00:00 Intro 01:55 Nvidia Earnings Predictions 15:10 Crowdstrike Earnings Predictions 18:15 Salesforce Earnings Predictions 23:04 Lululemon Earnings Predictions 27:41 Ulta Beauty Earnings Predictions 32:50 Costco in Japan

00:00 Intro 02:18 Rate Cuts Are Here 14:30 I'm Buying Intuit 20:22 Chick-fil-A Streaming Service

00:00 Intro 01:40 McDonalds 05:55 Sofi 09:20 PayPal 12:48 Microsoft 19:00 Starbucks 23:00 WingStop 24:17 Mastercard 26:00 Meta 30:45 Amazon 38:00 Apple 43:18 Booking Holdings

Many bank stocks are selling off and in the distressed territory. I explain in this video why I'm not buying these stocks. 🎉 3,000 Member Patreon: https://www.patreon.com/josephcarlson 🚀 Growth Portfolio: https://m1finance.8bxp97.net/5b6oEb 💵 Dividend Portfolio: https://m1finance.8bxp97.net/Aox7qJ Join the Patreon and get access to a discord community with over 3,000 active members. Exclusive episodes, qualtrim (dividend tracking app and website), notifications of buys/sells, and much more: https://www.patreon.com/josephcarlson00:00 Preview 01:17 Patreon Plug 02:25 Banks Use Lots Of Leverage 04:04 Banking Is A Confidence Game 08:20 Banking Is Complex 15:00 The Risk Of Bank Runs 19:03 Sticking To A Disciplined Strategy Joseph Carlson After Hours: https://www.youtube.com/channel/UCfCT7SSFEWyG4th9ZmaGYqQ M1 Finance (broker used in video): https://m1finance.8bxp97.net/973xy Instagram: https://www.instagram.com/joecarlsonshow/ Twitter: https://twitter.com/joecarlsonshow Some of the links are affiliate links. About Joseph Carlson: I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on YouTube full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, and timeline, and overall circumstances.

🎉 3,000 Member Patreon: https://www.patreon.com/josephcarlson 🚀 Growth Portfolio: https://m1finance.8bxp97.net/5b6oEb 💵 Dividend Portfolio: https://m1finance.8bxp97.net/Aox7qJ Join the Patreon and get access to a discord community with over 3,000 active members. Exclusive episodes, qualtrim (dividend tracking app and website), notifications of buys/sells, and much more: https://www.patreon.com/josephcarlson00:00 Preview

01:21 Recap of SVB Collapse 05:10 FDIC Takes Control Of Bank 07:20 Panic In The Market 09:10 Impact On Broader Economy Joseph Carlson After Hours: https://www.youtube.com/channel/UCfCT7SSFEWyG4th9ZmaGYqQ M1 Finance (broker used in video): https://m1finance.8bxp97.net/973xy Instagram: https://www.instagram.com/joecarlsonshow/ Twitter: https://twitter.com/joecarlsonshow Some of the links are affiliate links. About Joseph Carlson: I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on YouTube full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, and timeline, and overall circumstances.

The most purchased stock by super investors last quarter was Amazon. In this video I speculate on why they choose this stock over others.

I look once again at Costco, the warehouse giant and compounding machine. 

The main focus is now on profits.

My challengers to Buffett have come and gone, in this video we examine how Buffett is always able to win.

The Union Pacific CEO was just fired, here's what could happen now. 

Jim Chanos is betting against these stocks, we go through each of them.

We look back on clips of what the CEO of Intel told investors less than a month ago.

In this episode I do analysis on 5 of my largest holdings.

ASML, TSM, Netflix, Dominos, American Express report earnings this week.

00:00 Intro 02:50 ASML Earnings 08:35 Ally Financial Earnings 11:08 TSMC Earnings 16:00 Dominos Earnings 20:50 Netflix Earnings 25:28 American Express Earnings

Charlie Munger shares his thoughts on a variety of different stocks and topics. I give my reaction in this episode.

I want to be clear about something, because I don't want this to get taken out of context when Google stock goes up in the future, which I fully expect it will. *I'm bullish on Google and currently have over $10,000 invested in the company in my growth portfolio*.   In terms of Google losing this battle, it's about positioning. Google is already the dominant market leader in search with high margins. This means that they do not have any room for market share gain, and they don't have room to improve margins, in this specific situation, battling Microsoft's Bing, the best they can hope for is to defend their existing business and economics. Microsoft is in a much more advantageous position to force Google into altering their products of their core business in hopes to gain incremental market share.

The market believes the fed has pivoted and it's time to finally buy stocks.

A monopoly will never talk about being a monopoly.

In Episode 302 we discuss Microsoft's earnings report and the CEO, Satya Nadella pouring cold water on the future outlook of the company.

In Episode 301 we discuss Howard Marks predictions of a new reality for investors where the market has normalized. We've moved away from easy monetary policy and investors need to prepare.

Chris Hohn, an activist investor is demanding Google continue layoffs. 

Netflix stock surges 7% after beating subscriber numbers by a wide margin and posting 1.6 billion in free cash flow.

Disney doesn't like the new activist investor.

Terry Smith's latest letter is out, and he had a lot to say.

00:00 Intro 01:44 The Potential Glut In Demand 13:37 The Current Set Up For NVIDIA 19:42 Insiders Selling, Not Buying 20:38 The Market Melt Up 23:00 Boeing Pleads Guilty 26:20 Paramount Merger

Billionaire and activist investor Nelson Peltz is asking to be on the board of Disney to help turn the company around. Disney is rejecting his offer and they're going to battle it out. I highlight why I think Peltz should be on the board, and how I view my current investment into Disney.

In Episode 299, We discuss the key differences between the Joseph Carlson Show and other channels and investors, both in terms of investing style and mentality.

I believe Amazon, Apple, Microsoft, Google, and Meta are cheap. Here's why.

In Episode 298 we discuss the investment analysis that I got wrong last year. What has changed over the past year in the fintech category, and how I'm strengthening my portfolio. We also go over Bed Bath & Beyond's Bankruptcy and Apple's new VR headset.

My thoughts on the bull cases of Tesla.

Here's what I'm doing with my dividend portfolio next year.

These are 5 stocks I think will do well in 2023.

In this episode, we go over a major component of total returns, the buyback. 

Top Ten Stock Market Predictions For 2023

In Episode 294, we discuss the statement from the FED, how they want to continue taking interest rates higher, and why that likely won't happen. We also discuss Teslas' Elon problem and SBF arrest

00:00 Introduction 02:34 Tom Lee Bull Thesis 14:46 Jeff Bezos Sells Amazon 17:17 Chipotle Portion Size Analysis 23:30 Sams Club Lowers Membership Price

Amazon has come full circle back to the pandemic lows. Many investors are asking if it's time to buy the dip. We discuss in this video.

Salesforce is facing an executive exodus, free cash flows are being eaten up by dilution, and tech companies pulling back on spending. I do a full examination of the stock and its current situation.

Microsoft is coming under fire for their acquisition of Activision Blizzard.

In this episode we do a breakdown of where the returns actually come from in a stock.

There are three basic steps on how to prepare your portfolio for a recession. I go over them in this episode. 

Google hired 50,000 employees for a very specific purpose. Apple bends the knee to the Chinese government. And Netflix is winning the streaming wars.

Bob Iger is back. In today's episode we look at the downfall of Chapek and how Iger may change things.

Disney's earnings report is not good.

We're starting to see layoffs. 

VICI is a highly dilutive company. I explain why this is a good thing in this specific case. 

My full portfolio performance so far in 2024. The EU goes after Meta. Redbox goes out of jail. And fund managers get a new excuse for underperformance.

We give an overview of the difficult situation Meta is currently in.

Terry Smith finally buys his first share of Apple

Most investors don't have a clue how many subscribers Apple really has.