I Just Bought 3 Stocks

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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 KZbin 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.

[@JosephCarlsonShow]

I built and designed Qualtrim.com specifically for investors today. If you want to try it out, you can join with a free trial through the Patreon: www.patreon.com/josephcarlson Once you sign up for the patreon you have access to both Qualtrim.com and the discord community with many exclusive episodes and a fun community of investors.

[@DPSMpianist]

Hello Joseph, I was wondering if Qualtrim is exclusively focused on US stocks or if it encompasses stocks from all around the world?

[@kraquin]

I may not be aware of how to use this option but if it doesn't exist it would be nice to have your portfolio tickers as a sidebar or something on the insight page so that you don't have to input them as a search (most people can't remember all that they have) or go back to their portfolio page to call it up.

[@paulvanlit]

@@DPSMpianist there seem to be some international tickers as well, but it is not really complete yet (the relative new TDG stock exchange is not in there, which the DEGIRO has switched my stocks to...)

[@ComicVerseComics]

Hey, can you link brokerage accounts like M1. So we can see detailed information uploaded instantly. Especially since we invest in our accounts weekly. If not, are you planning to? Your newly subscribed fan

[@niravmodi2108]

SPGI(S&P Global), TXRH(Texas Roadhouse), and CMG (Chipotle)

[@pissedputin7738]

Thanks!

[@katielowen]

The real mvp fr fr 💪

[@Satisfactionhbh]

You know you’ve grown up when you get excited to get new video notifications from Joseph about finance and not other yt channels about gaming. Keep it up glad your growing the channel and please never stop !!

[@AfffS-oz5sd]

You know you've grown up when you watch what you want independent of what other people think about you.

[@Satisfactionhbh]

@@AfffS-oz5sd right on the spot

[@GreenHoodier]

Hahaha this is so true ,

[@thecapone45]

For sure!! I especially love his longer format videos! I can settle in and game while JC is playing on my computer beside me. Just makes for a good, fun, informative, entertaining night. JC and Chill with the homies!

[@GarciaCapital]

Day 47 of asking Joseph to call the stocks Double Compounders with Cheese 🍔 at least once

[@Bobventk]

This would be lit

[@pabloshacone2507]

Please Joe

[@expeditionadventure318]

​@@pabloshacone2507yeah, please Joe Joe??

[@633ohioc]

😂😆😂😆

[@JY-pd8jr]

Make this happen

[@fundrisefanfam]

Please call the stocks double compounders with cheese 🧀

[@633ohioc]

😂😆😂

[@katielowen]

Cheesy simp alert🥴

[@nicklaforge]

Joseph in 2019: Why dividends matter Joseph in 2023: Its called an autocado

[@euphade]

he still invest into dividends stocks.

[@dexinvictus6103]

Have you ever cut 3 cases of avocados in half?

[@Coda1850]

He knows dividends are irrelevant now he just can't say it due to his brand.

[@benfeld4058]

@@Coda1850 Dividends aren't irrelevant. They just may be for a specific individual once they reach a certain passive income level. But the basically guaranteed passive income from dividends is important for people who are close to retirement, and dividend growth companies like MA, V, UNP, etc are important for people around the age of 30 who are smart enough to think about retirement. I'm 33, I have about 50% of my wealth into growth etfs and individual stocks, and 50% into dividend growth companies. Nothing makes me happier than seeing dividends come in and dividend increases. That is real money that can be used to pay bills today, versus unrealized capital gains. Also there's the fact that most companies that make money long term are dividend payers; think Apple, Visa, Microsoft, Broadcom, etc. It's all well and good when people say they made a huge amount of money off growth stocks, but generally you have to be lucky and/or put a huge amount of money into a single stock to get a huge amount of returns quickly. Otherwise the return of growth and dividends are both long-term affairs.

[@funtertain9119]

@@Coda1850I started watching him because of dividends, can you elaborate?

[@victorlaranjahal]

As an investing enthusiast, I often wonder how top level investors are able to become millionaires from investing. I do have about $100k amount of capital to start up but I have no idea what strategies and direction I need to approach to help me make decent returns.

[@stephenpotter21]

The market is pretty much like entrepreneurship: If you know what you’re doing, you could get really wealthy. Alternatively, you could hire a CEO who knows how things work. That is why I prefer to work with a financial advisor. Dude, I’m an egghead when it comes to understanding all those finance jargons.

[@cloudyblaze7916]

That's a funny but true analogy. I remember going in with a lot of confidence back in 2020 and I lost nearly everything. Pivoted to using a financial advisor, and despite the whole fear of a recession, I still return more than $20k monthly.

[@cloudyblaze7916]

For those wondering, the person I work with is Sharon Louise Count. She has a website you could look up online, I think. I found her on a CNBC interview.

[@rhyka101]

The quality in this video with insights and justifiable reasons for investing in these companies is much appreciated. S and P Global and Texas Roadhouse are the best choices of the three for me. Chipotle is trading just a bit too rich unless you're investing and waiting to see where the company is in 3-5 years. Nevertheless, many viewers should still have a strong interest in Chipotle. It would be more appealing if it did a 5,10 or 20 to 1 stock split. One of your better videos.

[@freedomisEexpensive-08]

I have been following your videos for Months now and i have been wanting to make outstanding progress with my investment. Truly, The SP500 is a self-correcting portfolio, Following this principles, i want suggestions as to a way to protect my portfolio of $580k.>

[@MrGravity304]

Well the bigger the risk, the bigger the reward and such impeccable decisions are better guided by professionals

[@MiddleclassAmerican-7220]

Yes true, I have been in touch with a financial advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.

[@MiddleclassAmerican-7220]

There are a lot of independent advisors you might look into. But i work with Nicole Desiree Simon , and she is excellent. You could proceed with her if she satisfies your discretion. I endorse her

[@mislavskrepnik2129]

When transparency becomes entertainment, I love this channel.

[@christianjuraska821]

While I do a landscaping business and need healthy calories to push through, chipotle is far from McDonald’s in consistency. I never get the same experience twice. Most of the time the chips are too salty/ too little salty, the guac has no flavor/ too much lime juice, we have all had the annoying small amount of meat. And now with the prices at $15 for the burrito and guac with chips I have cut down eating there substantially when it was a once a week every Friday occurrence

[@JosephCarlsonShow]

McDonald’s has been around a lot longer and is highly optimized. McDonald’s was actually part of the reason that chipotle exists. They were an early investor in the company and used to own the majority of it. I agree on the complaints. It’s not perfectly consistent, and nowhere near as consistent as McDonald’s. I think over time the gap will close between McDonald’s and chipotles consistency and efficiencies.

[@AntonioBianh]

Putting well-earned money into the stock market can be over emphasized for first-time investors, unlike a bank where interest is sure thing! Well, basically times are uncertain, the market is out of control, and banks are gradually failing. I am working on a ballpark estimate of $5M for retirement, and I have a good 6-figure loaded up for this, could there be any opportunity for a boomer like me? I'm nearly 60.

[@SophiaChristian-so2of]

Sincerely it's best to seek an advisor right now, unless you're canny yourself. As a business owner in both the service industry and eBay reseller of all product categories, I can tell you we’re in a deep recession and everyone is running out of money.

[@MarkFreeman-xi3rk]

Very true, people downplay advisors role, until burnt by their mistakes. I remember just after my layoff early 2020 amidst covid outbreak, I needed to stay afloat, hence researched for license advisors. Thankfully, I came across someone of practical knowledge, and decades of experience, my stagnant reserve of $325K has yielded nearly $1m after subsequent investments so far.

[@cythiahan8455]

@@MarkFreeman-xi3rk Mind if I ask you to recommend how to reach this particular coach you using their service? Seems you've figured it all out unlike the rest of us.

[@MarkFreeman-xi3rk]

Margaret Johnson Arndt, is my advisor with fidelity, she is a fee only. Matter of fact you consult with her for free, she has her clients best interest at heart. I have been working with her since I turned 47. She is a busy woman but she can offer you guidance if you get her attention.

[@JenniferDrawbridge]

I took a look at your advisor and she looks quite the part, I have always thought advisors overrated but taking a look at yours she gives off some confidence, might as well see what advice she has for me.

[@VanPelt54u7fcyde57]

The vici in the thumbnail caught me 😅. Im Berry bullish on this one as well. Given the high rates of inflatiom, now stacking up on my reits seems like a good choice while there undervalued. I'm still at a crossroad regarding whether or not to liquidate my $138k stock portfolio. What’s the best way to take advantage of this current market?

[@Esrin1]

Great videos! I feel like somewhere from your early videos to now you have turned a corner in your investing philosophy. Do you explain that change in any of your old videos? In the early days you focused on dividend payments and income and now its more focus on FCF and price appreciation.

[@rajibear77]

Chipotle in the UK has been dissapointing..i ordered a few times and the food was not good .

[@b.sharp.]

Why do you like S&P Global over NASDAQ (the stock not the etf)

[@kuyajon]

question, why are you buying stocks with 3.5% free cash flow yield when treasury yields more than 5%? shouldn't we look for fcf yield higher than 5%?

[@Ironmike341]

Wendys started using the double press grill when I worked there... Like 18 years ago...

[@KingDavid-jj7tk]

I am aware that continuing to invest during periods of volatility can be a smart way to build wealth. I’ve heard testimonies of people accruing over $250k this red period. What measures can I take to ensure this?

[@Emily-le2op]

This is really nice. I worry that I have a couple more years before retirement, and I want to switch to using a financial advisor, I could really use the expertise of this advisor.

[@Emily-le2op]

Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals.

[@DimaShyshkin]

Hi Joseph. Just an FYI, the link in the description to the Growth Portfolio no longer works

[@maitreygohil3262]

Hey I cannot seem to click on your growth portfolio on M1. Seems like the link has expired?

[@SlotswithSara]

Joseph, your growth link above is expired

[@niko73le]

You said the word AI as much as a ceo when you were talking about s&p global! Great work i look forward to your videos.

[@andress.r.5426]

HI joseph, do you recommend interactive brokers, or do you have a video with the best brokers to use? thanks

[@jebair_]

16:34 We’re not buying steaks, we’re not buying burritos, we are buying business models. Also, what are your thoughts on UMG? Music record label company. I think it’s a way better alternative than Spotify. Something about this year makes their SBC higher but should go down.

[@paulpoco22]

TXRH what about the negative profit margin? Or am I seeing something wrong with what Google shows for earnings?

[@gonzaloariasmateache5160]

Does anyone know what formula he uses to calculate or how he gets the intrinsic value of the companies in his Estimates Excel? Would be really helpful!

[@gamerthug5oh]

Joseph, would love to hear your take on the agriculture sector. Seems like a greatly underappreciated industry by investors with massive growth potential. I've heard you say that you think restraunts will be huge beneficiaries of AI, and I agree. I see massive opportunity for AI in agriculture as well. Think John Deere tractors and what not. Am very curious to hear your thoughts!

[@jman2542]

It's been a long time since I had a "high quality" burrito at Chipotle. Chick-fil-A and five guys are far more consistent in their quality IMO

[@anamariaguadayol2335]

And they are too expensive for the food they serve

[@donaldomere]

I bought those 3 after they reported and the stock traded down in after hours. Credit to listening to you and digging into the companies. Their balance sheet is excellent

[@royalmavericks3511]

Hi JC, love your videos. Two questions. Can you explain why you sold Starbucks? Seemed to be one of your favorite companies and then suddenly you don’t own it anymore? Why? You seem to change companies more often then you would think when you start watching your channel and follow your investing principles. What is the reason for this? Content creation?

[@JosephCarlsonShow]

A couple reasons I prefer chipotle over Starbucks right now. 1) Starbucks has 35,000 locations. It’s everywhere already. That means not quite as much growth from store expansion. Most growth has to come from pricing and driving traffic. Chipotle has only 2,300 stores and could double and triple in store count. 2) Starbucks growth at this point is heavily dependent on China. That’s not just one territory, it’s now their primary growth territory. I’ve tried to reduce my portfolios reliance on China. I will never make investment decisions because of content creation. I feel very confident in creating content about any company I invest in. And I don’t believe there’s better content to be made in chipotle than Starbucks.

[@royalmavericks3511]

@@JosephCarlsonShow Thanks mate. Keep up the good work.

[@billkiele5819]

Great job this week addressing your buys & why's. Congrats on not bouncing off of $500K when you reached it recently.

[@donniedijkstra4066]

Joseph or community, “Sell when stocks go up, and buy when they dip”- must sound familiar. Looking at Apple as an example. Does it make sense to benefit from its recent (YTD) price increase by selling a fraction of your holding? Let’s say 1/3rd Big tech looks relatively pricey, being judged on their P/E and forward P/E, should we then not capture some of the returns now and reinvest that 1/3 back when it we could describe it as a ‘dip’? Please provide your opinion on this matter, I am really curious ☺️

[@ku9145]

S&P Global Inc missed profit estimates for the second quarter, as weakness in its Commodity Insights and Indices units offset gains from its market intelligence business. I think this contributed to the sell-off.

[@eyeontheprize681]

I feel like sándwich places have the same level of customization of chipotle. Type of bread, many meat choices, many toppings. I don’t think it’s hard for fast food restaurants to offer customization. There aren’t that many toppings in a burger. I do like the chipotle app but i don’t think they’re miles ahead of other fast food restaurants. They all offer convenience, rewards/discounts, and customization.

[@pepijng9164]

I think you own a portfolio of great companies. However, what concerns me is that your valuations seem quite high. For example, valuing MSFT at 39 times earnings would mean you expect them to grow at 8,5% perpetually given a required return of 10% ( 1/(10%-8,5%) = 40 PE . Now 8,5% growth doesn’t seem too high at first glance given Microsoft’s high growth expectations. However a perpetual growth rate of 8,5% would mean that a company would exceed the size of the entire economy which grows at 2-3%. Just some food for thought.

[@samual8299]

I can’t buy chipotle stock because I stopped eating there after too many disappointing experiences. Honestly these days I’d just rather get Taco Bell if I want a quick burrito. Chipotle has made me sick too many times and is far too inconsistent.

[@MrDiplomatSwag]

I'm convinced when chains like chipotle get too big the quality goes down. I'm waiting on chic fill A to drop in quality.

[@samual8299]

@@MrDiplomatSwag I suspect the only reason chick fil a hasn’t is because it’s privately owned. They can slow their growth to a more sustainable rate.

[@JosephCarlsonShow]

They mentioned they had a lot of understaffing last year that led to problems like this. They are way better staffed now than they have been in the past 5 years so those bad visits should go down. In the future I think automation will solve more of the quality control issues.

[@samual8299]

@@JosephCarlsonShowthe last time I went was a few months ago and it was indeed understaffed. We waited in line for 15 minutes and the staff was visibly angry at each other, portions were incredibly stingy, and i ended up getting sick… again. Mind you I don’t get sick when I eat spicy, fatty Thai and Indian and Mexican food. It’s a specifically chipotle problem. I’m convinced they are failing to keep their food at a safe temp on the lines or something.

[@gurpalsingh3695]

@@samual8299Same experience! I get sick every time I have chipotle now! I used to never get sick but now every time I have chipotle it upsets my stomach!

[@fishphage2762]

please comment on SPGI PE ratio as being close to 40. Isn't that too expensive? no doubt on the consistent cash flow. but it looks too expensive.

[@James-gs2dz]

CMG pays no dividends, and doesn't appear in your pie shown through the link. What happened?

[@RoyceVera]

24:50 Mcdonalds been using those grills since forever

[@andresfelipegomez9801]

I think this is one of the best videos you have done Joseph. Going in depth about the qualitative aspects of business is what is truly valued.

[@manveersingh9194]

I really appreciate the insights and the background work done for this video. I have learned a lot from you Joseph

[@jesusmendoza7774]

Any reason in particular you didn't add more MSFT?

[@desaturated6049]

MSFT is almost ATH with high PE. It a good company but with current market sentiment. why buy high sell low?

[@paulvanlit]

Hi Joseph, love your channel! I do have one question though: Do you invest say monthly a budget in you portfolio or on an ad hoc basis when you see an opportunity? Based on wat you present you buy, look like it also come from money outside the portfolio. It would give a better view on what the actual growth is of the very well doing portfolio. Keep up these nice YTs Actually another Q: how do you determine your target% in M+? And is that a trigger to sell (partly) a stock?

[@gonzaloariasmateache5160]

I think he invests on an ad hoc basis, but I hope he answers the second question!

[@s9josh778]

Now that's a quality video. Thank you. You have become my favorite stock channel.

[@scramptha5949]

CMG does not pay a dividend, wouldn't it fit better in your growth account?

[@scramptha5949]

Ok my bad, didn't get to that point in the video yet...

[@ibrahimciftci9599]

Are you considering adding MSCI or Moody’s even though S&P Global is a mix of both ?

[@Wauqh]

He has mentioned that he is thinking of adding Moody's although he has SPGI, but he will treat them both as one holding. Also, he has said the same thing about potentially buying V as well and treating MA and V as one holding. Hope this helps!

[@ibrahimciftci9599]

@@Wauqh yes it helps, I appreciate it :)

[@danielcluley870]

I like your analysis of this company, but I like SBUX better than both CMG and TXRH. SBUX is also automating and globally expanding. With the recent drop on "unionization" rumors, I was buying a lot of this stock. It also helps that the product they sell is slightly addictive.

[@LLoydwng]

I don’t know about buying chipotle at current price. I had their stocks during their ecoli cases, because I am frequent customer there. I really enjoy their food and used to eat daily back in college. 10$ I can eat full day with their potion size. Now, I rarely go there as price of one steak burrito, Gua and drink cost ~20$ Potion size is so small for take out orders also. At least for my area.

[@issalatar8342]

what do you think of SPGI's high PE and PEG ratio? Where do they invest most of their capital since dividend is only 0.91%

[@moragmcborag]

Is qaultrim worth it for starting out, trying to get as much of an advantage to my start when I'm 18?

[@Hyper1555]

My advice is to buy everything money. The analyser is an eye-opener to analyse prices! Chipotle is expensive and i can tell due to the many scenarios i put in the analyser. In 5 years it has to be half mcdonalds and great margins to justify the current price.. i dont see them doing it without too much risk. Everything money analyser learnt me that.

[@philliptennyuk3318]

Your growth portfolio link is expired

[@mottaz75]

I would love to know and see what’s in your Roth IRA? Is it still schd vym and VNq ?

[@MimaLopez-jt4vq]

Could we urge the Californian government to "Hit the road, Jack and don't you come back no more, no more"? Unrealized gains are also taxed by property taxes, which is against the law. Matter of fact, The IRS is a huge crime syndicate. The IRS counts on people folding when they see these bogus collection letters. The truth is that everyone is better off standing up and saying no rather than calling it what it is-illegal taxation that is outright unlawful.

[@Natasha-q2u]

​@userbatildaYou are not investing, man. Sorry. You are gambling

[@bradlucass]

Be careful not to be lured into the market too soon i rather be buying low in periods of instability than chasing when market starts to rally, this current situation has opened my eyes to the importance of a good mentor knowing what they doing.

[@HermanOberg]

We don’t have a mortgage, husband is now retired and wants to travel. We don’t splurge or anything like that. Inflation has hit hard and we want to relocate while growing his 401k which is minus 2 M atm. I'm cautious than ever with rising costs. What is your opinion? Happy to discuss.

[@jiyadavi]

​@userbatildaTo determine the right decision for you, an adviser will gather your financial information and ask questions about yourself. They’ll analyze your current financial situation and determine the best place for your money. We consult with a planner, Kayla Tabitha Rodrigues , all the way from WA, she is in NY, but is licensed to operate in most states. You can research her. She is always one phone call away. Till date our money is doing well in the markets despite the turmoil, we are fully invested in the markets with mostly defensive strategies all under her guidance.

[@BożydarAdamczyk]

​@userbatildaI’d rather go with the etfs on a rather popular index. Why would one want to pick individual stocks when just a stock can ruin your whole portfolio?

[@tom19_06]

Is there like a student option for qualtrim?

[@youtuber9991]

I'm really not sold on Chipotle, this automation seems highly speculative and unlikely to make a significant impact. An underlying issue I see is that most people I know simply dislike Chipotle food and refuse to eat it. The restaurants aren't particularly packed or backed up from what I've seen, so saving 5 minutes to cook chicken is insignificant when they have plenty of chicken ready usually and employees not overwhelmed

[@stevetop5970]

Please would someone know what the 10 year average return is for S&P Global INC?

[@sahasra9]

Any thoughts on General Mills? GIS

[@WN1917]

It funny I bought CMG after their earnings. Sold out of MSCI overvalued. Bought more MSFT and ULTA Beaty

[@applehead5587]

Watch MSCI EPS growth…. It is not that overvalued.

[@WN1917]

I bought It this year when it was at 460 . I had a nice run but now I just feel like they are better opportunities. Such as UNH or ULTA. If it goes back to 520 I may consider it again

[@TheBuddaBrot]

is Chipotle halving?

[@bouweenvermogen]

I really like CMG, but stock price is currently too high for me. Hopefully they will do a stock split in the future 😅

[@horatiocaine9241]

Do you think chipotle will split?

[@JosephCarlsonShow]

I hope so. I think the high stock price keeps retail investors out to some extent.

[@Kingzod7572]

I added to NOC, MSFT and PG. I bought KEY in June - that stock is doing well

[@leonardohernandez9804]

Wonderful analysis! I'm wondering if CAVA will follow the same path as CHIPOTLE.

[@zoharayalon7594]

What about the price of chipotle?

[@NoodleSchnoodle]

Hi Joseph, could you kindly go over how you calculate percentage gain in your stock performance? The percentage gain and the stock value doesn't seem to make sense. I am sure I am not the only one who is confused. I think it has something to do with your average cost. But I don't quite understand. As an example, If my YTD gain is 22% and the amount of money I invested YTD is $30k, I am expecting my stock value to equal $30k * 1.22 = $36.6k. But it's not! It's a lot LESS. Why? Thanks.

[@CarilonCapital]

I disagree with your valuations a lot of the time- but I appreciate how you stick to your convictions and remain focused. I would buy $CMG at 1300 right now.

[@pwatom22]

Spgi.. what happened in 2015? The income dropped through the floor?

[@jeancarloferreira9770]

Excellent job with your CMG presentation 👏

[@rightangletriangle3188]

Like the detailed analysis on CMG. It has been on my watchlist and open the new position at recent pullback. Also add to position in V, SPGI and ISRG.

[@TS_sound]

I would be really interested in the companies that make the kitchen machinery/robotics...if more and more restaurants are going to follow the trend in automation and robotization (and they will)...sadly almost none of the are publicly traded so far, Vebu Labs for example (the autocado maker). Nice episode....I knew it would be Chipotle.

[@eddiegutierrezjr6226]

Joseph, it’s pronounced AUVOCADO or AWVOCADO. It’s 2023 man, no excuses!

[@rajibear77]

When you buy are you using a discounted cash flow at specific discount rate with a margin of safety?

[@JosephCarlsonShow]

I have a discounted cash flow spreadsheet for CMG yes. And I’ve run a few scenarios of how I think it will grow. The video is 40 minutes long so didn’t have much time spend on this video. I may do more content in the future on it.

[@andymingni]

I own a Japanese restaurant and I'm interested in that autocado machine. Would save the sushi chefs like 2 hours of prep every day!

[@Arun24986]

Joseph - Your analysis on Chipotle was simply awesome!! It's amazing to listen to every one of your videos.

[@stevenbond4637]

Ah Chipotle's PE is about 60 Joe, I get that it'll trend towards a high ROIC if it's still here in 20 or 30 years but that's a long time to get Chipotle at a less egregious price

[@StarsandWifes]

I hoped you doubled down on vici because i am Buying aggressively at the Moment ❤

[@Hyper1555]

Much better and predictable fundamentals than chipotle or most other companies. Bought more too! Great guidance too. Price is way better and i see atmleast an easy 11% return coming 10 years (not counting growing dividend)

[@yetivanmarshall1473]

I don't have SPGI, but do have NDAQ, CME, and CBOE. They should be profitable if markets go up or down.

[@julian2789]

My small town is actually getting a chipotle build so this video had me hyped!

[@RPGesus10]

what do you think of MLKN? Big dividend, paying down debt from a big acquisition, and recent bad PR event have pushed the price way down. My Intrinsic value calc have it over $40 per share.

[@LEVERA6E]

Chipotle near me is primarily drive thru chipotlane or doordash delivery. It takes forever if you go inside and wait.

[@bolognaandeggs3004]

Really great research and information on Chipotle! Excellent video, thanks for sharing.

[@holla6714]

Did he sell starbucks and bought chipotle?

[@killersentra]

Wish chipolte was ran better in our area. Huge disapointment. HUGE. Would like to see stock split too.

[@connormichelleotoole5774]

Not only does it automate make lines…. It prevents unions

[@christianholloway]

Great video as usual Joseph. I will say though, maybe you should educate yourself on the developing research on harmful seed oils. I'm not so sure Chipotle is as healthy, as some may think. They cook a majority of their food in Rice Bran Oil...Reference Dr. Paul Saladino, Dr. Ken Berry, Dr. Shawn Baker...to name a couple. Or just Google "why vegetable oils are bad for you." Cheers.

[@thecapone45]

24:33 that’s insane. I work at chick fil a and we can grill 10 grilled filets in 3:40s. 16 mins is insane. With two grills you can make 20 grilled filets in under 4 mins.

[@michaelh.7048]

Why not DPZ instead of CMG ?

[@yessir4859]

Too much debt

[@andreaisonline]

Regarding Chipotle, what do you think about the significant insider selling over the past 3 months?

[@lucterbogt183]

The vici in the thumbnail caught me 😅. Im Berry bullish on this one as well. Given the high rates of inflatiom, now stacking up on my reits seems like a good choice while there undervalued

[@almasabdrazak5089]

Why chipotle over cava ?

[@jungchang3227]

Joseph, can you do a video on CVS?

[@DanielNiclas]

As soon as a burrito joint uses a robot to make my burrito, I stop going there....

[@Ditronus.]

Working at mcdonalds back in 2007, everyone store I ever saw had used this type of double-sided grill. Very standard even back then.

[@inthetrencheswithcas1762]

Loved this video sadly I’m in Australia and am not ready for the tax and money exchange chaos of investing in international companies..

[@Merlinke91]

Thank you Joseph for the intresting insight, keep doing your videos, really love them! ^^

[@richardmaccagni8690]

There is also VICI in the video thumbnail, but not in the video itself. Did you change your mind on buying more VICI at the last minute?

[@scsu300]

Congrats at half a million!!!!

[@ДрагоОбрешков]

Joseph i have studied the stock market from great investors from books and so more. I am not an expert, but i can sure tell that you know what you are talking about.

[@thebetterfutureproject]

Joseph, perhaps it is time to create an account in etoro, not only that you will do well but also youtube followers will copy your trades in real time. This will be a trully passive income for us and you are also gonna get paid for doing that. Is that something that you will consider doing?