Apple Announces The Biggest Buyback Program Ever

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Joseph Carlson

Joseph Carlson

Күн бұрын

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@JosephCarlsonShow
@JosephCarlsonShow 6 ай бұрын
Try out the Patreon here: www.patreon.com/josephcarlson Patreon includes: Over 100 exclusive videos, and new ones every week. Full access to Qualtrim.com, the stock analysis website I built from the ground up Transparent portfolio updates, with every buy and sell I do, as well as monthly one-pager updates. Access to the Joseph Carlson Show private discord community, with 6,000 members The patreon comes with a free trial. You take no risk by signing up.
@FamilyGuy_Shorts1
@FamilyGuy_Shorts1 6 ай бұрын
Hi I'm from albania and want to invest but what app can i use (I tried to install M1 finance but i can't because Im in albania. And need to be a us resident ) Pease help me Thanks
@blackninjai
@blackninjai 6 ай бұрын
@@FamilyGuy_Shorts1 Try interactive brokers
@FamilyGuy_Shorts1
@FamilyGuy_Shorts1 6 ай бұрын
@@blackninjai Thank you
@stuart2151
@stuart2151 6 ай бұрын
I think the problem with the phones not selling isn't just due to the phone in general lasts longer, it's that the new models that have been recently released don't have the real wow factor to really make you want to upgrade.
@marklevy1785
@marklevy1785 6 ай бұрын
Agree like what else can a phone have, they keep making the processors faster and improving the camera but like 99% of users don’t care about those upgrades
@techshark77
@techshark77 6 ай бұрын
​@marklevy1785 and that's ALL they have been doing for the past 10 years, while Smart phone like Samsung activates better phone with greater specs and apps
@JackRalp96
@JackRalp96 6 ай бұрын
​@techshark6181greater bloatware more like.
@marlonetzel6450
@marlonetzel6450 6 ай бұрын
Thats true, i am excited What Apple will do with AI. In my opinion thats the Only possibility to do something new at the Moment
@bombmanNL
@bombmanNL 6 ай бұрын
Joseph, have you ever thought of a yt series to evaluate a subscriber’s portfolio? Might be interesting to see and to diversify in your video’s 🙂
@camilorios7821
@camilorios7821 6 ай бұрын
Bro, that sounds awesome, I'd watch that!
@LZentertainments
@LZentertainments 6 ай бұрын
This is a great idea. I'd love to hear his thoughts on mine. All in good fun
@ibnawesome
@ibnawesome 6 ай бұрын
This would be absolutely insane
@ibnawesome
@ibnawesome 6 ай бұрын
We have to make this top comment so he actually does it
@ibnawesome
@ibnawesome 6 ай бұрын
Keep commenting and liking
@nicolasbenson009
@nicolasbenson009 6 ай бұрын
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
@berniceburgos-
@berniceburgos- 6 ай бұрын
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
@tatianastarcic
@tatianastarcic 6 ай бұрын
It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.
@Michaelparker12
@Michaelparker12 6 ай бұрын
Is there any chance you could recommend who you work with? I've wanted to make this switch for a very long time now, but I've been very hesitant about. I'll appreciate any recommendation.
@tatianastarcic
@tatianastarcic 6 ай бұрын
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
@BridgetMiller-
@BridgetMiller- 6 ай бұрын
Thanks a lot for this recommendation. I just looked her up, and I have sent her an email. I hope she gets back to me soon.
@baneinvestment917
@baneinvestment917 6 ай бұрын
Texas Roadhouse is a perfect Peter lynch buy 🤟🏼
@Alex-pd7tb
@Alex-pd7tb 6 ай бұрын
Google is growing, Apple is not
@builtbywalsh
@builtbywalsh 6 ай бұрын
Googles products are getting crappier and crappier though. And a lot of that growth was fueled by cost cutting, not anything new or innovative. In fact their big push for AI has largely been a flop. Still, only time will tell. We’ll see.
@aarondowling1
@aarondowling1 6 ай бұрын
You are comparing Google and Apple buying back shares. However Google has $11B of debt. Apple has much more debt at around $100B. Why are they buying back stock when they are paying interest on this debt? It seems irresponsible to buy shares which aren't exactly under valued. It's most likely a smoke screen for their declining revenue to pump that eps higher.
@theresamorgavi9196
@theresamorgavi9196 6 ай бұрын
paying off debt is more important than buy back agreed 110%
@goodmushroom
@goodmushroom 6 ай бұрын
The existing Interest rate on debt is cheap
@nicholaslandolina
@nicholaslandolina 6 ай бұрын
Agree
@nicholaslandolina
@nicholaslandolina 6 ай бұрын
Yes they should be developing a trust to fund the interest on the debt and minimum so that the revenue can focus on the principal
@JackRalp96
@JackRalp96 6 ай бұрын
Reducing dividends paid out is likely better cost cutting than the interest.
@nicholass.9452
@nicholass.9452 6 ай бұрын
This was posted 52 seconds ago, immediately clicked because i love you videos
@JasonW007
@JasonW007 6 ай бұрын
Texas Roadhouse keeping you big as hell
@connormichelleotoole5774
@connormichelleotoole5774 6 ай бұрын
The biggest concern for me and the reason why I sold my position: 1. I am ok with having a cracked screen for the first time in my life because I don’t want to buy another one. Says a lot because I would have raced out to get the newest one. 2. The risks of CCP seeking revenge on USA via Apple. 3. Congress attempting to destroy the App Store control
@Grimscribe732
@Grimscribe732 6 ай бұрын
Yeah, fully on board with your take on Apple. As for Sam Altman, I dunno, I find his comments neither surprising nor concerning. He isn't "the business guy" in his business, he is there for the vision. That might be a fickle concept, but I would, honestly, be astonished if a guy like that was talking with shareholders in mind rather than what his singular goal has been for over a decade.
@hansschotterradler3772
@hansschotterradler3772 6 ай бұрын
This is astonishing with AAPL's buyback; but are there no concerns with YOY EPS growth, or lack thereof and 10% drop in iPhone sales?? I guess Wall Street doesn't think so.
@Wha2les
@Wha2les 6 ай бұрын
As long as service side grows, AAPL will be fine. It is higher margin there and have a huge pool of ppl to draw from. And they beat estimate with China drop. So they seem fine for now.
@nozar7
@nozar7 6 ай бұрын
I think people would rather see your YTD gains instead of all time gains. Otherwise, how do we know how well you are performing against the index?
@LZentertainments
@LZentertainments 6 ай бұрын
His portfolios are public and literally the first thing list in the video description. You check his performance for any period
@epbrown01
@epbrown01 6 ай бұрын
The index only goes back to January?
@nozar7
@nozar7 6 ай бұрын
@@epbrown01 You need a time horizon to compare against. Year to date is the one most investors probably use every year vs the index.
@me-myself-i787
@me-myself-i787 6 ай бұрын
​@@LZentertainmentsHis portfolio has obviously changed over the past 5 years. You can see how the stocks he's currently invested in performed over the past 5 years, but not how the stocks he was invested in back then have performed. And past performance of individual stocks isn't that important unless you're a momentum investor.
@matthewminors236
@matthewminors236 6 ай бұрын
In the same quarter of last year, Apple made no mention of their revenue being inflated by 5b due to non-recurring events. This quarter they mentioned that excluding the one time event last year, they would have actually grown. That doesn’t seem like a company that is being transparent on earnings ability to me. Also when you analyse their reports now it is becoming harder and harder to delve deeply into their numbers such as inventory. I couldn’t find any real information where I could analyse their raw materials, work in progress and finished goods. These may be indicators of worse news to come or they may be nothing at all. Just some information to consider
@MelissaHobbs-qm8wi
@MelissaHobbs-qm8wi 6 ай бұрын
The recent activity in the IPO market is quite notable.
@nixielee
@nixielee 6 ай бұрын
Buying back a fully valued stock is destroying value. That's just a fact. I wouldn't buy Apple at these levels, and Apple shouldn't either.
@RafitoMembroza
@RafitoMembroza 6 ай бұрын
I agree. It should have been a special dividend
@markarnoldsfinance2765
@markarnoldsfinance2765 6 ай бұрын
Any VICI update? They just reported as well and all trends were positive.
@raysmith1971
@raysmith1971 6 ай бұрын
Stock buyback just means that Apple have run out of ideas, that could use the stockpile of money that they have. So it's just a cynical way to grow the share price of Apple, rather than innovate and grow into new products/areas. If you run out of ideas and new products, then the competition will be eating your lunch eventually.
@aleXetrem
@aleXetrem 6 ай бұрын
Joseph, thanks for sharing all this. I would be curious to know your opinion on Booking - BKNG? Do you follow the stock?
@leesmith9299
@leesmith9299 6 ай бұрын
kinda like a 4.3% ish yielding divided stock but most of it done with a buy back instead for tax efficiency.
@2596mr
@2596mr 6 ай бұрын
On what basis do you decide a company needs a KPI?
@vincentb2175
@vincentb2175 6 ай бұрын
Companies like Apple that have reached the end of their innovation goals don’t need to be publicly traded. Apple is comfortable with the iPad, iPhone, and Macs and are not willing to expand in other lanes of tech.
@Ryan60654
@Ryan60654 6 ай бұрын
Great listen as always. Do you think its worth buying TXRH at the current market price? Been wanting to get into it but it's very high at the moment.
@aaaasdaxczcwefwdz
@aaaasdaxczcwefwdz 6 ай бұрын
depends on how much you believe in it and its future... if you believe in it for the long run, like 5yrs or such, that 5% plus/minus from past several months and next several months tends to be irrelevant IMHO if you're interested in it for short-term, well.. that'd be a different story... always carefully analyse and take your decision based on that and your goals, context always matters and is usually complex also, there are several formulas you can apply and see if the stock can be considered cheap or expensive at any given moment in time (that's how analysts establish Target Prices)
@Danzo1212
@Danzo1212 6 ай бұрын
I dont own the stock and i'm very bearish on apple... Apples Interest expenses are up 34%, Stock compensation up 20%, Interest expenses up 34%, they have not innovated in a long time they need a new mass appealing item
@yswead97
@yswead97 6 ай бұрын
Did you repeat the interest expenses part to make the list longer?
@Danzo1212
@Danzo1212 6 ай бұрын
@@yswead97 blind loyalty gets you broke, even buffet has been selling apple heavily
@sommersalt88
@sommersalt88 6 ай бұрын
Warren buffet is bearish. He sold a lot of Apple. i still think there's some short term pain ahead. I am currently holding north of $200k in a savings account waiting to take advantage of a huge opportunity. How do i avoid a crunch and maximize this?
@Curbalnk
@Curbalnk 6 ай бұрын
Inflation gives the illusion of growth. Investors should exercise caution with their exposure and exercise caution when considering new investments during these periods.
@greekbarrios
@greekbarrios 6 ай бұрын
The economy and stocks are two different things these days, but i agree, I think it's brilliant to have a portfolio advisor for investing! The market's instability makes DIY risky. You don't need to find the next NVDA to succeed in investing. I've turned 180k into $20k in quarterly dividends using one, a major milestone.
@gagnepaingilly
@gagnepaingilly 6 ай бұрын
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
@greekbarrios
@greekbarrios 6 ай бұрын
I'm cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like "JENNIFER LEIGH HICKMAN" I've worked with her for 9 years and highly recommend her. Check if she meets your criteria.
@gagnepaingilly
@gagnepaingilly 6 ай бұрын
Wow, her track record looks really good from what I found online. I'll take a chance and see how it goes. Thanks for the info
@567Kriss
@567Kriss 6 ай бұрын
Texas "Carlson" Roadhouse
@MARSHMALLOWwhimsy
@MARSHMALLOWwhimsy 6 ай бұрын
Sold my APPL before it tanked, will buy at next major drop. I’d definitely need to make use of the $150k liquidity elsewhere. So what should I be looking at? Large cap or small cap stocks? Maybe crypto?
@PhoenixReborn-v6v
@PhoenixReborn-v6v 6 ай бұрын
Don't be in a hurry to get back in. The market needs several days of strong performance to signal that the downturn might be over; It's a time to be largely, if not entirely, in cash
@Tsunaniis-j5l
@Tsunaniis-j5l 6 ай бұрын
Investors should exercise caution when it comes to their exposure and be sceptical of new purchases. Only with the guidance of a competent or trustworthy advisor are such high yields attainable.
@Damncars456
@Damncars456 6 ай бұрын
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 this year.
@DreamweaverShade-h9p
@DreamweaverShade-h9p 6 ай бұрын
I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
@fredericocorreia9906
@fredericocorreia9906 6 ай бұрын
​@@PhoenixReborn-v6v😂
@striperkid
@striperkid 6 ай бұрын
Gotta hand it to you, this is one of the best channels on the tube.
@640A
@640A 6 ай бұрын
My iPhone XS has been used for 5 years I'm up for an upgrade. The Userbase is their MOAT, with 1.5 billion iPhone users and over 2 billion active devices, so Apple isn't going anywhere!
@thecapone45
@thecapone45 6 ай бұрын
So glad JC is covering this. I saw the stock price today and my mouth dropped!
@michaelbyrne1352
@michaelbyrne1352 6 ай бұрын
Texas Roadhouse is on the IBD Breakout Stocks Index.
@tobiasp1448
@tobiasp1448 6 ай бұрын
I don't think buying back apple stock at a pe of 28 is a good investment. That's basically a yield of 3.5 % plus little growth while even short term treasuries are yielding 5 %. They should rather increase the dividend so investors could allocate the cash themselves.
@InfoRanker
@InfoRanker 6 ай бұрын
No thoughts on VICI earnings?
@darrendent8288
@darrendent8288 6 ай бұрын
@15:16 wait until wants to upgrade your IOS software in order to brick your phone. 👀😊
@stevenbruce4143
@stevenbruce4143 6 ай бұрын
Bank failures is always the last clue to actual reports.
@blakerogers1695
@blakerogers1695 6 ай бұрын
Can you update your m1 chart you posted in the description?
@mattb6936
@mattb6936 6 ай бұрын
Been a long time subscriber to your contact Joseph, thanks for another great episode. I'd like to hear your thoughts on VICI's earnings too, they've been trading sideways / trending lower for the past few years, but they are still one of the best dividend payers out there. What are your predictions for them over the next 1-3 years?
@bardoomguy
@bardoomguy 6 ай бұрын
Not gonna lie, the endless flow of Texas Roadhouse coverage is getting a bit boring
@Alex-pd7tb
@Alex-pd7tb 6 ай бұрын
Texas Roadhouse has become a better business over time, but multiple expansion far outstripped the growth in business value.
@Witnessmoo
@Witnessmoo 6 ай бұрын
This is not good - it shows financial engineering, and total lack of innovation. With big money like that they should do big projects like self driving cars or other amazing things
@donjohnson4368
@donjohnson4368 6 ай бұрын
Hey Joseph, I’ve just joined the Patreon but there’s nothing on there but old videos. Like from 2022 when you talk about FXT advert - am I doing something wrong ?
@TonyGioMusic
@TonyGioMusic 6 ай бұрын
great video, watched it entirely. you didn't mention VICI, which had their earnings report. Seems like a so-so earnings. Nothing crazy. Just thought I'd mention it
@lynellefson1230
@lynellefson1230 6 ай бұрын
Ya, I saw that Caesers didn't have a great quarter, but MGM was ok. I would be worried about all the debt that Caesers holds.
@PreschoolDropout673
@PreschoolDropout673 6 ай бұрын
Both google and apple are doing layoffs and cutting costs. While these are responsible corporate behaviors, it doesnt seem like the behavior of companies that have 'too much cash.' It seems more like companies that have run out of areas to invest in and are trying to keep investors interested. I think this cycle of growth to value is pretty natural and in a few decades new companies will replace these tech giants as the new growth. This focus on buybacks and shareholder value are just signs of the beginning of this transition, plenty of stock increase left in the tank.
@Natures_Symmetry
@Natures_Symmetry 6 ай бұрын
You can only talk like Sam when you don't ever need to worry about money.
@jc13OM
@jc13OM 6 ай бұрын
The only thing that bothers me with TXRH is the FCF margin, that is very low (5,5% currently).
@geraldt331
@geraldt331 6 ай бұрын
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement. I'm seeking to invest $200K across markets but don't know where to start.
@yeslahykcim
@yeslahykcim 6 ай бұрын
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
@Jadechurch-ql3do
@Jadechurch-ql3do 6 ай бұрын
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
@lucaswilliams9992
@lucaswilliams9992 6 ай бұрын
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
@Jadechurch-ql3do
@Jadechurch-ql3do 6 ай бұрын
Laila artine kassardjian' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
@brianwhitehawker1756
@brianwhitehawker1756 6 ай бұрын
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
@someyoutuber99
@someyoutuber99 6 ай бұрын
Texas Roadhouse is doing well. Bit disappointing to see that it only managed 3.5 stars on Yelp - looks like their biggest challenge will be to keep the high standards re quality and service as they scale. WDYT? How many more restaurants do you think they will open in the next 3-4 years?
@katalambda
@katalambda 6 ай бұрын
Wait what? at current valuation? Not a good move imho
@peteydyer
@peteydyer 6 ай бұрын
tbh, I was surprised Joseph wasn’t munching up apple shares over the last few months
@Den99973
@Den99973 6 ай бұрын
The risks reward doesn't make a lot of sense at this point... It is expensive at this point... 110 billions is 4% of Cap.
@epbrown01
@epbrown01 6 ай бұрын
It’s a pretty large holding for his portfolio. I’m in the same boat, as it’s over its target 20% of my pie; the price was dropping, but not enough to warrant adding more.
@davidmay2294
@davidmay2294 6 ай бұрын
So how much does apple have to buy back to be valued at $3,000 a share?
@mikereisert2803
@mikereisert2803 6 ай бұрын
Like 95% lol
@ringhio822
@ringhio822 6 ай бұрын
Is the fact that R&D and CAPEX spending are growing a good indicator for a company that is NOT growing its revenue? Whatever the size, is it sustainable for a company to use more than its yearly FCF for buybacks and dividends? This is financial engineering at its best, good for the short-term stock price but at some point either they find some new growth drivers IN THE BUSINESS or the stock price will tank to
@clammyclaude
@clammyclaude 6 ай бұрын
What happened to sales force !? You haven’t mentioned it sir
@RaDeIRhd
@RaDeIRhd 6 ай бұрын
I hold Apple since 2018. Criticizing the buyback is stupid, however I am at a point where I get disappointed by their revenue growth. It has to pick up at some point, especially if you look at the valuation the stock has. I am waiting for the Apple Developer Conference next month. If there is really nothing announced there which sparks my imagination of them growing some revenue again I might sell a portion of my position.
@WaT3rb0y619
@WaT3rb0y619 6 ай бұрын
Joseph, what are your thoughts on Cava? Hope it makes the agenda for this weeks video!
@RecklessRayDinero
@RecklessRayDinero 6 ай бұрын
Interesting takes/perspectives. Apple in my “core” (long term) portfolio as well. Texas Roadhouse, great find, I love that place, didn’t know what they were doing behind the scenes, but can see they are great at concepts.
@brotherleo4090
@brotherleo4090 6 ай бұрын
Would you buy Tex Roadhouse at this price?
@ethanlemberger7772
@ethanlemberger7772 6 ай бұрын
no too high imo
@brotherleo4090
@brotherleo4090 6 ай бұрын
@@ethanlemberger7772 thnx
@matthewallman3500
@matthewallman3500 6 ай бұрын
I would have bought apple if they paid off their high interest loans. But share buy backs? Unless they're going to start doing a high yield dividend I'm not interested at all.
@dr.lazysloth3415
@dr.lazysloth3415 6 ай бұрын
I wish I had more Texas Roadhouse. Hope it drops a bit, I don’t know why it would though. Seems like a nice company.
@rickymaki2336
@rickymaki2336 6 ай бұрын
Joseph, just joined the Patreon today. Love the website, as a fellow dev, well done! It’s so much easier to use than fastgraphs, yfinance, motleyfool etc. In regards to the sentiment around the consumer vs. Texas Roadhouse, I do think there are some companies that have just hit the limit of their pricing power. Starbucks, Coke, Pepsi, McDonalds are all facing some difficulties because they’re just getting so expensive. I don’t own TR, but great pick!
@alexgarcia3900
@alexgarcia3900 6 ай бұрын
Apple is nothing to brag about, I have an iPhone and an android phone and the AI features on iPhone are pretty pathetic. The thing is falling far behind. I know everyone in the us thinks the iPhone is a gift sent from god but but globally it’s different, I use both on the daily and Siri can’t do anything right, their maps are worse, the music app is also not as good and even using its own apps it’s just not as good as android. Ask it to play a song or playlist and 9 times out then it does something random. Google and Samsung are partnered up now and their phones are getting even better, the gap on iPhone vs Samsung is getting very big and you can also get Samsungs for less money. Apple product sales are down and are going to keep going down if they don’t innovate.
@AlexanderAchusim
@AlexanderAchusim 6 ай бұрын
I do not think that a lack of AI features is what is slowing apple or their iPhone sales. Honestly I'm not convinced consumers care deeply about AI as much as investors do. sure generating cool pictures and talking to chat bots is fun but most AI features are novelties. For me, I use AI mainly to write code and edit documents, and feel like most people are the same and just use AI for a small number of tasks. Most consumers use their phones for media consumption and do not need new flashy gimmicks or AI to scroll through instagram. I feel like it is cliche to mention but the real value of having an iPhone comes from the ecosystem. I got my first macbook about a year ago and it has made my iPhone a way better device.
@someyoutuber99
@someyoutuber99 6 ай бұрын
Android fanboys have made this argument for the past 10 years - iPhone is missing feature X, Y, Z. New Samsung blah has them and will kill iPhone. The fundamentals of why Apple is such a success story, without taking anything away from the fact that Samsung and Google have their own competitor that’s also good haven’t changed.
@vipulgupta
@vipulgupta 6 ай бұрын
@@AlexanderAchusim He mentioned so many things, but you chose to focus just on AI. The point is that around 80-90% of people in the world believe that getting more for less money is a smarter thing to do, but there would always be a percentage who believe in cult type reasoning and behavior. This is beyond doubt that for a decade Apple has been just a follower, which is late in bringing new tech what's already there in the market by 3-5 years mostly, but at the same time it charges a hefty premium for nothing but its brand. Not many are ready to buy that logic. If that is not enough you are tied to a jailed ecosystem which arbitrarily restricts its users for so many things and at the same time charges hefty amounts for all its services where most times users don't have a choice. If someone's phone which is bought at half the price of iPhone gives him a choice to use some nifty AI features, then at least he has a choice to use them or not. Those AI features are only going to increase, it is just the start. Therefore, it is not a surprise that iPhone sales are going down with every passing year.
@seniorkevin
@seniorkevin 6 ай бұрын
​@@AlexanderAchusim indeed you dont need 1500 dollar phones to scroll social media. You got the point get an android
@MrOptomisticSocal
@MrOptomisticSocal 6 ай бұрын
Most consumers don’t care about AI features. People in tech are an extremely small minority and won’t move markets themselves. Apple will stay Goated in perpetuity.
@samual8299
@samual8299 6 ай бұрын
Im glad i followed you into TXRH, my cost basis is around 85.60 😂
@bikerfreak714
@bikerfreak714 6 ай бұрын
Would love to get your take on Berkshire's massive sale of Apple last quarter
@TechPeeves
@TechPeeves 6 ай бұрын
What does KPI stand for at 22:02?
@outlaw9923
@outlaw9923 6 ай бұрын
14:27
@treygraphicsfte6747
@treygraphicsfte6747 6 ай бұрын
Key performance indicators
@shapeofsoup
@shapeofsoup 6 ай бұрын
I don’t think the Vision Pro’s lackluster adoption is an underperformance from Apple’s perspective. It’s a planted seed. They’re playing the long game while technology catches up.
@alejandrouribe5426
@alejandrouribe5426 6 ай бұрын
I agree. Vision Pro’s are a clear example of the Apple Effect. They came in and built a better, higher quality product than anything else in the current VR/AR market, planted the seed and are just letting the tech catch up.
@SrinathSeshanarayanan
@SrinathSeshanarayanan 6 ай бұрын
Hi Joseph, can you please update your M1 Pie links, they seem outdated
@roshanmehta9235
@roshanmehta9235 6 ай бұрын
What about vici? You haven’t gone over their reports for the last two
@DapaChrons
@DapaChrons 6 ай бұрын
He made a video where he talked about it briefly yesterday on the second channel (hold)
@markriley5931
@markriley5931 6 ай бұрын
Thanks 🙏 Joseph. Excellent content. Like your Qualtrim charts 📊 to demonstrate AAPlL is the GOAT for capital allocation. Taking another look at Texas Roadhouse. Sam Altman reminds me of teenaged daughter. She wants a European sports car, but can’t afford an oil change.
@aislius9200
@aislius9200 6 ай бұрын
daily reminder that 110B is less than 5% of the company, ULTA and META are also doing the same buybacks. Maybe pay attention to the percentage of shares outstanding. MULTIPLE COLLAPSE TO 15 PLEASE!
@EcomCarl
@EcomCarl 6 ай бұрын
Apple's massive buyback is a bold move that could mark a shift in strategy. It will be fascinating to see how this impacts their position in the market! 💡
@60sekundenpolitik
@60sekundenpolitik 6 ай бұрын
Apple could have paid all their debt with that money...
@mikereisert2803
@mikereisert2803 6 ай бұрын
Why would they? Debt is cheap
@bloxer9563
@bloxer9563 6 ай бұрын
You don't know business at all
@franekwrobel1449
@franekwrobel1449 6 ай бұрын
9:45 This isnt entirely fair - you should have also shown debt levels. Good analysis as always - aside from that.
@ToTheNines87368
@ToTheNines87368 6 ай бұрын
Funny how that amount of buybacks is still just 2% of the outstanding shares 😂
@shadowironbank5469
@shadowironbank5469 6 ай бұрын
I am a relatively new subscriber. I subscribed a few weeks ago. I like the way you present material, and the fact that I too am investing in stocks. i started back during the financial 2009 crisis. I dont know if I have beaten the s&p 500 but have made enough to quit my last business and take it easier in life, not great but good enough. Having said that I find myself needing more information, accurate information on why investers choose this stock over another. I too own moodys and have owned since the crisis along with USG til it sold and some other less desirable value traps. I like owning stocks which display high Roic’s, low debt, leaders in their field and love buying back their shares. ( canabils). However Im looking for a program to make it easier to screen stocks, but it has to have the metrics I need and some. Anyway, great video, keep on enjoying the ride.
@tgsoon2002
@tgsoon2002 6 ай бұрын
Joseph, will you make some video on VICI soon?
@edwinzielinski501
@edwinzielinski501 6 ай бұрын
I think there is no need to make a video now. Its still a great business but as long as interest rates are not going down there will be no upside movement. Imho good time to accunulate.
@tgsoon2002
@tgsoon2002 6 ай бұрын
@@edwinzielinski501 It is still doing good and with current price is really low. should we buy more? as it is good time to buy in now. or is there a risk that we need to worry about?
@SntYvsLrnt
@SntYvsLrnt 6 ай бұрын
Since 2018, Apple has approved $555,000,000,000 in stock buyback.
@handofgod9386
@handofgod9386 6 ай бұрын
Apple never actually spend that money on buybacks. They do this everytume.
@johncox5839
@johncox5839 6 ай бұрын
Warren buffet sold $186b of AAPL. This buy back is to cover that shortfall
@InvestWithFFI
@InvestWithFFI 4 ай бұрын
How did you first discover Texas Roadhouse as an investment?
@soup100
@soup100 6 ай бұрын
there's only one place where Sam Altman can find the type of coin he needs for AI: THE US GOVERNMENT
@dialogsemiconductor2039
@dialogsemiconductor2039 6 ай бұрын
COST and TXRG was not only organic growth. Most of the gain is multiple expansion. And this makes it more risky.
@brianh9014
@brianh9014 6 ай бұрын
Bought some txrh, wish had loaded up when was around $100 😂 Seems. Bit pricey now, will wait for a pullback. What about Visa? Thanks
@kingfish2137
@kingfish2137 6 ай бұрын
The Qualtrim that you are showing seems to have many more tools than the one I'm paying for. When will the user platform be updated?
@anshmundra02
@anshmundra02 6 ай бұрын
You need to be on live TV. Thank you for making this content free, Joseph.
@jamesbyrne9312
@jamesbyrne9312 6 ай бұрын
It's not free he gets a tonne of royalties
@iantrock9114
@iantrock9114 6 ай бұрын
QualTrim wont work for me... :( any ideas?
@DapaChrons
@DapaChrons 6 ай бұрын
I mean if I pull up qualtrim, Apple’s EPS has been flat since 2022. Product sales down for everything except macs this quarter 🤔 it’s just frustrating to see where the company is and where it could be. The products it could have created
@mattmiller8720
@mattmiller8720 6 ай бұрын
Thanks for doing this video! This is exactly the question I was asking myself!
@mattmiller8720
@mattmiller8720 6 ай бұрын
for AAPL
@davidelet3652
@davidelet3652 6 ай бұрын
30x pe, negative growth, and then they decide to use cash to buy back expensive shares to bump shares so management can get their bonuses. SMH
@crohmer
@crohmer 6 ай бұрын
relax
@PasirPrism
@PasirPrism 6 ай бұрын
110B$: many if not most countries do not even have this as GDP…
@o.heijster3669
@o.heijster3669 6 ай бұрын
Does qualtrim have an app?
@JackRalp96
@JackRalp96 6 ай бұрын
No it's a website
@magic_fruit_bat5003
@magic_fruit_bat5003 6 ай бұрын
Still rock’n the XS Max 💪
@uriabinenshtok
@uriabinenshtok 6 ай бұрын
TXRH is just straight from the future
@jeffmatthews9120
@jeffmatthews9120 6 ай бұрын
I bought TXRH last November thanks to your prior video. Good tip!!!!
@scottjackson6817
@scottjackson6817 6 ай бұрын
Warren Buffet trimmed by 15% in Apple. Time to start trimming myself
@jimformermilkman
@jimformermilkman 6 ай бұрын
Great video. I get good ideas from you. We manage risk and investing very differently from one another but I like your ideas and in depth research. I also respect your long term goals. I’m a little quicker to cut and run but you do you, I’ll I’ll do what I do. Thanks for putting in the time to go so deep.
@oleg45678
@oleg45678 6 ай бұрын
All I could hear from Joseph's rant about Apple is a street quality "copium", trying to convince himself, rather looking at the facts and declining sales. And his mentioning of Buffet holding Apple is gold, as Buffet announced he sold big chunk of his position.
@JackRalp96
@JackRalp96 6 ай бұрын
Apple maintain a large market share which is the important metric. They just need to keep growing those repeat high margin services. That's where the money is. Google and Microsoft are both doing the same
@4mb127
@4mb127 6 ай бұрын
The obvious move here is for Apple to make their phones as service platforms where the actual phone cost is the loss leader.
@ObiramBanglarMukh
@ObiramBanglarMukh 6 ай бұрын
Apple not same as before
@ElvisMarshall-xo2lw
@ElvisMarshall-xo2lw 6 ай бұрын
)The Market have been suffering over the past month, with all the three indexes recording losses in recent weeks. My $400,000 portfolio is down by approximately 20%, any recommendations to scale up my returns before retirement will be highly appreciated.
@AaliyahKhalid-kq9gl
@AaliyahKhalid-kq9gl 6 ай бұрын
Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. hence I will suggest you get yourself a financial-Advisor that can provide you with entry and exit points on best stocks to buy now or put on a watchlist. Apple, Merck, General Dynamics, Cheniere Energy and Marriott International are prime candidates.
@RichieAnnabel
@RichieAnnabel 6 ай бұрын
You have to get a financial-advisor/broker to aid you diversify your portfolios to include commodities, inflation-indexed bonds and stocks of companies with solid cash flows, as opposed to growth stocks where valuations were based on future potential earnings,
@AaliyahKhalid-kq9gl
@AaliyahKhalid-kq9gl 6 ай бұрын
Very true , I diversified my $400K portfolio across multiple market with the aid of an investment advisor, I have been able to generate over $900k in net profit across high dividend yield stocks, ETF and bonds in few months.
@PHILIPTURNEL
@PHILIPTURNEL 6 ай бұрын
Please can you leave the info of your investment advisor here? I’m in dire need for one.
@AaliyahKhalid-kq9gl
@AaliyahKhalid-kq9gl 6 ай бұрын
Svetlana Sarkisian Chowdhury is a good recommendation. You must have probably heard about her.
@3Dimensional3
@3Dimensional3 6 ай бұрын
You really did your research
@horatiocaine9241
@horatiocaine9241 6 ай бұрын
Can you do a new video on vici? And what your plans are for them
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