I Valued Every Stock In My $1.3 Million Portfolio
We value each stock based on historical valuation and future DCF.
4 Maalis 39min
Investors should keep buying, here’s why
00:00 Overview02:00 Steve Eisman & Tom Lee On War06:45 Netflix Walks Away From Warner Deal20:48 Duolingo Falls 20% After Earnings32:00 Fail Of The Week: McDonalds CEO
2 Maalis 38min
This Doomsday Article Is Causing Investor Panic
00:00 Overview02:00 Agents Remove Friction10:31 DooDash Disruptted Rebuttal24:17 Mastercard Disrupted Rebuttal32:40 The Domino Effect Rebuttal42:45 Netflix Warner Bros Update44:45 Meta & AMD Chip Deal...
25 Helmi 49min
Super Investors Keep Buying These Stocks
00:00 Overview02:00 Super Investor Buys17:17 Moody's Earnings22:40 DoorDash Earnings23:55 Fail Of The Week: Sam & Dario
20 Helmi 26min
Three Monopoly Stocks To Buy Now
00:00 Investors Are Scared14:00 3 Monopolies To Buy17:14 Chris Hohn 13f Holding Update19:18 Netflix And Warner Bros21:20 Responding To Jeremy On Duolingo31:52 Fail Of The Week: Chamath Palihapitiya
18 Helmi 37min
Something Big Is Happening
00:00 Introduction02:00 Things Are Changing Fast19:50 Bill Ackman Buys Meta
11 Helmi 28min
Michael Burry Says We're In Another Bubble
00:00 Overview02:00 Burry's Argument11:30 Big Tech Valuation18:50 Jensen Asked About CAPEX31:34 Fail Of The Week: Anthropic Super Bowl Ad
9 Helmi 35min
The Biggest Loss Ever
00:00 Overview01:13 Stock Market Panic 13:10 Duration And Business Model19:59 Uber Earnings21:40 Fail Of The Week: Netflix at Congress
5 Helmi 26min
