Join Qualtrim, the Stock Analysis platform I built and use, and join over 12,000 other paying members: https://www.qualtrim.com/ 00:00 Overview 03:00 2025 picks 05:00 Amazon 09:00 Bristol Myers Squibb 11:00 Comcast 14:00 Exxon Mobile 15:00 Fairfax Financial 16:50 Flutter Entertainment 18:33 Madison Square Garden 21:04 Visa 22:57 SL Green Realty 24:34 Disney 26:21 Disney Deal with OpenAI 32:00 Google Goes After Zillow 35:00 Fail Of The Week: Elizabeth Warren -Disclaimer Some of the links below are affiliate ...

Welcome back everyone. Today on the Joseph Carlson show, I am buying $10,000 more of a stock that I already own. The company's in the story fund, my secondary portfolio, and the stock is Netflix. I already own $109,000 of this company, and I'm buying another $10,000 because Netflix is a company that's in the red today. It's down 2% down below $95 per share. In mid 2025, it was trading as high as $133 per share. So, why has Netflix fallen so much? It's fallen at least 30%. This is the biggest sell-off in the ...

Join Qualtrim, the Stock Analysis platform I built and use, and join over 11,000 other paying members: https://www.qualtrim.com/ 00:00 Overview 03:00 Mastercard 08:00 Meta 10:24 Adobe 14:20 Amazon 15:02 Duolingo 17:03 Nvidia 18:25 Salesforce 19:25 Google 21:05 Microsoft 21:25 Uber 22:50 Netflix 26:00 Tesla 28:10 Palantir 29:50 ASML 31:30 Paramount Hostile Bid 40:50 Fail Of The Week: Waymo vs Kitkat -Disclaimer Some of the links below are affiliate links, I can earn money from them at no cost to you. This co ...

Welcome back everyone. Today on the Joseph Carlson show, we have some massive news. This is groundshattering news.We have Netflix, biggest streaming company in the world, buying Warner Brothers and HBO. They're not buying Discovery. And there in lies the detail.There's a lot of nuances in this deal. And frankly, when I'm looking online and I'm I'm browsing across X, the amount of bad takes on this I've seen are frankly just incredible. There are so many people that have no clue about this deal.They don't kn ...

Investment Platform & Community - Qualtrim is a stock analysis platform with over 11,000 paying members [1] Investment Strategy & Portfolio - The author's investment approach focuses on buying high-quality, long-term investments in world-class businesses, viewed as businesses rather than stocks [1] - The author shares his growth and dividend portfolios [1] - The author bought more Mastercard and sold Booking Holdings [1] Market Commentary - Discussion of Ray Dalio & Michael Burry's bubble talk [1] - Google stock went up 6% [1] Disclaimer & Risk Management - The content is for informational purposes only and not intended as investment recommendations; consult with financial advisors before making investment decisions [1] - The author is an amateur investor sharing his experiences and is not a professional investor [1] - Investment decisions should be based on individual income, risk tolerance, personality, timeline, and overall circumstances [1]

Join Qualtrim, the Stock Analysis platform I built and use, and join over 11,000 other paying members: https://www.qualtrim.com/ 00:00 Introduction 02:50 Google Hits $300 08:00 Why Mastercard Is Misunderstood 22:23 Nvidia Earnings 26:50 Win Of The Week -Disclaimer Some of the links below are affiliate links, I can earn money from them at no cost to you. This content is not a solicitation, is not endorsed by M1, and was not reviewed by M1; the opinions expressed are solely those of the authors and do not ref ...

Platform & Community - Qualtrim is a stock analysis platform with over 11,000 paying members [1] Investment Strategy & Philosophy - The content creator focuses on buying high-quality, long-term investments in world-class businesses, viewing them as businesses rather than stocks [1] - The content creator emphasizes an iterative learning approach to investing, similar to his experience as a programmer [1] Disclaimer & Risk Management - The content is for informational purposes only and not intended as investment recommendations; viewers should consult their personal advisors [1] - The content creator is not a professional investor and shares his personal experiences, including successes and failures [1] - Viewers should build their portfolios based on their specific income, risk tolerance, personality, timeline, and overall circumstances [1] Portfolio Links - Growth Portfolio is available via a link [1] - Dividend Portfolio is available via a link [1] Social Media - More free content is available on YouTube [1] - Random thoughts are posted on Twitter [1]

Platform & Community - Qualtrim 是一个股票分析平台，拥有超过 11,000 名付费会员 [1] Investment Focus - 投资目标是购买世界一流企业的高质量长期投资，称之为“compounders” [1] - 将投资视为业务，而非股票 [1] Disclaimer & Risk Management - 内容仅供参考，不构成投资建议 [1] - 在做出任何投资决定之前，咨询个人投资、法律和税务顾问 [1] - 投资组合和投资应围绕个人特定的收入、风险承受能力、个性和时间表构建 [1] Content Overview - 视频内容包括亚马逊的催化剂、值得考虑的 5 只股票、Tom Lee & Dan Ives 对市场抛售的看法、Netflix Party 游戏以及 Michael Saylor 的失败案例 [1] Portfolio Links - 提供增长型投资组合和股息型投资组合的链接 [1]

Join Qualtrim, the Stock Analysis platform I built and use, and join over 11,000 other paying members: https://www.qualtrim.com/ 00:00 Michael Burry Short Position 26:59 Mark Mahaney Top 3 Stock Picks 35:43 Waymo Expands To Freeway 37:30 Fail Of The Week - Admitting Your Fraud -Disclaimer Some of the links below are affiliate links, I can earn money from them at no cost to you. This content is not a solicitation, is not endorsed by M1, and was not reviewed by M1; the opinions expressed are solely those of t ...

Join Qualtrim, the Stock Analysis platform I built and use, and join over 11,000 other paying members: https://www.qualtrim.com/ 00:00 Overview 03:00 Don't Miss The Opportunity 18:20 Visa & Mastercard Settle 22:50 $2,000 Dividend Stimulus 25:19 Gene Munster Apple Call 28:00 Dan Ives Meta Table Pounder 29:20 Mark Mahaney on Duolingo & Uber 32:50 Fail Of The Week - Employees Harass HR -Disclaimer Some of the links below are affiliate links, I can earn money from them at no cost to you. This content is not a s ...