🎉 10,000+ Member Patreon: https://www.patreon.com/josephcarlson 🚀 Growth Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM∣=50362&murl=https://dashboard.m1.com/share?token=39d17ae6-4a4a-3fc4-bb15-d86abe3fbb67 💵 Dividend Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM∣=50362&murl=https://dashboard.m1.com/share?token=3b283352-1bff-31d9-8576-f5770c2bfdfd 00:00 Overview 02:00 AMD Open AI Deal 11:40 The 1999 Stock Bubble Is Here 15:30 Portfolio Construction -Disclaimer Some of the ...

Welcome back everyone. Today on the Joseph Carlson show, we're going to be taking a look at three different companies. Three that you've heard about that we're going to do some in-depth research. And this is going to be a little bit more in-depth than I think you're used to. We're going to really dive into these companies and try to do some some research of how they're going to evolve over the next 5 years. Now, the companies that we're going to be looking at today are ones that we've heard about, but I thi ...

Welcome back everyone. Today on the Joseph Carlson show, while the market is going up in 2025, we have the S&P 500 doing well, we have the QQQ doing well, we have even the Mag 7 doing really well, except for one, Amazon stands alone as a company that's not performing well this year. In fact, as Market Watch points out, Amazon is the worst performing of the big tech mag 7 companies, and it risks falling behind in the AI race. So, what's going on with Amazon? This is a company that after all is one of my larg ...

Welcome back everyone. Today on the Joseph Carlson show, as companies like Google, major companies today, trade off at the beginning of September, as they often do, we have Google hair down 2.44%. The company is now at a market cap of around $2.5% trillion.But we have reason to believe that Google could be worth much more in the very near future. In fact, just around a week ago, CNBC shared this graphic, this breakdown of all the various businesses of Google. We know that Google's not just doing one thing.T ...

Welcome back everyone. Today on the Joseph Carlson show, Nvidia reports earnings. The biggest company in the world is posting its earnings and this gives us a little bit of a weather vein of how things are going to go for the next 3 months.So, we'll be looking at the biggest things to look for going into these earnings as well as follow-up questions from the earnings call. We'll be going over all of that. Now, we also have a lot of other news to get into.For example, Tom Lee is now making the rounds online ...

Investment Opportunities & Portfolio Strategy - The content creator shares their growth and dividend portfolio strategies, providing links for viewers to explore [1] - The creator discloses a Patreon membership with over 10,000 members, offering exclusive content and community access [1] - The creator emphasizes a long-term investment approach focused on "compounders," which are high-quality, world-class businesses [1] Market Trends & Industry Dynamics - The report touches upon various industry trends, including AI's impact on software, Apple's robotics initiatives, and Amazon's expansion into the grocery sector [1] - The report mentions Perplexity's offer to buy Chrome and Mark Mahaney's insights on Duolingo, indicating interest in the tech and education sectors [1] - The acquisition of UFC by Paramount is noted, highlighting media and entertainment industry developments [1] Disclaimers & Risk Management - The content creator explicitly states they are not a professional investor and shares personal investment experiences with transparency [1] - The report includes a disclaimer regarding affiliate links, clarifying potential earnings from them [1] - The report stresses the importance of consulting with financial advisors and tailoring investment decisions to individual circumstances, emphasizing that the content is for informational purposes only and not investment recommendations [1]

Duolingo Analysis - The analyst initiated a $10,000 position in Duolingo within the Story Fund, a growth-focused portfolio [1] - Duolingo is considered the undisputed leader in digital language learning with strong brand recognition and global scale [1] - The company employs a gamified premium model, efficiently converting free users to paid subscribers, similar to Spotify [1] - User data fuels AI-driven personalization, leading to high user retention, approaching social media levels [1] - The company's total addressable market is large, with an estimated 2 billion people learning English [1] - The company's revenue grew 414% to $252 million last quarter [2] - Subscription revenue accounts for the majority of the company's revenue, reaching $734 million and growing 47% year-over-year [2] - Daily active users increased by 39%, indicating strong user engagement [2] - Free cash flow is growing rapidly at 55%, and earnings per share are up 73% year-over-year [3] Comparative Analysis - Texas Roadhouse has outperformed FICO, Google, Microsoft, and Meta over the past 5 years [30][31][32][33] - Whimo is outperforming 99% of Uber drivers in Atlanta, highlighting the effectiveness of autonomous vehicles [40][41]

Investment Portfolio & Strategy - The content creator shares growth and dividend portfolio links on M1 Finance [1] - The creator's investment approach focuses on buying high-quality, long-term investments in world-class businesses, viewed as "compounders" [1] - The creator emphasizes iterative learning and continuous improvement in investment strategies [1] Company Analysis & Discussion - The video discusses various companies including Spotify, United Health Group, Sofi, Visa & Mastercard, Booking Holdings, Starbucks, Cheesecake Factory, Microsoft, Meta, Apple, and Amazon [1] Content Creator & Community - The content creator has a Patreon membership with over 10,000 members [1] - Patreon membership includes access to Qualtrim.com, a private Discord community, and exclusive episodes [1] - The creator shares investment experiences, successes, and failures with transparency [1] Disclaimers & Risk Management - The content is for informational purposes only and not investment recommendations; consult with financial advisors before making investment decisions [1] - The content creator is not a professional investor and advises viewers to consider their own financial situation, risk tolerance, and investment timeline [1] - The creator acknowledges the possibility of making mistakes in investment decisions and emphasizes that results are not guaranteed [1] Resources & Tools - The creator provides affiliate links to investment books and tech used for video recording [1] - The creator shares links to social media accounts, including YouTube and Twitter, for more free content and random thoughts [1]

Welcome back everyone. We've officially made it through week one of earning season. So, congratulations on that.But before you celebrate too early, things are just getting started. Week two, what we're getting into this week is even bigger than week one. Let's go ahead and just take a look at the earnings calendar here and I'll highlight a few companies that we'll be going over in today's episode.To start things off, tomorrow before market open, we have Equifax right there. Equifax is reporting earnings and ...

Investment Opportunities & Portfolio - Growth Portfolio available via affiliate link [1] - Dividend Portfolio also available via affiliate link [1] Content Creator Information - The content creator has over 9,000 Patreon members [1] - Patreon membership includes access to Qualtrimcom, a private Discord community, and exclusive episodes [1] - The content creator shares investment experiences, successes, and failures with transparency [1] Disclaimer & Risk Management - The content is for informational purposes only and not investment recommendations; consult with financial advisors before making investment decisions [1] - The content creator is an amateur investor, not a professional, and results are not guaranteed [1] - Investment decisions should align with individual income, risk tolerance, personality, timeline, and overall circumstances [1] - The content creator's investment approach focuses on buying high-quality, long-term investments in world-class businesses [1]