Remember that this is just part one. We have Buffett, Ackman, Kantesaria, Daniel Loeb, and a host of other investors I'll be reviewing as well. Make sure to subscribe to this channel, with the bell notification turned on, to not miss them!
Hi Joseph. Your videos are excellent, and I've admired your analyses for years. Having said that, as a South African living in the USA, I couldn't help but notice your pronunciation of "Sibanye" and description of the company as a "water company". haha. It made me chuckle. Us poor South Africans have no chance here in the US!
I am new to the stock market. Every stock that I bought so far, I was out of luck because I bought them when they were expensive. I feel I missed out on all the stock opportunities so far for the tech stocks.I believe having 150K yearly income would be a good investment so I want to plug all my savings into the stock market. I know this sounds a bit dull but I would like to know if I should learn investing or let somebody else (more capable like a FA) do it for me? Please share your thoughts. I am kind of tired of searching for a good stock to buy and losing all the good opportunities
Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a stock expert for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again.
@@emilybrown2719 The broker I'm in touch with is *Christine Marie Rocke. I came across her in a Bloomberg interview and got in touch with her. You can use something else. For me, her strategy works hence my result. She provides entry and exit point for the securities I focus on.
The 401k is good, because retirement choices determine a lot of things. My parents both spent same number of years in the civil service, but my mom was investing through a wealth manager, and my dad through the 401k. My mom retired with about 4.2 million, but my dad retired with roughly 1.8 million. So it really does. It's also a very quick way for people who are close to retirement but with little money accrued. I wish more people knew about things like this.
My spouse and I are adding a variety of stocks/ETF to my present holdings for the long term, and we've set aside $250k to start following inflation-indexed bonds and stocks of companies with solid cash flows, I believe it is a good time to capitalise on the market for long-term gains, so 'm investing the rest of the $550k with a fund manager who can help us achieve our goals. Unfortunately, most people don't know about these things.
@@Aziz__0 I agree. The market could be in a turmoil now, but you should still have a long term view. Invest a part of your money in index fund, and a bigger chunk with someone who knows what he/she is doing. Fund managers could make a lot of difference in your potential return, particularly if the person has a good track record.
@@Blitcliffe It's best you do your due diligence, I have my portfolio overseen by “NICOLE DESIREE SIMON” and her qualifications speak for itself. Most likely, the internet is where to find basic info, she has a noticeable page for consulting.
@@Tsunaniis-j5l Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.
It's a delicate season now, so you can do little or nothing on your own. Hence I’ll suggest you get yourself a financial expert that can provide you with valuable financial information and assistance
Very true! I've been able to scale from $70K to $210k in this red season because my Financial Advisor figured out Defensive strategies which help portfolios be less vulnerable to market downturns
The adviser I'm in touch with is 'Helene Claire Johnson', he works with Merrill, Pierce, Smith incorporated and interviewed on CNBC Television. You can use something else. for me his strategy works hence my result. he provides entry and exit point for the
I think one topic many of your viewers would benefit from is discussing the differences in ROIC, ROE, ROI, ROCE, ROA, etc. These are important statistics used to judge the quality of a company but their usage is context dependent. For example, banks tend to have low ROA but higher ROE due to leverage. It would be nice to see when one should prefer each metric. For example, in capital intensive versus capital light industries, which is best?
I second this, i think this would be of interest to lots of ppl, though it might make the content more technical for some viewers. It takes the conversation to another level from “high roce == good”, to a more nuanced understanding.
Every time you mention Terry Smith you mention Microsoft but not the 2nd largest Holding Novo Nordisk. Novo is a free cashflow monster that has a moat so big that it makes mc Donalds look like a start up. I hope next time you look into terry Holdings you also make a deep dive into Novo Nordisk.
Great video, love the series! One thing you really glossed over in Michael Burry's port is that he added ~28% in banks. Banks, and especially regional banks have really sold off out of the recent fears. Looking forward to your next super investor video!
With the way the market is moving, we'll mostly hold for longer than 2030 to realize profit gain, I think a video on "How to profit from the present market" will be more effective, I mean I've heard of people making upto 250K within few months and I'd like to know how.
Find stocks with market-beating yields and shares that at least keep pace with the market for a long term. For a successful long-term strategy I recommend you seek the guidance a broker or financial advisor.
@@MalindaDeleon Very true , I diversified my $400K portfolio across multiple market with the aid of an investment advisor, I have been able to generate over $900k in net profit across high dividend yield stocks, ETF and bonds in few months.
@@ZITABELCOMEDY-xf1ws who is this individual guiding you? I lost over $9000 just last week, so I’m in dire need of a broker who can manage my portfolio
The investment-advisor that guides me is Laura Marie Ray, she popular and has quite a following, so it shouldn't be a hassle to find her, just search her
Listen to Stephanie Link on CNBC talk about GE. They are spinning out a bunch of their different divisions into their own IPOs because they are betting the sum of the parts is greater than current share price
Joseph, please note when you you are using "just bought" that 13F is declaring 45 days after the quarter ended. i.e. at the moment you are speaking they (the investors) maybe have already sold again. In general I, as you, always look at the 13 F to see the trends but "just bought" is too misleading for the guys without experience. Thanks.
Joseph, when are you going to put out the Roth IRA strategy? I remember a few months ago you mentioned this would be coming...hope you can get to that one soon!
Bill ackman buying into Google is a future understanding of its moat. People thinking Microsoft will kill its moat are all talk. Google is taking the safe approach to ai. A lot of google buys this quarter. Great video as always!
I’m compiling and picking stocks that I’d love to hold on to for a few years before retirement, do you think these stocks would do better over the years? I’d love to retire with at least $2million savings. Now you gotta rely on a pretty good diversification if you must stay green. Currently up 21% and being cautious. Still better deal than letting it sit in savings or checking earning near 5% interest.
Well up at 21% in this present market is impressive. I was wondering if investing in a cumulative ETF during this next decade is a sound investment. Or is it better to invest in a distributing ETF (even considering taxes)?
ETFs are cool. My portfolio is very much diversified so it's not like i have a particular fund i invest in. You should probably copy a licensed person more so one with experience of the past bear markets. I copy a chartered financial analyst Camille Anne Hector Been quite consistent. My portfolio returned $250k in Q4
With only 350k what do expect people to do ? 10 shares of one of those stocks will not get u anywhere. 3 shares of Vanguard ETF give me a break . Forget the past of 10x stocks ! Those free money days are over ! With 350k just buy a ETF like DIVO with a 5% monthly dividend and add what u can each month.
i am envious i've been in the red for too long even before the dip but would like to ask are you giving her your money or the money stays in your account?
Buffet bought COF as well. Sibanya Stillwater company is not water company. They mine gold and uranium. I have some stocks that Micheal Burry bought like Cigna.
GE is looking like a short. Chart looks funny because of a reverse stock split. GE was in a multi decade bear market. It is a bounce in a downtrend. They used to have more revenues and all that stuff 10 years ago.
Trust me, the figma deal was not over priced. Figma was an existential threat to adobe. No price was too high. It’s like when Fb bought WhatsApp - if they didn’t the other company 6 miles south would have bought them and bootstrapped a social offering.
Agreed. No one talks about this but they now have a monopoly in that area. Sketch was not cross platform and it gives them access to collaborative tools that work on all their apps. It also has a Miro company built in. Plus, figma was underpricing fees so adobe can recoup a lot by adding on their adobe tax.
Novo Nordisk is one of Smithfund's large holdings I can't see in the list you show in the video. Perhaps this is a holding which is unique to the UK portfolio but it is still a significant holding. What are your opinions on this company, being a clear duopoly along with Eli Lily in the insulin business.
Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $260K for sometime now, my major challenge is not knowing the best entry and exit strategies... I would greatly appreciate any suggestions.
The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on
@@margaritasbunny Exactly why i enjoy my day to day market decisions being guided by a portfolio-coach, 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/ analvsis they have, it's near impossible to not outperform, been using a portfolio-coach for over 2years+ and I've netted over 400k
@@MarthaDavis-fh6cw You are right! I diversified my $500K portfolio across various market with the guidance of an investment coach, I have been able to generate a little bit above $1m in net profit across high dividend yield stocks, ETF and equity during this red season in the market But the truth is that you cannot do that without a tested trading strategy
@@leonarodwell that's heavy! keep it up, I could really use the expertise of these coach, my port-folio has been down bad....whose the person guiding you
@@Gracej34 I am being guided by "CHARLOTTE ANNE MCCONELL" who I found on a CNBC interview where she was featured and reached out to her. She has since provided entry and exit points on the securities I focus on. You can look her up online if you care supervision.
FYI- Graco (GGG) was not bought by Terry Smith himself. It was bought by the Smithson Investment Trust which is not managed by Terry. He employed separate manager. It's a global smaller companies trust. GGG would be too small for the fund Terry Smith himself manages.
Heard someone say the best season for a fin.ancial breakthrough is now, especially with inflation running at a four-decade high. I have approximately $750k stagnant in my port_folio that needs growth. What is the best way to take advantage of this downturn?
That’s right! Downturns provide plenty of opportunities for regular people to build wealth from the scratch. However, you may need to get some professional advice from an Invest-ment planner if you need an aggressive return.
Recessions are where millionaires are created. After my port_folio took a big hit in April, I was forced to employ the services of an Invest-ment-analyst who has not only accrued a profit of $250k for me since then but has also taught me how.
Mr. Burry must have some kind of "machine learning" on all stocks. Most of his stocks are of obscure origin and most have never heard of them before. There is not enough time in the world to sit down and research all undervalued stocks. "Warpaint London" who have ever heard of this before Burry bought this? Ether he gets them in his dream or handed from someone.
It’s always interesting to see 1 super investor sell out of a holding like MSFT and another buying into it. It does make you think about the risks vs rewards and that’s a good thing!
when you have a good skill, it is normal that you can go global and your name is recommended to so many people and from what i've heard about Mr. Brian Nelson, his strategies must be really good .
msft + google = good stable bet its already recover jd + baba good businese but too much geo politics risk but businese like baba jd are not going anywhere china is not going anywhere
Pat Dorsey is flying under the radar compared to how much shit Cathy Woods gets, despite having a portfolio that would be easily mistaken for an ARK etf.
They are not the best investors IMO. They did not buy/hold some of the best companies, such as NVDA, TSLA, APPL etc. I think Meet Kevin’s ETF is much better than theirs.
BKI is an arbitrage play, they got bought by ICE but FTC is trying to stop the merger..so I assume it is taking a bit more time for this deal to be sorted
Next time when you do a video spend a little time doing the research on companies that you aren’t familiar with instead of “I have no idea who this company is or what they do”.
Wix has a user retention over 100% I think it has a growing moat based on the unique services it offers compared to other providers and stickyness. I reccomend listing to Rob Vinall's talks on the subject.
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Remember that this is just part one. We have Buffett, Ackman, Kantesaria, Daniel Loeb, and a host of other investors I'll be reviewing as well. Make sure to subscribe to this channel, with the bell notification turned on, to not miss them!
Beware misinformation about buffets 13f. Read the press release. He did not buy aapl, bac, or hpq.
Ray Dalio next please
Maybe make a video about TMO, it looks interesting and seem to be in a trend down Might be a good value soon
Hi Joseph. Your videos are excellent, and I've admired your analyses for years. Having said that, as a South African living in the USA, I couldn't help but notice your pronunciation of "Sibanye" and description of the company as a "water company". haha. It made me chuckle. Us poor South Africans have no chance here in the US!
Sick value in these videos bro.
I am new to the stock market. Every stock that I bought so far, I was out of luck because I bought them when they were expensive. I feel I missed out on all the stock opportunities so far for the tech stocks.I believe having 150K yearly income would be a good investment so I want to plug all my savings into the stock market. I know this sounds a bit dull but I would like to know if I should learn investing or let somebody else (more capable like a FA) do it for me? Please share your thoughts. I am kind of tired of searching for a good stock to buy and losing all the good opportunities
Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a stock expert for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again.
@@tradekings5433 Hi , please who is the expert assisting you and how do I reach out to them?.
@@emilybrown2719 The broker I'm in touch with is *Christine Marie Rocke. I came across her in a Bloomberg interview and got in touch with her. You can use something else. For me, her strategy works hence my result. She provides entry and exit point for the securities I focus on.
@@tradekings5433 Thanks for sharing, I just looked her up online and I would say she really does have an impressive background on investing.
nvidia microsoft amd
The 401k is good, because retirement choices determine a lot of things. My parents both spent same number of years in the civil service, but my mom was investing through a wealth manager, and my dad through the 401k. My mom retired with about 4.2 million, but my dad retired with roughly 1.8 million. So it really does. It's also a very quick way for people who are close to retirement but with little money accrued. I wish more people knew about things like this.
My spouse and I are adding a variety of stocks/ETF to my present holdings for the long term, and we've set aside $250k to start following inflation-indexed bonds and stocks of companies with solid cash flows, I believe it is a good time to capitalise on the market for long-term gains, so 'm investing the rest of the $550k with a fund manager who can help us achieve our goals. Unfortunately, most people don't know about these things.
@@Aziz__0
I agree. The market could be in a turmoil now, but you should still have a long term view. Invest a part of your money in index fund, and a bigger chunk with someone who knows what he/she is doing. Fund managers could make a lot of difference in your potential return, particularly if the person has a good track record.
@@Tsunaniis-j5l How can I contact your Asset-coach as my portfolio is dwindling?
@@Blitcliffe It's best you do your due diligence, I have my portfolio overseen by “NICOLE DESIREE SIMON” and her qualifications speak for itself. Most likely, the internet is where to find basic info, she has a noticeable page for consulting.
@@Tsunaniis-j5l Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.
My main concern now is how can we generate more revenue during quantitative times? I can't afford to see my savings crumble to dust.
It's a delicate season now, so you can do little or nothing on your own. Hence I’ll suggest you get yourself a financial expert that can provide you with valuable financial information and assistance
Very true! I've been able to scale from $70K to $210k in this red season because my Financial Advisor figured out Defensive strategies which help portfolios be less vulnerable to market downturns
The adviser I'm in touch with is 'Helene Claire Johnson', he works with Merrill, Pierce, Smith incorporated and interviewed on CNBC Television. You can use something else. for me his strategy works hence my result. he provides entry and exit point for the
@@joesphcu8975 You people are such crooked scammers!!
@simon fes SCAMMER!!!!
what is the website you are showing..?
Want your insight on cvs and there closing clinical trials 2024. Is this there down fall???
I think one topic many of your viewers would benefit from is discussing the differences in ROIC, ROE, ROI, ROCE, ROA, etc. These are important statistics used to judge the quality of a company but their usage is context dependent. For example, banks tend to have low ROA but higher ROE due to leverage. It would be nice to see when one should prefer each metric. For example, in capital intensive versus capital light industries, which is best?
I second this, i think this would be of interest to lots of ppl, though it might make the content more technical for some viewers. It takes the conversation to another level from “high roce == good”, to a more nuanced understanding.
Every time you mention Terry Smith you mention Microsoft but not the 2nd largest Holding Novo Nordisk. Novo is a free cashflow monster that has a moat so big that it makes mc Donalds look like a start up. I hope next time you look into terry Holdings you also make a deep dive into Novo Nordisk.
Super investors is one of my favorite videos that I look forward to on this channel!
Great video, love the series! One thing you really glossed over in Michael Burry's port is that he added ~28% in banks. Banks, and especially regional banks have really sold off out of the recent fears. Looking forward to your next super investor video!
Interesting that he added FRCB
With the way the market is moving, we'll mostly hold for longer than 2030 to realize profit gain, I think a video on "How to profit from the present market" will be more effective, I mean I've heard of people making upto 250K within few months and I'd like to know how.
Find stocks with market-beating yields and shares that at least keep pace with the market for a long term. For a successful long-term strategy I recommend you seek the guidance a broker or financial advisor.
@@MalindaDeleon Very true , I diversified my $400K portfolio across multiple market with the aid of an investment advisor, I have been able to generate over $900k in net profit across high dividend yield stocks, ETF and bonds in few months.
@@ZITABELCOMEDY-xf1ws who is this individual guiding you? I lost over $9000 just last week, so I’m in dire need of a broker who can manage my portfolio
@@ZITABELCOMEDY-xf1ws Please can you leave the info of your investment advisor here?
The investment-advisor that guides me is Laura Marie Ray, she popular and has quite a following, so it shouldn't be a hassle to find her, just search her
Some of those new companies that are highlighted under Terry Smiths portfolio are for his firms Smithson fund which is run by a separate manager.
Listen to Stephanie Link on CNBC talk about GE. They are spinning out a bunch of their different divisions into their own IPOs because they are betting the sum of the parts is greater than current share price
would you invest in Paypal at ths P/E? I find it strong undervalued
Joseph, please note when you you are using "just bought" that 13F is declaring 45 days after the quarter ended. i.e. at the moment you are speaking they (the investors) maybe have already sold again. In general I, as you, always look at the 13 F to see the trends but "just bought" is too misleading for the guys without experience. Thanks.
Chris hohn sold goog at low last quarter...this just says...no one can time the market
What’s the software you are using looks stellar
Joseph, when are you going to put out the Roth IRA strategy? I remember a few months ago you mentioned this would be coming...hope you can get to that one soon!
How did you never hear of FRCB?
😂😂
Bill ackman buying into Google is a future understanding of its moat. People thinking Microsoft will kill its moat are all talk. Google is taking the safe approach to ai. A lot of google buys this quarter. Great video as always!
How can one invest in Fundsmith?
Thank you for your integrity. Frankly, I would rather follow your portfolio than the hedge fund experts 😅
Burry got CTRA too? 🎉
SBSW is mining stock involved with platinum and palladium
I’m compiling and picking stocks that I’d love to hold on to for a few years before retirement, do you think these stocks would do better over the years? I’d love to retire with at least $2million savings. Now you gotta rely on a pretty good diversification if you must stay green. Currently up 21% and being cautious. Still better deal than letting it sit in savings or checking earning near 5% interest.
Well up at 21% in this present market is impressive. I was wondering if investing in a cumulative ETF during this next decade is a sound investment. Or is it better to invest in a distributing ETF (even considering taxes)?
ETFs are cool. My portfolio is very much diversified so it's not like i have a particular fund i invest in. You should probably copy a licensed person more so one with experience of the past bear markets. I copy a chartered financial analyst Camille Anne Hector Been quite consistent. My portfolio returned $250k in Q4
With only 350k what do expect people to do ? 10 shares of one of those stocks will not get u anywhere. 3 shares of Vanguard ETF give me a break . Forget the past of 10x stocks ! Those free money days are over ! With 350k just buy a ETF like DIVO with a 5% monthly dividend and add what u can each month.
i am envious i've been in the red for too long even before the dip but would like to ask are you giving her your money or the money stays in your account?
Camille Anne Hector has got a website so you can check her out online and subsequently contact her from there.
Does qualtrim have only the US traded stocks?
So even those top investors have no idea what they are doing.
Michael Burry bought into the banking dip. Probably lost all the holding in FRC and negative on rest but would recover.
He bought NYCB at 5.81 or 6
Sibanye (pronounced See-bun-ya) Stillwater is a mining company primarily operating in South Africa and the US
Interesting Burry bought JD and BABA, Dalio increased his exposure to China by 22%, making it his largest holding.
Buffet bought COF as well. Sibanya Stillwater company is not water company. They mine gold and uranium. I have some stocks that Micheal Burry bought like Cigna.
Sibanye Stillwater is a mining company, Platinum group metals and Gold
can you also look at Chase Coleman?
GE is looking like a short. Chart looks funny because of a reverse stock split.
GE was in a multi decade bear market. It is a bounce in a downtrend. They used to have more revenues and all that stuff 10 years ago.
Great update!!
Trust me, the figma deal was not over priced. Figma was an existential threat to adobe. No price was too high. It’s like when Fb bought WhatsApp - if they didn’t the other company 6 miles south would have bought them and bootstrapped a social offering.
Agreed. No one talks about this but they now have a monopoly in that area. Sketch was not cross platform and it gives them access to collaborative tools that work on all their apps. It also has a Miro company built in. Plus, figma was underpricing fees so adobe can recoup a lot by adding on their adobe tax.
Alibaba is a fantastic bargain rn with extreme free cash flow and wide moat
12:51 You haven't heard of First Republic Bank?
Greetings from Poland Joseph!
Excited for another video :)
Novo Nordisk is one of Smithfund's large holdings I can't see in the list you show in the video. Perhaps this is a holding which is unique to the UK portfolio but it is still a significant holding. What are your opinions on this company, being a clear duopoly along with Eli Lily in the insulin business.
Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $260K for sometime now, my major challenge is not knowing the best entry and exit strategies... I would greatly appreciate any suggestions.
The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on
@@margaritasbunny Exactly why i enjoy my day to day market decisions being guided by a portfolio-coach, 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/ analvsis they have, it's near impossible to not outperform, been using a portfolio-coach for over 2years+ and I've netted over 400k
@@MarthaDavis-fh6cw You are right! I diversified my $500K portfolio across various market with the guidance of an investment coach, I have been able to generate a little bit above $1m in net profit across high dividend yield stocks, ETF and equity during this red season in the market But the truth is that you cannot do that without a tested trading strategy
@@leonarodwell that's heavy! keep it up, I could really use the expertise of these coach, my port-folio has been down bad....whose the person guiding you
@@Gracej34 I am being guided by "CHARLOTTE ANNE MCCONELL" who I found on a CNBC interview where she was featured and reached out to her. She has since provided entry and exit points on the securities I focus on. You can look her up online if you care supervision.
(12:41) "Sibanarry Stillwater, a water company..." kek, also Wells Fargo, a well company. A theme developing?
SBSW is a mining company which is in trouble.It’s gold,silver and platinum and lithium
Sibanye Stillwater is a precious metals mining company
Super helpful. Congrats
I was surprised with the huge comeback of CHD.
FYI- Graco (GGG) was not bought by Terry Smith himself. It was bought by the Smithson Investment Trust which is not managed by Terry. He employed separate manager. It's a global smaller companies trust. GGG would be too small for the fund Terry Smith himself manages.
Sibanye Stillwater is a south african gold mining company
Hidden gem channel! 💎
Joseph’s never heard of First Republic bank after the collapse?!
Thank you 👍
Hohn sold to Ackman lol. Somebody is wrong. Not sure why one would sell google in the beginning of the AI run up.
Thank You Very Much 🇿🇦
Thanks Joseph
Black Knight was supposed to be acquired by ICE this summer but the deal fell through
Heard someone say the best season for a fin.ancial breakthrough is now, especially with inflation running at a four-decade high. I have approximately $750k stagnant in my port_folio that needs growth. What is the best way to take advantage of this downturn?
That’s right! Downturns provide plenty of opportunities for regular people to build wealth from the scratch. However, you may need to get some professional advice from an Invest-ment planner if you need an aggressive return.
Recessions are where millionaires are created. After my port_folio took a big hit in April, I was forced to employ the services of an Invest-ment-analyst who has not only accrued a profit of $250k for me since then but has also taught me how.
I need guidance so i can salvage my port-folio due to the massive dips and come up with better strategies. How can i reach this advsor?
credits to Eleanor Annette Eckhaus one of the best portfolio manager;s out there. she;s well known, you should look her up.
You should also look at Stanley drunkenmiller
18:06 Josh Tarasoff
Usually, the time you get their buy information, it's too late to jump in. It become useless information.
GE is up $5 from 95.6 to 101.68, so 6.3% as it shows on the screen... 7.67% Annualized!!!
GE up over 50% in last 6 months!
I sold all my tech stocks went into railroads and utility stocks had enough
Mr. Burry must have some kind of "machine learning" on all stocks. Most of his stocks are of obscure origin and most have never heard of them before. There is not enough time in the world to sit down and research all undervalued stocks. "Warpaint London" who have ever heard of this before Burry bought this? Ether he gets them in his dream or handed from someone.
It’s always interesting to see 1 super investor sell out of a holding like MSFT and another buying into it. It does make you think about the risks vs rewards and that’s a good thing!
Yeah seeing Burry’s portfolio just confused me lol
Sbsw is a mining company
I’m surprised Smith doesn’t have COSTCO in his holdings…
ironic first guy sold google 3 month ago
The same guy who made 50% on GE ?
12:48 never heard of PAC west, first Republic or western alliance? 😂 They're all the banks on thin ice... This is a very interesting move
Sibanye Stillwater is not a water company.........
Buy BRK.B because Warren can look at the companies books before he buys. Once he does buy, it goes up because he purchased it.
Wise man i see, wise man i bee.
My man Carlson, what's your view on Louis Vuitton LVMH?
I just bought a share, do you care?
Ur sincere
I have first republic shares. Not doing too hot
Making money is an action. Keeping money is behavior. Growing money is knowledge..
Expert Brian Nelson never seems to surprise me 😄 i also trade with him, his strategies are top notch and i don't joke with him.
when you have a good skill, it is normal that you can go global and your name is recommended to so many people and from what i've heard about Mr. Brian Nelson, his strategies must be really good .
He's on TELE GRAM 👈🏿 with the username below.....
@Briancnelson66
GE went up because he bought the shares not the visa versa.
$ABNB has higher FCF yield than Marriott
He is betting on the AI bubble being popped. GE has executives riding it into the ground for decades now. I'd be surprised if it turns around.
msft + google = good stable bet
its already recover
jd + baba good businese but too much geo politics risk
but businese like baba jd
are not going anywhere
china is not going anywhere
Tell me what paul Pelosi is buying
Love your content. Thank you.
Burry has some very poor interpretation of crime data when he started investing in prisons. Really made me skeptical of his calls
But didn't buy Nvidia. These experts...
Pltr
It would be interesting to see your review on wikifolios. Those are funds managed by ordinary people.
Pat Dorsey is flying under the radar compared to how much shit Cathy Woods gets, despite having a portfolio that would be easily mistaken for an ARK etf.
The Cathy wood hate is real
You just got a sub, great video.
with burry on cigna
i Juz juz bought WAT...
Just like Marriott Taj Hotels is a management company .They give 7 start treatment
They are not the best investors IMO. They did not buy/hold some of the best companies, such as NVDA, TSLA, APPL etc. I think Meet Kevin’s ETF is much better than theirs.
Sibanye Stillwater is not related to water at all lol
NOV is quite big.. not a good joke
BKI is an arbitrage play, they got bought by ICE but FTC is trying to stop the merger..so I assume it is taking a bit more time for this deal to be sorted
Next time when you do a video spend a little time doing the research on companies that you aren’t familiar with instead of “I have no idea who this company is or what they do”.
Damn Joseph, compared to Pat Dorsey, you should start managing funds! Honestly, your stock analysis is pretty 🔥
lol you must be joking, managing a billions of dollars is completely different league than couple of hundred thousand
@@n0op3 Why are you commenting on my opinion? Who is you? Mind yo business
Wix has a user retention over 100% I think it has a growing moat based on the unique services it offers compared to other providers and stickyness. I reccomend listing to Rob Vinall's talks on the subject.
Nobody has a user retention of over 100 %.
Joe, Sibanye Stillwater is a mining company
A "finance guy" YT channel where the host doesn't know what NOV is. It's only one of the largest companies in the world. 😅😂
Sofi to the moon
I don't know why you have Burry and Dorsey in these videos. Focus on portfolios you like and understand instead
Your intention of this video is to judge whether you understand the investor, not what is being invested. Waste of time.