Bill Ackman Just Bought 6 New Stocks
In this episode we review Bill Ackmans new buys.
13 Aug 23min
9 Stocks That Could Make You Rich
00:00 Overview01:24 IMAX08:33 Reddit11:39 MELI13:20 Adobe16:28 Nike17:50 Rollins19:40 Copart23:04 Nebius24:58 Cava26:35 Fail Of The Week: Elisson vs California
12 Aug 29min
Three Top Stocks To Buy Today
00:00 Introduction01:00 A History Of Picking Stocks06:30 Uber11:50 Meta18:02 Netflix20:15 Semianalysis Gemini Has Lost23:48 Fail Of The Week: Keith Rabois
10 Aug 28min
Market Sentiment Is Quickly Changing
00:00 Intro02:30 AWS Has Changed The Market11:26 FICO Earnings14:24 Uber & DoorDash19:00 Duolingo22:00 Texas Roadhouse23:00 Tom Lee 2027 Prediction
3 Aug 25min
I’m Buying More Today
Google, Microsoft, and Amazon have followed a pattern of their CAPEX having initial skepticism eventually followed by acceptance. This will happen with Meta as well. In each case there were 'reasons' ...
31 Jul 27min
Investors Are Missing The Best Opportunity In Years
00:00 Introduction03:01 PayPal Stock08:33 S&P Global Earnings12:36 Visa and Mastercard17:16 FICO and Robinhood19:38 Meta and Microsoft Earnings27:05 The Three Layers of AI37:05 ASML and China’s Chip M...
27 Jul 44min
Why The Market’s Not Reacting To The Biggest Earnings
00:00 Introduction02:00 ASML Earnings Reaction10:00 Netflix Earnings Tomorrow11:50 JP Morgan & The Banks12:20 Buffett Reveals He Bought GoogleFail Of The Week: Kalshi & New York City
15 Jul 20min
Value Investing Has Finally Died
00:00 The Growth of Momentum Investing19:00 How Buffett Comapres To Terry Smith29:00 Starbucks Is Building Their Own Software32:00 Fail Of The Week: AI Cheating In School
9 Jul 35min
