If you want to hang out over the weekend on Discord, or get access to Qualtrim. Check out the patreon here: www.patreon.com/josephcarlson Free investor Philosophy presentation: www.dropbox.com/scl/fi/vrtexx5dnv06npg1oatrn/Joseph-Carlson-Investment-Philosophy.pdf?rlkey=hsyb4c3ttf6nuvo3gknteyav9&dl=0 Patreon includes: Over 100 exclusive videos, and new ones every week. Full access to Qualtrim.com, the stock analysis website I built from the ground up Transparent portfolio updates, with every buy and sell I do, as well as monthly one-pager updates. Access to the Joseph Carlson Show private discord community, with 4,500 members Try it out now with a free trial!
If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
Amber Dawn Brummit is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing.
Appreciate this recommendation, hopefully I can get some insight to where the market is headed and strategies to beat the downtrend with when I hear back from Melissa.
It took me five years to realize the futility of trying to predict market movements solely based on chart analysis. The unpredictability of the market made it clear that such predictions are unreliable. The absence of a mentor during that period resulted in five years of painful experiences. However, I eventually learned to align myself with the direction the market wanted to go and adopt a simpler, disciplined approach.
I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Overall, 51% of traders think this year would favor stocks, mutual funds, and other equity-based investments, despite Treasury yields and other safer cash-like investments paying big. I’m looking for opportunities in the market that could fetch me $1m ahead of retirement by 2025
Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
Evelyn Alicia Schoenholtz' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
With all of the current events, what is the best approach to profit from the present market? I'm still debating diversifying my $600k stock portfolio to obtain some profits while minimizing risk.
Wow!!! That's actually quite impressive, I could use some Info on your FA, I am looking to make a change on my finances this year as well. What steps can I take to engage in this opportunity?
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII. thank you very much barna
I think this should be the best time to put cash to work rather than allow it lie waste to inflation. I'm ready to invest about $350k of my savings in stocks. I just need ideas on how to navigate the bear markets and other sectors to diversify
In this current unstable markets, It is advisable to diversify while retaining 70-80% in secure investments. looking at your budget, you should consider financial advisory.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise fromm early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with Carol Vivian Constable for about five years now, and her performance has been consistently impressive.
I just googled her name and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a call.
Buffet isn’t just an investor though. He buys whole companies and they manage them. That’s completely different then just picking a stock and having zero say in the business
Not true. He buys them for the business to be run by the same people and exactly in the way in which it was run, not to interfere with how it is being run (in contrast to Danaher, for example).
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Charlotte Miller
When you said that Warren Buffett had the highest historic return ever, I immediately tought "Wait! That is Peter Lynch!" but then I realized just how early Lynch retired and that, if I remember correctly, he was managing for about two decades, compared to Buffett's 60(+) years. This truly tells you how remarkable not only his performance, but especially his consistency really is.
So, basically, if anyone sells a stock Joseph owns, that doesn't make sense or its just a minor rebalancing or other benign reason. But when they sell something Joseph does not own, that totally makes sense because its a bad company and so forth. Imagine that. Oh, did they buy something Joseph already owns, yes, totally makes sense because that is a great company. 🤣
I dont understand the idea that interest rates would have an effect on home depot/lowes. Lets say someone does not have the ability to buy a new house for a while and plans not to due to interest rates. That person is far more likely to do renovations on their house. Especially if they can do the renovation themself. Additionally even if you dont accept the above, i have zero doubt that new house purchases will negatively corelate to how many repairs people do. If you cant afford a new house then you deff need to repair your current one. I dont get the logic that home depot/lowes would do poorly in a high interest rate environment.
@Garrett8098 don't respond if you plan to add nothing. When I wrote can't "afford a new house" that meant less homes are being built. Yep higher interest rates means less new homes and more home renovations. So explain to me why you think a place that is branded as a "home improvement store" would do poor in times where people are doing a lot of home improvements.
Huge volume comes from retail, institutions...* SOUN.. SoundHound.. 288 million shares trading today..up nearly 70 %. FSR.. Fisker reaches 50 mil to 100 mil shares trading Mondays and days with news. Super investors can definitely deliver gains. Thumbs Up video / comments.. Thanks.
I wonder if the reason why some of these big investors sell one month and then buy back the same shares the very next quarter? Could it have something to do with resetting the tax basis, or taking gains for tax vreasins because of the possibility of higher cao gains later on,?
Bill and Melinda have a holding in WM (Waste Management). The whole "waste management" category including WM, RSG (Republic Services), WCN (Waste Connections) is a reliable money maker over the long run if you can stand the very high P/E. RSG and WCN are my favourites because I hold both and they have low volatility.
Those moves by big investors like Buffett are reported ~45 days after the quarter, so many of the moves could have been made as much as 4-1/2 months ago. I find that info to be stale and pretty useless, except for historical instruction.
Hey Joesph I noticed your two channels are not linked together within TH-cam. I doubt it makes much of a difference but it makes it easier to jump between both of your channels. Your thoughts?
All humans are fallible 😊. That’s what makes Warren Buffett and the late Charlie Munger so authentic. They cover the mistakes they made. Other managers try to hide their errors.
Joseph, I watch all your videos and I subscribe, but this is my favorite series you do. Can you please include Brad Gerstner of Altimeter. He is my favorite and they have 17.9 billion under management. Thanks in advance
Stocks extended their year-to-date rally following the CPI report, with the S&P 500 last up 0.8% in afternoon trading. but I don't know if stocks will quickly rebound, continue to pull back or move sideways for a few weeks, or if conditions will rapidly deteriorate.I am under pressure to grow my reserve.
Concentrate on two main objectives. First, keep yourself safe by knowing when to sell stocks in order to limit losses and maximize gains. Second, get ready to benefit from market changes. I advise consulting a CFP or other professional for advice.
I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.
I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Finding financial advisors like Natalie Noel Burns who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look Natalie Noel Burns up and send her a message. You've truly motivated me. God's blessings on you.
Hi Joseph, what do you think about the Moody 8% dip and I wanted to ask about Patreon if there is more content and how often are the posts please? Thank you
Two of my best holdings are Apple, which I bought back when Steve Jobs was still alive, and Chipotle. My Apple stock is now a 28 bagger and my cost on Chipotle is $770 per share, a 3.4 bagger. I only wish I would’ve bought more. 😃 Google and Nvidia have been big winners, too. I read that Warren Buffett recently bought a bunch of Sirius XM radio. Ticker: SIRI. I’ve owned that stock for years, a five bagger for me. Cheers!
This is the best Investor channel on TH-cam. You always do a good job articulating information in a way that makes it easy to understand. Keep up the good work:)
So you're saying we should not be worried for buffet being a net seller last year? I mean are we saying buffet missed buying the dip last year again after 2020 miss?
In 2020 he bought a large stake in 5 Japanese trading houses trading at 5x earnings and paying 8% dividends by issuing yen-denominated bonds at 0.5%. The dividend has doubled since, the price of the holdings is 2.5x, and his return on equity is infinite since he deployed no capital. He is busy INVESTING while all of you are fixated and gambling with these megacaps that a monkey would buy after spending 5 minutes on CNBC. The Man has compounded at 20% for over 40 years while little guys (whose best idea is to buy the same shares everybody else is buying at 30 or 40 times earnings) think he is “missing out”…
@@mathewwilson9776 I doubt 6 billions investment becoming 2.5x moves a needle in the berkshire empire. They are earning about 14 billions in dividends and short term interests plus 157 billions in cash. I was hoping they would buy a huge stake in one the large cap during the recent dip. The stake in OXY doesn't move the needle at berkshire either.
@mathewwilson9776 Turning 6 billion into 20 billion doesn't move a needle at berkshire as buffett said multiple times. He needs to bet close to 100 billion to really make a difference at berkshire and we haven't seen that since 2017 buy in apple. I am just trying to say he is not bought anything big during 2020 low or 2022 low becuz he still thinks large cap are over valued.
@@arth133 They are overvalued, meaning that they are pricing in sustained growth, sustaiend high margins and sustained high multiples: all headwinds. If the sp500 P/E contracts from the current 26-27x to 16x (the long term average) and those 100b became 60b, that would certainly move the needle... in the wrong direction. Look-up the returns in any 5/10/15-year window following every P/E=25x instance. He doesn't invest for good reason.
Great video Joseph! Just an fyi, as a Canadian investor, don’t sleep on CNI/CNR when you compare it to CPKC. Both are great companies but there’s a reason Bill Gates owns a ton of it. It’s a money printing machine 💰💰💰
Yes, they've been underrated for a long time as they've been the shadow hands behind most of the big tech, they had a couple of rough years but now for 3 years they're flourishing and 2023 was their breakout year.
I have some at around 400. Not a huge position. It was a Motley Fool recommendation. I bought some and it did well and then dropped. It has been creeping back up and I wished I had strengthened my position at lower prices when I could have. Earnings are today. Feb 16. Premarket release. I feel a beat coming. They usually do.
The S&P trades at 27x its earnings (183 through 9/30). Outside of recessions, only the late 90’s have seen such idiotik valuations. If multiples contract, these high multiple names with no earnings yield will produce mediocre returns regardless of growth.
Those mantras sound great, but at 30-40x earnings, the growth MUST stay strong, the margins MUST stay wide and the multiples MUST stay high. That's a whole lot of must's and mere speculation, not investing.@@Allen-L-Canada
Akre is simply reducing overpriced positions. Recall that MSFT underperformed cash from January 2000 to December 2014. V/MA/Moody's are overpriced. Even WB has stated he erred in not selling a significant stake in KO at one point.
It’d be really cool if you did a video on super investors and what they’ve averaged returns over time in their strategies. Ever everyone knows buffet and he often gets all the attention but I’m sure there’s a bunch of greats flying under the radar.
Great minds think alike. I just took a peak at Terry Smith, Dev Kantesaria and Tom Gayner’s portfolio last week. FYI Joseph; I believe Chuck Akre is retired and has passed the torch to the next generation. I wish you could do a deeper dive into each portfolio. Analyzing the cost basis, period of acquisition etc. 😊. IMO this is your best mini series I look forward to it
like the investor updates! but which investor now says that he buys bad qualitiy companies? just like all investors say they invest long term. it gets redundant
“Collapsing”… lmfao. Make it a little more obvious you’re new to investing. I’ll give you a tip: don’t buy at all time highs in an overvalued company and expect it to keep going up. Better yet, don’t buy something because a youtuber told you to.
@@mattduprau2028 1.) Moodys $MCO is down %8.21 the last 5 days. Thats definitely a price collapse. 2.) I don’t own the stock. Because I was certain it was overvalued. I do own an industry peer though. CME Group $CME. Joseph is a smart man. He’s built something he can be proud of here. And he also tells us that he’s going to tell the ppl that view his content when he’s wrong and he certainly was wrong here. I don’t need tips from you. I’m pretty sure I’m better at picking stocks than you. Waaaaaaaaaay better. But go ahead. Pretend you’re teaching me something.
I just don’t get why Buffett doesn’t acquire Occidental Petroleum at this point. I swear he adds a significant amount to that position every quarter, and the company trades at a 52 billion dollar market cap which he can afford. I am pretty sure he already owns a massive part of the company already too so I just don’t get why he doesn’t acquire it.
Might not want to deal with it. Also lets be real, he wont be alive much longer. Is it smart to make acquisitions now that whoever takes over may not fully understand?
Joseph, can you take a deep dive into SHAK? Shake Shack just surged 26%. Would love to hear your thoughts and if you’d consider adding other companies in the restaurant industry to your portfolio. Thanks!
Could you add David Rolfe from Westwood Partners in your next review? Extremely interesting stocks and inspired by Warren Buffet with a letter to shareholders explaining his moves.
Great video as always. Regarding your FICO valuation: i recall an earlier video you made in about August 2023 about it. You also said it was a bit pricy then, but i immediately knew this was a company i wanted to buy and hold. It's up 50% since then, so thank you for sharing your analysis. Hope it goes back to a cheaper valuation so you can also get it into your portfolio, and for me to double or tripple my stake in it :)
If you want to hang out over the weekend on Discord, or get access to Qualtrim. Check out the patreon here: www.patreon.com/josephcarlson
Free investor Philosophy presentation: www.dropbox.com/scl/fi/vrtexx5dnv06npg1oatrn/Joseph-Carlson-Investment-Philosophy.pdf?rlkey=hsyb4c3ttf6nuvo3gknteyav9&dl=0
Patreon includes:
Over 100 exclusive videos, and new ones every week.
Full access to Qualtrim.com, the stock analysis website I built from the ground up
Transparent portfolio updates, with every buy and sell I do, as well as monthly one-pager updates.
Access to the Joseph Carlson Show private discord community, with 4,500 members
Try it out now with a free trial!
Burry manages $100+ mill? That is tiny in the investment world.
If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
Amber Dawn Brummit is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I just looked her up on Google. Quite an impressive resume, I'll connect with her shortly.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing.
Appreciate this recommendation, hopefully I can get some insight to where the market is headed and strategies to beat the downtrend with when I hear back from Melissa.
Real estate investors losing money is music to my ears. They are a major reason why the real estate market is the way that it is now.
It took me five years to realize the futility of trying to predict market movements solely based on chart analysis. The unpredictability of the market made it clear that such predictions are unreliable. The absence of a mentor during that period resulted in five years of painful experiences. However, I eventually learned to align myself with the direction the market wanted to go and adopt a simpler, disciplined approach.
I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Overall, 51% of traders think this year would favor stocks, mutual funds, and other equity-based investments, despite Treasury yields and other safer cash-like investments paying big. I’m looking for opportunities in the market that could fetch me $1m ahead of retirement by 2025
Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
Evelyn Alicia Schoenholtz' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
With all of the current events, what is the best approach to profit from the present market? I'm still debating diversifying my $600k stock portfolio to obtain some profits while minimizing risk.
Wow!!! That's actually quite impressive, I could use some Info on your FA, I am looking to make a change on my finances this year as well.
What steps can I take to engage in this opportunity?
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
thank you very much barna
I think this should be the best time to put cash to work rather than allow it lie waste to inflation. I'm ready to invest about $350k of my savings in stocks. I just need ideas on how to navigate the bear markets and other sectors to diversify
In this current unstable markets, It is advisable to diversify while retaining 70-80% in secure investments. looking at your budget, you should consider financial advisory.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise fromm early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024
Please how do I find and contact this financial counselor ?
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with Carol Vivian Constable for about five years now, and her performance has been consistently impressive.
I just googled her name and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a call.
What about Terry smith!
Overrated- only succesfull in the Mickey mouse 2010s
Next round
One of my favorite series on your channel, cheers
I enjoy the super investor videos! Thank you.
Could you do a video on the semiconductor industry and your thoughts on companies like TSMC and Nvidia
+1
And smci, AMAT TSMC , asml 😅
@@user-qb6zw8ex8fSMCI is in the computer industry, not semiconductor.
Get ahead of the curve and see Joseph’s previous videos on how to do the analysis by yourself
He talked about Nvidia in his last video. In his opinion it's a trend that no one can predict when it starts falling
Buffet isn’t just an investor though. He buys whole companies and they manage them. That’s completely different then just picking a stock and having zero say in the business
True but those are acquisitions for his conglomerate, Berkshire. I guess he's really just great at acquisitions.
He doesn’t entirely own or do any management with Apple, Amex, and many other companies in his portfolio. What’re you talking about?
What happens to KHC?
@@CroncAstronautKHC has been 🗑️ for years
Not true. He buys them for the business to be run by the same people and exactly in the way in which it was run, not to interfere with how it is being run (in contrast to Danaher, for example).
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Charlotte Miller
she's mostly on Telegrams, using the user name
MILLER184 💯.. that's it
🤣 You bots 🤖 make me crack up! You can’t get any more fake than this thread.
@@nowisdumb9773literally
A big reason people trim stocks is because a stock becomes too big a percentage of their portfolio.
Yep
I would say 40 % is a slash not a trim!
1% of Apple reduction is a "chip"
When you said that Warren Buffett had the highest historic return ever, I immediately tought "Wait! That is Peter Lynch!" but then I realized just how early Lynch retired and that, if I remember correctly, he was managing for about two decades, compared to Buffett's 60(+) years. This truly tells you how remarkable not only his performance, but especially his consistency really is.
So, basically, if anyone sells a stock Joseph owns, that doesn't make sense or its just a minor rebalancing or other benign reason. But when they sell something Joseph does not own, that totally makes sense because its a bad company and so forth. Imagine that. Oh, did they buy something Joseph already owns, yes, totally makes sense because that is a great company. 🤣
I dont understand the idea that interest rates would have an effect on home depot/lowes.
Lets say someone does not have the ability to buy a new house for a while and plans not to due to interest rates. That person is far more likely to do renovations on their house. Especially if they can do the renovation themself.
Additionally even if you dont accept the above, i have zero doubt that new house purchases will negatively corelate to how many repairs people do. If you cant afford a new house then you deff need to repair your current one.
I dont get the logic that home depot/lowes would do poorly in a high interest rate environment.
Less homes being built.
@Garrett8098 don't respond if you plan to add nothing. When I wrote can't "afford a new house" that meant less homes are being built.
Yep higher interest rates means less new homes and more home renovations. So explain to me why you think a place that is branded as a "home improvement store" would do poor in times where people are doing a lot of home improvements.
@@JoeFromSomewhere2303 yeah ok.
@@Garrett8098 yea ok what?
Huge volume comes from retail, institutions...* SOUN.. SoundHound.. 288 million shares trading today..up nearly 70 %. FSR.. Fisker reaches 50 mil to 100 mil shares trading Mondays and days with news. Super investors can definitely deliver gains. Thumbs Up video / comments.. Thanks.
Dang no Nancy Pelosi?! Could you do one of the segments with government officials? I think it would be kool
I wonder if the reason why some of these big investors sell one month and then buy back the same shares the very next quarter? Could it have something to do with resetting the tax basis, or taking gains for tax vreasins because of the possibility of higher cao gains later on,?
Bill and Melinda have a holding in WM (Waste Management). The whole "waste management" category including WM, RSG (Republic Services), WCN (Waste Connections) is a reliable money maker over the long run if you can stand the very high P/E. RSG and WCN are my favourites because I hold both and they have low volatility.
Those moves by big investors like Buffett are reported ~45 days after the quarter, so many of the moves could have been made as much as 4-1/2 months ago. I find that info to be stale and pretty useless, except for historical instruction.
Hey Joesph I noticed your two channels are not linked together within TH-cam. I doubt it makes much of a difference but it makes it easier to jump between both of your channels. Your thoughts?
Carl Ichan has purchased 10% of JetBlue in the last couple months
Dev might be a superpower with diamond hands but he sure picked the bottom selling 100% of AMZN in Q1 2203. Good to see even the best make mistakes.
All humans are fallible 😊. That’s what makes Warren Buffett and the late Charlie Munger so authentic. They cover the mistakes they made. Other managers try to hide their errors.
Joseph, I watch all your videos and I subscribe, but this is my favorite series you do. Can you please include Brad Gerstner of Altimeter. He is my favorite and they have 17.9 billion under management. Thanks in advance
love this series. thank you
Stocks extended their year-to-date rally following the CPI report, with the S&P 500 last up 0.8% in afternoon trading. but I don't know if stocks will quickly rebound, continue to pull back or move sideways for a few weeks, or if conditions will rapidly deteriorate.I am under pressure to grow my reserve.
Concentrate on two main objectives. First, keep yourself safe by knowing when to sell stocks in order to limit losses and maximize gains. Second, get ready to benefit from market changes. I advise consulting a CFP or other professional for advice.
I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.
I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Finding financial advisors like Natalie Noel Burns who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look Natalie Noel Burns up and send her a message. You've truly motivated me. God's blessings on you.
Hi Joseph, what do you think about the Moody 8% dip and I wanted to ask about Patreon if there is more content and how often are the posts please? Thank you
Two of my best holdings are Apple, which I bought back when Steve Jobs was still alive, and Chipotle. My Apple stock is now a 28 bagger and my cost on Chipotle is $770 per share, a 3.4 bagger. I only wish I would’ve bought more. 😃
Google and Nvidia have been big winners, too.
I read that Warren Buffett recently bought a bunch of Sirius XM radio. Ticker: SIRI. I’ve owned that stock for years, a five bagger for me. Cheers!
Good job
Thanks Joseph! Appreciate the content as always.
Yes. Especially this mini series
My favorite videos of the quarter
I always look forward to these! Love seeing what the big funds are doing and moving around
This is the best Investor channel on TH-cam. You always do a good job articulating information in a way that makes it easy to understand. Keep up the good work:)
Interesting insight into how you developed your own portfolio, in light of some major positions all these guys hold 📈
So you're saying we should not be worried for buffet being a net seller last year? I mean are we saying buffet missed buying the dip last year again after 2020 miss?
In 2020 he bought a large stake in 5 Japanese trading houses trading at 5x earnings and paying 8% dividends by issuing yen-denominated bonds at 0.5%. The dividend has doubled since, the price of the holdings is 2.5x, and his return on equity is infinite since he deployed no capital. He is busy INVESTING while all of you are fixated and gambling with these megacaps that a monkey would buy after spending 5 minutes on CNBC. The Man has compounded at 20% for over 40 years while little guys (whose best idea is to buy the same shares everybody else is buying at 30 or 40 times earnings) think he is “missing out”…
@@mathewwilson9776 I doubt 6 billions investment becoming 2.5x moves a needle in the berkshire empire. They are earning about 14 billions in dividends and short term interests plus 157 billions in cash. I was hoping they would buy a huge stake in one the large cap during the recent dip. The stake in OXY doesn't move the needle at berkshire either.
@mathewwilson9776 Turning 6 billion into 20 billion doesn't move a needle at berkshire as buffett said multiple times. He needs to bet close to 100 billion to really make a difference at berkshire and we haven't seen that since 2017 buy in apple. I am just trying to say he is not bought anything big during 2020 low or 2022 low becuz he still thinks large cap are over valued.
@@arth133 They are overvalued, meaning that they are pricing in sustained growth, sustaiend high margins and sustained high multiples: all headwinds. If the sp500 P/E contracts from the current 26-27x to 16x (the long term average) and those 100b became 60b, that would certainly move the needle... in the wrong direction. Look-up the returns in any 5/10/15-year window following every P/E=25x instance. He doesn't invest for good reason.
Can anyone please tell me the name of website which he views on
It's dataroma
favorite series !!
Great video Joseph! Just an fyi, as a Canadian investor, don’t sleep on CNI/CNR when you compare it to CPKC. Both are great companies but there’s a reason Bill Gates owns a ton of it. It’s a money printing machine 💰💰💰
What’s going on with super micro?! Is it’s growth at all justified?
Yes, they've been underrated for a long time as they've been the shadow hands behind most of the big tech, they had a couple of rough years but now for 3 years they're flourishing and 2023 was their breakout year.
Yes smci is over $1k today
Netflix got me, we were sharing with aunt. They got a new premium subscription here 🤣
There are people who knows buffets and who understands buffets ,dev kantesaria is that type of guy
Secret shares bought by buffet i wonder which stock ,could it nflix tsla NVDA or TSMC 😅
I think it’s GOOGL or AMZN
Thank-you for the update.
Joseph what do you think of KNSL?
I have some at around 400. Not a huge position. It was a Motley Fool recommendation. I bought some and it did well and then dropped. It has been creeping back up and I wished I had strengthened my position at lower prices when I could have. Earnings are today. Feb 16. Premarket release. I feel a beat coming. They usually do.
Killed it today
Ciao Gus, in terms of superinvestors results in the last 5 years, he has higher % gains than all ..
Useful content! Keep it coming.
I think these trims in portifolio meant that these investors think the s&p is getting too expensive.
The S&P trades at 27x its earnings (183 through 9/30). Outside of recessions, only the late 90’s have seen such idiotik valuations. If multiples contract, these high multiple names with no earnings yield will produce mediocre returns regardless of growth.
Also had this thoughts but some trim really a litte
@@nataliam895 it's a chip
some of them are cutting their flowers
Those mantras sound great, but at 30-40x earnings, the growth MUST stay strong, the margins MUST stay wide and the multiples MUST stay high. That's a whole lot of must's and mere speculation, not investing.@@Allen-L-Canada
I would guess he got the Veralto stocks out of a spin-off from his Danaher position
what is the website where you can find all this information
Akre is simply reducing overpriced positions. Recall that MSFT underperformed cash from January 2000 to December 2014. V/MA/Moody's are overpriced. Even WB has stated he erred in not selling a significant stake in KO at one point.
It’d be really cool if you did a video on super investors and what they’ve averaged returns over time in their strategies. Ever everyone knows buffet and he often gets all the attention but I’m sure there’s a bunch of greats flying under the radar.
Thanks brother
Thank you
disagree with your akre take... $V & $MA hit ATH and he simply took profits.. that seems more likely reason than what you proposed...
nobody knows except Akre himself. Joseph, you and myself none of us know.
Crazy - all these super stock investors and none of them own any semiconductor stocks, like NVidia, AMD, or SMCI!
Investors who typically hold are starting to sell? On top of the market hitting new highs. Are we getting over valued. Are they seeing something?
Joseph I live for the super investor updates you do. The format is fantastic!
I really like Dev Kantasaria and his philosophy. If I was based in US and could I would invest some of my monies with him. True investor in my book.
Interesting to see the different Investing styles of these super investors. Thanks for sharing this!
Great minds think alike. I just took a peak at Terry Smith, Dev Kantesaria and Tom Gayner’s portfolio last week.
FYI Joseph; I believe Chuck Akre is retired and has passed the torch to the next generation. I wish you could do a deeper dive into each portfolio. Analyzing the cost basis, period of acquisition etc. 😊. IMO this is your best mini series I look forward to it
Your Chuck Akre performance number is wrong, It should be 14. I think you corrected this in a previous video.
Thank you :)
Will you also cover Stan Druckenmiller?
Kind regards
Rob
These are so good thanks for putting these together
Saves me a job this weekend. Nice one. Good content as always Jo.
Joseph;
Markel Corp $8 billion stock ($22 billion fixed income) portfolio is managed by Tom Gayner. He has been cloning Buffett for over 3 decades.
like the investor updates! but which investor now says that he buys bad qualitiy companies? just like all investors say they invest long term. it gets redundant
THIS IS AN INCREDIBLE SERIES!
I am one of your biggest fan from New Zealand
I believe, Warren has (not is) started trimming Apple.
Rarely has a Superinvestor update unsettled me as much as Michael Burry going long.
Thank you for this.
what website do you use to see this?
Your a boss Joseph, thanks so much for all the work and your portfolio transparency. Best on the TH-cam
Great review !
When are you gonna talk about Moodys collapsing bro? Ijs. You like the stock. And Spgi corrected. Short term yes but still you gotta keep it 💯.
“Collapsing”… lmfao. Make it a little more obvious you’re new to investing. I’ll give you a tip: don’t buy at all time highs in an overvalued company and expect it to keep going up. Better yet, don’t buy something because a youtuber told you to.
@@mattduprau2028 1.) Moodys $MCO is down %8.21 the last 5 days. Thats definitely a price collapse. 2.) I don’t own the stock. Because I was certain it was overvalued. I do own an industry peer though. CME Group $CME. Joseph is a smart man. He’s built something he can be proud of here. And he also tells us that he’s going to tell the ppl that view his content when he’s wrong and he certainly was wrong here. I don’t need tips from you. I’m pretty sure I’m better at picking stocks than you. Waaaaaaaaaay better. But go ahead. Pretend you’re teaching me something.
These episodes are awesome! Thanks
they bought and sold msft for a credit tax you have to wait 1month+ b4 buy back and you can sell part of your gain
I just don’t get why Buffett doesn’t acquire Occidental Petroleum at this point. I swear he adds a significant amount to that position every quarter, and the company trades at a 52 billion dollar market cap which he can afford. I am pretty sure he already owns a massive part of the company already too so I just don’t get why he doesn’t acquire it.
Might not want to deal with it. Also lets be real, he wont be alive much longer. Is it smart to make acquisitions now that whoever takes over may not fully understand?
@@jsedge2473 damn
I bought Occidental Petroleum around a year ago, because they were in Buffet's portfolio. Meanwhile lost around 20%. Would you keep or sell?
Buffet is the only one holding apple, all the other top investors do not hold Apple...this is quite surprising to me
One of the reasons I love Joseph is he mentions Steph Curry. There I said Ik im shallow. HAHA
Super Investors: do you mean passive index ETF's? They are the biggest buyers, of the biggest stocks: Super Six.
Top Analysis! You bring so much useful information & insights!
Thank you. Luv these types of videos 💲💲💲
Straight to the point, useful, well curated. Will not miss a single episode!
So, whats you bench press? Did you make it to 2 plates yet? Its been several years now... It's about time!
Not that it makes any difference, but Buffett's AUM is about $950B.
Joseph, can you take a deep dive into SHAK? Shake Shack just surged 26%. Would love to hear your thoughts and if you’d consider adding other companies in the restaurant industry to your portfolio. Thanks!
Could you add David Rolfe from Westwood Partners in your next review? Extremely interesting stocks and inspired by Warren Buffet with a letter to shareholders explaining his moves.
You look tired dude. Get some rest
Very interesting, thanks for the Information.
question what website are you using to look at these super investor trades?
datarama
Where do you get this information? Can't find the website anywhere but that could just be my vpn
Joseph, what brand is the bag of potato chips on top of your shelf?
😂😂😂
Those are peanuts from Texas Roadhouse
@@JosephCarlsonAfterHours thank you for the reply
Great video as always.
Regarding your FICO valuation: i recall an earlier video you made in about August 2023 about it. You also said it was a bit pricy then, but i immediately knew this was a company i wanted to buy and hold. It's up 50% since then, so thank you for sharing your analysis. Hope it goes back to a cheaper valuation so you can also get it into your portfolio, and for me to double or tripple my stake in it :)
U missed universal music pershing its higher % than cmg. I know 13F is just about us stock, but cant ignore there when the facts are clearly there :)
I agree that Chuck selling out of MA seems weird and not his usual style, I also don’t like this move.
Ignore Michael Burry. His record overall in the long term is below average. Yes, I have read the big short.
love the depth of this analysis. thanks Joe