially grateful to Francine Duguay, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Francine duguay program is widely available online..
I appreciate the professionalism and dedication of the team behind Francine’s trade signal service.
Trading with an expert is the best strategy for beginners and busy investor s who have little or no time to monitor their trades.
It was quite challenging to understand the different trends on my own until i found out about Duguay. Trading made easy.
What I appreciate about Francine Duguay. is her ability to tailor strategies to individual needs. She recognizes that each investor has unique goals and risk tolerances, and she adapts her advice accordingly...........
Here’s hoping that both Visa and Google drop so we can buy them at a better valuation 😊
Most likely goog will beat earnings so....
@@hussainalmomen3234I think they both will beat
Just buy don’t time
Buy regardless but if it does dip, buy more than usual. But if you wanna time the market, sure
V and MA are down 8% from 52 week highs
ulta?? You rated this stock as “S” tier a year ago based on fcf and it is almost at its 52wk low. thoughts?
If anything now it is good. I bought it a little over a month ago at $387 and its been flat, but the fundamentals are incredibly sound.
@@monkey8391100%
Joseph, updated analysis on Snowflake would be cool to see at this valuation
Could you do a video on crowdstrike ?
If you wanna buy calls due to the dip, thats your decision
Don’t see why opportunistically buying it now is not a brilliant move. Just stay diversified with a growth ETF
IMO the dump is a bit of an over reaction. They are not going to get sued into oblivion. All software has bugs once in a while. That being said, it was probably over valued before the bug. In any case, if you think the company will recover and rebound in the future, as in next couple of years, open a reasonable position. Otherwise stay away from it.
These videos are a starting point for research. You don’t need someone to tell what to buy. Do your own research
Same here!
Love your analysis..because it´s based on data and incredibly well presented..keep on with these videos, hope you will be right with your analysis!
Would love to hear your diss track on option traders Joseph!
0:00 - "Today's Episode: Welcome Back Everyone!"
2:14 - "Exploring High-Quality Growth Opportunities"
4:35 - "Addressing the Central Issue: An In-depth"
9:18 - "Achieving Goals Without Incremental Costs"
11:32 - "Predictions for the Next Decade"
13:57 - "Exploring the Increasing Popularity of Video Consumption"
16:19 - "Profitability of Google Cloud"
18:39 - "Reviewing the Last Quarter's $21 Billion"
21:03 - "Earning Money from Investing in Chipotle"
23:20 - "Anticipating Financial Forecast: Analyzing Potential
25:33 - "Incorporating Stock-Based Compensation in Financial Analysis"
27:48 - "Top Actions for Personal Improvement"
30:03 - "Understanding Comps: An Overview of the Company"
32:24 - "Advancing the Narrative: Turning the Corner"
These are so valuable for me, keep them coming 👍
What do you think of Ulta?
Like the makeup?
@@jorgetadeo510 Yes
Wow, you are the only other person I've found to have mentioned Ulta stock. I bought them $387.35, my research show about 25% upside.
@@monkey8391 Same here man. Amazing business stellar management and compounding growth suffering from cyclical inflation and retail hurt. I am a little concerned with their increased competition for the long term… Online competition, drug store competition, trendy physical competition. Hopefully their international expansion actually pans out. Do you have thoughts on this?
I think he used to own Ulta a few years ago. Can't remember why he sold them tho.
The main issue with the story of robotaxi is not if it will happen, but when will it happen?
Then the rest is policy talk left. There is so much hater trying to block them.
You’re 100% right about the CZcams competing with Spotify. That was the alternative I was thinking about switching to bc Spotify keeps raising prices
Outstanding video
Sincerely hope you're alright! Expected to see a earnings result video and/or another earnings preview for this week by now.
Was coming here to type the same! I hope all is well and just a summer vacation or something
Love me some VISA..big fan of the firm
Joseph, fantastic channel and great episode as always. I have watched a bunch of "financial gurus" come and go with their outlandish claims and ridiculous price targets.
You, on the other hand, actually have facts and details to back up your outlook on any given security, and I have yet to see anything come out of your channel other than well thought out and considered ideas.
I only found your channel recently, but you are now one of the only ones I watch. My only complaint is that you don't do a video everyday. I understand why you don't, because I know how much work goes into every episode.
In any case, keep up the great work providing sane investing advice in an otherwise insane world...
AT&T hasn't recovered from the tech bubble in the late nineties 😂
😂
Ultimate yield trap
I've never understood why you would pay for spotify when youtube premium exists?
I don’t know much about CZcams premium. In your opinion, what’s the best feature of it?
To be fair Spotify recommendations and playlist are way better than CZcams music and better features in general
@DonJohn87_YT I like it because I use youtube all day long, so I get no ads on videos and enjoy music when wanting to as well. Otherwise, I would have to pay for both Spotify and CZcams
Looking for long term in-vestments that can fetch mi-llions. If you had $250k, which one would you go for in terms of re-tire-ment planning?
Texas Roadhouse is on Thursday?
What about Moody's?
Completely right about the story of revenue vs FCF growth. That’s something I’ve never fertilized out loud before, but it’s so true.
Great video. Have you ever considered a dark mode for Qualtrim?
Chipotle tomorrow report too... think it would be continue to drop?
I've stopped using Spotify in favour of CZcams music. Not a conscious move, just realised I didn't use Spotify much anymore
same
Same
Good work Joseph
Love your work, buddy!
Excellent video.
Nice episode champ! Very informative 👌🏾
Who else watches these while edging his analysis always gets me
Yup I also edge while watching looking at money market
@@nickhaa investing enough to afford paying OF girls
@@JonJon-kx6xl bruh💀
You're right, in europe we have only a handful of high-performance, innovative companies.
They prefer to regulate those that work too well, unfotunately.
A failing U.S. economy and elevated global tensions reduce the likelihood of prolonged inflation or higher long-term Treasury yields. I've seen folks amass up to $1m amid crisis, and even pull it off easily in a favorable economy. Unequivocally, the bubble/collapse is getting somebody somewhere rich
The pathway to substantial returns doesn't solely rely on stocks with significant movements. Instead, it revolves around effectively managing risk relative to reward. By appropriately sizing your positions and capitalizing on your advantage repeatedly, you can progressively work towards achieving your financial goals. This principle applies across various investment approaches, whether it be long-term investing or day trading.
I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.
I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same but it seems you’ve got it all worked out with the firm you work with so i surely wouldn’t mind a recommendation.
Finding financial advisors like Monica Lisa Payne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
Thanks for this. could easily spot her website just after inputting her full name on my browser. she replied my inquiry and we scheduled a consulting session sometime tomorrow.
GOOGLE is an incredible company to own and their investment in hardware will pay off. Specially, the axion arm chip for data centres. Google is fortifying the profitability in their data centres and also investing in clean energy to run them
This is anecdotal but I only listen to podcasts on youtube. Also, I believe Google discontinued google podcasts.
Does anyone know if he has google c or google a shares?
tesla also has energy,megapacks,robots segments and it should also be taken into account when analysing it
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.
Is there any chance you could recommend who you work with? I've wanted to make this switch for a very long time now, but I've been very hesitant about. I'll appreciate any recommendation.
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I copied her whole name and pasted it into my browser; her website appeared immediately, and her qualifications are excellent; thank you for sharing.
Hey JC what do you think about recent sell off in crowdstrike?
Excellent analysis & Thank you again!
Thanks!
Moody's also on Tuesday
I agree with the youtube music being more of a competitor than apple music. I've used all three.
Thank you! Love your analysis
Thank you for your indepth assesments. It is like a college class.
Is there not concerns about increasing levels of debt for Visa/Mastercard? what happens if mass amounts of defaults happen?
Visa/Mastercard does not issue credit, they just operate the payment network.
super interesting video as usual !!
Please review Nike
lol Kendrick Lamar name drop 😂 way to go Joseph! Now play Not Like Us!
Hey Joseph, great video! Would you ever do a Q&A in the future? I'm quite curious about your career path and what got you into investing. Thanks!
Sold TSLA in the early weeks of January at 250.08, Bought it back in April at 140.56. It might still go higher further tomorrow, I'm really comfortable with the price I paid, and was not willing to risk having it go higher with me on the sidelines. I also think we have a crash (of some size) coming, but I expect a short hard rise first. Big money wants a chance to sell for a profit. I think that explains the sudden surge in volume today. I guarantee my opinion is worth exactly what you paid for it.
This is Interesting because i bought TSLA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan that includes AI looking into Nvidia, MSFT, Alphabet stocks among others with my Fin. Advisor,. It's been a year and half of steady growth with over $700k in profit.
@@joshbarney114 I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Finding financial advisors like Marisa Breton Dollard who can assist you on things like investing, insurance, making sure retirement is well funded, going over tax benefits, ways to have a volatility buffer for investment risk would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
Excellent share, just inputted Marisa Breton Dollard on the internet, spotted her consulting page ranked top and was able to schedule a call session. I've seen commentaries about advisors but not one looks this phenomenal.
FICO stock....I would like your option on it. I haven't heard anything about this great company in a while.
Joe - your thoughts on FRPT, Freshpet?
I have 100 shares of Amazon. You and me both need them to do well :P
Thank you as always!👍
Would you buy more if there's a 10% dip?
Didn t Google have issues with stock based compensation and high employee head count?
I wonder how that evolved or they are still just as bloated
I'm too deep in the hole with T & MMM, gonna wait till they turn the corner and come back up so I can get what I put in...
The opportunity cost of missing out on better investments during that time is only going to lose you more money, even if you break even on getting what you put in.
Like ever time well said and thank you
Great info as always thanks
Be great if you put FCF as a percentage of revenue in FCF bars
The caveat of Netflix making their own content is it also takes a butt load to produce, which Spotify doesn't have to do. And simultaneously it has the risk of being terrible which makes it a bad investment. That said, is there any reason why Spotify isn't producing music? I'm guessing the expenses outweigh the potential profit, or maybe some anti monopoly laws?
Im already maxed out on good so i wish for nothing but the best
Booking is worst than I thought, the uncertainty and violence in Europe can't be good... My new pt is $3000 after earnings.😊
I'd be interested in your take on IBM.
@@RussAbbott1 what's your take on IBS?
There are many better stocks. IMO it’s a yield trap. Time is too short for their turn around. Opportunity cost of investing in SCHG or VGT
They can't lose! That thumbnail title aged like milk in July 😂
The thumbnail chart is googles free cash flow per share. Title is referencing Google which I’ve stated is an inevitable winner. And they still are.
6:25 "their hot diss tracks" 😂
your forgot the "...or whatever is going on in the world" xD
I agree with CZcams being a bigger competitor. I listen to all music on CZcams, even though I have Apple Music and Spotify.
Please make a video on Crowdstrike
"Buoy the stock with their cashflows" - Sometimes I'm amazed how talented this guy is. Most people with developer/technical backgrounds aren't as eloquent lol
Excellent thesis on spotify, I agree with you 100%, I was also questioning the licensing situation. Now I can rest my mind and pass on it for now, that is enough evaluation on that company.
Please do a video on Autodesk (ADSK). love the vids!
Visa's and MasterCard's settlement offer seemed a like it would stunt their performance for about 5 years. The court rejected the offer, so it could wind up even worse. Would you please explore the litigation in more detail and report on it? I like these companies and think they'll be fine, but before I buy, I would like to know the likelihood of seeing slow growth.
Keep going love it ❤
Good Video! Tesla is definitely a long-term story company, if you truly want to understand its valuation, you gotta look ahead. Long-term the main driver of company value is rate of improvement. Elon and Tesla are trying to master this aspect. It is an engineering & technology company. The car is just one of their products. Until you look deeper into their engineering expertise, their vertical integration, their real world ai/robotics lead, their energy business, etc. you will never be able to judge them accurately. Much love!
Comparing Chipotle with Tesla omg! 😆😆🤣
I am hoping CMG and GOOGL fall like crazy. CMG I hope it gets a major correction.
I stay away from Spotify. I use audible but don’t really consider it a competitor. I do use its direct competitor Apple music daily. Although I didn’t make the connection prior to this, I agree CZcams is competition..
Am i missing sonething with regards to MasterCard and visa?
People keep praising those stocks but the seem to have terrible dividend yields and not great price appreciation.
Hi Joseph Carlson
I am waiting for this Joseph!
Teslas priced up free cash flow is 200 to one?
Joseph: “I don’t invest in Tesla because of valuation”
Also Joseph: “Don’t be fooled by AT&T’s valuation, it’s a value trap”
Moral of the story: Over the long term, earnings/cash flow/revenue growth determines stock price. Valuation is important, but only a small piece of info required to make or not make an investment.
This guy always forgot that shareholders of AT$T got shares of WBD spinoff of 20$ per share at the time. Also every Year they got 5-8% of dividends …
What about Chipo! 🤷
He sold that.
You never talk about healthcare companies!
Did you sell apple?
I’m surprised he didn’t mention chipotle? Thought he loved that company
Last video he said he sold out of it. Sure he still loves it, just high valuation
He sold out completely
He did mention it. It’s literally in the video. Briefly
Was not pronouncing the T
Hurry babe, new Financial Advice™️ just dropped!🤗
I like the meat and potatoes 😊
Amazon is not a robotics company. Lol