They Just Did It Again…
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- Опубліковано 1 жов 2024
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I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on UA-cam full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, timeline, and overall circumstances.
Clicked and hung up on my mom and told my pregnant wife to not text me
I'm glad you have your priorities right.
😂😂😂 That was a good one
@@JosephCarlsonAfterHours yeah she don't need me she got her boyfriend to take care of her
@JonJon-kx6xl respect, bro. I hope many look up to you
Bro famous on Twitter now
I love this recommendations. Also, some of the non-tech that I think are positioned to go really up are Home Depot, Delta Airlines, Pool Corp, etc. It's summer anyway. I have set aside almost $200k for that. Having issues now with how to allocate capital, and to know if my projections are right based on technical observations.
you’re right! The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner
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.
Mind if I ask you recommend this particular professional you use their service? i have quite a lot of marketing problems
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.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
Taking early notes from Warren as to the importance of sound asset diversification and risk management It can’t be overstated. I’ve been trying to grow my portfolio of $300K for sometime now, I would greatly appreciate any other suggestions.
Each strategy carries its own set of pros and cons and picking the right one depends on your specific financial goals, but in order to execute such effective decisions, it must be through a skilled practitioner.
I'm sure the idea of an expert might sound generic or controversial to a few, but ever since getting help, I've been investing better for a while, and I couldn't be happier. Now I can see how broad and profitable the stock market can be when you have the right proceedings.
I've actually been thinking of reaching a portfolio-adviser, my 401k and stocks been losing everything it's gained since 2019, mind if I tap in with the person helping you ?
I work with Camille Anne Hector. Investing with her has been a different ball game entirely so different from the stale methods of managers I’ve worked with in the past. last year was my best ever because I'm over 1m which I really never thought I could reach at the start of the year.
Very much appreciated. Searched her full name on my browser and found her site top search, no bs.. so many years of consistency like that is certainly striking!
I think we need a dedicated VICI video with this dip and the outlook with rates!
vici is not a double compounder w cheese. simple as
@@COW879 it’s a triple income generator with one of a kind fries.
We already know the reasons why the dipped happened. No Fed cut is certain and traders on Wall Street are about 30% certain there will be a cut in December. So who the hell knows
@@patrickmccarthy5617 agree, but it’s always nice to hear Joseph’s perspective. He also has it in undervalued territory under $33, so I am curious if he will add to his position at any point.
Mandatory!!!
A Management inconsistent with its commitments is more than enough reason not to buy, or in its case, to sell... for a long term investor
hahahah your face in the intro didn't seem too convinced
Joesph hates money spent on celebrities.
Another great video, thanks! I think the market is over-heated. And I am concerned that people are focusing less on fundamentals and just chanting the mantra of dollar cost averaging and driving the market higher without considering fundamentals. It is a catch-22 for me. I mean I like stock prices going higher but I also hate buying over-priced stocks and ETFs. Personally, I have stopped buying growth ETFs- they are ridiculously over-valued. Dividend stocks and ETFs are a little better but they are still over-valued. There is some hope with small and mid caps. I am not sure they are undervalued but at least they are less over-valued..This pattern offers a valuable insight for strategic planning. Despite these trends, i have delve deeply into active trading and 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 kelvin Hurdle, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape
I have seen a lot of Positive posts about Kelvin Hurdle. Please how do I reach him?
Successful trading necessitates experience, a robust strategy, and thorough preparation. Understanding buy/sell ratios, recognizing market leaders, and implementing diversification are essential for risk mitigation.
Spot-on, I would always rate his signals as one of the best ever used 100% accurate.
Seen a lot of good testimonies about him, he must be honest and committed for people to talk this good about his services.
He appears to be well-educated and well-read. I ran a Google search on his name and came across his website. Thank you for sharing.
Do you consider buying the dip of Vici?
Please update your m1 portfolio links in video description
Growth by acquisition is a drug that once you're addicted, it's almost impossible to give up the habit😅
@@kurniawanms2so long as the company in question supports the core business of the purchaser and not overpaying.
@kurniawanms2 at&t, general electric, Sony etc. All companies that have suffered before from over acquisition, so what's your point? there's needs to be a balance in all things, especially acquisitions. Also you have to realize that the pharma industry buys companies all the time because of how volatile and unpredictable the industry is and bigger companies would rather buy a company that has an fda aprooved drug but still can't bring it to the market like a company like Pfizer can instead of spending 600 million on creating a new drug, instead adding on to the existing one. Most small pharma companies have 1 or 2 drugs that makes them the majority of they're revenue.
Immediately watching because I know Joseph owns $CRM.
Joseph: "CRM is done with expensive acquisitions"
CRM: "Hold my beer"
Informatica in theory is really good. Salesforce has no real presence in data governance space which is becoming super important in every business. Microsoft could eat salesforces lunch if they don’t focus on it. In fact one of the main things people talk about with salesforce is “hey their controls suck let’s not give people data/
Expand our salesforce contract because we don’t have the controls to give analysts access to data/salesforce lisences. This widens their moat and man the financials are not compelling but it might be a cost of doing business for salesforce. I’m not mad either way but informatica could expand salesforce contracts greatly. Most people like snowflake better tho
what is data governance?
@@Allen-L-Canadalong story and googles your friend but basically if you want every employee at a company to get useful data and use salesforce for the best insights/data driven decisions you need to have a tool that manages that data for security, accessibility, quality, ect. Informatica does that. Azure does that for Microsoft. Salesforce does not have a tool for it currently.
@@Allen-L-Canadalong story and googles your friend but basically if you want every employee at a company to get useful data and use salesforce for the best insights/data driven decisions you need to have a tool that manages that data for security, accessibility, quality, ect. Informatica does that. Azure does that for Microsoft. Salesforce does not have a tool for it currently. I’m happy that @JosephCarlsonAfterHours is buying salesforce because the one thing holding me back was knowledge on the financial side of the business so it’s a buy for me
@@Allen-L-Canada long story and googles your friend but basically if you want every employee at a company to get useful data and use salesforce for the best insights/data driven decisions, you need to have a tool that manages that data for security, accessibility, quality, ect. Informatica does that. Azure does that for Microsoft so when people go to Microsoft for data related products they have everything in one place. Salesforce does not have a tool for it currently but they make up for it in other ways currently. I’m happy that Carlson is buying salesforce because the one thing holding me back was knowledge on the financial side of the business so it’s a buy for me
HOLD!!! Diamond 💎 hands 🙌 Joseph!!! Look at the long term picture
Saw the market selling off yesterday and noticed Salesforce was selling off more than the rest of the market. Been waiting for an entry point and found the opportunity to buy at 273. Happy I had this stock on the radar. Thanks JC
CRM looks weak. Not buying.
He bought more of CRM!
😂😂
Joseph I’ve been reading a couple of books about investing and the majority of them refer to a rather simple strategy “buy a index fund (like s&p) and forget about picking stocks” under the premise that you cannot beat the market over the long run. I would love if you can make a video with your perspective on this
He has, something called “Here’s how you can beat the market” also “Why I love stocks” - that one is on the homepage. Both on this channel
old dominion freight line and Copart are better opportunities then sales force.
Joseph, please update this video after today's earnings. Thanks
The longer you hold this stock, the more you’ll regret not sticking to your initial judgement. That’s my prediction, I hope to be wrong.
ADBE - do you think buying it at these levels?
The growing goodwill pile of big companies is something that always makes me approach them with caution.
“0% cash” *keeps buying*
Is there an eposide focus on why you bought sale force?
lol knew you’d be PISSED
You should have bought palantir!
Hmmm. Bought in a Month or so ago. Bought more lately. As a LT investor, I don't want CRM buying more companies short term. Let organics take effect and develop. Display and prove advantage of possible acquisition!
As a CRM stock holder, I especially don't like this news/rumour. I'm willing to take a loss and sell (at least portion of portfolio) than get trapped again on supposed/promised organic growth vs. acquisitions. I like the potential of the company, but no real/proven confidence so far. JC may be correct in his approach, but sell some and buy cheaper when reality of management sets in, is more appealing.in this case.
With which framework did you code qualtrim?^^
I think you missed an important point. Mulesoft and Informatica are both ETL/ELT tools and Mulesoft is owned by Salesforce. The question is how Informatica could improve Mulesoft.
I thought you were big on a company being predictable
Companies are not stock prices. The fundamentals of salesforce should not be confused with short term stock price volatility.
@@JosephCarlsonAfterHours sure but when a companie announces for the world to stop buying companies for now and start paying dividend and buyback shares but in the end pay 14 billion for a new companie which is a lot . That doesn’t make me feel comfortable . In the end it could be a good idea to buy that business or could be bad who knows . But I care about honesty and if they say they pay dividend and buy back shares and won’t do much stockbased compensation and stop buying companies like crazy then they should do it . If not don’t say it . Information Technology is really nice to invest in but I make it simple . 30% my portfolio is nasdaq100 and 70% are sp500 while also some companies but only easy to unterstand and to see their future like railroads Canadian pacific or Amex or kkr , Brookfield . I have those as Single invest and always 70% off my whole portfolio in etf . Long run best decision . Who knows maybe salesforce fucks it up and 5 years from now nobody wants it. Never underestimate the fast change of it
Looks like your recent inclusion of Salesforce to your portfolio may have been premature...not a move that I would have done. Possible regret perhaps?
I'd reconsider if I were you.
Buying CRM at almost all time highs is pretty silly considering they were 55% cheaper just a year and a half ago. They were evening trading 30% less just 6 months ago.
As someone in the big data space for 20+ years I can say that ETL tools are horrible and most of my job has been pulling these tools out of companies. As companies move to cloud they are using native cloud tooling not using Informatica in cloud.
When do you buy CRM? Last time on April fool you just mentioned seriously considering buying CRM
Joseph, you obviously dont understand salesforce idea. They just want to crash the stock to increase the amount of shares They can buyback with their buyback program
Short salesforce XD
The CEO $4.1 mil worth of shares yesterday
joe you realize that salesforce is down mostly due to middle east tensions with skewed inflation data that focuses on the total percentage rather than the 3 things which are being manipulated by greedy companies right?
A hunch: Microsoft may express interest in Informatica.
Joseph , the story is salesforce is way late to the ai party and are desperate . Listen to the oracle earnings calls , and also see who they partnered with. You know what you should buy instead 😅
“That’s basically what Informatica does” … no clue what that is lol
love your salesforce coverage ty
What a twist!
It's on my watch list at $140
first i saw their ticker symbol 'crm' i thought "ice cream"
Joseph,
Nibbled on more CRM this week. Also like the discount and hoping merger doesn’t happen. Either way should not have material effect in long term.
Buy high I see, I'll wait for 240
I dont get why your m1 links dont shoe any position of Salesforce
You should buy NVO on this pullback
🤑I purchased corn at $195 a year ago😂
I actually think this is going to be a good acquisition.
I'll buy some shares at $250 in June/July timeframe
Hope 2 get it @ that price also as a margin of safety
Lets gooo video up just in time for my lunch!
If you are looking for suggestuons for companies to look at and analyze in future videos, I'm interested in your thoughts on Dollar General.
What about Synergy effects of this deal?
I’m just waiting for the storm to pass
Salesforce is still too expensive
Good episode.
Why not wait? Time will tell. Is the management to trust or not?
Lol Joseph going degen mode
Can we get the price down to the 200ma 🙏
looks like they used AI to create the ad
I'm probably the tenth person here. I think.
Hahahaha!!!!!!!!!
Thank you
Was waiting for this ;)
First. Fugyaaaa!
🤠
Isnt crm up today
About 2%
I knew you shoulda waited on CRM..
WOW youre so intelligent! How can i be like you
Literally does not matter for how long Joseph holds his positions.
@@crohmer Stay off youtube
hindsight
@@Allen-L-Canada No its not, I posted on the video when he bought CRM saying this...
If you used technical analysis, and did either day or swing trades. You would have had the knowledge that the market was overdue for a pull back and waited for a more opportune time to buy into Salesforce...
First heee baby
First!
Hey Joseph, love your content I really took investing serious this year and found your channel, following your philosophies. I have a 5-6 year early retirement plan, was wondering if you have any thoughts on that? Like do I retire off dividends or the 4% rule? Is a million dollars a realistic retirement goal with compounding machine companies?
Just dropped off my wife with her ex husband, and my step son is asleep, perfect timing for a Joseph Carlson episode!
Where do you own this stock?
He owns it for the dividends. Passive Income Portfolio.
what are your thoughts on SMCI?
Whats your take on Snowflake? Its stock price has dropped 25% ytd. I would be interested in your insights on this company