Episodes
00:00 Intro 02:18 Rate Cuts Are Here 14:30 I'm Buying Intuit 20:22 Chick-fil-A Streaming Service
Published 08/23/24
00:00 Intro 02:03 Top 3 Tech Stocks 15:23 Target CEO discusses earnings 18:00 Is Target Price Gouging? 23:18 Is Netflix Risky
Published 08/21/24
00:00 Intro 03:07 Trimming Apple 05:51 Booking Holdings 08:30 Salesforce 11:27 Intuit 13:41 Disney Lawsuit 18:15 Carl Icahn Fined
Published 08/19/24
The 10 best super investors have updated their portfolios. We take a look in this episode.
Published 08/15/24
00:00 Intro 02:30 Starbucks New CEO 21:15 Home Depot Earnings 22:40 Intel Trades Below Book Value
Published 08/13/24
00:00 Intro 01:17 Lululemon 08:15 Ulta Beauty 12:42 Disney 17:26 Airbnb 18:52 Celsius 20:32 Nike
Published 08/12/24
00:00 Intro 02:48 Google Loses Monopoly Case 12:29 Airbnb Slowdown 17:30 Disney Streaming Profits 20:40 Microsoft and CrowdStrike blame Delta
Published 08/07/24
Warren Buffett sold half his Apple stake and we're going through a broad market sell off.
Published 08/05/24
00:00 Intro 04:50 Microsoft Sell Off 09:38 Google Earnings Analysis 12:53 Moody's Earnings 15:40 S&P Global Earnings 16:57 Texas Roadhouse Earnings 21:30 PayPal Earnings 24:15 CrowdStrike Lawsuit 35:10 Cancel Netflix Campaign
Published 07/30/24
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
Published 07/29/24
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
Published 07/17/24
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
Published 07/08/24
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
Published 07/03/24
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.
Published 07/01/24
Survey shows the majority of investors believe the market is at a tipping point. Five men were convicted of running a fraudulent streaming service. Apple is being fined by the EU again. Amazon's AI Alexa may be an additional subscription.
Published 06/25/24
Nvidia exploits it's dominance in chip making to become a software company. Social media influencers aren't getting rich. Netflix competes with Disneyland. Apple has a problem in China.
Published 06/20/24
00:00 Intro 02:25 How To Invest In This Bull Market 17:38 Surgeons General Warning For Social Media Companies 21:23 Adobe Is Deceiving Customers
Published 06/18/24
Apple just introduced a new default position. We discuss the potential impact of this on this episode.
Published 06/12/24
Apple has a plan for selling more iPhones and avoiding regulation. We discuss their plan in this episode.
Published 06/10/24
Roaring Kitty makes the case for gamestop. Netflix is sued. Apple's AI plan is leaked.
Published 06/07/24
Yardeni president believes we're just getting started. A stock market error caused Berkshire to drop 99% in price. Roaring Kitty is making a big options play on GME. And Paramount is merging with Skydance.
Published 06/03/24
Steve Eisman believes Apple is the hidden AI play. Intuit reported earnings and the stock has fallen 10%. And Red Lobster went bankrupt while offering unlimited shrimp for $20.
Published 05/28/24
Google and Open AI battle it out over who has the lead. The SEC is upset about Roaring Kitty. Amazon is becoming the biggest retail company. Netflix is streaming live sports. Angry customers are boycotting Chipotle.
Published 05/15/24
Meme stocks are back, Open AI has a big upgrade, Apple finds a new partner, and S&P Global is selling part of their business.
Published 05/13/24
We discuss 3 quality stocks in a dip, Apple's failed ad, OpenAI's Google Search competitor, and Howard Schultz backseat driving Starbucks. 00:00 The Market Is Going Up 01:46 Portfolio Update 03:38 Adobe 13:05 MSCI 17:57 UnitedHealth Group 22:05 OpenAI Announces Search Engine 25:43 Apple Apologizes For New Ad 27:39 Starbuck's Old CEO Won't Let Go
Published 05/10/24