How To Find Compounding Machines - A Full Guide

[@JosephCarlsonShow]

Here is the FREE presentation: www.dropbox.com/scl/fi/vrtexx5dnv06npg1oatrn/Joseph-Carlson-Investment-Philosophy.pdf?rlkey=hsyb4c3ttf6nuvo3gknteyav9&dl=0 You can download the PDF file and open it in any browser. I hope you enjoy it!

[@MoichiAnaiNin]

Thanks for sharing 👍. When I dipped my toes into investing in the stock market 10 years ago I made so many mistakes and stopped. I'm a bit late in the game now, but I would like to learn more from you and build a strong portfolio for myself going forward.

[@chalisblur]

Thank you! Much appreciated Joseph.

[@jsdoogie]

MAN - I wish you would have told us about the presentation file at the BEGINNING of the video! I typed everything out by pausing the video... Great information though. I'm looking forward to hearing more details about how you determine Intrinsic value. Thank you!

[@dividendgrowthjourney8945]

Great summary! Thanks!

[@chalisblur]

@@jsdoogie Good exercise! 😂 It's better for video algorithm though, else lots of viewers might just download and not watch

[@viviancarolgioao]

Valuation is one thing a lot of people miss, especially when it's about high-dividend paying companies, forgetting that high dividends are sometimes for supporting the stock price of under-performing companies. I have a good portion of my portfolio in dividend and growth stocks, and I've realized up to 20% over the last six months. It's yet about a strategic approach, rather than running after 'hot' stocks or high dividends.

[@SteveDutton-v]

As a soon-to-be retiree, keeping my 401k on track after a bumpy 2023 is a high goal. I've read about investors generating up to $250k ROI in this present sinking market; any suggestions for increasing my ROI before retirement would be greatly appreciated.

[@SeanTalkoff]

I advise you to consult a financial advisor.

[@DonaldStokes-p]

A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

[@PASCALDAB]

Please can you leave the info of your Coach . I'm in dire need for one.

[@DonaldStokes-p]

'Sharon Ann Meny' is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment

[@alexruchti3161]

One of Joseph’s best qualities is his humility and eagerness to learn from others. This is a masterclass in how to generate alpha in the stock market. Great video.

[@pashahillyard8763]

100th like, totally agree!

[@LiquidityOcelot]

I didn't start out as a dividend investor, fortunately my 401K was in growth mostly and even though I had a modest salary for most of my life I just kept my mitts off of the retirement account. Now I rolled it into an IRA and bought dividend income stocks. I wasn't able to compound dividends over the course of decades, I just got here by market growth. Now I'm making $62K per year on $600K

[@philcrowley007]

I don't invest with the thought of whether something is hi-yld/hi-div growth. I just buy quality companies and ETFs and do so on the individual merits of what I am buying. I am nearly 58. Your portfolio yields more than mine and admittedly has a higher div/grth rate. Most of my dividends come from my Roth IRAs. My taxable accounts are slowly catching up to dividends produced from my IRAs while my IRA dividends are also increasing annually.

[@VanillaCherryBread]

If one is in their 40s and just started investing (have 401k from work). Should they just focus on growth etf since it will be too late for them to see real benefits with dividends?

[@larrydimon7811]

I wouldn't say early 40's is 'too late' for anything related to investing. If you have at least 20 years left to put money into the market then I think growth is a nice way to lean. I think value/dividends is good to have at any age in any market. I do both. The best part is I still enjoy my life while I do this. Travel, and only buy things I love. It's often wise to get with a pro F.A for the best investment style considering your situation and circumstances. I did with about $210k in the wake of the pandemic, and seeing what could happen made me want to prepare myself to be able to weather another financial storm should it ever arise, today my portfolio is now valued at approximately $2.3 million.

[@henrymitchell9717]

I’m trying to get an advisor for guidance but it’s harder than you think. Anyone who is fee-based is hard to find and usually have a heavy workload. Would you be comfortable sharing a recommendation if it’s not too much trouble

[@larrydimon7811]

Oh very well then, conducting due diligence on Lina Dineikeine should suffice. She has established a notable reputation over time, and her system is acclaimed for its outstanding quality. Good woman!

[@druiz012]

What a master class. This is the video to share with your friends and hope they pay attention. Your most thorough video ever on how to find good companies and you've made a lot of great ones.

[@olli999]

This was an eye opening video. I've read about operating leverage and organic growth from papers and such, but I don't think I have ever realized how important these factors are when trying to find quality companies. You just put it into words so well that everything clicked. I have been "value investing" for a while now, trying to estimate the intrinsic value and only investing in what I feel are undervalued stocks. I have thought to myself that I have been smart in my investing. My problem is that I have not really focused on quality as much as I have told myself. My analysis on the quality of businesses has been pretty much only qualitative. Like "this is a fairly large company that has had a decent CAGR..." and so on. The examples you gave on STABLE FCF/per share, organic revenue growth and operating leverage really got me to understand the quantitative ways to analyze quality. I thank you for this incredible video explaining your philosophy, it is extremely valuable.

[@LiamFranklinFarang]

Nice overview. Wish you sort talked about how industry matters as much as market share in Buffetts approach. Its why he has AXP, MA, V and COF, and AXP is a much larger part of his portfolio than V or MA. Its also why ADP, PAYX, PAYC and PCTY have all outperformed despite the larger two losing market share. Theres industries that Buffett has stayed completely away from, and some he buys parts of the whole industry like payments and banks. If an industry's current cash flow yield and/or its future growth is larger than the market, a whole industry can outperform despite a company losing market share. Especially when it has low levels of reinvestment and high total shareholder return. Also just for clarity, Berkshire owns part of Citi lol I dont want to come off wrong here though, this is by far the best overview of Buffett's approach I've ever seen on KZbin. Especially the part about competitive advantage, outstanding shares/dividends, and DCF analysis. I think this is one of the best investing channels on KZbin

[@leobruce4]

Thank you for sharing! Where can I read more about this subject?

[@mertie-l2f]

I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024

[@shizue-w7n]

Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.

[@myrle-v4g]

Yes true, I have been in touch with a brokerage 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.

[@jeanlaudato]

I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?

[@myrle-v4g]

Angela Lynn Shilling is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

[@jeanlaudato]

I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you

[@MargaretThompson767]

The US economy is already in recession. Any rate cut will not ignite inflation. The banks will tighten even more, all consumer and corporate credit lending. This is the beginning of a deflationary period for your assets. Stocks markets will decline, and stock values disappear in a blink of the eye. Businesses will begin layoffs in earnest which will soon be reflected in the unemployment rate and unemployment claims, to further solidify the recession. In fact, when the FED cut rates in Sept, it will signify that the Titanic is going under, and it will suck everything down. Retail and housing sales will truly decline as consumer hold off their purchases. The inverted yield curve will then turn positive, but remember, certain assets like stocks and Crypto’s acts as a hedge. Long & short-term trading is generally safer, allowing investors to weather market volatility. I have managed to grow a nest egg of around 130k to a decent 532k in the space of a few months... I'm especially grateful to Milton Harper, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

[@MargaretThompson767]

He mostly interacts on Telegrams, using the user-name,

[@MargaretThompson767]

@MiltonHarper

[@RonaldYeates]

Productivity is never accidental; it is always the result of careful planning, dedication, and consistency.

[@Angelina-x6u]

Milton Harper is among the best traders on the internet and I'll keep saying it every time.

[@UranioSabbatini96]

Nice info, i appreciate your concern this will help a lot especially to the young investors who have no or lesser knowledge on how the market works.

[@Manveer_Dhindsa]

How come you never make a video on the greatest investor of all time. Nancy Pelosi

[@Red13.0]

Right

[@brunomanco7529]

Why mixing politics with your personal savings? Take care of your savings, no one else will

[@treymiller9017]

@@brunomanco7529man, that jokes flew right over your head

[@brunomanco7529]

@@treymiller9017 isnt it with politic conotation? Cause ive seen news of her and hr husband having stock investments, and mixing those with political decisions. In fact, my opinion is that politics should only be allowed to invest in a sp500 etf to prevent corrupton on that side

[@valueradar3362]

😂

[@NerysEmpire]

I entered the markets 6 years ago and have made many mistakes along the way. Everyday I’m always trying to learn something new. Finding this account was godsend, by far the most informative, professional and valuable account. Thanks for all you do, it’s a blessing to be alive in an era where information like this is free.🙏🏼 I wish you much success!!!

[@zmack1830]

Joseph Carlson..........A Compounding Legend !!

[@Yung_Eli9]

A double compounder with cheese

[@yilungmusksweelow1890]

With extra bacon

[@TheFoodFund]

@@Yung_Eli9 Food stocks, yum!

[@Zeroneii3]

40k to 660k in a couple years bro should start an ETF or something

[@TheFoodFund]

@@Zeroneii3 Should use time-weighted returns for comparisons!

[@TodosobrebienestaremocionalVio]

the yield on bonds have decreased especially on the long end (30 and 10 Y) indicating that the demand is still there even if the supply remains huge showing a preference for safety. I'm still at a crossroad regarding whether or not to liquidate my $138k

[@crickethighlights6453]

Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.

[@tipusultan531]

I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000

[@sharon87390]

Please will you be kind enough to share the details of the man that helped you?

[@sharon87390]

Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks

[@auboisdaline]

I recently bought some recommended stocks, but now they’ve dropped to penny stock status. With the market tumbling, soaring inflation, and banks going out of business in the last half of 2023 and this year, I'm worried. How can rapid interest-rate hikes benefit a value investor, or is it better to avoid stocks for a while?

[@OliviaWright-q7q]

I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.

[@barquie]

Absolutely, having a solid plan is crucial. My portfolio has doubled since early last year. My financial advisor and I are working towards a seven-figure goal, though it might take until Q3 2024.

[@petecorda]

Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve my financial goals.

[@petecorda]

Thanks for sharing. I searched for her name and found her website. I reviewed her credentials and did my research before contacting her. Thanks again.

[@dreamtv1981]

I think being consistent is key, specially if you have age on your side (just being younger) that’s worth way more then what you put in the market. I’m up 18 percent that past year. Look for deals when you can and let your un-invested money build up if you feel you can’t find any deals. Or just invest in a basket like VTI and do the same amount each month than forget about it. You’ll do fine just by doing that alone.. that’s what I do for my ROTH IRA and it’s been great ever since I started due to the average growth of the market year over year.

[@bolopez9642]

One of my favorite videos to data! I like the slide format for these educational videos. I feel like im in a masterclass.

[@larse2678]

Great video. I recognize all 6 "Bad Temperment" traits in my own practice, but working to learn and improve one step at a time.

[@deboralacreta]

I agree completely. Emotions are the ruin of a portfolio

[@AndrewHayslip]

Like Warren Buffet said, dividends are only good if the business you’re investing into can’t make good use of that capital. So if you’re trying to invest into businesses with actual growth, looking at dividends is a waste of time. Why are you investing into a company if they’re returning capital to you because they think you can make better use of it than they can. It’s not much different from bond investing. The way I see it if you have a million at some point, that’d be enough to create a portfolio that would pay you between 50k-70k in dividend income.

[@DARCYcouture1st]

It's not difficult, but you have to learn and handle. Another thing is that if you can't manage your home, maybe you shouldn't invest on your own. If so, you should hire a CFP to help you diversify your assets to include ETFs/index funds/mutual funds and stocks of companies with consistent cash flows, rather than betting on penny stocks.

[@AndrewHayslip]

A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for license advisors and came across someone of due diligence, helped a lot to grow my reserve notwithstanding inflation, from $275k to approx. $850k so far

[@RayStahl397]

Over the following 3 months, I want to increase my reserve from $280,000 to at least $550k. I would be grateful for any advice you can give on how to accurately predict the market and how to diversify and balance my portfolio in order to accomplish my goal.

[@AndrewHayslip]

I work with Olivia Rene Reyes

[@Tipberends]

She actually appears to be well-read and educated. I just did a Google search for her name and found her webpage, I appreciate you sharing

[@lafcadiothelion]

Wow this is one of the most educational videos on KZbin 🙌🏻

[@GrindThisGame]

I like most of your picks and philosophy. Would you call Netflix monopoly-like with so many competing streaming services? Will pricing power be maintained over the long term?

[@ctrs4791]

This is my favorite channel thank you for very quality information and very nice presentations. I am interested in Qualtrim but was wondering if it calculates the companies intrinsic value for me because I do not have time for that calculation?

[@geraldt331]

The idea of investing a significant sum of money may be both thrilling and intimidating. There is potential for considerable wealth increase with the correct strategy. How can one take advantage of compound interest and potentially grow your retirement savings/net-worth to about $3M over time?

[@Jadechurch-ql3do]

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.

[@yeslahykcim]

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]

Please can you leave the info of your lnvestment advsor here? I’m in dire need for one

[@yeslahykcim]

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]

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.

[@joegeezly9613]

I honestly think McDonalds applies to a lot of this. Im curious as to your opinion on that stock.

[@MrDenjok]

That's why he has Texas roadhouse and Chipotle They have better metrics and more room for growth

[@joegeezly9613]

@@MrDenjok Im not so convinced thats entirely true.

[@Bossiocuts]

You one of the top guys truly investing. Love the content man

[@KennyJohnson-t6v]

This is an excellent video with priceless information. Great job Joseph!

[@sebastiantoro584]

Personal opinion here but this is the best channels for individuals entering the market. You cover fundamentals most young investors overlook or never look into.

[@eduardioudashkin3774]

thank you. have you considered searching for high quality compound machines outside the us market?

[@kennypham4683]

No way I just watched this video at no cost. Thank you!

[@kunof2074]

This was one of the first videos I came across when I first started looking at investing, 100s of videos later, yours is still the most logical, we'll organized, and well researched with some of the best ideas I've heard. I'm very impressed as a serial researcher that just learns topics for fun

[@joshthompson6118]

Joseph - Brilliant stuff, really enjoyed this. My question is how would you screen for stock selection based on your highlighted points here?

[@ioanparry]

Thank you Joseph, your videos and analysis have informed my decisions to invest in Costco, Visa, MasterCard, FICO, Netflix, Amazon and Google. It's these longer form deep dives on several great stocks that I find particularly interesting and valuable, especially for beginners such as myself. Keep up the great work, and congratulations on the growing portfolio returns 👍

[@TheCashFlowCompounder]

Amazing portfolio you have! You could also consider SPGI and CROX (2 of my holdings)

[@KEN-nh7om]

This is such a well-reasoned guide to sound long-term investing. Thank you!

[@vancouversworstdrivers]

I have a question. When it comes to "monopolies" isn't it risky in a way? It takes a long time to get there and once they do then everyone wants to buy them...then once you're at the top isn't it possible for more and more business to eat small chunks out earnings? Tesla for example.....they were the leaders in EV's but now over time other companies are taking over the EV market slowly. Thoughts?

[@kevinfreimarck3301]

EVs never made money for most manufacturers

[@MargotCrest]

That is why I have my interests set on key sectors based on performance and projected growth to my 7 figure portfolio. They range from the EV sector, renewable energy, Tech and Health alongside coins, and gold. I'm also working on an investment plan that includes AI looking into Nvidia, MSFT, Alphabet stoccks among others with my FA, Anna Rounds Fay. It's been a year and half of steady growth...

[@oliviarenereyes]

Geez, strong performance in 2024. Kick down those Wall Street doors

[@larryronhartfield55]

many individuals miss out on gains due to actually NOT being in the market and waiting for the chance of a crash. Perhaps it's wise to do both partially

[@LanceyRoche]

did a quick search and found her webpage. I must say her resume is pretty impressive.. will be writing her too

[@stephmeldrich6765]

I looked up Anna Rounds Fay on the internet out of curiosity; she has a strong résumé

[@BullyWiiPlaza]

@@stephmeldrich6765 SCAAAAM!!

[@blakehourigan6149]

I stumbled upon your channel and have been watching your videos yesterday and this morning. The clarity of your presentations and your ability to communicate your strategy and the why behind it is incredible. I've definitely found more value and understanding in how i should invest in the few videos of yours, than every other video i've ever watched elsewhere. Thank you Joseph.

[@BonelessShrimp]

awesome video Joseph! Been watching you for years now. this will be a video of yours i come back to!

[@rayBARInvest]

Hi Joseph, question on INTUIT in the long run with lower population growth and automation replacing jobs do you see any risks with individual tax payers reducing usage of things like turbo tax etc limiting future growth of this stock? Just a thought. Appreciate it!

[@Alonionfootsoldier713]

Might be my favorite video of yours yet. Thank you for breaking this down!

[@IsaacGonzalez-ku2pj]

Professor Carlson! Great video as always. Best finance content online.

[@andreojala8402]

Hey Joseph! I appreciate your insights on not selling out of fear during a decline, but I'm curious about your thoughts on selling during an incline, especially when there are signs of market excesses. For instance, we're currently seeing the Buffett Indicator signaling significant overvaluation, the Greed and Fear Index indicating extreme market greed, and an inverted yield curve warning of a potential downturn. Additionally, factors like soaring P/E ratios, speculative trends in crypto, meme stocks, and NFTs, along with optimistic expectations of the Fed cutting rates, are prevalent. Do you believe it's still value investing to sell when Mr. Market is offering unprecedented generosity, and how do you navigate such situations? I'd love to hear your perspective in one of your videos. Cheers!

[@mrx2062]

Intrinsic value comes from reinvestment of the retained earnings at high returns. Compounding. If you buy a bond which gives 10% interest and you can reinvest the interest every year in a new bond at 10% yield you make obviously much more money than if you cannot reinvest the interest or at a lower yield such as 5%. The same effect happens internally in companies. They just do not invest in bonds but in real life projects and business opportunities. Stocks are in a way like bonds which automatically reinvest the interest, just the interest rate is not fixed and the investor has to find it out /project it by analysis.

[@halvey8518]

I just want to say thank you for sharing your playbook on how to invest in the stock market. A bunch of these super investors just give out tidbits of valuable information here and there. You feed us the information by the bucket. Can’t wait to finish college to implement this strategy.

[@djjoshski]

*I watch so many Carlson videos its not funny i searches his name and it was posted 2min ago lol, keep this amazing content up*

[@TheFoodFund]

Great video! Would have liked to hear more about position sizing as this is an underrated but very important factor in building a successful portfolio!

[@TheCashFlowCompounder]

From my analysis on Warren Buffett I learned that he believes in "diworsification". Meaning that you should diversify up to the point where can comfortably track all your companies

[@TheFoodFund]

@@TheCashFlowCompounder Good point! Thanks for sharing!

[@JoCzoh]

Hi Joesph, great video! I'm trying to apply some of what I learned in this video to "grade" my portfolio is before I make changes to it... The problem, though, is that its hard to go through the financial statements and use the correct numbers for some of the metrics that you use. For example, cash flow per share... what is the top-line number that you use before you divide it by outstanding shares? Is it "cash flow from operations"? Maybe in the future, if you are looking for a video topic, I think that a great video would be a break-down of how you go through a earnings statement to determine each of the criteria that you use for stock selection and portfolio management... A lot here, sorry.... I guess you just make it look easy... Thanks, John

[@Twitch-oq3ir]

I agree with everything in this video. The reasons on when to sell are 100% how i handle them too and i also had to sell some companies because i overlooked something that i did not see when i made that buy.

[@JeremiahNuddFilms]

Stumbled upon your content recently. Love your work. Appreciate you sharing this with the public!

[@calerothenis]

I do my best to assess the reward/risk and to invest in assets that have significant upside potential of earning me passive income. With my FA at the helm of affairs of my trades, I have been able to build up a portfolio of stocks ,etfs and bonds that has generated a decent million plus in profits over a long term. i love the passive income.

[@kalineats]

The stock market controls a huge part of my passive income portfolio, I invest big and my profits come even bigger

[@AurucciLou]

please can i get your consultants info? or should i drop mine?

[@calerothenis]

@@AurucciLou she's Dianne Sarah Olson by name. please do your own research to see if she is suitable with your goals.

[@soveinaaraceli]

@@calerothenis did a quick search and found her webpage. I must say her resume is pretty impressive.. will be writing her too

[@platoscavealum902]

🚫 scam / spam 🚫

[@davidwilson9976]

I really am impressed how your investing strategy evolved from dividend to compounding machines.

[@Xairos84]

Gotta find something to do with all that green

[@myafrosheen]

Compounding machines which all pay dividends...

[@wadegrillo9641]

@@myafrosheenif you really want to call it a dividend. 90% of them pay less than 1%. He used to focus on companies with pretty significant dividends

[@wholeNwon]

I've never been able to understand all of the "investing like Buffett" advice/recommendations. I in fact DO invest exactly as he does. I own BRK. Easy.

[@Aubatron]

Because Birkshire’s investment opportunities are limited because they’re working with so much capital, that a business with a market cap of a billion doesn’t even move the needle if they bought out the entire business, so they don’t. Birkshire or the S&p500 are great things to invest into, but you can earn higher returns than Warren buffet does today if you’re willing to learn and do it yourself. I think their long term average is around 19% a year, shorter term is much less. When he was working with small capital, he said his returns were in excess of 50%. No one will earn that unless they’re a genius like Warren, but you can beat Birkshires’s average if you really want to.

[@sevenparr2119]

My guy Joseph wants to be an all time great investor! Great work and extreme dedication. You can do it no doubt

[@annasillanpaa1111]

Thank you! Excellent! Also many other of your updates! I listen to them when I'm cleaning or cooking where no thinking is needed and which I find otherwise so booring 😂. Still, I often forget to like them. ❤

[@mrx2062]

I get exited when the market goes down for the better stock buying prices and get impatient when the market goes up all the time because my savings pile up because I find no good buying opportunities.

[@TheCashFlowCompounder]

Happens to me too! That's the mentality to have!!!

[@JC-ji1hp]

This is a goated video on stock selection, philosophy, and analysis. You sir are doing gods work.

[@SigFigNewton]

I love the point about long runway for growth in total addressable market. Good way of wording something that I value. Think of growth in this way while looking for opportunities to forgive recent reductions in earnings and cash flow. It can help one buy growth at value valuations. If Mexico is in recession but has a healthy population pyramid for growth relative to the rest of the world, consider looking for an ETF. That’s a long runway for growth. If internet advertising giants are down in 2022, in a still increasingly online world, consider it a gift. Ad downturns end, and the digital runway is long. If cars are starting to use more silicon carbide microchips for powerful reasons, and there’s currently a downturn in auto sales overshadowing the long term story, consider this to not be financial advice.

[@lincolnosiris3665]

Thank you, Joseph. Sincerely.

[@JefferyDuns]

Given reduced inflation signals and as the Federal Reserve has halted rate hikes, what are the best additions for a $120K portfolio to enhance the overall performance of my portfolio this year

[@PatrickLloyd-]

Consider hiring financial advisors, estate planners or tax experts. They can provide specialized knowledge and help you navigate complex financial decisions.

[@PhilipDunk]

Having an investment advisor is the best way to go about the stock market right now. I was going solo, but it wasn't working. I’ve been in touch with an advisor for a while now, and just last year, I made over 80% capital growth minus dividends.

[@tonysilke]

Who’s your CFP ??

[@PhilipDunk]

Her name is “Melissa Rose Francks’’ can't divulge much. Most likely, the internet should have her basic info, you can research if you like

[@tonysilke]

I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

[@hman2912]

Dude! $800 000 over 2 portfolios! Nice! That Qaltrum must be going gang busters for you. Good work.

[@JuanPabloPeralta-gf6mw]

Great videos man ! What do you think of Nvidia ?

[@owens375]

Thanks for the video! What is your opinion on buying these high quality companies right now? Would you?

[@TheCashFlowCompounder]

Mmmm no, they are overvalued, except for Moody's, V, SPGI, CROX. Would prefer to wait for a pullback

[@WaLeEd007]

Thank you for this, will be rewatching and taking notes

[@jchong416]

This video is your best work yet. I'm impressed how you can continue to improve your videos

[@terrelmoss1444]

Thank you this video was very informative Can you go over key stock terms/definitions and charts using Qualtrim

[@ricardoflores4463]

Another very informative video. Thank you for taking us for an inside look into your investment strategy

[@ClemenceCostales]

Thank you so much for this amazing video! A bit off-topic, but I wanted to ask: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How can I transfer them to Binance?

[@drneo6586]

Hi Joseph, great video. Thank you. Is there a way to copy your M1 pie and continue to be automatically adaptive according to your trading?

[@zachdesatnick2107]

Curious to know your take on the hiring of Alex Chriss as the new PayPal CEO. I know he was integral in growing intuit into a compounding machine, wondering if you think he can bring the same thing to PYPL

[@alecfriedman4988]

This was great! Thank you for taking the time to putting this together. Really high quality

[@Sublime24]

Will qual trim ever have a DCF tool built In? Or a tool to help figure out the intrinsic value of a company?

[@Icecold0505]

Wish I just followed this type of style from day 1. Worked at MCD when share price was sub $25 in 1999. Even 10k into that would be over 250K today.

[@JoaoPedro-uh9tb]

Let's take a moment and appreciate Joseph's dedication to teach us and make this wonderful presentation. Many would charge thousands of dollars to sell it inside a private course and he gave it for free. Thank you Joseph!

[@techstocknews]

Thanks for another great Vid Joseph. Perhaps do videos of great compound machines outside your portfolio for more diverse content. ❤

[@TheCashFlowCompounder]

You can always check my videos if you want different stocks! I follow a similar investment philosophy

[@Xairos84]

This guy uses KZbin the way it's probably meant to be used: as advertising for his other products. Very smart.

[@patrickmccarthy5617]

Yea he's patreon account

[@narz7573]

And done so organically. We can literally see him use it and see it's usefulness but he doesn't go over how useful it is , rather he just displays while discussing the topic of his video.

[@JosephCarlsonShow]

You can do really well with sponsorship plugs in videos. I’ve gone the route of trying to internally build services that I own 100% of the upside and that I know offer good value for customers. When promoting other sponsored products in many cases you have to compromise on quality which I don’t want to do.

[@Allen-L-Canada]

@@JosephCarlsonShowbrilliant! You are the only finance Utuber who has an strong IT background. Good for you!

[@Xairos84]

@@JosephCarlsonShow not dogging you at all! You've delivered a great production and product

[@gscutaru]

What a great and valuable video. Thank you very much for the content.

[@Rogershijianhui]

The compounding effect is showing!

[@TheFoodFund]

One of the real benefits of having a strong portfolio is that you want your portfolio to have the compounding effect; it isn't necessary for each company in your portfolio to be a compounder! For instance, Buffett uses his insurance companies as cash cows to then allocate capital to growing businesses!

[@hustensaftvernichter3785]

​@@TheFoodFundThat way you also do not ever get in a rush to sell in order to materialize profits.

[@TheFoodFund]

@@hustensaftvernichter3785 Strongly agree; great point!

[@slovell920]

How can we get copies of these slides Excellent Joe!!!

[@Oscar_12354]

Indeed, this is truly a masterpiece video by Joseph! Share it with your family and friends! I'm a big fan of his "compouning machine" strategy for growth.

[@samonaro65]

True quality video. Financial education at its best.. Great work Joesph

[@samonaro65]

Portfolio management truly underrated

[@winstonburke6187]

Thanks for the copy of the presentation. You are teaching me a lot.

[@gggrororo]

@joseph first thank you for the quality materiel of your channel. Always valuable advices! I do manage a concentrated portfolio of extreme quality stocks from my point of view. We share some love for a bunch of the same companies except one my top holding stock since the last decade that you don't have on your radar: ATD (trade on the TSX) Alimentation Couche-Tard. Would love to hear you on that star company that had always crush the market with top tier metrics and management team!

[@ericnunes2651]

Really like your line of thinking and profound analysis ! It makes total sense. Great video!

[@thesteffan5766]

Very good video! Greetings from Germany. One Question: How is the free cashflow yield linked to the annual return... I dont unterstand

[@supremesalez9635]

wonderful video Joseph! thank you so much for the education.

[@DividendDude]

Great video per usual JC!

[@rajvirmanku1216]

The 🐐 is back with another banger

[@WitakPL]

Awesome video! I don't think there's a better stock market content out there.

[@samyueldanyo8679]

A correction - Visa and MA actually decrease prices over time. IMO that is the sign of a truly exceptional business - their operating leverage is so high that they can decrease prices, their customers love them and yet they continue to make more money.

[@fromjahwluv]

excellent video. easy to follow for a beginner like myself. thank you!

[@antimatter2380]

What part of your strategy would you modify or what other metrics would you look for if you wanted to add small and medium cap stocks?

[@TheCashFlowCompounder]

These are harder to analyse. I will start to analyze them in the coming months. But I think a huge part there is to make sure they are not constantly issuing new shares and that they can safely cover their interest payments

[@a36740]

You have gave me some things to seriously consider going forward in investing. I loved the video thanks so much 🎉🎉🎉

[@The.Hidden.Investor]

Thankyou so much Joseph. Very insightful great video.

[@Lepice99]

Great video. Thank you.

[@noelynoelnh]

Wow! $621,000! I've watched your journey from around $80,000. What an inspiration. 😊

[@investingwitha-aron8055]

Great percentage return. Wow.

[@joegeezly9613]

High quality content... Good stuff.

[@YoDaColombian]

My portfolio is about 60% SP 500 index. The other 40% consist of Apple, Google, Amazon, Visa, Starbucks, and Abbvie. It seems like most of my individual stocks do follow this structure.

[@pedroabreu1754]

Apple and Starbucks are stocks i wouldnt own separate, it will grow slow for the next years imo, google, MA and Moddys have better growth expectations

[@n.8899]

Your other 40% is consisting a large weight of the S&P as well. It could be better to own individually the top 15 to 20 companies of S&P instead of the whole index

[@verticle2612]

This guy is good, really good.

[@xporkrind]

Do you have any thoughts on BABA, Zoom and Paypal? I apologize if you have already produced videos on them.

[@TheCashFlowCompounder]

He doesn't like Paypal, believes there is too much competition and not wide enough moats. Doesn't like BABA because of the inherent china risk. And no clue about Zoom. I made a video about Paypal if you want to check it out

[@Silviu_D]

Amazing video. Thank you for such great content. 🙌

[@gusdrago]

If I intend to invest like Warren Buffett, why not simply buy Berkshire Hathaway shares?

[@sterso7]

You are doing gods work Sir! Keep it up

[@tresa1983]

Can you please advice which portal do you use for tracking portfolio