Joseph Carlson
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Joseph Carlson
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Bill Ackman just bought three companies I already own: Netflix, Mastercard, and S&P Global.
I don’t blame the man. These are amazing companies selling for cheap. I hope he stays in Netflix for the long haul this time.
I don’t blame the man. These are amazing companies selling for cheap. I hope he stays in Netflix for the long haul this time.
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The value of Google is in its infrastructure, hardware, distribution, and model ownership. The value is not contained in a single brilliant AI researcher. The fact that Google has traded down hundreds of billions in market cap due to a couple researchers leaving the team shows
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The fact that BMW thinks it’s acceptable to push a Spider-Man ad onto the dashboard of their car is enough for me to never consider buying one in the future.
There are some places that ads don’t belong and your car dashboard is one of them.
There are some places that ads don’t belong and your car dashboard is one of them.
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AWS is about three times the size of Netflix, is growing about three times as fast, and has higher operating margins.
And I consider Netflix a pretty good business.
And I consider Netflix a pretty good business.
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“The most important thing to focus on is whether or not the stock is accelerating or decelerating revenue slightly over the next quarter is so”
- Warren Buffett, on value investing.
Oh wait, Buffett has actually never said such a thing because it’s in fact not important at all
- Warren Buffett, on value investing.
Oh wait, Buffett has actually never said such a thing because it’s in fact not important at all
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First it was Google, then Microsoft and now Amazon. The market is becoming more convinced of CAPEX. Only a matter of time for Meta.
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May have to take the family out for steaks again for the 20th time to celebrate this holding.
TXRHUS+0,08%
Mein Portfolio ist heute grün, obwohl Meta gefallen ist. Microsoft leistet gerade einiges an Schwerstarbeit.
Ich glaube, es ist nur eine Frage der Zeit, bis
Sie sehen, wie der Markt seine Meinung zu Meta ändert.
Ich glaube, es ist nur eine Frage der Zeit, bis
Sie sehen, wie der Markt seine Meinung zu Meta ändert.
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Microsoft getting a nice pop. Now back above $400 and up 8%.
I still struggle to see why Microsoft and Google should trade at such a discount to Apple. Owning a gigantic cloud hosting business is a good thing.
I still struggle to see why Microsoft and Google should trade at such a discount to Apple. Owning a gigantic cloud hosting business is a good thing.
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This market is so weak. Selling Google after a blockbuster report. Selling Meta because of a deliberate one time EPS miss and faster than expected organic growth. Microsoft barely up 3% and still down 17% this year after an amazing report. Everyone racing for the exits because
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I’ve realized that TwitterX is generally an awful place for investors unless your goal is to understand why so many investors are confused and why so many make poor decisions.
We have accounts on here who have been bearish on Google for over a year as the stock price doubled
We have accounts on here who have been bearish on Google for over a year as the stock price doubled
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There are two different types of investors on this app, the kind that pays close attention to short term price momentum and stock sentiment and the kind that does analysis to find companies that will be dramatically stronger in the next 5-10 years.
I’m in the latter group. I
I’m in the latter group. I
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Google is actually insane. The earnings reports are always amazing.
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99.9% of people were sure Netflix password crackdown was going to fail, and they were wrong. It was spectacular success.
What if 99% of people are wrong today in assuming Netflix has an 'engagement problem'?
Let's look at the facts:
- First the Bloomberg article stating
What if 99% of people are wrong today in assuming Netflix has an 'engagement problem'?
Let's look at the facts:
- First the Bloomberg article stating
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How my portfolios look today. Since Netflix has fallen 45% from it's highs i'm now only currently up 58% on the stock, or $20 thousand.
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Netflix CEO “Our season 2 fall off has actually slightly improved this year to last years”.
He just repeated it twice, the second time he said it slower and clearly. And said that the Bloomberg article was cherry picked data.
If this is true, I will be more skeptical using
He just repeated it twice, the second time he said it slower and clearly. And said that the Bloomberg article was cherry picked data.
If this is true, I will be more skeptical using
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Apple stock is $333 today. It was $55 when they announced they’d no longer report iPhone sales numbers in 2018. Kevin O’Leary at the time said he was selling the stock because of lack of disclosure.
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In the past 5 years Netflix has dropped 5% or more in 7 quarters the day following an earnings report. Netflix has also popped 5% or more in 7 quarters the day following earnings report. Nobody can guess what direction the stock will go the day before.
What is far more
What is far more
Ein Eigenheim, keine Hypothek, ich habe die beste Ehefrau überhaupt, 3 Kinder, eins ist schon unterwegs. Und ein Portfolio, das stetig wächst. Es hat viel Arbeit gebraucht, um hierher zu kommen, aber heute bin ich der reichste Mensch auf dem Planeten. Ich wünschte, ich könnte die Zeit einfrieren und für immer hier bleiben.
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