Episode 358 - I Just Spent $5,000 On This Undervalued Stock
Here's my case for buying Canadian Pacific today.

Here's my case for buying Canadian Pacific today.
We get to look at Super Investor's portfolios. Today we look at Chris Hohn, Terry Smith, Josh Tarasoff, Michael Burry, and Thomas Russo.
We look back a year and compare to where we are now.
Microsoft has somehow managed to become the leader in AI, with a lucky partnership with OpenAI. We discuss the implications this has on the stock and its long-term future.
We review this earnings season.
In this episode we discuss the troubles Google has in cloud, along with Microsoft, Meta, Vici, Canadian Pacific earnings reports.
00:00 Introduction 02:50 My Portfolios 04:25 Coca Cola 06:50 Verizon 09:20 Spotify 11:45 Microsoft 16:15 Google 22:08 Snapchat 23:10 Visa & Mastercard 26:36 Canadian Pacific 27:48 VICI 28:40 Thermo Fisher Scientific 29:50 Texas Roadhouse 30:50 Meta 34:40 Tractor Supply Company 37:10 Amazon 41:56 Chipotle
00:00 Introduction 01:39 Hamas Attacks Israel 04:48 Intuit Buy 08:22 Chipotle Buy 09:09 Canadian Pacific Buy 10:45 Peltz Buys More Disney 18:10 Home Depot Catches Unusual Suspect
The CEO of Microsoft takes the stand in the courtroom and does not hold back against Google. In his testimony, he paints Google out to be a large anti-competitive company that boxes out all viable competition. Google gets the chance to respond.
Stocks are falling, the 10 year treasury is rising. I look over my portfolio. Bill Ackman talks about why he believes things have changed, he overviews his portfolio, and he explains is purchase into Google.
00:00 Introduction 01:50 Amazon Invests In AI Company 09:20 Writers Srike Ends 12:38 AI Voice Translation 14:00 Reacting To TikTok $700 Pen
Apple released the iPhone 15. Investors and analysts are underwhelmed. Is this the top for Apple?
00:00 Introduction 01:45 Patreon Sponsorship 03:46 Better Cash Management 09:50 LULU Earnings Report 13:20 Disney vs Charter 18:03 My Retirement Account 24:24 TikTok Life Advice
5 companies that are currently in a dip. Here's the story of each one.
00:00 Introduction 04:00 S&P Global 09:40 Mastercard 11:33 VICI 14:50 Apple & Microsoft 17:32 Costco 22:18 Texas Roadhouse 25:09 Intuit 26:07 CPKC & Union Pacific 27:00 Chipotle
00:00 Introduction 03:26 Warren Buffett 11:10 Dev Kantesaria 20:56 Bill Ackman 25:50 Carl Icahn 29:50 Chase Coleman 31:38 Nelson Peltz 34:18 David Einhorn 35:22 Bill Gates 37:24 Daniel Loeb 39:22 Christopher Bloomstran
00:00 Introduction 02:55 Chuck Akre 08:59 Chris Hohn 12:55 Terry Smith 20:00 Josh Tarasoff 22:57 Michael Burry 27:41 Pat Dorsey 29:09 Howard Marks 31:14 Seth Klarman 32:54 Thomas Russo 34:24 Mohnish Pabrai
In this episode we review the upcoming earnings of many notable stocks.
Two of them I already owned, one is a new holding.
00:00 Preview 01:23 Earnings Week 05:34 Threads Slowdown 09:45 Sergey Brin Is Back At Google 11:10 Netflix Earnings Report 15:56 Tesla Earnings Report 20:41 TikTok Financial Advice
00:00 Intro 02:34 Dominos 06:14 Verizon and AT&T 09:46 Spotify 12:40 Microsoft 16:20 Google 18:40 Snapchat 20:19 Visa and Mastercard 22:35 Union Pacific 24:20 Meta 26:30 Chipotle 28:51 McDonalds 29:44 Crocs 31:50 Intel 33:10 Roku
00:00 Preview 01:35 Inflation Is Done 10:16 Microsoft Merger 17:55 Terry Smith Update 24:50 Amazon Prime Day
A look into the business models behind big tech.
Apple hits 3 trillion market cap.
Here's When I'll Sell My Stocks
Seth Klarman warns about the everything bubble. Satya Nadella has a goal for 500 billion in revenue by 2030. VICI may be buying the Bellagio. And the TikTok financial advice has an unexpected turn.
Carnival Corporation stock is up 80% Year To Date. With the recent sell-off after earnings, is now the time to buy?
We go through the valuation of every company in my portfolio. We also discuss the FTC going after Amazon, Elon fighting Mark Zuckerberg, and of course we review a TikTok on the next get-rich-money hack.
In this Episode I review how far the market has come from the past year, my previous valuations on my companies, and where they stand now.
The battle is over, Netflix has won. Here's where we stand now.