Microsoft Is Selling Off After Earnings
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00:00 Intro
04:50 Microsoft Sell Off
09:38 Google Earnings Analysis
12:53 Moody’s Earnings
15:40 S&P Global Earnings
16:57 Texas Roadhouse Earnings
21:30 PayPal Earnings
24:15 CrowdStrike Lawsuit
35:10 Cancel Netflix Campaign
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About Joseph Carlson:
I am not a professional investor and have never claimed to be. I’m an amateur investor sharing my experience of what I’ve learned, where I have had success, and where I’ve had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call “compounders”. I view my investments as businesses, not as stocks. Before creating content on YouTube full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, and timeline, and overall circumstances.
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A lot of times I’m listening to your episodes and not watching them. It makes it really hard to track (and makes me feel vaguely mistrusting of your intent) when you state dollar amounts of your positions and gains rather than the percentages. Please consider using percentages for transparency and clarity. Thank you
Having a good plan towards breaking free financially is absolutely a good thing there are quite a good number of plans one can actually take pending on your clearity and how convenient/conversant you are with it. Nevertheless building a better tomorrow demand absolutely concentration, commitment, diligence and experience from either you or someone mentoring you on how to achieve set goals, as a matter of fact many successes still ballsdown to a good mentorship and guide, with awareness like these it shouldn't be any more a problem to compell one but rather encouraged one to make a good plan toward the future…..managed to grow a nest egg of around 100k to a decent 430k in the space of a few months… I'm especially grateful to Whitney Eston, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Here's what I'm wondering: Joseph is currently over 200k in the green. Why not trim some of the positions just to reinvest it and let some of that gains also work? That gain is massive and even 1/4 of that reinvested would give him some decent impact.
How come you don't highlight Vici earnings coming out today??? Did you sell your position on vici???
Good buy opportunity
I wont be using Netflix.
KPIs on Qualtrim is so good tool!
The last time I invested in a stock that did extremely well was during Covid, Moderna & zoom stock. I am sadthat I missed out on Nvidia despite having over 300k ready to be reinvested. Any suggestions on new sectors that could outperform for the next five years?
Is there a way for me to benchmark my portfolio to that of Joseph's portfolio?
The rich stay rich by spending like the poor and investing without hesitating then the poor stay poor by spending like the rich yet not investing like the rich
Wonderful analysis
Honey cancel all plans, Joseph uploaded a 40 min video!
I'm looking into starting a position in Google. I would like to see it get to $155 tho. I think tech stocks are going to drop some more, so I hope that my patience will pay off.
Microsoft is down 1% right now. Huge manipulation of markets especially after hours. Might even close up
Microsoft is addressed by Delta not because of the money but because affected systems could not boot into a safe mode. So, whenever a Kernel-Mode SW is buggy the system should be able to boot and being repaired. That is Microsofts responsibility.
MSFT included in lawsuit – 😀 😀
do u think delta suing crowdstrike also affects Microsoft's price dive
In recent years, a significant portion of the stock market returns have been driven by just a handful of companies that have come to be known as the “Magnificent 7.” (AAPL, MSFT, NVDA, GOOGL, AMZN, META, TSLA) I have about 300k ready money to invest for my eventual retirement. Which of these stocks do you consider the 'healthiest' in terms of profit and risk?
Love your videos Joe. So much high level info. Just subscribed. Keep them coming.
I wish you could invest in SOFI. 🙁
I sold SPGI at 497.02 (cost 363.25). In my IRA account. I’m probably gonna regret it and want back in.
what do u think of Lululemon?
Feel bad for the cwrd qa lead and team.
Thanks for this Joseph 🙏🏻
Where do i get this overview about the companys reporting?
How do you have such a clear mind for all these logical explanations…Bravo! Joseph
Man sold chipotle at the peak. What a legend
The vast majority of people do not have principles. They just pretend until no one is watching. Very few will maintain their cancelled sub to Netflix. I unsubbed many years ago and will never sub again.
google search has sucked the past 2-3 years.
Crowdstrikes reputation is smashed, and, I’d assume, in cybersecurity, reputation is everything.
Great job on this Joseph!
2:59 😂😂😂😂😂😂😂😂
👍🏻
Did you sell out of, or are preparing to sell, Canadian Pacific? I didn’t see you highlight the stock or discuss earnings.
Looks like everything is now reversing after hours. Microsoft only down 2% now. Whole market could end up green today.
Thank you again!
The big scam this quarter. Do not buy Amazon before the earnings!!!
All the companies put a bad number into a small Part of the Business but in reality its to hide the owners selling their stock and tak Profit.
Crowdstrike is going BK… they are toast. They will be filing for creditor protection. The lawsuits and wreck to their reputation is going to destroy them, maybe someone will take over their infrastructure assets, but they are done and they will be a penny stock or taken back to private.
reflex is done stupid for them into to get into politics
I told you
Google won the search engine war the moment the word "google" became a verb. I'm not even slightly concerned about SearchGPT.
Nobody will cancel his Netflix. Simple as that.
So how exactly can we guard against the coming financial reset for 2024? Like what are really the best strategies to make our portfolio recession proof against the incoming financial reset? I'm very worried about my $110k stock portfolio.
LoL Cathy Woods