Super Investors Are Buying These Stocks

[@JosephCarlsonAfterHours]

Try out the Patreon free here: www.patreon.com/josephcarlson Patreon includes: - Access to Qualtrim.com - Over 100 Exclusive episodes (more added every week) - Discord community that I'm chatting on every day - Money-back guarantee, if you don't love it, you don't pay. Join over 6,500 other members and try it out, risk free.

[@224dot0dot0dot10]

Hello Joseph Carlson, if you want to understand the logic behind why the GE Aerospace investment doubled in value then I highly recommend that you read German billionaire Thiel's Zero to One book as well as the Joel Greenblatt Stock Market Genius book because I think that GE Aerospace might have some of the economic characteristics of a monopoly in microeconomics according to Peter Thiel and I think that the situational investing maneuvers that Greenblatt and Gotham Capital are always mentioning would have also predicted that GE Aerospace might potentially double in value at approximately 12 minutes of the way into your video. Thanks 👍 Joe!

[@224dot0dot0dot10]

ASML Holdings also has the characteristic of a monopoly in microeconomics because ASML Holdings had a monopoly on certain types of EUV photolithography machines. Although supposedly ASML might be at risk of losing its "monopoly in microeconomics status" because there are rumors about a new business in the USA that competes with the ASML EUV photolithography machines (ASML was supposedly selling these EUV photolithography machines to TSMC)? This new American company that is trying to compete with ASML might or might not be getting subsidized by the United States Federal government which might or might not imply a huge potential danger to ASML Holdings and its "monopoly in microeconomics" status?

[@byrons1339]

Hey Joe, I'm thinking about adding SOFI to my port. A 3 to 5 year holding period. Thoughts?

[@tatianastarcic]

I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.

[@sharonwinson-m8g]

Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown

[@nicolasbenson009]

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.

[@TinaJames222]

this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

[@nicolasbenson009]

Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.

[@Vincent-j8u]

I just looked her up on the internet and found her webpage with her credentials. I wrote her an outlining my financial objectives and planned a call with her.

[@LizaPhilips]

I know at some point a bull market ends and a bear begins, it goes on and on....I have a 7 figure ballpark goal and I intend spreading across maybe 50k - 150k on plummeting stocks, my question is how can I know when a market bottom has been reached?

[@phillogan1]

investors like you should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder.

[@Johnlarry12]

You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 14.3%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an advisor.

[@frankbarnes22]

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?

[@Johnlarry12]

I've experimented with a few over the past years, but I've stuck with the popularly Carol Vivian Constable for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

[@frankbarnes22]

Thank you for the lead, searched Carol by her full name and spotted her consulting page after a few scrolls downwards, she seems highly professional having over 12 years of experience. amazing!

[@EmilyMoore-n7n]

The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 90% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...

[@ChadRoberts-x6i]

I believe A.I. will be the next major breakthrough. To achieve sustained growth similar to META, it's crucial to resist making hasty decisions based on short-term market changes. Focus on patience and a long-term outlook, and above all, seek financial advice to make informed decisions when buying or selling.

[@richardhudson1243]

Agreed, I always emphasize the significance of having an advisor. This has not only help to revamp my portfolio but has also kept me afloat since the covid-19 outbreak to date. I'm only about 10% shy of my first million dollar after subsequent investments.

[@oliviaHill-w4e]

my partner’s been considering going the same route, could you share more info please on the advisor that guides you.

[@richardhudson1243]

Annette Marie Holt is the coach that guides me, you probably might have come across her before I found her through a Newsweek report. She's quite known in her field, look her up.

[@AdamGreene222]

I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.

[@brianwhitehawker1756]

As an lnvestment enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?

[@lucaswilliams9992]

The current state of the market may bring opportunities to increase profits quickly, but professional assistance is required in order to put such a plan into action.

[@yeslahykcim]

Having an investment adviser is the best way to go about the market right now, especially for near retirees, I've been in touch with a coach for awhile now mostly cause I lack the depth knowledge and mental fortitude to deal with these recurring market conditions, I nettd over $220K during this dip, that made it clear there's more to the market that we avg joes don't know

[@Jadechurch-ql3do]

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

[@yeslahykcim]

“Lucinda Margaret Crist” is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment

[@geraldt331]

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.

[@ClaudiaSchreiber-b1p]

(NYSE:ARR) is a high-yield mortgage REIT paying monthly dividends. The stock has a dividend yield of about 14%, as of August 14. If the stock has increased sharply because the business is performing exceptionally well, it could still be a bargain. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...

[@LejlaGöransson]

I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

[@annaj.osorio]

A lot of folks downplay the role of advlsors 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.

[@Robbertskypes]

This is definitely considerable! think you could suggest any professional/advisors I can get on the phone with? I'm in dire need of proper portfolio allocation.

[@annaj.osorio]

Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.

[@dianarabbanii2]

Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

[@rrandd0]

I'm an amateur with a portfolio of 180k and I've got some real estate holdings too, but it's hard for me to build confidence. I want to invest another 70k over a one month span, but I want to be strategic about doing it so I can grow more and not stay stagnant. Are these good stock suggestions?

[@superwomanAnn]

With $70k, I'd suggest a mix of index funds and a few individual stocks. Diversify and watch out to not get burnt out. Good luck!

[@Hesse-Kassel]

DYI never ever shows you where the market is going. That's why you DCA in quality stocks on dips and invest for the long term. Most importantly consider financial advisory for informed buying and selling decisions.

[@Frankweily]

Agreed, the role of advisors an only be overlooked but not denied. I was shocked that I made more money with investing than hard work, not even my CEO income. Earning ''return on investment'' fetched me millions within a space of 5 yrs.(But I still enjoy working)

[@rrandd0]

@@Frankweily Do you mind sharing info on the advisor who assisted you?

[@Frankweily]

I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, But I've worked with "Melissa Elise Robinson" for years and highly recommend her. Look her up to see if she meets your criteria.

[@SeanTalkoff]

How do i make money from the market crash? i want to redistribute around $200K stocks in my portfolio. what strategy should I use to maximize gains rn.

[@mikey43221]

stock market crying with little down tick while we have been dealing with double digit real inflation for a year. consult with an advisor so you don't get burnt in the market.

[@tmer831]

you are completely right, Advisors have information and paths that are not disclosed to the public.. I profited $560k in 2023 under the tutelage of my Fiduciary-counselor. Am I selling? Absolutely not.. I am going to sit back and observe how this all plays out.

[@DavidCovington-st2id]

pls how can I reach this expert, there's bloodbath on my porfolio and I need someone to help me with it

[@tmer831]

'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

[@DavidCovington-st2id]

Thanks, i did a quick web search and i found Sharon, i hope she responds to my mail.

[@tonysilke]

I'm tired of these new buys every week, just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%. Do you think these stocks you just mentioned are safe buys to outperform the market this year?

[@Nernst96]

For me. I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Save your cash for when the market actually shows sign of recovery. Or hire a good market strategist.

[@PatrickLloyd-]

It's unfortunate most people don't have such information. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $30k passively by just investing through an advisor, and I don't have to do much work. Doesn't matter if the economy is misbehaving; great wealth managers will always make returns.

[@PhilipDunk]

in times like these, it's crucial to be cautious and not rush into the market , Who is this your FA , my portfolio needs urgent attention , been a lot of loss.

[@PatrickLloyd-]

Tracy Annette Webb is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

[@PhilipDunk]

Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.

[@Aarrenrhonda3]

What I don’t understand is, on one hand we are told the stock market will crash and yet on the other we are told ways of investing in the stock market. Oxymoron or paradox?

[@Rachadrian]

People employ various tactics to capitalize on market fluctuations, whether it's experiencing an upswing or downturn.

[@Dantursi1]

While keeping your portfolio allocations balanced, de-risk your investments, support your core holdings, and take some gains. Even managed portfolios don't always perform as well as I would advise, so it's essential to get the advice of a qualified fiduciary; my spouse and I find that this works for us. Net of dividends, we have had over 80% capital growth.

[@CindyValenti]

this is all new to me, where do I find a fiduciary, can you recommend any?

[@Dantursi1]

My CFA ’Annette Christine Conte’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

[@CindyValenti]

Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.

[@A_francis]

I am holding a cash position right now, of about 300k. I know a dip is supposed to be the buying opportunity, so whats the best stocks to dive into, in this recession?

[@Tipping-Point88]

diversification is key to good investing even in downturns. I personally dabble in stocks, and my first rule is survival before flipping for chunky gains. I suggest you seek professional advice

[@RobbStonee]

The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.

[@ScottStraw]

Mind sharing details of your advisor please? my job doesn't permit me the time to analyse stocks myself

[@RobbStonee]

*Marissa Lynn Babula* is the licensed advisor I use. Just search the name. You’ll find necessary details to work with to set up an appointment.

[@Tipping-Point88]

I curiously searched her names and I found some pretty interesting information. Thanks for this

[@Tetsu-p3g]

Great channel! Can you share your thoughts on SoFi and possibly how to 3x gains ?

[@Muller-o4d]

If you're not familiar with market investing tactics, you should get advice from a financial counselor.

[@Aron-r3m]

Yeah, brokerage AdvisoRs could make a lot of difference, particularly in a market such as this. Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of investors raking in 6 to 7 digits in a space of months. So, I think there are a lot of wealth transfer in this downtime if you know where to look. I have been using an FA since 2020, and the least I returned was $140k ROI, and this does not include capital gain.

[@Tetsu-p3g]

@@Aron-r3m who's your FA ?

[@Aron-r3m]

Jenienne Miniter Fagan is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

[@DavidFo4]

It was stupid of me to sell $76,000 worth of NVDA stocks without reinvesting. (Buying bonds or CDs is not for me). I’d rather stay 100% cash, or are there any other stocks that can 10x in 6 months? I have 180k ready to be reinvested.

[@hirvingpetagna]

Right, investing with the help of an adviser set me up for life, retired as a millionaire at 55. I worked hard everyday as a teacher for 32 years, and my salary was over 100k annually, until the 2020 covid lockdown. I wouldn't have supplemented my income with stocks and alternative investments if it wasn't for the crisis. Find the Positive in every situation.

[@DavidFo4]

bravo! I've been getting suggestions to consider financial advisery, but where and how to find someone reputable has been challenging, mind if I look up the advisor guiding you please?

[@hirvingpetagna]

I've stuck with "Nancy Magaret Delony" for four years now, and her performance has been consistently impressive. She’s quite known in her field, you can confirm her on the internet.

[@DavidFo4]

thanks for sharing, I must say Nancy Delony 's appears to be quite knowledgeable.. curiously copied and pasted her full name on the web and at once came across her consulting page, no bs!

[@SamBideau]

would love to check out what this Nancy Delony offers. My problem is when it starts dropping I think it's going to keep dropping for awhile and I wait so I can get the best deal. Next thing I know, it's back up again

[@sdt1sdt]

Joseph, yours is by far the best investing channel on KZbin, IMHO. You get straight to business, no BS up front, and you don't try to make stupid jokes. I particularly like segments like this one where you review super investor portfolios. Very helpful to those of us still learning and fascinating to see what these people are doing. I hope you're crushing the KZbin algorithm! Keep up the great work, my brother!

[@sabrinazhang500]

He is the best of the entire KZbin investing universe.

[@montel0220]

Who are the others? I need new ppl to listen to

[@roddywoods8130]

I’m well positioned with good blue chip companies and A.I stocks but I know crash is inevitable. Intend buying $200K worth of Plantir soon, some experts say it's the next Nvidia. Hoping to retire comfortably in 5 years

[@selenajack2036]

Buy and wait for 5 years then see how it plays out. Personally, I will not sell any of my NVDA shares to buy PLTR

[@kaylawood9053]

I prefer to invest in large cap companies which have economic moats, good cash flow and strong balance sheets such as AAPL, SCHD, NVDA and Barclays.

[@hushbash2989]

The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, coaches are best for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.

[@bsetdays6784]

i'm blown away! mind sharing more info please? i am a young adult living in Miami where i've encountered several millionaires, and my goal is to become one as well

[@hushbash2989]

She goes by ‘’Lauren Marie Ehlers” a seasoned coach with over two decades of experience. You can research her further on the internet, her qualifications speak for itself.

[@Bismarksolomon]

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

[@ChristopherHenry2]

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.

[@Deboramichael1]

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.

[@Vivianlaure4]

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

[@Deboramichael1]

NICOLE ANASTASIA PLUMLEE is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.

[@Vivianlaure4]

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

[@johnevans445]

I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Katherine Flores.

[@leahroberts2]

Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.

[@marthajames987]

She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.

[@dr.mohammed.erdogan]

You trade with Katherine Flores too? Wow that woman has been a blessing to me and my family.

[@travisobrien09]

I'm new at this, please how can I reach her?

[@KingBaldwin715]

I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much

[@Rogershijianhui]

This is my favorite series to study the super investors!

[@sergiocarvalho6551]

These videos are some of my favorites in the whole KZbin library. It’s like having Christmas every three months! 😊

[@buyvcbum]

😊

[@chrimes]

That Ulta position is so small - typically I think the smaller positions are not Buffett himself but Todd or Ted. Most likely Buffett did not actually buy it himself.

[@tommylonglegs2731]

They bought 2% of the company. Even if it was buffet they wouldn’t of bought much more as they wouldn’t want to spook management

[@stevenoliver7120]

Their stores have been favorite targets of smash and grab type thefts by gangs of professional thieves. The stolen merchandise ends up in small stores and online and competes with the legal product. If this stops occurring it won't be a problem for a company this strong, but if it doesn't......?

[@rangarajsrikant3189]

This is my favorite series of episodes you put up. Thanks for doing this

[@dunesmom7990]

I really like your videos. At 60 I’m finally figuring it out. Never too late 😊

[@alexanevin7917]

I still cant believe that u only have 130k+ subscribers on this channel. One of the best contents on investing on YT. Keep it up!

[@falsificationism]

My dream is to say "I manage 100 million dollars" one day. Hey bro, what do you do? "Oh I don't do much...I just..MANAGE 100 million dollars!"

[@bretthixson8264]

**Insert Dr. Evil Laugh

[@falsificationism]

@@bretthixson8264 🤣🤣 precisely

[@jesuguru2394]

Maybe an unpopular opinion on a financial site, but aren't there more transcendent things to aspire to?

[@falsificationism]

@@jesuguru2394 No, you're right. I'm being silly. I'm a communist who volunteers at farmed animal sanctuaries. My cup is full. But it still would be kinda cool to say. Like how I've also always wanted to righteously say, "no, YOU'RE out of order" to a judge in court after he bangs his gavel saying I'm out of order. Active imagination over here.

[@brandonjensen5292]

Managing $100 mil of real estate isn’t to far fetched

[@jjcling]

Hey Joe, hope you’re doing well man

[@keithpetersen560]

Didn't know about the 100 million dollar rule. It's great to see what all of these top investors are investing in. I like seeing the same stocks in the different portfolios, which shows me that these investors share the same idea to making money. I will subscribe to your channel. Great job Joseph!

[@kimtreasa]

Given the persisting global economic crisis, it's essential for individuals to focus on diversifying their income streams independent of governmental reliance. This involves exploring options such as stocks, gold, silver, and digital currencies. Despite the adversity in the economy, now is an opportune moment to contemplate these investment avenues.

[@AshleyChloe]

I do not disagree, there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors I speak from experience.

[@MargaretDKnapp]

I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.

[@StephenMPetty]

I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same but it seems you’ve got it all worked out with the firm you work with so i surely wouldn’t mind a recommendation.

[@MargaretDKnapp]

I definitely share your sentiment about these firms. Finding financial advisors like Monica Lisa Payne 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.

[@StephenMPetty]

Monica has the appearance of being a great authority in her profession. I looked her up online and found her website, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I sent her an email outlining my objectives and also booked a session with her; thanks for sharing.

[@rh4452]

Bro every time you miss including UMG in Bill Ackman’s Portfolio, the largest position.

[@stephmeldrich6765]

I think investors should always put their cash to work, there's been more market diversification.I’m up 69% from last year with a 7 figure portfolio well positioned with good blue chip companies and I have stop losses in place, Personally with insights from my FA I prefer to invest in large cap companies which have economic moats, large cash flows and strong balance sheets. Some of which are AAPL, MSCI, IUKD, VHYL, SCHD, NVDA and Barclays.

[@AurucciLou]

what are the pros and cons of this type of investing or how can I reach your broker directly ?

[@soveinaaraceli]

impressive , love the strategy

[@stephmeldrich6765]

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

[@brianbirnbaum9760]

This is an awesome overview. Will come back every quarter.

[@nathanfeldman9510]

I'd be curious to see you review Howard Marks. His companies are super different from the crowd. Warren Buffet is on the record for loving his memos, which you can learn a *lot* from. And with interest rates at 3-5%, departing from the decade of ZIRP, it may be time for value-oriented philosophies to shine. Buffet's best years in his partnership had similar interest rates. Nowadays there's more information, but many sectors are still unloved. So I'd definitely love to see how you interact with someone so unlike yourself.

[@Aotearoa-NZL]

The reason for Nike is , Nike is at historical support area for buyers on chart

[@user-jo6xr3iq3g]

hi Joseph, regarding Bill Ackman's Nike, you mentioned that we don't know how much he bought it at, but there is a "reported price" column at the Dataroma report right?

[@richtex89]

This was a great episode! Would love more of this

[@floratanaka3175]

I find you not only entertaining but informational. Keep up the good work!

[@Twitch-oq3ir]

Joseph, thanks to one of your videos i began researching FICO when it was around $900. First i feared the "high" valuation but i decided that the risk of actually losing money is so little that i bought a position worth 20% of my Portfolio and now it has grown into 1/3 of my total Portfolio. Thanks mate your videos are always great for finding new high performers or to stay up to date ^^

[@GM-kj5xw]

Please do this superinvestor series more. I love it.

[@Diablobuster]

Joseph, what is your CAGR for your portfolio thus far?

[@GOATTIGER3]

Thanks for the video and analysis

[@thetradersam6157]

as always, great Job Joe! have a great weekend..

[@soundslight7754]

Great episode 👍

[@tonimontana5153]

Thanks for your good work!

[@EstherRoss-gm8qv]

Nvidia’s stock has been on a tear lately, especially with all the buzz around AI.

[@Dividendflywheel]

You are correct 9:35 he did something similar with DPZ. I believe Nike will do a management shuffle like SBUX. Nelson Peltz just harvested his 25% return in SBUX

[@InvestingWithAdamK]

Thanks Joseph. Enjoy the content. It’s very rare that I actually invest in something another person recommends. I find that if I don’t make the decision myself my lack of conviction to it impacts the position. I loved your analysis on BKNG, and chose to go against my instincts and started a position in it last week.

[@johnbaker5248]

Yay new Joseph Carlson video!

[@alexsteven.m6414]

Recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in the last 3rd half of 2023 with markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?

[@Tanner-c2m]

Just ''buy the dip'' man. In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder.

[@sirheisenberg4459]

I agree. Based on personal experience working with a financial manager, I currently have ($2million) in a well-diversified portfolio that has experienced exponential growth from when i started. It's not only about having money to invest in stocks, but you also need to be knowledgeable, persistent, and have strong hands to back it up.

[@belobelonce35]

my partner’s been considering going the same route, could you share more info please on the advisor that guides you.

[@sirheisenberg4459]

‘Rebecca Nassar Dunne’ 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.

[@mattinterweb]

FER is not a new holding for Hohn. He's owned it since 2019 and this is an add - he's just bought it on a US exchange hence it appearing within his 13F.

[@homelessinvestor2000]

Thank you, Joseph!

[@heinzk1024]

Best format on KZbin..really love to follow what superinvestors do, please keep on with that format and your presentation 💰

[@GillerHeston]

Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.

[@rogerwheelers4322]

This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.

[@joshbarney114]

I'm sure the idea of an investment-Adviser might sound controversial to a few, but a new study by Motley-fool found out that demand for Financial-Advisers sky-rocketed by over 42% since the pandemic and based on firsthand encounter I can say for certain their skillsets are topnotch. I've accrued north of 880k within 16-months from an initially stagnant Portfolio.

[@FabioOdelega876]

@@joshbarney114 I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?

[@joshbarney114]

‘’Marisa Breton Dollard’’ 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.

[@FabioOdelega876]

Excellent share, just inputted Marisa Breton Dollard on the internet, spotted her consulting page ranked top and was able to schedule a call session. I’ve seen commentaries about advisors but not one looks this phenomenal.

[@danripley41]

Long time follower. I'd love to see your take on Palantir. Thank you

[@ODAS98]

Reminder to you to buy cava. Almost at a 100. Also Palantir is great.

[@SolemnBankingplc]

Honestly, this concerns me and has left me uneasy. Especially this potential depression, no more a recession. I'm unsure about my $130K account strategy, considering the uncertainty of this whole recession mostly.

[@matteohenry33]

If you lack knowledge about market investing tactics, get advice from a financial counselor.

[@ShirlPigram]

Agreed! this is why I work with one. My $520k portfolio is well-matched for every market season yielding 85% rise from early last year to date. I and my advsor are working on more figures for this year. IMO, financial advisors are the most sought-after professionals after doctors.

[@HettieClausenTl]

Pls who is this coach that guides you? I’m in dire need of one, my stock portfolio is declining rapidly

[@ShirlPigram]

Her name is ‘Melissa Jean Talingdan’ Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

[@HettieClausenTl]

I'm pleased with the advisor's prompt and knowledgeable assistance. Their professionalism instills confidence. Looking forward to further discussions.

[@terid6708]

Thank you for your thoughts on why to buy and sell. I appreciate you sharing them.

[@Danieltkb25]

Nike is a beast.

[@Tristen501]

I really appreciate you bringing us this update.

[@larryhall83]

These super investor reviews are some of your most valuable and relevant work.

[@ambiven10]

People selling Google are crazy lol. Its not going anywhere.

[@AnoNymInvestor]

Correct.

[@abc18792]

It's not even a hold at this valuation, it's a buy so I really don't understand the move.

[@timojuraschek6406]

it is likely they sold when google was 20% higher than now

[@gorkyd7912]

Google's income is mainly search engine and search engine ads. Users are saying the search engine has become trash. I personally stopped using it. And people are starting to prefer answers from AI that does the searching for them.

[@catherinedesilets8960]

I just bought Google at ATH last month - I’m holding for at least a year

[@hesisportscards7699]

Great video, and thanks for the commentary throughout!

[@timdog1863]

Great insight on super investors. Thank you!

[@Bowlis]

Nike from Bill has reported price 75 usd, does it means he bought it at this price, or is it end of Q price?

[@InvestWithFFI]

End of Q price

[@1niklasification]

Great video - might want to fix the caption for the Chuck Akre section...

[@doublecrunch]

Great video once again! Thanks so much Joseph 👍🏼😊

[@lorenzomigliaccio6839]

Hi Joseph. In the past you offered the possibility to try the Qualtrim service for a month. Will it be possible to try it for free (even a week) in the future?

[@atms6298]

From where are you getting all details of super investors buying and selling?

[@modestinvestor]

Great video, you seem to know your super investors inside out. 👍Difficult job understanding what the plan is, but It's certainly worth keeping an eye on their positions.

[@1985slipstream]

Must be easy being a super investor. Buy a stock, waith a month or two 13f comes out stock rockets 12-20% on news you bought it. Sell it before next 13f rince and repeat...

[@dongshassy]

Classic dump story after the news pumps up the buy. Retail investors get to hold the bag because the sale happens before the news and the drop happens after the news.

[@brandonjensen5292]

If it was that simple you could just short them afterwards

[@user-ep7el6vt7o]

Is not easy cuz is not their money .If they have no results he doesn’t make money

[@gtboard]

Why not Steve Cohens Point72? He nailed Fox News. Also Capula for exanple.

[@EllyMoody]

Dev Kantesaria top holdings: 16:55 %33 FICO - Fair Isaac %19 SPGI - S&P Global %16 MA - Mastercard %13 MCO - Moody's %7 INTU - Intuit %6 V - Visa

[@changez77654]

Your 13F reviews are some of my favourite videos

[@ben10pa]

congrats to Josh and welcome to the family

[@richtex89]

Could you do a stock analysis on $Msci ?

[@nsan48]

Does Joseph not measure the Story Fund performance against SPX anymore?

[@renato_n.n]

There is a super investor that bought a lot of TSMC. I was hopping that it was in the video to know your thoughts. (TSM is my current biggest holding)

[@davidrenner4291]

As per usual Joseph, excellent content & much appreciated:)

[@hotfeva9843]

A 42 minute video 😂what a treat

[@robmichael680]

Great channel! So glad I found it. Can you share your thoughts on SoFi?

[@JuanMONTOYA-jv8pl]

Love it 🎉🎉outstanding performance

[@crazybeartimba]

Ma! Ma! We got a new joseph video!

[@deepakiyer8419]

simply superb video mate keep it going

[@bogdannegrau496]

thank you for the content; curious what is the site that tracks those portfolio moves?

[@joaodealmeida26]

Joseph, nice video. What do you think of David Katz from Matrix Assets?

[@kellen1618]

Brookfield 😎

[@davidgator2279]

Your honest reviews are much appreciated!

[@humbertofigueira]

thanks for sharing ! very interesting information and always glad to hear your comments ! please keep this format 🙂

[@gabrielmarimba4593]

What platform do you use to make that research about companies?

[@PhilipNowak]

Wow! The algorithm recommended this video to me and I’m glad it did. Love your presentation style and deep insights. Subscribed during the Ackman analysis. Impressed. 🙌

[@Freewill615]

As a newbie investor, I want to ask a dumb question- where can I view these super investor’s portfolio? Is it only published on a quarter basis

[@ageitos]

It looks like superinvestors want to beat the market without nVidia. It's a challenge! I would add a small position if I were them... but hey, this is probably why I am not on that list :))

[@JackRalp96]

Too much volatility

[@stevenfairchild8477]

Love these quarterly reviews of the Guru's.

[@PDS_37]

what do you not understand about GE Aero? it is a wonderful business with little competition. Simple business to understand as well imo.

[@PDS_37]

i love chris hohn's portfolio

[@dmg46664]

You should say how much each group is up or down since your last coverage.

[@snow-beach]

Learned a lot on this one, thank you. 🙏🏼

[@suejeepark5381]

Cathie Wood of Ark Investment also holds TSLA?

[@MrLoserpatrol]

Time to sell TSLA. Cathie Woods has a crush on Musk. She is dollar cost averaging now, because she bought TSLA before it went down. She will not admit her timing was off. Musk is politically dividing his shareholders and customers, can't be good for stock prices going forward. She has been caught holding the bag. Musk is no longer focused on Tesla, just the companies he can take from it. The problem I have with Wood's is every time she pumps a stock it goes down and then she gives you a don't worry be happy excuse. P/E ratios is something she knows nothing about.

[@goldengreenhorn]

Joseph, can you see ANY good reason for Chris Hohn buying Ferrovial? I have done a little research and it is a very strange acquisition IMO. I would be interested in your take on this...?

[@monch12]

does someone knows where i can read all that info about the holdings?

[@ahabibi23]

At what prices will you be buying google ?

[@HarshDua-x8g]

Did Bill knew about Chipotle ceo? And google monopoly situation ?

[@HenrikhTarjumanyan]

What about Phil Town's portfolio?