Here's a 50 minute video going over my thoughts on each companies upcoming earnings. Here are timestamps for your convenience: 00:00 Overview 03:37 Sofi 09:30 Dominos 11:28 PayPal 13:31 McDonalds 14:40 Amazon 28:47 Amazon 29:36 Mastercard 31:09 VICI 34:27 Apple 44:36 Texas Roadhouse 47:56 Hershey's If you want access to Qualtrim.com, the stock analysis tool I developed and use, as well as new exclusive episodes every week, try out the Patreon here: www.patreon.com/josephcarlson
Don't you dare worring about the length of your videos. The longer the better, especially on this second channel. I really respect your investment approach (and your ability to keep learning and improving the quality of your portfolio, from your early days of holding lots and lots of different dividend stocks to the few compounders you hold now) and I take your opinion on companies in high consideration, weather I agree with it or not. Keep up the good work : )
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
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.
Is there any chance you could recommend who you work with? I've wanted to make this switch for a very long time now, but I've been very hesitant about. I'll appreciate any recommendation.
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I'm tired of these new buys every week, Just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%. Do you see AMZN and APPL as safe buys to outperform the market this year?
The economy and stocks are two different things these days, but i agree, I think it's brilliant to have a portfolio advisor for investing! The market's instability makes DIY risky. You don't need to find the next NVDA to succeed in investing. I've turned 180k into $20k in quarterly dividends, a major milestone.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
*Jennifer Leigh Hickman* has always been on the top of my list..She is regarded as a genius in her area and well knowledgeable about financial markets. I highly recommend you look her up if you want excellent collaboration.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Facing a similar situation, I sought advice from an invęstment advisęr. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $200k to over $800k in a few years.
Your invt-adviser must be really good, I hope it's okay to inquire if you're still collaborating with the same invt-adviser and how I can get in touch with them?
She goes by Camille Anne Hector 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.
In regards to the EU. EU elections are in 2024 and there will be a shift, albeit not significant, to the more business friendly center right group/s. And if you look at the EPPs manifesto aswell as their speeches etc they talk a lot about removing red tape and decreasing the regulatory burden on companies. I doubt that they would rescind GDPR or the Digital markets act but significant new regulation seem unlikely.
While I agree SOFI is not even remotely close to being anything like Amazon, I can almost guarantee Joseph Carlson would have said Amazon in its early years was just an online bookstore. They don’t have anything that is special and not worth its current value.
In early Amazon, Jeff Bezos would have said Amazon is just an online book store... Jeff Bezos did not predict AWS in early Amazon. In early 2000 nobody on earth predicted AWS, literally nobody. Not a single recorded instance, including management of Amazon. It was an idea that came upon them as they were building more servers for their own uses. It came out of random need. That should be evidenced that predicting major step changes is not a reliable investing strategy. It's much easier to predict that Netflix will eventually have 500 million subscribers, or Costco will have 1,000 warehouses, than predicting a book store will transform into a cloud hosting king.
@@JosephCarlsonAfterHours that is my point. AWS was an accident. Netflix was just a mail delivery dvd. So called experts thought ditching dvd mailing for streaming was a huge mistake. You are comparing a company that is just starting out with a company that has established itself as one of the elites. There is room for both in a portfolio. When you buy into a young company you are buying the CEO not what they are currently. Do you believe in the CEO? Then take a chance and put a little into your portfolio.
@@petenice75 buy what you see and avoid the long shots. He is right with his take on SOFI. If SOFI will be THAT successful you can buy it easily 10 years later. You could have bought AMZN and Netflix 10 years after they went public and making good money. Peter Lynch approach. While both Netflix and Amazon could also have gone bankrupt in the first years. I remember many online video streamers and online bookstores that did not make it. Because I was around in the early years of both Amazon and Netflix. You only see the winners now.
@@petenice75 well I believe that an investment is made on what you can see and on what is most probable to happen in the future according to the information you have in the present, and the investment is allocated accordingly to this probabilities. Investing in farfetched scenarios that not even the directors are able to see is not an investment, it's a gamble, and sometimes it can work, but unless you are one of the luckiest people on earth, it won't work long term
@@petenice75 dude he’s making the point that picking the next big thing is almost impossible, so why would you buy sofi? “Trust in the ceo” yeah right. They don’t have that tremendous opportunity ahead as Amazon had. You should avoid these kinda companies and invest in them when they have proven a sustainable businessmodel for the upcoming decades with unique businessmodel that can’t be copied easily
I wish they could have a location around me I could try. I'm glad that healthier food options like Chipotle and Cava are gaining market share. I think it's a good thing for America.
Great content! Do you ever buy protective puts on your larger positions if you are worried about being over valued as a hedge? For example your Texas Roadhouse.
You made that argument about Amazon going from -$10B to $10B in FCF before. But the argument is just as dumb as that twitter post about SoFi you are critizising. Having had negative FCF last year doesn't make it more impressive to have positive FCF this year. If that were true, then it would also be true that the deeper into negative FCF you were last year, the more impressive it should be. So let's say you had an amazing $5 trillion in negative FCF last year, but you are up $5 bucks in positive FCF this year. Mind you, that's a 5,000,000,000,005 improvement in FCF. Do I get a nobel prize for capitalism now?
Its true that going from negative to positive fcf in a year isnt that good of a sign but the more imprtant thing is the accelaration of the fcf. Amazon stated they are now concentrating on profitability and they have since then earned 20bilion fcf in a year + they are saying that the growth will keep going, which makes it a great thing even tho they were negative last year. And if you find a company that can +5t their cashflow after saying that they are concentrating and stating that they will keep growing like amazon did, weel then that seems like a good stock.
You’re not going to speak on the McDonald’s and Starbucks boycotts? As far as I know that is to some degree hurting them. Why are they sending money to Israel anyways?
The boycotts make no sense. McDonalds in Israel is owned by an Israel company. The support that Israel McDonalds has given to Israel troops comes out of the pockets of the Israel operators, not McDonalds corporate. So they are boycotting an Israeli company for doing business in Israel and helping Israeli troops.
People don't compare Sofi to Amazon because of the net income lol they do that because everyone believes it will be the AWS of fintech. They believe the tech platform will be as profitable as AWS and is a finance backend for companies like AWS is for web services. Yes it's a bank but sofi is also working on developing a tech platform that other banks and businesses can use and are continuing to grow that business. I guess that's why they like to compare to AWS. I've been watching you for years and have been a member for years. Honestly, have a little respect. If you're going to call people dumb for something at least understand what you're talking about and their thesis. You sound ignorant
I fully trust Amazon (45% position for me). The thing I will be watching is capex, I expect high capex due to AI and other aws-investments that can get the stock to fall a bit. But I would be happy if they up their capex (because I know Amazon is THE company that can get high future ROI), that can be a buying opportunity.
Scott Galloway has pointed out that we buy products that make us look good in the eyes of mates. If you have an iPhone, it’s probably a signal that you have good DNA, and women might want to make babies with you, but no one will be making any babies if they have one of those headsets on their heads.
I don’t know what the future will be for sofi stock but do you follow there results or listen to CEO Noto? He seems pretty disciplined and sharp and has long term plans.
if China want to make a statement in response to Tik Tok ban, it is unlikely they will choose Apple, mainly because it will involve too much employment. In total, China has about 3-million people, in working-class working in Apple-related supply-chain in China. Right now, the last thing the Chinese government wishes is to do sth that will make the unemployment problem going even worse. On the contrary, MSFT will be a much easier target in their opinion, like banning MS from their government and SOE procurement.
Joseph is actually so funny, lol when he brought up Vici saying that’s a company most people check 😭😂. Man go into standup, I want to see your material.
He meant people who view his videos, use Qualtrim etc. since hes talked about it a lot. Obviously its not a big company most normal people check, but hes not speaking to the average wall st investor, but his viewers.
Jamming growth stocks into a value evaluation box. Dude, we’re not saying SoFi is the next Amazon. We are saying that people who jam growth stocks into a value stock analysis would have missed some of the best deals in the stock market, such as Amazon. There’s a big difference
If you don’t believe the story and someone else does, that’s great. Different of opinion. But shitting on growth stocks because they don’t have the same metrics as a value stock is silly
I've been watching a lot of Prime video lately. It's up to about 6-9 ads per video on a 45 minute episode, now. 3 ad breaks, 2-3 ads per break, 25-45 seconds per break. They're ramping up, but the ads are still less annoying than Hulu's and half the length.
Interesting how you outline all headwinds for VICI (which have been obvious for months now), and you stay hopeful and wait for the Fed to cut. This is clearly not a long term strategy - seems more a bias to me, as you are somewhat trapped in the stock. You should simply sell and move on to better opportunities. Thanks for the hard work, I just take the chance to reflect and disagree sometimes. All the best!
Great, concise, thoughtful opinion piece. Thanks very much. I'm always a bit uncomfortable with restaurant businesses. As per your past analysis of McDonald's, costs increased greatly, volumes down. Will this affect growth of txs Roadhouse ?... Restaurants and retail in general not like big tech and b2b.
I went to Texas Roadhouse for the first time in over a year. The food was bad. Steak was super small, Madge potatoes weren’t good and the place was slammed. The time I went before it was really good. Could be a one off but I don’t see why people go. I was also there during 3:30pm
"cuttin down on expenses" AMZN - Could be tricky as they are also investing into AI hardware heavily. I could see investments rising again, although I also expect them to stay in the green this time.
It's not your investment philosophy, but growth companies, when they start to be profitable, can lead to massive returns as a shareholder. The list is huge aside from Amazon. Don't underestimate this strategy nor its followers. Have a nice day!
I'm interested in the community but curious about what kind of credentials I would be paying for? Sven and Jimmy have PhDs, etc. Do you have financial training or other experience?
Yeah I agree regarding the SoFi and Amazon comparison. Investors need to evaluate companies based on their own merits and stop trying to shoehorn these oblique comparisons to 'this will be the next Amazon' or 'the next Nvidia' et cetera. Each company is different and each stock will behaviour differnetly. Another great video, Joseph, thank you.
None of those concerns are reasons to sell Apple. it will subside over time. The main question is whether or not they will introduce more innovative products. and it will. Hold if you have apple
Here's a 50 minute video going over my thoughts on each companies upcoming earnings.
Here are timestamps for your convenience:
00:00 Overview
03:37 Sofi
09:30 Dominos
11:28 PayPal
13:31 McDonalds
14:40 Amazon
28:47 Amazon
29:36 Mastercard
31:09 VICI
34:27 Apple
44:36 Texas Roadhouse
47:56 Hershey's
If you want access to Qualtrim.com, the stock analysis tool I developed and use, as well as new exclusive episodes every week, try out the Patreon here: www.patreon.com/josephcarlson
2 Amazon's @JosephCarlsonAfterHours. It meant to be Starbucks
Don't you dare worring about the length of your videos. The longer the better, especially on this second channel.
I really respect your investment approach (and your ability to keep learning and improving the quality of your portfolio, from your early days of holding lots and lots of different dividend stocks to the few compounders you hold now) and I take your opinion on companies in high consideration, weather I agree with it or not.
Keep up the good work : )
Thanks
I hope if Tiktok decides to gut and sell then Amazon gets in and buys it up
Long shot I know but still would be amazing
2 times Amazon tags?
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
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.
Is there any chance you could recommend who you work with? I've wanted to make this switch for a very long time now, but I've been very hesitant about. I'll appreciate any recommendation.
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
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.
I'm tired of these new buys every week, Just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%. Do you see AMZN and APPL as safe buys to outperform the market this year?
The economy and stocks are two different things these days, but i agree, I think it's brilliant to have a portfolio advisor for investing! The market's instability makes DIY risky. You don't need to find the next NVDA to succeed in investing. I've turned 180k into $20k in quarterly dividends, a major milestone.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
*Jennifer Leigh Hickman* has always been on the top of my list..She is regarded as a genius in her area and well knowledgeable about financial markets. I highly recommend you look her up if you want excellent collaboration.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Facing a similar situation, I sought advice from an invęstment advisęr. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $200k to over $800k in a few years.
Your invt-adviser must be really good, I hope it's okay to inquire if you're still collaborating with the same invt-adviser and how I can get in touch with them?
She goes by Camille Anne Hector 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.
Thank you! I entered her full name into my browser, and her website came out on top. I sent her a mail and I hope she gets back to me soon.
I still remember people leaving comments making fun of you for making such a big bet on TXRH. Who's laughing now
Bro teased a 50min vid he already had loaded up.... That's good analytics!
Was thinking the same thing 😆
Sofi bros slightly better than Tesla bros
Your assessments are by far my favorite. Thank you Joseph Carlson
Plot twist, Apple ends up buying TikTok
TikTok is losing money. Doubt Apple pays 200m for losing money
Love how much effort you put in these analyses really help me learn fundamentals and understanding the stories of companies
Always happy to see Joseph posting
Love VICI & Amazon, long term holds in my portfolio
In regards to the EU. EU elections are in 2024 and there will be a shift, albeit not significant, to the more business friendly center right group/s. And if you look at the EPPs manifesto aswell as their speeches etc they talk a lot about removing red tape and decreasing the regulatory burden on companies.
I doubt that they would rescind GDPR or the Digital markets act but significant new regulation seem unlikely.
Hey Joseph. An other fantastic video. Thank you. Does Qualtrim cover other markets outside the US?
Thanks for all the investment information. You have been very helpful.
Oh man! Let me snuggle in. Get the game on. Fix a drink, and watch some JC. It’s always a good night when there’s a JC video.
While I agree SOFI is not even remotely close to being anything like Amazon, I can almost guarantee Joseph Carlson would have said Amazon in its early years was just an online bookstore. They don’t have anything that is special and not worth its current value.
In early Amazon, Jeff Bezos would have said Amazon is just an online book store...
Jeff Bezos did not predict AWS in early Amazon.
In early 2000 nobody on earth predicted AWS, literally nobody. Not a single recorded instance, including management of Amazon. It was an idea that came upon them as they were building more servers for their own uses. It came out of random need. That should be evidenced that predicting major step changes is not a reliable investing strategy. It's much easier to predict that Netflix will eventually have 500 million subscribers, or Costco will have 1,000 warehouses, than predicting a book store will transform into a cloud hosting king.
@@JosephCarlsonAfterHours that is my point. AWS was an accident. Netflix was just a mail delivery dvd. So called experts thought ditching dvd mailing for streaming was a huge mistake. You are comparing a company that is just starting out with a company that has established itself as one of the elites. There is room for both in a portfolio. When you buy into a young company you are buying the CEO not what they are currently. Do you believe in the CEO? Then take a chance and put a little into your portfolio.
@@petenice75 buy what you see and avoid the long shots. He is right with his take on SOFI. If SOFI will be THAT successful you can buy it easily 10 years later. You could have bought AMZN and Netflix 10 years after they went public and making good money. Peter Lynch approach.
While both Netflix and Amazon could also have gone bankrupt in the first years. I remember many online video streamers and online bookstores that did not make it. Because I was around in the early years of both Amazon and Netflix. You only see the winners now.
@@petenice75 well I believe that an investment is made on what you can see and on what is most probable to happen in the future according to the information you have in the present, and the investment is allocated accordingly to this probabilities. Investing in farfetched scenarios that not even the directors are able to see is not an investment, it's a gamble, and sometimes it can work, but unless you are one of the luckiest people on earth, it won't work long term
@@petenice75 dude he’s making the point that picking the next big thing is almost impossible, so why would you buy sofi? “Trust in the ceo” yeah right. They don’t have that tremendous opportunity ahead as Amazon had. You should avoid these kinda companies and invest in them when they have proven a sustainable businessmodel for the upcoming decades with unique businessmodel that can’t be copied easily
Cava is the best fast casual restaurant chain in the US. Hands down. And it is a fantastic stock.
What about SHAK?
I wish they could have a location around me I could try. I'm glad that healthier food options like Chipotle and Cava are gaining market share. I think it's a good thing for America.
Great content! Do you ever buy protective puts on your larger positions if you are worried about being over valued as a hedge? For example your Texas Roadhouse.
You made that argument about Amazon going from -$10B to $10B in FCF before. But the argument is just as dumb as that twitter post about SoFi you are critizising. Having had negative FCF last year doesn't make it more impressive to have positive FCF this year. If that were true, then it would also be true that the deeper into negative FCF you were last year, the more impressive it should be. So let's say you had an amazing $5 trillion in negative FCF last year, but you are up $5 bucks in positive FCF this year. Mind you, that's a 5,000,000,000,005 improvement in FCF. Do I get a nobel prize for capitalism now?
Its true that going from negative to positive fcf in a year isnt that good of a sign but the more imprtant thing is the accelaration of the fcf. Amazon stated they are now concentrating on profitability and they have since then earned 20bilion fcf in a year + they are saying that the growth will keep going, which makes it a great thing even tho they were negative last year. And if you find a company that can +5t their cashflow after saying that they are concentrating and stating that they will keep growing like amazon did, weel then that seems like a good stock.
Does Qualtrim have a free trial?
You’re not going to speak on the McDonald’s and Starbucks boycotts? As far as I know that is to some degree hurting them. Why are they sending money to Israel anyways?
The boycotts make no sense.
McDonalds in Israel is owned by an Israel company. The support that Israel McDonalds has given to Israel troops comes out of the pockets of the Israel operators, not McDonalds corporate.
So they are boycotting an Israeli company for doing business in Israel and helping Israeli troops.
@Joseph. Why no NVDA? I’ve been purchasing as I do believe they are a good company. Your analyses are great so I worry that I’m missing something.
LETS GOOOOOOOOOOOOOO new JC post
Net income Cash flow of PayPal is growing huge.
Would be interested to hear your views on $NU (Nu Holdings) if you have time?
If he dont like SoFi, he hates NU 😂
Analysis on SBUX would be great...what a day for their CEO getting roasted (no pun intended) by Cramer.
People don't compare Sofi to Amazon because of the net income lol they do that because everyone believes it will be the AWS of fintech. They believe the tech platform will be as profitable as AWS and is a finance backend for companies like AWS is for web services. Yes it's a bank but sofi is also working on developing a tech platform that other banks and businesses can use and are continuing to grow that business. I guess that's why they like to compare to AWS. I've been watching you for years and have been a member for years. Honestly, have a little respect. If you're going to call people dumb for something at least understand what you're talking about and their thesis. You sound ignorant
Today Joseph is full ok Jokes.
Amazon created first party to create product that other sells don’t want to sell because of low margin 😂😢😂 ☠️
I fully trust Amazon (45% position for me). The thing I will be watching is capex, I expect high capex due to AI and other aws-investments that can get the stock to fall a bit. But I would be happy if they up their capex (because I know Amazon is THE company that can get high future ROI), that can be a buying opportunity.
amzn will drop short term but it will bounce back pretty quick so don't sell.
@trance1986 whats your thinking regarding Amazon dropping in the short term please? 🤔
Scott Galloway has pointed out that we buy products that make us look good in the eyes of mates. If you have an iPhone, it’s probably a signal that you have good DNA, and women might want to make babies with you, but no one will be making any babies if they have one of those headsets on their heads.
I don’t know what the future will be for sofi stock but do you follow there results or listen to CEO Noto? He seems pretty disciplined and sharp and has long term plans.
josep. listen... i think your companies are so big they cannot go anymore... they have hit the wall...
If you think sofi now is like amazon in 2003 you might deserve to lose a little bit of money 😂. Amazon was the only platform lol
In for Amazon 150 shares ❤ earnings will kill me or make me got 3 calls out fingers crossed 🎉
My mate Kate says the EU can't fund itself without annually suing Apple 😂
SOFI is a future top 10 bank. If you expect significantly more… you should think again.
First‼️
You forgot about global boycott movement for McD and Starbucks.
Not only a big earnings week but an important week with Jerome Powell and Job data. Gonna be a wild ride!
Your short sidedness blows me away, considering you do videos about investing. boo this man.
Amazon's ads have gotten out of control. They take up the entire page.
Do you think Amazon will announce a dividend for the first time?
Always love longer Joseph Carlson videos!! I agree with your view on Sofi, its not nor will it ever be, Amazon
Very thoughtful analyses! Well done.
if China want to make a statement in response to Tik Tok ban, it is unlikely they will choose Apple, mainly because it will involve too much employment. In total, China has about 3-million people, in working-class working in Apple-related supply-chain in China. Right now, the last thing the Chinese government wishes is to do sth that will make the unemployment problem going even worse.
On the contrary, MSFT will be a much easier target in their opinion, like banning MS from their government and SOE procurement.
Sofi has a cult following. You won’t change their mind
Joseph is actually so funny, lol when he brought up Vici saying that’s a company most people check 😭😂. Man go into standup, I want to see your material.
A lot of people on this channel check VICI. He has the qualtrim stats to prove it.
He meant people who view his videos, use Qualtrim etc. since hes talked about it a lot. Obviously its not a big company most normal people check, but hes not speaking to the average wall st investor, but his viewers.
@@Icehaan17 That's what I was thinking. VICI is a top 50 searched stock on Qualtrim.
RIP to investors who invest in Starbucks...
Jamming growth stocks into a value evaluation box. Dude, we’re not saying SoFi is the next Amazon. We are saying that people who jam growth stocks into a value stock analysis would have missed some of the best deals in the stock market, such as Amazon. There’s a big difference
If you don’t believe the story and someone else does, that’s great. Different of opinion. But shitting on growth stocks because they don’t have the same metrics as a value stock is silly
Apple revenue hasn’t done anything on the last two years another red flag
Great video! Love the longer earnings season breakdown where you cover more companies. Hope this continues!
Great information, no time wasted! Love watching your content, one of my favorites!
so sofi is just like another online bank and its suppose to be amazon?
I love you
Talk about MSCI
Starbucks did not go down well...
Joseph, you called out a guy that will make 20 videos about you now 😂😂😂
I'm okay with that.
Everyone will have the Vision Pro by series 4/5
I've been watching a lot of Prime video lately. It's up to about 6-9 ads per video on a 45 minute episode, now. 3 ad breaks, 2-3 ads per break, 25-45 seconds per break. They're ramping up, but the ads are still less annoying than Hulu's and half the length.
Interesting how you outline all headwinds for VICI (which have been obvious for months now), and you stay hopeful and wait for the Fed to cut.
This is clearly not a long term strategy - seems more a bias to me, as you are somewhat trapped in the stock. You should simply sell and move on to better opportunities.
Thanks for the hard work, I just take the chance to reflect and disagree sometimes. All the best!
Great, concise, thoughtful opinion piece. Thanks very much. I'm always a bit uncomfortable with restaurant businesses. As per your past analysis of McDonald's, costs increased greatly, volumes down. Will this affect growth of txs Roadhouse ?... Restaurants and retail in general not like big tech and b2b.
I went to Texas Roadhouse for the first time in over a year.
The food was bad. Steak was super small, Madge potatoes weren’t good and the place was slammed.
The time I went before it was really good. Could be a one off but I don’t see why people go.
I was also there during 3:30pm
"cuttin down on expenses" AMZN - Could be tricky as they are also investing into AI hardware heavily. I could see investments rising again, although I also expect them to stay in the green this time.
It's not your investment philosophy, but growth companies, when they start to be profitable, can lead to massive returns as a shareholder. The list is huge aside from Amazon.
Don't underestimate this strategy nor its followers.
Have a nice day!
I'm interested in the community but curious about what kind of credentials I would be paying for? Sven and Jimmy have PhDs, etc. Do you have financial training or other experience?
The Stock Goat must be one Ba’a’a’a’a’ad trader 🐐
amazon dividend to exactly match google yield coming. just like googles happened to match meta yield to the 0.01%
It’s all about Amazon Amd and Supermicro and they all report tonight.
Would you update us on your thoughts on MSCI? They reported earnings last week and experienced a huge drop ~15%. The people want to know! 🙏
Did this guy really skip over amd and smci?
Joseph please read more into Galileo
Why would they retaliate? They just kissed up to Elon Musk. You think they will be tough with Tim Cook?
Joseph, you are so great at explaining the stock market and simplifying things and making them understandable!
The only concern for amazon and I can’t figure out is that how much temu could impact Amazon’s online shopping business
SOFI is pumpty dumpty
Every dollar is a vote
Yeah I agree regarding the SoFi and Amazon comparison. Investors need to evaluate companies based on their own merits and stop trying to shoehorn these oblique comparisons to 'this will be the next Amazon' or 'the next Nvidia' et cetera. Each company is different and each stock will behaviour differnetly. Another great video, Joseph, thank you.
Apples fears are overblown .
None of those concerns are reasons to sell Apple. it will subside over time. The main question is whether or not they will introduce more innovative products. and it will. Hold if you have apple
great comments on MA, TXRH, AMZN, AAPL, wonder if CAVA and KRUS are your favor too..
we are in for a huge week, this kid is going to college. 🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉….and not just getting an education, but a proper wardrobe.
Classy way to remind subscribers to subscribe and join the channel. You toe the line nicely.
there many next msft, amzn,and many goog waiting for buyers.🤣
Amazon to $167
Bro flaming the stock goat😂. Amazing content as always. I watch every video
SOFi investors need to hear this. I don’t want to hear anymore about that company …
Could you please review 3m stock , I work for 3m and have an option on the stock with a 15% discount and was wondering if it was worth investing?
Google the lawsuits against 3M
If you’re getting a discount of course. Buy in.
@NickOloteo there seems to be one lawsuit after another against 3m
As someone who’s done the gespp with 3m…. Yes go for it, be warned that it costs like $20 each time you sell 🤮
Joseph, do you think china will ban the hands that feed them ? How many people are employed by Apple and Tesla in china ?
Thanks for helping to sort out the noise.
No AMD? Aww
Apple zzzzzzz. What you said about sofi is what I think of apple. Zzzzz
Follow you on TW as well, every time you give better quality info. Greetings from Argentina.
Lets frickin gooooo!!!
Yessssss 👏👏 another long form !
So what you are saying is that SoFi is the new Apple and Microsoft combined?
Bro can you talk about Tesla? when it has good news? :)
MA, AMZN, AAPL, TXRH, and MCD are great
Best viewer comments on UA-cam; hilarious.
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👏 excellent as usual - nervous for Appl as well- have a nice day😊
Joseph, i thought you bought Starbucks within the last year or so?