Super Investors Just Sold This Stock

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  • Опубліковано 4 лис 2024

КОМЕНТАРІ • 206

  • @JosephCarlsonAfterHours
    @JosephCarlsonAfterHours  5 місяців тому +10

    Join Qualtrim Today with a free month-long Trial: 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
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    Access to the Joseph Carlson Show private discord community, with 4,500 members
    Try it out now with a free trial!

    • @stuart2151
      @stuart2151 5 місяців тому

      Hi Joseph, can you access FTSE stocks on Qualtrim?

  • @nicolasbenson009
    @nicolasbenson009 5 місяців тому +1615

    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.

    • @Michaelparker12
      @Michaelparker12 5 місяців тому +4

      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.

    • @tatianastarcic
      @tatianastarcic 5 місяців тому +4

      Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.

    • @berniceburgos-
      @berniceburgos- 5 місяців тому +4

      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.

    • @tatianastarcic
      @tatianastarcic 4 місяці тому +1

      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- 4 місяці тому

      Thanks a lot for this recommendation. I just looked her up, and I have sent her an email. I hope she gets back to me soon.

  • @angeladeem2988
    @angeladeem2988 4 місяці тому +1022

    The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 90% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...

    • @NatalieFormor
      @NatalieFormor 4 місяці 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

    • @NatalieFormor
      @NatalieFormor 4 місяці 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.

    • @IsabelleMarie-m1g
      @IsabelleMarie-m1g 4 місяці тому

      She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

  • @Angelavaldess
    @Angelavaldess 5 місяців тому +1010

    Apple stock (AAPL) surged up to 6% following its earnings report, which exceeded expectations. With Apple's strong financial performance and considering diversification, I'm contemplating adding tech stocks to my $400K portfolio.

    • @Higuannn
      @Higuannn 5 місяців тому +2

      It is best you speak with a professional investment advisor before making any investment decisions. My two cents.

    • @hullbruce
      @hullbruce 5 місяців тому +2

      @@Higuannn You're right, the market can be tough sometimes and requires professionals to navigate it. Sadly, A lot of persons downplay the role of market experts until they're burnt by their emotions.

    • @Jaymilnere
      @Jaymilnere 5 місяців тому

      @@Higuannn I work with such advisor who prefers I DCA instead of a lump purchase, Following this, my portfolio grew 40% after acquiring large cap companies with cash flows and strong balance sheets. Some of which are AAPL, VHYL, SCHD & NVDA.

    • @Jaymilnere
      @Jaymilnere 5 місяців тому +3

      I work with such advisor who prefers I DCA instead of a lump purchase, Following this, my portfolio grew 40% after acquiring large cap companies with cash flows and strong balance sheets. Some of which are AAPL, VHYL, SCHD & NVDA.

    • @Angelavaldess
      @Angelavaldess 5 місяців тому +3

      @@hullbruce I've been getting suggestions to use one, but where and how to find one has been challenging, Can i reach out to the one you use?

  • @andyrue2604
    @andyrue2604 5 місяців тому +81

    I want to see the exact opposite. 10 worst super investors

    • @CRaNki085
      @CRaNki085 5 місяців тому +7

      Push

    • @slick3996
      @slick3996 5 місяців тому +9

      Cathie Wood

    • @DISstockmagic
      @DISstockmagic 5 місяців тому +2

      #3 - Jeremy Lefufu #2 - Meet Kevin #1 Everything Money

    • @Scottsarjeant29
      @Scottsarjeant29 5 місяців тому

      ​@@DISstockmagic super investors will have hundreds of millions of AUM. So I highly doubt Meet Kevin qualifies

    • @FlavorDaver
      @FlavorDaver 5 місяців тому

      Bill Ackman selling NFLX at 230😂

  • @joaoferreiratorre
    @joaoferreiratorre 5 місяців тому +47

    The most incredible thing about Druckenmiller is that, while he had those 30% annual returns, he never lost money during that period. Insane.

    • @paulchevrette481
      @paulchevrette481 5 місяців тому +4

      Alot of super investors are good at only a few things, Druckenmiller is good at so many things involving investing.

  • @Chris-vz2kv
    @Chris-vz2kv 5 місяців тому +29

    Drukenmiller is a wise old man. Good interview by him very reasonable.

  • @edgarpires9942
    @edgarpires9942 5 місяців тому +3

    Hey Joseph, what are your thoughts about buying into Adobe right now ?
    Do you think its a decente position to hold?

  • @bombmanNL
    @bombmanNL 5 місяців тому +14

    15:47 That’s why 45% of my portfolio is Amazon

  • @MarkHakeScottsdaleAZ
    @MarkHakeScottsdaleAZ 5 місяців тому +3

    Very good analysis of these investors.

  • @billyjohnson9166
    @billyjohnson9166 5 місяців тому +3

    Great video. You have a different style then most UA-camrs.

  • @carlosarrieta1510
    @carlosarrieta1510 5 місяців тому +2

    Joseph, I hope you never stop making these videos. Best analyst breakdown on UA-cam.

  • @VirtueInvesting
    @VirtueInvesting 5 місяців тому +4

    Thank you for giving excellent context around each superinvestor. Dev Kantesaria is definitely a big inspiration for my investing, too!

  • @cookiemonstercupcake
    @cookiemonstercupcake 5 місяців тому +4

    Dev Kantesaria is my favorite. Along with Warren Buffett and Chris Hohn.

  • @chrissumner5745
    @chrissumner5745 5 місяців тому +7

    I love when you post new videos!

  • @RickMckee-nq4ni
    @RickMckee-nq4ni 5 місяців тому +5

    Great video, please keep these going as the crypto and stock market grows this summer. Should be interesting as a real factor leading to sell offs

    • @Erinmills98
      @Erinmills98 5 місяців тому

      summary: recession might happen in 1 to 2 years OR we might be in a recession right now OR we might be exiting the recession now

    • @AstaKristjan
      @AstaKristjan 5 місяців тому +1

      Outstanding presentation. I've seen a few Coin Bureau videos and my God they are high quality, well researched and expert presentation.

  • @markkuskin5453
    @markkuskin5453 5 місяців тому +3

    Thanks Joseph, and great job on this! While Stanley Druckenmiller is in his own lane, I do like the fact he he does tip his hat to the Oracle of Omaha!

  • @johnmcquaid7524
    @johnmcquaid7524 5 місяців тому +3

    I enjoy these Super Investors updates.

  • @khoi0107
    @khoi0107 5 місяців тому +4

    FICO position is insane, nice breakdown.

  • @matthew.m.stevick
    @matthew.m.stevick 5 місяців тому +6

    When Drunkenmiller did this interview the stock dropped that day. He does not seem to understand the company of Nvidia as well as he should. I’m a long time fanboy, I think it’s beautiful.

  • @boshahrokhi3752
    @boshahrokhi3752 5 місяців тому +5

    Any reason why Amazon not on many of these lists?

    • @epbrown01
      @epbrown01 5 місяців тому +4

      I say this as someone whose portfolio is 18% Amazon: why would they? The high in 2021 was $185, and in 2024 the high so far is… $187. I’m okay with holding it for now, but I wouldn’t recommend buying it, and didn’t add to my position during the recent dip under $100.

    • @reesewolf608
      @reesewolf608 5 місяців тому +5

      I thought Amazon was on most of these lists, maybe not the top of the folio but still in some

    • @matthew.m.stevick
      @matthew.m.stevick 5 місяців тому

      I’ll just add context to epbrown that the comparison of AMZN 2021 Covid high price , necessary recovery and CEO change to today’s price is misleading and not fair to the company. What they did through Covid was nothing short of miraculous, and Jassey has successfully cleaned up and streamlined (cash flow, margins) and now into the future new growth of AI, advertising, #1 retailer… the company is nothing short of amazing. Read last quarters earnings report, it is phenomenal. Jassey is great. It’s a long term no brainer in my opinion along with NVDA and GOOG. For reference im a Wall Street professional for 20 years and self made rich af ;)

  • @andreacuoco8397
    @andreacuoco8397 5 місяців тому +2

    great video and insights. thanks. greetings from italy

  • @MMetalRain
    @MMetalRain 5 місяців тому +1

    This is great content format, we get different opinions from big known names, reflected through your opinions and often visualized in Qualtrim. Top notch👌

  • @knpstrr
    @knpstrr 5 місяців тому +3

    I think an interesting idea for Apple is to put their vision pro eye tracking in the iPad front camera so you can click and scroll without even touching the screen

  • @trentslayton6300
    @trentslayton6300 5 місяців тому +1

    Thank you for including drunkenmiller. I’m my opinion he is the goat over buffet

  • @prashthy
    @prashthy 5 місяців тому

    what website are you using for this, Joseph? It's not dataroma?

  • @florin9868
    @florin9868 5 місяців тому +2

    great content again

  • @ktara1033
    @ktara1033 5 місяців тому +1

    Thank you for great video.

  • @DMDL669
    @DMDL669 5 місяців тому +2

    These might be my favorite videos that you want

  • @MichaelRWright
    @MichaelRWright 5 місяців тому +2

    I live here in Korea. Coupang is pronounce here as (Koo-pahg). In Korea the "a" is pronounced as "ah." ❤

  • @timdog1863
    @timdog1863 5 місяців тому +1

    great episode

  • @DapaChrons
    @DapaChrons 5 місяців тому +2

    Think Druckenmiller sold too early. We’ll see this wednesday of course, but the way Meta, MSFT, Google, Tesla have been talking about how grateful they were to get their hands on “some” NVDA chips, I think we should still see great numbers for a bit

  • @VictorQuinnts
    @VictorQuinnts 5 місяців тому +2

    You said you’ve picked the best of the best (investors), so I don’t understand why you missed David Tepper… do you have a bad opinion about him? why haven’t you reviewed him?

  • @aminemansour7105
    @aminemansour7105 5 місяців тому

    Hey, why do you seem to dislike GE aerospace - one of the widest moat in aircraft engines both civil and military - Chris Hohn for instance is super bullish on 🤞

  • @epbrown01
    @epbrown01 5 місяців тому +11

    Man, these guys *love* Mastercard.

    • @jimmyt5241
      @jimmyt5241 5 місяців тому +7

      Yeah Mastercard been pretty good but I go with visa instead and have done well

    • @DapaChrons
      @DapaChrons 5 місяців тому +6

      80% gross margins and above 55% ROE, why wouldnt they? 👍🏻

    • @matthewminors236
      @matthewminors236 5 місяців тому

      “One from many” is a great book about the origins of Visa. Worth a read. One of my largest positions is visa

  • @alexanderlin7312
    @alexanderlin7312 5 місяців тому +1

    What are your thoughts on buying Moody's right now?

    • @Balien93
      @Balien93 5 місяців тому

      He recently bought 2k worth of Moody

  • @GreyrainLife
    @GreyrainLife 5 місяців тому

    Would you ever consider doing a video looking at renewable energy? I know it was a trend a couple years ago but Im looking now while interest rates are high causing a dip in price in this interest heavy sector with the eye for long term holding for future growth. I dont like any of the renewable ETFs out there and Im not looking toward the residential market but the large scale industrial market. Stocks Im specifically looking at are FSLR, GEV, BEP, NEP, CEG, CWEN, and HASI. Do you see any potential in any of them?

  • @sorincirstoiu3814
    @sorincirstoiu3814 5 місяців тому

    Great video as always! Are you planning to release anytime soon a video on good opportunities/undervalued companies to buy these days especially in the tech sector? Everything seems to be overpriced.

  • @Ciborium
    @Ciborium 5 місяців тому +21

    Grrr! First the Super Investors *buy* this stock. Now the Super Investors *sold* this stock. Make up your minds!

    • @rfbthree
      @rfbthree 5 місяців тому +4

      You can’t sell something you never owned! A buy always precedes a sell 😉

    • @Chris-vz2kv
      @Chris-vz2kv 5 місяців тому +6

      They’re taking profits lil bro

    • @horustortoise6110
      @horustortoise6110 5 місяців тому +1

      So you’ve recognized the market is an ocean that ebbs and flows and moves this way and that way with the tide and is mostly controlled by whales

  • @platoscavealum902
    @platoscavealum902 5 місяців тому +2

    Thank you

  • @adamtash2891
    @adamtash2891 5 місяців тому +1

    thank you this is very useful and well done

  • @bigal3928
    @bigal3928 5 місяців тому +1

    Drunkenmiller just bought 700,000 shares of PLTR

  • @benitabussell5053
    @benitabussell5053 5 місяців тому +5

    I invest 25% of my income in the stock market monthly and hold for at least 5 years. Recently, my portfolio has declined by $150K. What should I do? Sell?

    • @RickWatson-xu6gw
      @RickWatson-xu6gw 5 місяців тому +4

      Look for stocks with a history of steady, increasing dividends, even during recessions. Consulting a certified market strategist can provide helpful insights.

    • @A_francis
      @A_francis 5 місяців тому +3

      Agreed. It's always wise to be proactive and consider diversifying our investments to manage risks in uncertain economic times. I delegate my day-to-day investing to an advisor ever since suffering a major steep-down late 2019, amid rona-outbreak, and as of today, I'm semi-retired with barely 25% short of my $1m retirement goal after subsequent investments

    • @benitabussell5053
      @benitabussell5053 5 місяців тому +1

      Please can you leave the info of your investment advisor here? I’m in dire need for one.

    • @A_francis
      @A_francis 5 місяців тому +1

      *Sharon Lynne Hart* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @mandyn6191
      @mandyn6191 3 місяці тому

      Goodness that’s painful. I hope it bounces back up. That’s a tough position to be in

  • @CRaNki085
    @CRaNki085 5 місяців тому

    Awesome series, thank you!

  • @singlongchang1301
    @singlongchang1301 5 місяців тому +1

    Nelson Peltz has sold out his entire stack of Disney according to WSJ

  • @npkr92
    @npkr92 5 місяців тому +1

    I really appreciate the GME references. 💎👐🏾

  • @mathieujasinski2383
    @mathieujasinski2383 5 місяців тому

    Brilliant as usual 🙏

  • @Richard-wv9qv
    @Richard-wv9qv 5 місяців тому

    Great podcast; thanks

  • @runningblake2470
    @runningblake2470 5 місяців тому

    So what stock did super investors sell? I watched the video, too, btw.

  • @nikoskodo9303
    @nikoskodo9303 5 місяців тому

    So underrated content

  • @diwanmehraj1962
    @diwanmehraj1962 5 місяців тому

    I'm all in on Revux. Presales have the highest returns, and this one’s gold.

  • @joeyoutdoors
    @joeyoutdoors 5 місяців тому +1

    You missed one of the largest buyers of NVIDA chips - TSLA - over 10 Billion dollars worth in 2024.

  • @joegeezly9613
    @joegeezly9613 5 місяців тому +10

    Sup Joe

  • @nicolaszappelli6724
    @nicolaszappelli6724 5 місяців тому +1

    Hay súper inversoras mujeres? There are female superinvestors ?

  • @jametti3141
    @jametti3141 5 місяців тому +11

    If anything a common theme in all these supers is no semiconductors!

    • @AnoNymInvestor
      @AnoNymInvestor 5 місяців тому +8

      Amazon, Microsoft, NVIDIA produce a lot of semiconductors for cloud and AI.

  • @knpstrr
    @knpstrr 5 місяців тому +1

    I think the fact that MSFT/AMZN/GOOGL/TSLA are the ones investing huge in compute will solidify them as the winners "down the road" that druckenmiller is referring to. They are investing huge sums in being able to provide the AI compute that everyone agrees is inevitable. Crazy to think that especially for MSFT/GOOGL/AMZN these will be 10T+ companies in not too many more years, even TSLA could be multi-trillions

  • @tomliu6358
    @tomliu6358 5 місяців тому +1

    TXRH, MA, CMG, V and MSFT will be fine

  • @adan7182
    @adan7182 5 місяців тому +1

    That was such a bad take on Google search Brad had.. I agree with you.. Google has so more data on people than any other company. Maps, Mail, UA-cam, Android, Chrome.. I guess this type of thinking just made those of us who bought Google on the dip better off.

    • @epbrown01
      @epbrown01 5 місяців тому +1

      My biggest problem with assuming Google wouldn’t hold their lead is that he couldn’t/didn’t name who would take it. I’ve heard people say for decades that Microsoft will be toppled, they’re stagnant, whatever - no one’s ever been able to name what will replace Windows and Office.

  • @RobinhoodRides
    @RobinhoodRides 5 місяців тому

    What stock will profit from the new Tariffs? Thank you

  • @JaeroXYO
    @JaeroXYO 5 місяців тому

    I normally don't "trade" positions, but I've done it on 3 occassions in the last 4 years: Amazon, Tesla, Nvidia. I love all these companies, but their stock price got ahead of their fundamental earning power on a few occasions.
    Sometimes, people will hold all or even buy more once it's gone up like that, but I took a "sell most" approach. Hitting the top doesn't matter, but rather limiting downside potential once the upside isn't very visible anymore

  • @cablefang
    @cablefang 5 місяців тому +1

    Comments about FICO and NVDA, seems to be completely different based on similar information. In fact, NVIDIA’s forward PE is significantly lower than FICO. Why so?

    • @frankle246
      @frankle246 5 місяців тому

      forward PE nvda is 40?

    • @matthew.m.stevick
      @matthew.m.stevick 5 місяців тому

      @@frankle246yes. As a long time nvda investor and fan it’s current P/E is quite low compared to what I’ve been used to. It’s the GOAT 💚🖤

    • @DapaChrons
      @DapaChrons 5 місяців тому +1

      @@frankle246yes well 41, while FICO’s is 55

  • @nickphillips2703
    @nickphillips2703 5 місяців тому

    What about bitcoin miners like cleanspark there lining up for there chips !!!!

  • @nickjerrat
    @nickjerrat 5 місяців тому +1

    Fantastic analysis!

  • @nrwalsh
    @nrwalsh 5 місяців тому +1

    A 3 part series would be pretty cool every 13F season lol

  • @Zealand007
    @Zealand007 5 місяців тому +1

    Without Joseph, I would have invested bad

  • @binodff4836
    @binodff4836 5 місяців тому

    I see Revux doing 50x, maybe even 100x after it goes live on major exchanges.

  • @CroncAstronaut
    @CroncAstronaut 5 місяців тому

    Why don't you like GE? You just said that Chris Hohn did a great job with picking it and that it has a future.

  • @jameswood9772
    @jameswood9772 5 місяців тому +1

    , I often wonder how top level investors are able to become millionaires off investing...perhaps it is knowing what to sell at the right time just like the super investors . I’ve actually 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 maybe after sell?.

  • @mattinterweb
    @mattinterweb 5 місяців тому

    The IWM trade could be really interesting. The Russell is at its lowest in relation to the SP500 in 15 years. He's also betting on a soft landing and no recession.

  • @casrogue
    @casrogue 5 місяців тому +1

    Who is Druckenmiller's younger partner??? ...

  • @selenajack2036
    @selenajack2036 5 місяців тому +70

    Do you think it's a good time to consider selling some stocks, or is it better to hold onto them for the long term? I’m considering rebalancing my $2M portfolios, So I'm curious about the best strategies to invest this year.

    • @bsetdays6784
      @bsetdays6784 5 місяців тому +2

      I guess it's important to reassess your investment strategies based on current market conditions. You should also consider a market expert to guide you.

    • @hushbash2989
      @hushbash2989 5 місяців тому +2

      Having the correct plan in place is crucial; my portfolio is well-suited to each season of the market and recently experienced a 100% increase from early last year. My CFP and I are working on a 7-figure target, albeit this could take until Q3 2024.

    • @kaylawood9053
      @kaylawood9053 5 місяців тому +2

      How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?.

    • @hushbash2989
      @hushbash2989 5 місяців тому +2

      Lauren Marie Ehlers is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @roddywoods8130
      @roddywoods8130 5 місяців тому +1

      Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

  • @Bornagainhotrods
    @Bornagainhotrods 5 місяців тому

    Druck is a legend

  • @stevenbruce4143
    @stevenbruce4143 5 місяців тому +1

    Hmmm the basic rules of the market. Buy low, sell high. I sold. I’ll wait till a crash. I’ll time the market this time 😂

  • @WilliamAMilley
    @WilliamAMilley 5 місяців тому +33

    From $7K to $45K that's the minimum range of profit return every week I thinks it's not a bad one for me, now I have enough to pay bills and take care of my family.

    • @AlexJason-gu7ss
      @AlexJason-gu7ss 5 місяців тому

      Some times last week I tried trading all alone but ended up loosing $3K

    • @Dominic-wp4rn
      @Dominic-wp4rn 5 місяців тому

      Please educate me, i'm willing to make consultations to improve my situation,

    • @WilliamAMilley
      @WilliamAMilley 5 місяців тому

      Christina josef understanding of market indicators is impressive. She knows exactly when to enter and exit trades for maximum profit. her siignals are top notch

    • @Officejohn-lp6zp
      @Officejohn-lp6zp 5 місяців тому

      Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to christina josef

    • @AlexJason-dl5bz
      @AlexJason-dl5bz 5 місяців тому

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

  • @michaelswami
    @michaelswami 5 місяців тому +1

    FICO is a true government granted monopoly. FHA mandates use of FICO 5, 4 and 2 as the mortgage scoring service for FHA guaranteed mortgages. If you’re already using 5, 4 and 2 for underwriting government guaranteed mortgages, why use something else for other mortgages?

  • @buyerclub2
    @buyerclub2 5 місяців тому +1

    If you call NVDA datacenter growth. You likely would call tomatoes a fruit. Its accurate but somewhat misleading. Its not just a data center company. Its a comuting architecture. that is amazaing good for AI. They dont even make those rack servers. It makes IP and an archicture.

  • @donovantobs
    @donovantobs 5 місяців тому +136

    You know Joseph , I often wonder how top level investors are able to become millionaires off investing...perhaps it is knowing what to sell at the right time just like the super investors . I’ve actually 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 maybe after sell?.

    • @MickyGlover
      @MickyGlover 5 місяців тому +1

      Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks

    • @Jamesjerome0
      @Jamesjerome0 5 місяців тому

      I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000

    • @Kaustavpatell
      @Kaustavpatell 5 місяців тому +1

      Please will you be kind enough to share the details of the man that helped you?

    • @Jamesjerome0
      @Jamesjerome0 5 місяців тому

      Actually its a Lady. Yes my go to person is a 'MICHELE KATHERINE SINGH'. So easy and compassionate Lady. You should take a look at her work.

    • @Kaustavpatell
      @Kaustavpatell 5 місяців тому +1

      Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.

  • @TheBrownDoggie
    @TheBrownDoggie 5 місяців тому

    I don't think he mad a mistake buying Berkshire in the 4th quarter of 2023. He could have possibly made 23% in 6 months - I do not see anything wrong with that and less downside risk.

  • @darrendent8288
    @darrendent8288 5 місяців тому

    lol. $VST is a utility company. The reason why its doing so well is because most of your favorite company's AI plays has data centers that need to consume ALOT of power and energy in order to sustain those data centers being built. Infrastructure is a major deal, Joseph.

  • @saneb5955
    @saneb5955 5 місяців тому

    Last week there was an after market jump on FICO of 60%, it was priced at a little over $2300. I had a small position so I was both excited for the gains as well as had fomo for not buying more. When the market opened the next day it was back to its price before after market. But since then the price has been climbing. I think the stock is over valued, but I have a feeling it will keep climbing regardless. Not sure what caused that aftermarket surge.

    • @bombmanNL
      @bombmanNL 5 місяців тому

      Haha that’s just an exchange error, if you think otherwise; that is stupid bro

    • @saneb5955
      @saneb5955 5 місяців тому

      @@bombmanNL Well obviously. It corrected when the market opened. Regardless it was exciting until the market opened. Stock is up 8% since then and 28% ytd. I’m waiting for a dip, only to see it constantly going up. We shall see.

  • @pw9522
    @pw9522 5 місяців тому +2

    Sofi is the next Texas roadhouse/chipotle. Secular trends + TAM + brand.

  • @lynellefson1230
    @lynellefson1230 5 місяців тому

    Bp and Citigroup have been slow to turn things around, but I think Burry has the best portfolio, only because of relative valuation. I've been wrong for some time on these companies however. Time will tell.

  • @choongching
    @choongching 5 місяців тому

    The correct pronunciation for Coupang is 'cou pang' rhyme with 'bang' but replace it with 'p'

  • @darrenporter1850
    @darrenporter1850 5 місяців тому

    I made 100% last 12 months, they should hire me.

  • @Bharatlal4008
    @Bharatlal4008 5 місяців тому

    Revux is dominating my crypto chats - seems like the next big thing!

  • @jonathangushen7000
    @jonathangushen7000 5 місяців тому

    Nice work. You are interesting and have an effective way of communicating. I also liked how you got as many charts in as possible.

  • @fvid88
    @fvid88 5 місяців тому

    21:28 cool! That’s the kinda people we like, staying in the shadows outperforming the market 🎉

  • @epbrown01
    @epbrown01 5 місяців тому

    Of this and last week’s investors, only ONE (Gerstner) has a stake in Tesla.

  • @mtymo1350
    @mtymo1350 5 місяців тому +1

    How can an individual invest with a super investor?

    • @kaputasri
      @kaputasri 5 місяців тому +1

      Be a high net worth individual and have an invitation by an insider.

    • @DapaChrons
      @DapaChrons 5 місяців тому +1

      Depends on the fund and where you are. In the UK you can buy into Terry Smith’s fund easily. Of course they all also have minimum capital requirements

  • @matsholstaandahl4615
    @matsholstaandahl4615 5 місяців тому

    Is Stanley druckenmillers fund publicly traded?

    • @arranmacdonald6897
      @arranmacdonald6897 5 місяців тому +1

      Nope - family office so basically just running his own money I believe. Wish it were public though...

  • @lancesandberg3921
    @lancesandberg3921 4 місяці тому

    I heard that Drunkenmiller lost a TON of $ for people in his family investment business (billions), in something like PA? Isn't that pretty relevant whenever mentioning him as someone to follow?

  • @methos-ey9nf
    @methos-ey9nf 5 місяців тому

    There's zero doubt Nvidia cannot and will not continue growing at the rate they have been due to the semi industry being cyclical. However, that being said, I'm sure the plan is going to be to shift into subscription revenue for CUDA use licenses.

    • @michaelkim5350
      @michaelkim5350 5 місяців тому

      "at the rate they have been?" are you referring to forever, years, or months? Correct, probably not, perhaps.

    • @methos-ey9nf
      @methos-ey9nf 5 місяців тому

      @@michaelkim5350 I'm referring to the past year. Growing 100-200% YoY is not sustainable for long.

  • @liyexiang666
    @liyexiang666 5 місяців тому +1

    except for the first 2... I really doubt your pick.... just bunch of fee collectors

  • @dareeltoro6681
    @dareeltoro6681 5 місяців тому

    ULTA keeps selling off

  • @deeaych8735
    @deeaych8735 5 місяців тому

    Why don’t you think more super investors hold Netflix?

    • @JosephCarlsonAfterHours
      @JosephCarlsonAfterHours  5 місяців тому +1

      They view it as a capex heavy business in a crowded space. Incorrectly assuming they don’t have operating leverage. And the valuation is a lot higher. Ackman at one point did own Netflix.

  • @tomk5238
    @tomk5238 5 місяців тому

    Crypto was the same, it was over hyped at first then it was under hyped.

  • @Teralek
    @Teralek 5 місяців тому

    Why do you think charter communicationa is on a dying business model? People still need to be connected to the internet

  • @eduard-adrian4778
    @eduard-adrian4778 5 місяців тому

    16:00

  • @n.c.9127
    @n.c.9127 5 місяців тому

    Gerstner just wanted Google at a cheaper price

  • @sigma_brethren
    @sigma_brethren 5 місяців тому +1

    blockchain tech aka bitcoin is ripping today. are we sure its bigger than AI?