Microsoft Is Selling Off After Earnings

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  • Опубліковано 9 вер 2024

КОМЕНТАРІ • 383

  • @JosephCarlsonShow
    @JosephCarlsonShow  Місяць тому +12

    Try out the Patreon here: www.patreon.com/josephcarlson
    Patreon includes:
    - Over 100 exclusive videos, and new ones every week.
    - Full access to Qualtrim.com, the stock analysis website I built from the ground up
    - Transparent portfolio updates, with every buy and sell I do, as well as monthly one-pager updates.
    - Access to the Joseph Carlson Show private discord community, with 6,000 members
    The patreon comes with a free trial. You take no risk by signing up.

  • @nicolasbenson009
    @nicolasbenson009 Місяць тому +507

    If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year

    • @Michaelparker12
      @Michaelparker12 Місяць тому +3

      Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.

    • @tatianastarcic
      @tatianastarcic Місяць тому +2

      The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.

    • @berniceburgos-
      @berniceburgos- Місяць тому +3

      I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advis0r? I'll be happy to use some help.

    • @tatianastarcic
      @tatianastarcic Місяць тому +2

      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.

    • @BridgetMiller-
      @BridgetMiller- Місяць тому +1

      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 email shortly.

  • @DonaldMark-ne7se
    @DonaldMark-ne7se Місяць тому +114

    My aunt passed and I inherited some of her portfolio and cash savings, I’m 51 with about 400k cash in savings and as usual everybody’s preaching invest, so what stocks are a good long term buy, only major purchase I intend to make is buying a home in 5years from my returns

    • @kevinmarten
      @kevinmarten Місяць тому +1

      Lucky you, I’d buy a lot of tech stocks and Dividend portfolios with that.

    • @Jamessmith-12
      @Jamessmith-12 Місяць тому +3

      Don’t come to UA-cam looking for UA-cam advise, instead contact a fiduciary for proper guidance.

    • @JacquelinePerrira
      @JacquelinePerrira Місяць тому +1

      Same, I just use UA-cam for research purposes, I run all my major investment through an investment adviser, the market is just too unstable to handle things on your own.

    • @kevinmarten
      @kevinmarten Місяць тому +1

      How do I reach out to a financial advisor, my portfolio has been struggling since 2022 and I’ve been holding on by the skin of my teeth.

    • @JacquelinePerrira
      @JacquelinePerrira Місяць тому +1

      Carol Vivian Constable is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

  • @SamBideau
    @SamBideau Місяць тому +99

    Investing does not need to be complicated. In fact, the simpler the better in my opinion. I'm retired and did so at age 42 with about $1.1M for two people. We had an advisor from Morgan Stanley in our corner. Maxed 401k for many years and then saved additional in index funds in taxable account. Our rate of return has been around 10% percent per year in the taxable account over the last 10 years.

    • @gurokirby
      @gurokirby Місяць тому

      Agreed. I have some fun money in RH but the big majority is managed by Morgan Stanley. I’m actually outperforming them this year but the value they’ve added in other ways over the last several is well worth it for me.

    • @hirvingpetagna
      @hirvingpetagna Місяць тому

      That's amazing congrats. I grew up in a cash only savings environment and a mother who has a small 401k saving. I’m just now learning about the stock market creeping towards 30 so I would appreciate more information about your advisor.

    • @SamBideau
      @SamBideau Місяць тому

      She goes by Nancy Magaret Delony I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

    • @hirvingpetagna
      @hirvingpetagna Місяць тому

      I just Googled her name and her website came up right away. It looks interesting so far. I'm going to send an email to her and let you know how it goes. Thanks for sharing

    • @ConstanceSperl
      @ConstanceSperl Місяць тому

      I use vanguard personal advisor services. They charge 0.3% a year.
      I could tell you what he has me invested in, but AGE matters so much. I am 52 and retired. So I have stocks and bonds. Stocks are in "Vanguard total stock market fund", and some in "Vanguard international fund". There might be a third similar one.
      I'd have to look at my bond fund. For you at age thirty, mostly stocks is advised.

  • @Matthew-mb6oy
    @Matthew-mb6oy Місяць тому +256

    I came across your channel through this video-case studies are incredibly valuable, and I'm eager to see more in the future! Building wealth involves establishing routines, like consistently setting aside funds at regular intervals for smart investments.

    • @nalivkin-ls3pg
      @nalivkin-ls3pg Місяць тому

      You're correct. I think the smartest way to go is to spread out your investments. By putting your money into different asset classes like bonds, real estate, and stocks from other countries, you can lower the risk if one part of the market goes bad.

    • @Freya-jq8mc
      @Freya-jq8mc Місяць тому

      That sounds like a good plan. In the past two years, working closely with a financial market specialist, I've built a six-figure diversified stock portfolio. Now, I aim to diversify even more this year.

    • @Manselus-c1f
      @Manselus-c1f Місяць тому

      Talking about a financial market specialist, do you consider anyone worthy of recommendations? I have about 100k to test the waters now that large cap stocks are at a discount... Thanks

    • @Freya-jq8mc
      @Freya-jq8mc Місяць тому

      My CFA ’ANGELA LYNN SCHILLING’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

    • @Manselus-c1f
      @Manselus-c1f Місяць тому

      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.

  • @Brucelanham845
    @Brucelanham845 Місяць тому +37

    I lost over $70k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Natalie Strayer....

    • @DaveCulbertson
      @DaveCulbertson Місяць тому

      I'm surprised that you just mentioned Natalie Strayer here also Didn’t know she has been good to so many people too this is wonderful, i'm in my fifth trade with her and it has been super.

    • @Nguyenvictory83
      @Nguyenvictory83 Місяць тому

      The very first time we tried, we invested $2000 and after a week, we received $9500. That really helped us a lot to pay up our bills.

    • @Scottweeier846
      @Scottweeier846 Місяць тому

      Natalie Strayer has really set the standard for others to follow, we love her here in Canada 🇨🇦 as she has been really helpful and changed lots of life's

    • @Rodriguezpaul-9
      @Rodriguezpaul-9 Місяць тому

      I'm new at this, please how can I reach her?

    • @carolynvo7802
      @carolynvo7802 Місяць тому

      After I raised up to 125k trading with her I bought a new House and a car here in the states also paid for my son's surgery
      Glory to God shalom.

  • @ErinWarner-zc9jy
    @ErinWarner-zc9jy Місяць тому +141

    With markets tumbling, inflation still high , the Fed imposing large interest-rate hike, while treasury yields are rising rapidly-which means more red ink for portfolios this quarter. How can I profit from the current volatile market, l'm still at a crossroads deciding if to liquidate my $400k bond/stock portfolio.

    • @angeladeem2988
      @angeladeem2988 Місяць тому

      Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.

    • @NatalieFormor
      @NatalieFormor Місяць тому

      A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K

    • @ClaudiaSchreiber-b1p
      @ClaudiaSchreiber-b1p Місяць тому

      impressive gains! how can I get your advlsor please, if you dont mind me asking? I could really use a help as of now

    • @NatalieFormor
      @NatalieFormor Місяць тому

      Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.

  • @LawdDemRangz
    @LawdDemRangz Місяць тому +112

    41 minutes, hell yes.

  • @goodmushroom
    @goodmushroom Місяць тому +23

    Man sold chipotle at the peak. What a legend

  • @omgbaxtergames
    @omgbaxtergames Місяць тому +173

    How the heck do you pump out a 40 minute video so quick after earnings???

  • @roberttheodore9789
    @roberttheodore9789 Місяць тому +190

    I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024

    • @EmilyMartinezE
      @EmilyMartinezE Місяць тому

      Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.

    • @JennaHerberholz
      @JennaHerberholz Місяць тому

      Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.

    • @AngelWilliam-vg5rw
      @AngelWilliam-vg5rw Місяць тому

      I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?

    • @JennaHerberholz
      @JennaHerberholz Місяць тому +1

      My CFA ’Melissa Jean Talingdan’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

    • @AngelWilliam-vg5rw
      @AngelWilliam-vg5rw Місяць тому

      I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you.

  • @jamisonnelson4550
    @jamisonnelson4550 Місяць тому +75

    Joseph "Texas Roadhouse" Carlson

    • @methos-ey9nf
      @methos-ey9nf Місяць тому +10

      Somebody needs to buy him a cowboy hat.

    • @dogelife7901
      @dogelife7901 Місяць тому +9

      food this right cant be wrong - Joseph T Carlson

    • @soup100
      @soup100 Місяць тому

      LOL

  • @MargaretThompson767
    @MargaretThompson767 Місяць тому +82

    Having a good plan towards breaking free financially is absolutely a good thing there are quite a good number of plans one can actually take pending on your clearity and how convenient/conversant you are with it. Nevertheless building a better tomorrow demand absolutely concentration, commitment, diligence and experience from either you or someone mentoring you on how to achieve set goals, as a matter of fact many successes still ballsdown to a good mentorship and guide, with awareness like these it shouldn't be any more a problem to compell one but rather encouraged one to make a good plan toward the future.....managed to grow a nest egg of around 100k to a decent 430k in the space of a few months... I'm especially grateful to Whitney Eston, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

    • @MargaretThompson767
      @MargaretThompson767 Місяць тому

      She's mostly interacts on Telegrams, using the user-name...

    • @MargaretThompson767
      @MargaretThompson767 Місяць тому

      @WhitneyEston

    • @TariqOsman646
      @TariqOsman646 Місяць тому

      Nice info, i appreciate your concern this will help a lot especially to the young investors who have no or lesser knowledge on how the market works.

    • @Sebastian-x1h
      @Sebastian-x1h Місяць тому

      The first step to successful investing is figuring out your goals and risk tolerance either on your own or with the help of a financial professional but is very advisable you make use of a professional, risk management strategies are truly effective..

    • @Heather53466
      @Heather53466 Місяць тому

      I appreciate the professionalism and dedication of the team behind Whitney's trade signal service.

  • @brianwhitehawker1756
    @brianwhitehawker1756 Місяць тому +116

    As an lnvestment enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?.

    • @Jadechurch-ql3do
      @Jadechurch-ql3do Місяць тому

      The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.

    • @yeslahykcim
      @yeslahykcim Місяць тому +1

      I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.

    • @lucaswilliams9992
      @lucaswilliams9992 Місяць тому

      impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now

    • @yeslahykcim
      @yeslahykcim Місяць тому

      Lucinda Margaret Crist is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

    • @AlecJones-em7fe
      @AlecJones-em7fe Місяць тому

      "Time in The Market beats timing The Market". I would put it into a brokerage like Fidelity where the core position earns a good rate, then dollar cost average into a low cost broad ETF/Index Fund like VOO over a year or so. I think you will find this to be the advice people like Buffett and Bogle. This is assuming you don't have debt, want to reinvest in RE, etc.

  • @hdog-rg1xr
    @hdog-rg1xr Місяць тому +16

    I love your analysis on Texas roadhouse and I have a theory as to why I believe they are so successful. I believe that their portion sizes are reasonable, but not huge by any means. That being said, I cannot recall a single time ever leaving Texas roadhouse and I was not full. I believe this is because of their endless rolls. In a world where portion sizes compared to price has been a main focal point for any food service company. Texas roadhouse never seems to leave a customer unsatisfied with portions.

    • @sidewinder34E
      @sidewinder34E Місяць тому +2

      Nearly every restaurant in America has massive portions.

    • @user-qb6zw8ex8f
      @user-qb6zw8ex8f Місяць тому

      What about chipotle meal size? @sidewinder34E

    • @cmh7007
      @cmh7007 Місяць тому

      @@sidewinder34EAnd those restaurants have been raising their prices a ton, too. I find that my wife and I are splitting entrees way more often these days - we were tired of bringing a ton of leftovers home with massive bills.

  • @RonPaulBot1234
    @RonPaulBot1234 Місяць тому +19

    Any good software company wouldnt force an update to all computers at once nor would it be ever done in a Friday.

    • @Allen-L-Canada
      @Allen-L-Canada Місяць тому +1

      I never update my iPhone right away.

    • @ThaKartoffel
      @ThaKartoffel Місяць тому

      ye, guess you must be working in cybersecurity

    • @Allen-L-Canada
      @Allen-L-Canada Місяць тому

      @@RonPaulBot1234 they messed up all the basics. Someone will be fired for sure.

    • @fl3che
      @fl3che Місяць тому

      @@Allen-L-Canada @RonPaulBot1234, for sure heads will roll, i work in it and you earn good but you can fall much faster with just one mistake.

  • @SuperPlayz
    @SuperPlayz Місяць тому +9

    Because of Maps, Google has data to basically the most accurate information about every local business.

  • @somm_golfer
    @somm_golfer Місяць тому +50

    Microsoft announced a one time cash bonus today all employees level 67 and under. Still doing well despite cloud miss

    • @rogersmj
      @rogersmj Місяць тому +5

      …they have over *67 levels* of employees??

    • @MrIseniii
      @MrIseniii Місяць тому +5

      @@rogersmj i Think it starts at level 54 or something. 😂

    • @SergioB-nd4mc
      @SergioB-nd4mc Місяць тому +2

      @@rogersmjwhat is a level 67?? Is that like an Area 51 code number? 😂

    • @rubiirae
      @rubiirae Місяць тому +3

      @@SergioB-nd4mc it's for their software engineer positions, i guess you can look at it like pay scale since they definitely correlate. level 67 is for principal engineer, below that are your standard level 1,2,3 engineers. above that are for partner engineers, the very experienced ones with like $600k to $1M annual salary so def don't need a bonus lol

    • @FinancialToolBuilder
      @FinancialToolBuilder Місяць тому

      @@MrIseniii starts at 59, but actually it's 60 now.
      67 is pretty much everyone except managers of managers.

  • @Daniel-ir4ki
    @Daniel-ir4ki Місяць тому +66

    Crowdstrike: Real men test in production

  • @MisterTheta
    @MisterTheta Місяць тому +11

    great call on the texas roadhouse!

  • @rubenteitler1134
    @rubenteitler1134 Місяць тому +4

    Did you sell out of, or are preparing to sell, Canadian Pacific? I didn’t see you highlight the stock or discuss earnings.

  • @leswhynin913
    @leswhynin913 Місяць тому +13

    Your mom eats at Texas Roadhouse

  • @ahovey4901
    @ahovey4901 Місяць тому +19

    Any opinions on Canadian Pacific’s earnings?

    • @ngn_two6001
      @ngn_two6001 Місяць тому +3

      By quick glance, I saw lower operating ratio (reaches 61% prior to the merger) that may indicate good integration.

    • @LZin-uk5nh
      @LZin-uk5nh Місяць тому +1

      I suggest watching a few youtube videos regarding the problems of railroads in the US in comparison to Europe and Japan to understand why Joseph is wrong about Canadian Pacific( and Union Pacific, but he sold out of it already)

    • @yilungmusksweelow1890
      @yilungmusksweelow1890 Місяць тому

      @@LZin-uk5nhshow me a better option in transport

    • @LZin-uk5nh
      @LZin-uk5nh Місяць тому +1

      @@yilungmusksweelow1890 Bruv, just look up Old Dominion and other trucking corporations' lobbying efforts. The American transportation system is inefficient AF

    • @yilungmusksweelow1890
      @yilungmusksweelow1890 Місяць тому +2

      @@LZin-uk5nh yeah stoping every red light is a moat

  • @Chris-ew9mh
    @Chris-ew9mh Місяць тому +3

    It blows my mind how CrowdStrike would not have a better update rollout procedure. So insane. 😡

    • @Particle_Ghost
      @Particle_Ghost Місяць тому

      Who said it had anything to do with that, that's just what they told you.

    • @JosephCarlsonShow
      @JosephCarlsonShow  Місяць тому +2

      @@Particle_Ghost I have actually talked to a CrowdStrike employee and the rollout procedure is a big part of what they're changing.

  • @thomasberton8047
    @thomasberton8047 Місяць тому +5

    incredible, we need more of these on the fly vids

  • @aightm8
    @aightm8 Місяць тому +3

    Im guessing microsft were included in the lawsuit for giving access to the kernel to crowdstrike without verifying the patches.
    Its EU legislation that required them to give access to third parties. But I don't think that would excuse them allowing that globally

    • @rudynusta6580
      @rudynusta6580 Місяць тому +1

      I don't know how Microsoft was supposed to make an EU vs rest of the world version. 🤔

    • @aightm8
      @aightm8 Місяць тому

      @@rudynusta6580 I would have thought this would be very easy to do.

  • @jamesdanny3137
    @jamesdanny3137 Місяць тому +5

    Great video! I really have a question. For someone with less than $5,000 to invest, how would you recommend we enter the crypto market? I am looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What's your take on this approach?

    • @shaneprindle4942
      @shaneprindle4942 Місяць тому

      My advice: for newbies to grow financially this year, invest. Saving is good, but investing elevates your finances. Why newbie make huge losses on trade is because investing without proper guidance can lead to mistakes and losses. that will stop you from trading, this has been one of the biggest problem to new traders, I've learned this from my own experience

    • @elizabethella2249
      @elizabethella2249 Місяць тому

      I agree, investing without proper guidance can lead to mistakes and losses. last year. I did so many mistakes but also learned so much from it, If you're new to investing or don't have much time, it's best to get advice from an expert.

    • @hannagarcia2614
      @hannagarcia2614 Місяць тому

      Nice. those who work with expert typically earn more than those who go it alone.

  • @mattinterweb
    @mattinterweb Місяць тому +8

    Props for TXRH & SPGI Joseph. Great calls.

  • @Winston0Boogie
    @Winston0Boogie Місяць тому +3

    It's unfair to juxtapose Texas Roadhouse with McDonald's. McDonald's is much bigger so the growth at McDonald's wouldn't be as much as Texas Roadhouse. The market cap alone is a HUGE difference.

    • @aightm8
      @aightm8 Місяць тому +2

      Not to mention that one makes their money from rent. And the other makes money from selling food

    • @hotfeva9843
      @hotfeva9843 Місяць тому

      Most consumers would prefer to go to Texas Roadhouse over mcds considering the prices are damn near a match these day's

  • @thecapone45
    @thecapone45 Місяць тому

    Very reasonable and level-headed take on the Reed Hastings/Kamala donation.

  • @David-qc3sl
    @David-qc3sl Місяць тому +2

    Thanks for this Joseph 🙏🏻

  • @SergioB-nd4mc
    @SergioB-nd4mc Місяць тому +8

    The reason why Crowdstrike had access to the kernel is down to an understanding reached with the European Commission after it pursued Microsoft in the early 2000s over “concerns that the company’s popular Windows software gave it an unfair advantage in other areas such as web browsers” www.forbes.com/sites/davidphelan/2024/07/22/crowdstrike-outage-microsoft-blames-eu-while-macs-remain-immune/ so technically Microsoft was forced by the legal courts to provide this access…gotta love non tech people making decisions…

    • @SergioB-nd4mc
      @SergioB-nd4mc Місяць тому +2

      Yeah maybe companies instead of spend the top $$ for Crowdstrike Falcon they go with something cheaper that is built for Microsoft Cloud like Microsoft Defender…my 2 cents…

    • @aightm8
      @aightm8 Місяць тому +2

      There should be a happy medium where access to the kernel is allowed. But with stricter conditions about releasing updates to all users at once.

    • @rokker333
      @rokker333 Місяць тому

      That is bogus. Kernel-mode was introduced with Windows 2000 Framework. Span off from NT Architecture. It is a mode that is used by all hardware relevant SW, drivers for example. Or antivirus SW. The Crowdstrike issue has nothing to do with EU regulations. It could also happen with a buggy device driver.

  • @JesusMartinez-mr4uy
    @JesusMartinez-mr4uy Місяць тому +7

    Why did you sell CMG but kept TXRH? They both are great co. w/high valuations?

    • @nunogomes9571
      @nunogomes9571 Місяць тому +3

      CMG will have limited pricing power in the next quarters, and they are seeing consumers retract a little. TXRH said they are not in the same situation and are not seeing changes on the consumer side. This information is from the earnings calls of both companies

    • @nahochwalt
      @nahochwalt Місяць тому +1

      Im sure the growing dividend on txrh is a good reason to hold

    • @Coda1850
      @Coda1850 Місяць тому +3

      ​@@nahochwaltThe dividend comes right out of the stock price. It's not "free" or "extra" $.

    • @nahochwalt
      @nahochwalt Місяць тому

      ⁠@@Coda1850thanks for the lesson 😂 id say it plays an important role for his “passive income” portfolio nonetheless

    • @nahochwalt
      @nahochwalt Місяць тому

      @@Coda1850lol thanks. Its a passive income portfolio. Im sure you would prefer your companies to have decreasing dividends or cuts

  • @Modain33
    @Modain33 Місяць тому +1

    How come you don't highlight Vici earnings coming out today??? Did you sell your position on vici???

  • @dsicario
    @dsicario Місяць тому +2

    Feel bad for the cwrd qa lead and team.

  • @markarnoldsfinance2765
    @markarnoldsfinance2765 Місяць тому +5

    Excited for AMZNs Earnings!

  • @mathewwilson9776
    @mathewwilson9776 Місяць тому +3

    I would love to see these loony portfolios go through a 1998-2014 scenario: I would write a book collecting all the excuses bag-holders would come up with trying to argue why these “great” stocks go nowhere despite the good fundamentals.

    • @mathewwilson9776
      @mathewwilson9776 Місяць тому +2

      Microsoft reported 88b in profit and 74b in free cashflow in fy24.
      At $425 it traded at 36x and 43x respectively: idiotik multiples.
      In order to earn a return from here, revenue growth MUST remain fast and multiples MUST remain idiotik.
      If they both do, good, if either fails, not good: aka pure gambling.

  • @tamages
    @tamages Місяць тому

    How do you have such a clear mind for all these logical explanations…Bravo! Joseph

  • @gavinshizuo9248
    @gavinshizuo9248 Місяць тому +1

    So the comments recommending financial advisors by name are absolutely scammers no?

  • @Zeroneii3
    @Zeroneii3 Місяць тому

    Can you go over Toyota?
    The stock fell and now is trading at a ~6 pe ratio

  • @mattseverance8176
    @mattseverance8176 Місяць тому +3

    Overvalued. Like most stocks.

  • @AlcatrazMeow
    @AlcatrazMeow Місяць тому +2

    Give opinion about applied materiels

  • @JeffWilliamfick
    @JeffWilliamfick Місяць тому +32

    The market's direction can swiftly change, with indexes frequently transitioning from a bear market to a bull market precisely when the news is most negative and investor sentiment reaches its lowest point. For the average person, the strategies are fairly demanding. In actuality, most professionals who have the necessary abilities and knowledge to complete such occupations do so successfully.

    • @BradleyMaurice226
      @BradleyMaurice226 Місяць тому +1

      People often underestimate financial advisors' importance. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $1 million portfolio, largely from early investments in AI and other growth stocks.

    • @EdwinBoettcher
      @EdwinBoettcher Місяць тому

      I've been advised to seek the advice of a competent financial counselor; how did you go about doing so?

    • @BradleyMaurice226
      @BradleyMaurice226 Місяць тому +2

      I've stuck with the popularly ‘’Becky Lou Gordon” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

    • @EdwinBoettcher
      @EdwinBoettcher Місяць тому

      Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her...

  • @josephr5766
    @josephr5766 Місяць тому

    Love your videos Joe. So much high level info. Just subscribed. Keep them coming.

  • @G0clfather
    @G0clfather Місяць тому +1

    Hey Joseph. What do you think of Berkshire Hathaway stock?

  • @832elf
    @832elf Місяць тому

    21:50 if they have any news to share with investors, not share to investors. Grammar point. Good video.

  • @WitakPL
    @WitakPL Місяць тому

    Here's what I'm wondering: Joseph is currently over 200k in the green. Why not trim some of the positions just to reinvest it and let some of that gains also work? That gain is massive and even 1/4 of that reinvested would give him some decent impact.

  • @user-qb6zw8ex8f
    @user-qb6zw8ex8f Місяць тому

    Best explanation on crwd update disaster thanks Joseph hope you keep inform us about crowdstrike in future

  • @tonymartucci7097
    @tonymartucci7097 Місяць тому +1

    Cathie buying at the wrong time, shocking.
    Now she’ll be appearing on the CNBC pump machine

  • @frankthomas2410
    @frankthomas2410 Місяць тому

    It wasn’t even Microsoft that gave access. They pushed against it and were overrules by the European Union. They wanted limit access back in vista days

  • @jimshoes
    @jimshoes Місяць тому

    any plans on investing in sofi? i know the stock has a lot of public discourse but the underlying product (app) is so good and i can’t imagine switching off it for anything else

  • @niklasfeldmann231
    @niklasfeldmann231 Місяць тому

    Where do i get this overview about the companys reporting?

  • @fozzybear9114
    @fozzybear9114 Місяць тому +8

    People can support who they want, EVEN SANE CONSERVATIVES!!!

  • @mprydii
    @mprydii Місяць тому +1

    Joseph, respectfully i just have a question if i may ask is your total gain percentage since you started passive income account, is that about 30-35% for more than 6 years? Is that correct?

    • @Zeroneii3
      @Zeroneii3 Місяць тому

      About 20-30% yearly return

  • @soysauceboy2023
    @soysauceboy2023 Місяць тому +10

    So you boycott Netflix and go where….Amazon? Disney/Hulu? 😂😂😂

    • @paragonknight3307
      @paragonknight3307 Місяць тому +1

      You go to playstation...

    • @Neo_Finance1
      @Neo_Finance1 Місяць тому +6

      you're watching this on youtube correct? over 70% of gen Z watches everything on UA-cam, but "opts" to watch what their parents pay for, just because its' available.

    • @SweetGreenDream
      @SweetGreenDream Місяць тому +2

      Go for a walk.

    • @stephenramos2824
      @stephenramos2824 Місяць тому +2

      Nah just hit up the high seas again.

  • @paulturner4419
    @paulturner4419 Місяць тому

    Staggers me that Texas Roadhouses can do so well with such an unexceptionable menu. Can’t last surely.

  • @dragongemini22
    @dragongemini22 Місяць тому

    Thank you for taking your time to making these video's, I really appreciate it. Once again THANK YOU

  • @ColbyBarradas
    @ColbyBarradas Місяць тому

    Wonderful analysis

  • @lra
    @lra Місяць тому +1

    Do you think nvidia is a gamble given its current price? Good company, but that valuation makes me uneasy.

    • @Zankiz
      @Zankiz Місяць тому +1

      Definitely not a gamble. It’s the future

    • @Themarxistinvestor
      @Themarxistinvestor Місяць тому

      It depends. Do you believe AI is the future of the world? If so, NVDA is the current leader. If not, don’t invest

  • @teenarecine3857
    @teenarecine3857 Місяць тому

    🙌great video thanks so much

  • @MRJ_17
    @MRJ_17 Місяць тому +5

    not a great prediction for MSFT

  • @1lllllllll1
    @1lllllllll1 Місяць тому

    Sigh. I so wish I had found this channel in 2018 and learned what I’m learning now. I’m very jealous of these gains. Financial independence would be real, had I followed this strategy during these past 6 years.

  • @CalebWoon
    @CalebWoon Місяць тому

    Will consider to add so MRSF

  • @EarthwithTom
    @EarthwithTom Місяць тому

    Great portfolio but is it really "concentrated" you seem to have a lot of slices with lots of different holdings

  • @austinhorton6350
    @austinhorton6350 Місяць тому

    Already bounced back 4% since this video was posted. Volatility has returned.

  • @nickjames6813
    @nickjames6813 Місяць тому

    I hope one day you'll decide to update your portfolios linked in the description. They are not representative of your ACTUAL investments and I would think its in yours and our best interest to have the most accurate, up to date information made available to us. Just a thought, appreciate all u do

  • @wesleypipelayer7627
    @wesleypipelayer7627 Місяць тому

    I wanna know what you think is going on with the tech sector as a whole.
    Last two weeks, they’ve all been dripping down, as a whole, for no apparent reason. Yes NVDA is overvalued, and I understand that one going down. And sure, crowdstrike happened.
    But all tech stocks are falling with them.
    I guess investor sentiment is just in the toilet over all this for the whole sector.

  • @seniorkevin
    @seniorkevin Місяць тому

    Isnt this the same when you cannot work in the same field 1 year after resigning from a job?

  • @ninedragons1
    @ninedragons1 Місяць тому

    Going to add Texas Roadhouse to my portfolio simple because I work as a Doordasher and should've thought of it sooner.

  • @DapaChrons
    @DapaChrons Місяць тому +1

    Alphabet went down on youtube ads miss, not search-gpt announcement

  • @user-qb6zw8ex8f
    @user-qb6zw8ex8f Місяць тому

    Yes most ppl are glued to google searching, we seldom change our search habits, 😊

  • @acanova2001
    @acanova2001 Місяць тому

    I sold SPGI at 497.02 (cost 363.25). In my IRA account. I’m probably gonna regret it and want back in.

  • @uriabinenshtok
    @uriabinenshtok Місяць тому

    do u think delta suing crowdstrike also affects Microsoft's price dive

  • @markkuskin5453
    @markkuskin5453 Місяць тому

    Great job on this Joseph!

  • @TwoLargePizzas
    @TwoLargePizzas Місяць тому

    Is there a way for me to benchmark my portfolio to that of Joseph's portfolio?

  • @annasillanpaa1111
    @annasillanpaa1111 Місяць тому

    Thank you again!

  • @Allups50
    @Allups50 Місяць тому

    This was a mx tournament about a year ago not current Olympics

  • @zupinu2000
    @zupinu2000 Місяць тому +1

    Please do AMD.

  • @jeremycheong8036
    @jeremycheong8036 Місяць тому

    Well I’m glad i held PayPal big time.
    For Crowdstrike, the problem is it’s PE. Any drop in earnings will obliterate its stock price.
    Also they sue Microsoft since they bought Microsoft not Crowdstrike. So Microsoft will be implicated somehow or another.

  • @robertmoore8839
    @robertmoore8839 Місяць тому

    Crowdstrikes reputation is smashed, and, I’d assume, in cybersecurity, reputation is everything.

    • @Concatenate
      @Concatenate Місяць тому

      The main question is how many companies are going to jump ship to another cyber security company? Does it mean Sentinel One or Palo Alto suddenly become attractive buys? We shall see.

  • @mloinvesting4411
    @mloinvesting4411 Місяць тому +1

    Preach it daddy!

    • @Zankiz
      @Zankiz Місяць тому

      No diddy

  • @ed2023bc
    @ed2023bc Місяць тому

    Buying good companies at crazy PEs is a gamble too. SGOV is the best for me these times.

  • @davidfairchild1640
    @davidfairchild1640 Місяць тому +1

    Why do you say 5.9% but show 15% on your thumbnail?

    • @fitbh703
      @fitbh703 Місяць тому

      It’s like 3 % now

    • @EvodLighttaker
      @EvodLighttaker Місяць тому +1

      Why did the Sun go down? I checked on it 5 hours ago and it was still up..

  • @kohnfutner9637
    @kohnfutner9637 Місяць тому

    If msft sues crwd, crwd might only be a distant memory.

  • @aTwink927
    @aTwink927 Місяць тому

    what is the website hes using? is it free to use?

  • @gaslight_gatekeep_girlboss3732
    @gaslight_gatekeep_girlboss3732 Місяць тому

    CRWD really did fumble, but is there anything that is like Crowdstrike Falcon to their level of industry standard? They have such a unique advantage in cybersecurity that even with their blunder, I don’t think they’re going anywhere

  • @nick0780
    @nick0780 Місяць тому

    This didn't age well. Microsoft recovered. $500+ by end of year

  • @EdgarBossen
    @EdgarBossen Місяць тому +2

    *If you are not in the financial market space right now, you are making a huge mistake. I understand that it could be due to ignorance, but if you want to make your money work for you...prevent inflation*

    • @DavidMoore987
      @DavidMoore987 Місяць тому

      Interesting, This is superb! Information, as a noob it gets quite difficult to handle all of this and staying informed is a major cause, how do you go about this are you a pro Investor?

    • @EdgarBossen
      @EdgarBossen Місяць тому

      Prioritizing effective personal finance management holds greater significance than the sheer amount saved, irrespective of income source. Consulting a certified financial advisor can offer tailored strategies to optimize financial results by reducing expenses and enhancing income, regardless of whether it's earned through employment or investments.

  • @pontusmalmgren44
    @pontusmalmgren44 Місяць тому

    I just go for good dividens stocks like you and I love coca cola for that

  • @erichatter4641
    @erichatter4641 Місяць тому

    They can kick off board and distance from him and politicians

  • @1lllllllll1
    @1lllllllll1 Місяць тому

    7:33 investors need to apply an inflation discount to constant currency reporting. If inflation is up 6% while revenue is up 12 in CC, it’s just up 7% net.

    • @Kev88-wf8no
      @Kev88-wf8no Місяць тому +1

      I wonder why the inflated dollars that BTC is denominated in is never mentioned.... If btc was 67k a couple yrs ago, and you cash out now, does that 67k buy as much from two years ago?

    • @Themarxistinvestor
      @Themarxistinvestor Місяць тому

      @@Kev88-wf8noright?! Whether or not bitcoin itself faces inflation, whatever crypto you cash out on still has to be in fiat currency! So whether or not btc faces inflation doesn’t really matter

  • @paulturner4419
    @paulturner4419 Місяць тому

    AI is shrinking the number of websites because there’s little incentive for content creators to have their original content stolen. So google ad clicks will drop.

  • @genericusername5909
    @genericusername5909 Місяць тому

    By productivity comparison, how is google docs for business growing?

    • @genericusername5909
      @genericusername5909 Місяць тому

      Speaking of google. The biggest threat to google search is google search. It’s no secret it’s an unfolding disaster of seo spam, disinformation, dynamic pages, downrated content and said user specific landing page that is not for the user but for profit. At the moment google search is dying, but I belive they will find a way before abandonment becomes unstoppable

  • @Clixlol
    @Clixlol Місяць тому

    Microsoft is down 1% right now. Huge manipulation of markets especially after hours. Might even close up

  • @dedricbutler8470
    @dedricbutler8470 Місяць тому +4

    Hey Joseph have you heard about M1 Finance $3 fee on the Roth IRA

    • @kellen1618
      @kellen1618 Місяць тому +1

      Only applies if your overall M1 balance is below a certain amount.

    • @epbrown01
      @epbrown01 Місяць тому +3

      @@kellen1618 Yeah, I think Carlson is a bit past the $10k limit…

    • @kellen1618
      @kellen1618 Місяць тому

      @@epbrown01 ‼️

  • @musicloveranthony
    @musicloveranthony Місяць тому

    A lot of times I’m listening to your episodes and not watching them. It makes it really hard to track (and makes me feel vaguely mistrusting of your intent) when you state dollar amounts of your positions and gains rather than the percentages. Please consider using percentages for transparency and clarity. Thank you

  • @jaymesmean
    @jaymesmean Місяць тому

    I'm looking into starting a position in Google. I would like to see it get to $155 tho. I think tech stocks are going to drop some more, so I hope that my patience will pay off.

  • @jettgibbons673
    @jettgibbons673 Місяць тому +1

    IMO PayPal crushed earnings

    • @jettgibbons673
      @jettgibbons673 Місяць тому

      +21 cent best is crazy

    • @dyingpentas
      @dyingpentas Місяць тому

      It's the raising of guidance that matters

  • @andriiboik523
    @andriiboik523 Місяць тому

    What about sbux?

  • @SirGenesis206
    @SirGenesis206 Місяць тому

    COST is up 300%+ no? More profit than TXRH. Lol. I’m not a restaurant investor yet, but I keep hearing TXRH. I’ll have to add it to my watchlist.