エピソード
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This video analyzes the significant decline in the stock market triggered by the White House's newly implemented tariff policies, highlighting the resulting loss of investor confidence and the criticisms from business leaders and even Trump supporters who fear economic damage; it also presents the counter-argument from a White House trade advisor defending the tariffs as necessary to address trade imbalances. Amidst the uncertainty, the speaker shares his personal investment strategy of buying quality stocks during this downturn, drawing parallels to his successful approach during the pandemic, while acknowledging the inherent risks but emphasizing the potential for substantial returns.
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We break down what this tariff plan means for the future
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00:00 Intro
04:08 Why Big Tech Is Undervalued
22:02 Waymo & Uber
26:13 Google Is Ahead In AI
31:05 Amazon Implementing AI
34:00 Berkshire Giveaway
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00:00 Intro
02:00 Google Buying Wiz
13:25 Market Continues Downward
15:41 Zoox Robotaxi Expansion
20:48 Mark Rober Vs Tesla
39:17 Costco Pressures Chinese Suppliers
43:18 Analysts Upgrade Netflix
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00:00 Introduction
04:21 Apple
07:25 Google
10:18 Costco
14:09 FICO
16:48 Amazon
20:30 S&P Global
21:30 Texas Roadhouse
24:35 Moody's
25:25 Palantir
27:45 ASML
29:34 Salesforce
31:15 Microsoft
33:25 VICI
33:50 Mastercard
36:00 Uber
38:15 Intuit
39:56 Booking Holdings
43:10 Netflix
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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
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We look at the portfolio updates from Dev Kantesaria, Bill Ackman, Buffett, Michael Burry, and Chuck Akre.
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This is part 1 of the super investor 13f reviews.
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00:00 Intro
02:43 Why Everyone Is Selling Big Tech
16:46 Expedia & Booking Holdings
17:50 Bill Ackman Buys Uber
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Apple, Microsoft, Meta, Tesla, ASML, all report earnings this week.
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This marks the most significant investment announced into American infrastructure. But this ambitious goal faces big challenges.
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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
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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
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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
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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
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I rank 22 of the most popular stocks by their free cash flow profile.
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As stocks hit all time highs we take a look at Jeff Bezos involvement with Amazon.
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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
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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
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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
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