00:00 Introduction 03:37 Booking Holdings Results 06:10 Texas Roadhouse Results 08:16 Dominos Results 08:49 Hims Earnings 15:06 Home Depot & Lowes Earnings 16:40 Intuit Earnings 21:01 Salesforce Earnings 27:00 Nvidia Earnings 31:53 Apple $500b investment 36:53 Microsoft Cancels Data Leases 38:34 Streaming Is Taking Over Cable
We look at the portfolio updates from Dev Kantesaria, Bill Ackman, Buffett, Michael Burry, and Chuck Akre.
This is part 1 of the super investor 13f reviews.
00:00 Intro 02:43 Why Everyone Is Selling Big Tech 16:46 Expedia & Booking Holdings 17:50 Bill Ackman Buys Uber
Apple, Microsoft, Meta, Tesla, ASML, all report earnings this week.
This marks the most significant investment announced into American infrastructure. But this ambitious goal faces big challenges.
00:00 Intro 01:59 Netflix Earnings 08:31 Ally Financial Earnings 10:37 FICO Earnings 12:00 Intel Earnings 12:47 American Express Earnings 12:56 The Impacts of Trump Tariffs 19:00 Walgreens vs Fridge Door Company
00:00 Intro 02:50 The Market Sell Off 05:01 ASML 07:50 Google 13:14 Amazon 16:40 S&P Global 19:08 Uber 22:12 Nike 24:40 AMAT 26:04 AMD 28:00 Booking Holdings 31:22 Intuit 34:45 Terry Smith Investment Letter 43:03 TikTok Ban 45:19 Reaction To Gambler
00:00 Intro 02:35 The Future Of AI 16:40 Buying The Dip In ASML 24:30 Mark Zuckerberg Joins Trump 29:30 Disney Buys Fubo
00:00 Intro 02:04 Alibaba 05:37 Google 06:45 ASML 09:50 Berkshire Hathaway 14:02 Citigroup 16:10 Everest Group 18:45 LVMH 19:33 Moderna 21:31 SLB 22:25 Uber 27:43 Netflix NFL Stream 30:57 Microsoft Forces Copilot
I rank 22 of the most popular stocks by their free cash flow profile.
As stocks hit all time highs we take a look at Jeff Bezos involvement with Amazon.
00:00 Intro 02:45 Qualtrim Free Trial 03:11 Amazon's Push Into AI Deepens 22:24 Salesforce Stock Jumps 11% 33:05 Texas Roadhouse Gets Free Ads 34:23 UNH Executive Attacked
00:00 Intro 02:40 Signs Of The Market Top 19:19 Target 20% Sell Off 21:08 Netflix Mike Tyson Jake Paul Event 23:09 Google Selling Google Chrome 25:19 Congress vs Visa & Mastercard
00:00 Intro 00:55 Warren Buffett 11:35 Bill Ackman 16:26 Terry Smith 18:50 Dev Kantesaria 25:18 Josh Tarasoff 26:40 Pat Dorsey 29:06 Polen Capital 31:00 Chris Hohn 32:45 Michael Burry 34:15 AltaRock 35:40 Chuck Akre 38:11 Conclusion and Warnings
00:00 Intro 01:18 Best Stocks In 2024 20:30 Spotify Earnings Analysis 23:30 Apple Next Big Device 25:33 Amazon's New Discount Store 28:05 Disney Earnings Preview
00:00 Intro 02:00 Salesforce Stock Surges 13:00 Netflix Shifts To Live Streaming 15:50 Bitcoin New High 18:41 Take Two CEO on AI
We examine the biggest winners and losers of the past week.
00:00 Trump Wins 08:15 Company Specific Impacts
00:00 Intro 02:29 Election Investing 07:30 Election Impact 12:04 Palantir Earnings 16:00 Buffett Is Selling 19:43 TikTok Day Trading
00:00 Intro 02:55 Portfolio Update 09:50 Amazon 23:20 Meta 26:50 Booking Holdings 30:40 Apple 34:26 Microsoft
00:00 Intro 01:30 Reviewing My Trade 08:00 Google's Earnings Report
00:00 Intro 02:21 Qualtrim Earnings Calendar 06:54 Google 16:14 McDonalds 18:31 Visa 20:30 Microsoft 24:28 Meta 27:35 Booking Holdings 30:10 Starbucks 32:26 Mastercard 33:55 Uber 35:25 Apple 38:54 Amazon
00:00 Intro 02:07 Portfolio Update 04:11 Texas Roadhouse 08:49 Moody's and S&P Global 10:40 Canadian Pacific 13:18 Tesla 21:55 Microsoft's Subscription Gaming
00:00 Intro 02:05 Selling At The Bottom 16:30 Moody's Earnings 17:53 Unhappy Amazon Employees Can Quit 23:07 Salesforce vs Microsoft
00:00 Intro 04:33 Moody's And S&P Global 09:10 Coca-Cola 13:15 Tesla 22:50 ServiceNow 25:31 Canadian Pacific 28:40 Texas Roadhouse
00:00 Intro 02:00 Amazon Upgraded to $250 16:29 TikTok Lawsuit 22:44 Costco Apartments 26:45 Tesla RoboTaxi Reveal 29:15 TikTok Reactions
00:00 Intro 02:15 Google Is Losing Its Grip On Search 12:14 Amazon Gets Downgraded 17:27 Apple Ditches the Annual Release Strategy 21:09 Insiders Are Selling
00:00 Intro 01:44 Portfolio Update 09:40 Top Five Best and Worst Stocks 20:00 Jobs Report Blows Past Expectations 22:13 The Port Strike Is Over 25:48 Amazon's $100M Mr Beast Show
00:00 Intro 01:45 Palantir Is Expensive 17:09 Netflix Cancellations Spike 25:10 Tim Sweeney Sues Google 28:55 Google Pays 2.7 Billion For One Employee
