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