Super Investors Are Warning Us

[@JosephCarlsonAfterHours]

Join the Patreon today and get November as a free trial! Patreon: www.patreon.com/josephcarlson How to sign up for Qualtrim: First join the Patreon, once you have an active patreon membership, then simply create a Qualtrim account using the same email you used for Patreon. Your qualtrim account should then automatically validate after a few minutes. You can always send me a direct message on Patreon if you run into any issues. 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.

[@twan102000]

I think WB sold Apple due to the car cancellation, I think he got into it because of the potential of a car with apple ecosystem lock, and cache.

[@viralgems]

must be nice for a 1.2 mil position to be just 0.21 percent of your portfolio

[@djayjp]

Actually 1.2 million is the number of shares so that would be about $500 million lol

[@aleck67]

you missed the best super investor of the last years, Nancy Pelosi

[@bpb5541]

Anyone read into briefings are have the ability to make decsions that impact markets should not be able to buy or sell stocks PERIOD. It is the best example of "insider trading" there is. But congress will never make that a law... unless we demand it. So they will continue their insider trading which steals from us and makes them rich.... very rich.

[@JoeS97756]

Don Jr. much better $2B from the Saudis!

[@5thdimension954]

Invested in a gay husband. lol.

[@Hood-Data]

Underrated comment

[@JoeS97756]

@@bpb5541 Your info is out of date. They have taken action and can no longer trade stocks, although doesn't go into effect for like 6 months.

[@SebaTarth]

I'm sure Bill Ackman is thrilled that Joseph Carlson called him a "decent investor". Wow!

[@nowonderfreebeats2587]

Decent! 😂

[@Car-guy307]

I expect makes a lot in management fees! What’s his performance like 😮

[@JosephCarlsonAfterHours]

There's only about 10 super investors out of a hundred I would say that about.

[@nowonderfreebeats2587]

@@JosephCarlsonAfterHours We love you Joseph I know I give you a hard time though but we love you!

[@flow2tech]

​@@JosephCarlsonAfterHours Not sure why u disagreed with the PayPal buy..It's been on a tear .

[@LocalGeezah]

32:10 other way around, right? He bought Microsoft.

[@sifallagui]

Absolutely

[@joshuarasam2162]

27:43 I think you got it wrong there. These filings aren’t updated till the reported date. So in this case it’s just for Sep 30.

[@pravbr]

Exactly Dorsey nailed applovin

[@Steve-yd1ze]

Yes his reported price was $130.55.

[@NO-TIME170]

They are out of thier mind! Plenty of fear mongering for years. I should have just been long NVDA and SPY and cash in from an epic bull run. With a predicted 'massive' rally . It makes me wonder if it's time to rebalance my 6-figure portfolio or maybe even consider some value additions.

[@AddilynTuffin]

Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a 10% loss. It's best if you consult with a fiduciary advisor to get informed buying & selling decisions.

[@JordanReam8186]

They're better investment strategies than moving to all cash waiting to deploy. Follow the S&P 500 by investing in ETFs like VOO, SPY, and SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors.

[@BBmbr89]

De-risk your portfolios, shore up your core holdings, and take some profits while balancing your portfolio allocations. I’d also suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a fiduciary to guide you, that’s what works for my wife and I. It's been 6 years now and we've made over 88% capital growth minus dividends.

[@CandiceHandelle]

@@BBmbr89 This is incredible. Could you recommend who you work with? I really could use some help at this moment.

[@BBmbr89]

I’m cautious about giving specific recommendations as everyone's situation varies. You may consider "Jennifer Leigh Hickman". I've worked with her for over 5 years now and I'd gladly commend her exemplary service on a public post.

[@martinf8153]

ASML Holding theory seems logical, a good time to take a position.

[@francescoonorato465]

There are political concerns around the capacity of asml to keep selling some machines in china

[@thebigbucktheory5488]

I thought you said ASMR

[@misterz3478]

Trump is gonna tariff the s*** out of china and possibly Europe, so ASML seems very risky despite their seemingly monopoly in EUV machines production ✌️

[@seniorkevin]

​@@francescoonorato465there are not. ASML can keep selling previous machines to china. No concerns nothing new

[@Zoutzuurtjes]

I also bought a small position. They do have a monopoly in EUV lithography

[@katielowen]

Joseph, I walked into Starbucks and said “I own this company (I have 1 share of stock)”, and they gave me free drink 😌☕️💰

[@Constantin6377]

Actually sick if true

[@harjasx]

please I Wana know if this is true or not?

[@James-v9j1j]

No one believes you

[@goldengoat4938]

Solid return on investment!

[@Duke6598]

Bs story

[@hkgenzou]

It's enticing to consider purchasing some stocks in this bull run. I'm contemplating investing more than $300k for retirement. While the bull run can generate short-term excitement, i also need long-term investment strategy.

[@cherry810803]

Index Funds & ETFs: 40-50%, Emerging Markets (e.g., VWO): 10-15%, Dividend Stocks: 10-20%, Growth Stocks/Small-Caps: 10-20%, REITs: 5-10% Remember to always work with a knowledgeable person in the financial market when starting out to avoid getting burnt.

[@flair0626]

I agree with you. As an early investor in NVDA, AVGO, ANSS, and PLTR, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.

[@Linda-pr]

Hey, I'm trying to find a certified one to boost my investments/portfolio, but it's tough online. Can I get a rec from you, since you know about this stuff?

[@flair0626]

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 ‘’Eleanor Bonnici Deskin’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

[@Linda-pr]

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

[@ΑνεστηςΘεοδωριδης-ψ5β]

Joseph, give us your thoughts on ASML

[@bladbimer]

I completely agree about McCormick. Personally, I also try to look for more affordable spice options since prices have gone up, and I tend to avoid McCormick for that reason.

[@donjohnson4368]

Joseph- could you show an annual chart performance for each of these funds please

[@NPatel-vk5sk]

I've been watching your video for over 3 years now. yours is one of the few YT channel that has remained informative, no BS channel, no fear mongering click baits, etc. I really appreciate it. Thanks!

[@LendrainResearch]

5:43 I dont think Buffet needs to give approval for this sort of small buys. Back in the days he already said his investment managers act autonomously and they are only talking to make sure that one doesnt know anything that the other might have overseen.

[@Xairos84]

Let's go! It's tough to find value buys in this climate

[@Roger-il8iw]

If Trump lowers corporate taxes again in 2025 than these prices will be cheap

[@msdinba]

In my area, having a pool makes it harder to sell a home.

[@TheBrownDoggie]

We bought our house because it had a pool. The kids loved it while growing up. Priceless memories!

[@christopherplessinger4664]

POOL is luxury company. Its not a company that does well in a downturn. They have no moat. Anyone can do much if what they do.

[@flobba123]

Im a simple man Stocks goes up i buy, Stocks goes nowhere i buy, Stocks go down i buy.

[@bpb5541]

I hope you are young... in your 20s. 30s at the oldest. ❤

[@joegeezly9613]

@@bpb5541 Why you tryna smash?

[@bpb5541]

@@joegeezly9613 no of course not... Just trying to warn. I think anyone over 40 years old can't afford to lose half of their portfolio value from the crash that is soon to be here. Now if you are younger than 40... you should buy more and more and more and more. That is what I meant. :).

[@joegeezly9613]

@@bpb5541 lol yes of course, I’m only kidding 😆

[@austinhorton6350]

I would recommend looking at Paul Tudor Jones as well. He’s one of those voices that you don’t hear from very much but when he speaks, the markets listen.

[@JenniferRosenburg-v6q]

AI stocks are currently experiencing volatility, but with the right strategy and analysis, there’s significant potential for gains. Bloomberg and other financial outlets have reported cases of individuals earning over $250K in just a matter of weeks or months. It’s clear that, there’s a wealth transfer taking place-provided you know where to focus your efforts.

[@KristensenJørgensen]

DCAing amongst various assets is a good strategy and can help reduce the impact of market volatility and thus a good strategy if you are looking to compound . However it is important to consider financial advisory when investing .

[@NatalieFormor]

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.

[@DanielOrstein]

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

[@NatalieFormor]

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.

[@Robbertskypes]

She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

[@SmileCentral]

Hi, what program do you use to look at these portfolio changes over time?

[@Roger-il8iw]

He uses m1 finance and has a program that he made as well. Check his links.

[@arevikbuduryan2271]

Valuesider

[@georgeballew3181]

Datorama is a great free one to see superinvestors

[@mdkamran2003]

Hi @Joseph What website or tool are you using to track their portfolios? Is it updated promptly after the 13f filings?

[@HenrikhTarjumanyan]

Valuesider Yes

[@racerx2580]

Also one holding I don't see in these portfolios, NVDA.

[@sam-r7w]

They're super investors for a reason..

[@Coda1850]

missed opportunity, plain & simple

[@davidp252]

BN is crazy cheap and nobody knows it. Let me explain. They own 72% of their asset management business. 25% of that business trades under the ticker BAM. BAM's market cap is $23B. But again, that's only 25% of that entire business. So it stands to follow that the entire business is worth about $92B. So then, what is 72% of that value, since BN owns that? $66B. But BN's entire market cap is $85B. So is the rest of BN really only worth $19B? No, it's worth multiples more than that. Even if we assume that BAM is overpriced by, say, 30%, it still is a massive mispricing for BN. This is because BN is complicated for people to dissect. But BN has entered into a deal to make the ticker BAM account for 100% of the business, and then for BN to take on 72% of those shares. This will make it far easier for the market to see the value that BN holds. Also, BN is moving headquarters to NY so they can qualify for inclusion in the biggest US indexes. The liquidity that will add is massive.

[@ЕленаФирсова-ц6м]

Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.

[@WilmaHochmuth]

I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second daughter. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks.

[@ЕленаФирсова-ц6м]

@@WilmaHochmuth Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. *MARGARET MOLLI ALVEY* ..

[@WilmaHochmuth]

@@ЕленаФирсова-ц6м Oh please I’d love that. Thanks!

[@ЕленаФирсова-ц6м]

*MARGARET MOLLI ALVEY*

[@ЕленаФирсова-ц6м]

Lookup with her name on the webpage.

[@benjamindavidson22]

For those moving cash from money market to other assets given the Fed pivot, what are some income-producing assets (not physical real estate) that you are prioritizing over the next year to offset your loss in income?

[@carolpaige2]

Dividend Stock and REITs. As interest going down, I think these two asset types are going to be more attractive. Besides getting dividend income, I expect them to get appreciation in value as well.

[@Johnlarry12]

Even if it just gives 4% dividend growth long term, long term inflation is just 3%. So, that’s still solid. As long as those divvies keep increasing, even in a recession, that’s what i need. I’m thinking huge percentage in SCHD, with smaller amounts in other areas not covered by the fund, like REITS and BDC’s.

[@frankbarnes22]

This is why I entrusted a fiduciary with my investmnt decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to over $850k. My personal best so far

[@scottarmstrong11]

I could really use the expertise of this advsors

[@frankbarnes22]

My CFA Carol Vivian Constable, 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.

[@riumudamc4686]

Should Stan Druckenmiller, Seth Klarman, and Howard Marks be considered top 10 investors?

[@lasombra325]

I would like to know why they don't own Nvidia or Taiwan or Palantir???

[@dominikfrommel7906]

They dont buy into hype

[@TK-gd9td]

Because at their level of wealth it’s not about necessarily growing it at insane rates with gambles. It’s about not having a year where you lose so much that you fall behind compared to other big funds and the index. They been doing this through many bull markets and busts

[@dimkovskigoce]

Can you cover once Stanley Druckenmiler

[@rafasan123]

Just curious… what website do you use to view the investors portfolio?

[@JacobB-hh9sy]

I've been researching Brookfield recently. I like what I see so far.

[@svenhodaka9145]

BN is kind of a sleeper, but it performs very well. I’ve been impressed📈😁

[@serge2039]

Look at their preferred shares BPYPN/PM Trading at 50% discount today with face value at $25 paying great yields while you wait.

[@TK-ui2jg]

Our pool construction started today. Took out some gains to pay in cash. Lmao buffet is genius.

[@alexfed1593]

Hi, thanks for always good information. Where ican find what exactly in those big investors portfolio are?

[@shakenbake11]

What are you using to see the fund holdings?

[@HenrikhTarjumanyan]

Valuesider free website

[@brianbirnbaum9760]

Saying it was a mistake for selling some before it went up more is simply nonsense.

[@JosephCarlsonAfterHours]

Buffett himself said it was a mistake to sell Apple during that time period in a shareholder meeting.

[@msurya5279]

0:32 list of investors whom you should not follow to make your investments. Great video but never copy their portfolio stocks.

[@Blittsplitt5]

Thoughts on Visa going forward? I know you say it's a compounding machine, but the gains look kinda dicey the last year and recently. Should I add it to the portfolio?

[@TheDividendInvestorCPA]

BN is my largest holding by far - 18 time price to cash flow for cash flows projected to grow at 15%- 20% annually for the next five years is very compelling

[@mariolancellotti5417]

I'm DCAing into it rn.

[@patriciapeever9560]

THANKYOU I especially enjoy listening to "WHAT THE SUPER INVESTORS ARE DOING",..LOVE THIS,....

[@jaybanks8211]

Joseph, I'm curious to know your qualms about Pat Dorsey holding PAYPAL 28:58?

[@Franz120156]

Can you include Stan Druckenmiller in your next review? Thanks

[@joaquimcevallosmorales8944]

He can't, he won't understand a guy that is humble, admittedly uses TA and gets in and out of positions after a good gain or to cut a loss. A guy that has had no negative returns ever on a natural year. Simply put, the best of the best playing in another league. You better check the recent interview by the Norwegian Fund manager - pure gold

[@nomansiddiqi1790]

I think Druckenmiller should be in the goat conversation.

[@AndrejBuday]

What is the name of site Joseph is using for individual graphs of tickers sizes in F13 filing? It is not Qualtrim, the other one.

[@HenrikhTarjumanyan]

Valuesider

[@texasbuzzard4970]

Hey Joseph! Would love to see you do a deeper dive into BN. Majority of these super investors are holding it or adding to their positions. I recently started watching Daniel Pronk’s videos about it and started my position about 3 months ago. Have you considered adding it? Or is it kinda like GE where it’s too complicated of a business ?

[@FrankBenjamin-l3b]

!!Elon Musk has played a major role in the campaign, especially in sectors like energy and automotive. With Trump winning, there's uncertainty, as the market has been full of surprises. It's wise to follow professional advice.

[@JoyBernie-u5g]

already, I can see wild swings in the market due to the trump win. I am really confused on how I can make gains on my $500,000 on these market movements without any loss to my money.

[@MikeLucy-y9j]

Agreed, I'm in line with having an advisor oversee my day-to-day investing because my job doesn't permit me the time to analyze stocks myself. Thankfully, my portfolio is well-diversified and has just 5X'd in 5 years, summing up nearly $2.7M as of today.

[@LoveKen-c3q]

This is huge! Your advisor must be grade A. Mind sharing more info, please? I'm in dire need of proper asset allocation.

[@MikeLucy-y9j]

Adriana katherine holds the credit of being crucial about the mrkt and also a knowledgeable to be proud of

[@ChrisBen-i2p]

The market will always undergo changes and various challenges, so if you want fo reach your goals , you have to be really focused and do your due diligence. Also having a financial consultant like Adriana

[@LeviRobinson270]

I'm favoured, $60k every week! I can now give back to the locals in my community and also support God's work and the church. God bless America..

[@OliveLeee]

Assets that can make one successful in life

[@OliveLeee]

I. Forex 2.Stocks 3.Shares

[@OliveLeee]

forex is profitable and lucrative investment online

[@AroShyti501]

You are right.

[@AroShyti501]

But I don't know why people remain poor due to ignorance

[@hanji123]

What do you think about Stanley Druckenmiller? He's famous among Korean investors and KZbinrs (I'm Korean), but not among US investors. So curious

[@harry3balls]

He has been popping up on my feed more and more as well lately! Do you have any recommendations to watch/read of him? Would love to get to know him a little better as well (I'm Dutch)

[@socho2624]

He is famous in Korea bcuz everybody likes his last name and they can identify with it. They also love Jacky Chan movie “Drunken Monk”. Anything that has “Drink or drunken”, they love it.

[@prat-man]

Is this true? LoL

[@providencez9496]

Stanley best trade to me is shorting bonds. New administration will change things and every change typically is not free and need $. With the country already in deficit. US will need issue more bonds which they already did alot. So it will rise yields further.

[@international_dividend]

Those that FOMOed into ULTA are now selling to buy Domino's and Pool.

[@providencez9496]

Most FOMOed is still holding the bag. The gap is still there

[@international_dividend]

@providencez9496 Same with those that FOMOed Occidental (whose price is now looking attractive)

[@GolfTennisGuitarSong]

I dont understand Sirius XM, Most people now listen to You tube in their car...

[@Mrmike-g7p]

Thank you for your videos mate.... With Trump's presidency, economic shifts are expected to be significant, especially given the current recession and the potential impact of future rate cuts. Although rate cuts might not boost inflation as hoped, they may lead banks to further restrict consumer and corporate lending, contributing to a deflationary period for various assets. This environment could result in declining stock values, retail and housing sales, and rising unemployment due to layoffs. For investors, a diversified portfolio especially with stocks and cryptocurrencies offers some protection, serving as a hedge amid volatility. Both long- and short-term trading strategies can help manage risks, providing stability as markets adjust. I have managed to grow a nest egg of around 130k to a decent 632k in the space of a few months... I'm especially grateful to Harry's Dent., whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape..

[@Mrmike-g7p]

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

[@Mrmike-g7p]

@HarrysDent.

[@DucTung-go4uw]

I checked the name online and was able to find him, thanks.

[@RobertBlankenship415]

The internet is filled with so many useful information about Harry s Dent crypto….

[@BrentPBurgos]

Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Harry’s Dent insights.

[@nishnosh]

Been waiting 4 days for this notification! 🤪😂

[@snagboi]

💦💦💦

[@Username18981]

Domino's looks like a food based autozone. I don't care for the company but the stock price management is respectable.

[@R10_114]

Maybe the Buffett stamp is no longer valid as it used to be. Consider Ulta, this is the first time seeing him buy a company then selling immediately in the next quarter. The buffett stamp used to be in companies that he holds for years and years, but now it’s nothing.

[@mikebowman6454]

he did that with tsm as well

[@velmar3488]

Thoughts on ADBE? Down year to date and seems to be adapting to the AI movement.

[@lastdance903]

What’s the url of the super investors holding web?

[@arevikbuduryan2271]

Valuesider

[@sirog]

TCI weights on that website are wrong and they also own Aena, Airbus, Cellnex, Safran and Vinci (14 names in total) - loving the show, keep it up!

[@tiwarivikram]

As always - thanks for shedding light on threes super investors and their investment. Thanks Joe! You are awesome!

[@julian-Boes]

Not my first time saying this, but isn't ASML a good pick and buy for you? A better monopoly than this on arguably the most important sector of the near/medium term future is unfindable

[@jacekmyrcha5085]

thank you for yet another reasonable view of what other big investors do !

[@JustAnotherHuman33]

I got rid of apple 3 years ago it was a good pick for a long time, but it's overpriced, and the company isn't doing enough to rise above that

[@jordanlockwood2309]

The prodigal son returns

[@thegrizzlyfamily1374]

Cue up the music

[@Jonjonjonnoj]

​@@thegrizzlyfamily1374his next move will be toast

[@katielowen]

*The Prodigal Stunna😏💯

[@UziBert1997]

Babe wake up! Joseph posted a video without AI voice!

[@run_juan_run]

Lol

[@caseydresselhouse2456]

Domino's pizza is HORRIBLE. worst pizza I have ever had

[@racerx2580]

Gotta agree lol. Maybe they will change but yeah lol. But If the masses like it then growth will be there as well gains in the stock.

[@dr.derekrobinson1920]

Hm, my wife and I love our local Domino's lol. To each their own!

[@ccrow3355]

Dominoes is one of the few places I can get a meal for under 10$ and I like it. Its good for poor people

[@goodToons007]

Why do they not own costco?

[@PASCALDAB]

There are lots of mixed opinions about stocks and there projection in the next coming years, I aim for short term solid gains from market correction and I'd definitely jump on the boat if I knew a thing or two about day-trading. I'm just looking for the right moves to grow and hedge my stagnant reserve of $490k from inflation.

[@SeanTalkoff]

Concentrate on two main objectives. First, keep yourself safe by knowing when to sell stocks in order to limit losses and maximize gains. Second, get ready to benefit from market changes. I advise consulting a Financial Consultant or other professional for advice.

[@Tonyrobs2]

Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $235k to $690k despite inflation.

[@DonaldStokes-p]

@@Tonyrobs2 How can I reach this advisers of yours? because I'm seeking for a more effective investment approach on my savings?

[@Tonyrobs2]

Sharon Ann Meny, is the licensed advisor I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.

[@DonaldStokes-p]

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.

[@Purrre]

What about Nancy Pelosi

[@Madridstrat]

A lot of news have been going on about a rally after the election, urging investors to watch out for stocks that would be experiencing significant growth. Any idea which stocks to put on my watchlist?

[@LegitParker]

Would love your thoughts on Autodesk

[@jaqueitch]

Buffet probably thought Paramount would have had a hostile takeover or similar

[@TheLaxr1]

What’s the software here or the website?

[@brianbirnbaum9760]

If you’re a long term investor why are you obsessing over what price they paid during a given quarter? Your time horizon seems just as short as the rest.

[@elfigos1631]

Long term investor doesnt mean brainless investor, you go long term but you still have to use the brain.

[@nczioox1116]

How much of this is end of year tax selling though? Im still bearish on 2025 but taking this with a grain of salt

[@nagarajamanabotula6785]

Ackman sold his NFLX some time back . Now NFLX is double the price what he sold for. It is not good Idea to take into account while buying the positions based on what these billionaires buy

[@mikebowman6454]

I think its more like 4 times the price he sold for

[@providencez9496]

So will NKE drop 4 x where he bought ? Haha

[@Ray-iz7tv]

Great video thank you. Very detailed and insightful.

[@Dragon-up6rb]

Thx, that’s brilliant update, I love it 🥰

[@ColbyBarradas]

What's wrong with paypal?

[@JS-rg7vo]

its a dying boomer company . noone uses it anymore . im a gen z

[@jamesandersonwalsh]

Joseph I think you should give Ally another look. The value prop of Ally is that they don't have the same overhead as a traditional brick and mortar bank, and they've also benefitted from the used car market and new car prices being sky high. They've also beaten on EPS the entirety of 2024, when its arguably been the trickiest it's ever been to lend.

[@Raghavan-k1y]

Joseph, thanks for the video. Y do u think investment in PayPal is questionable? Think that's the only company called out as questionable company, in the entire list of super investor companies you have covered.

[@tmn15]

Hey Joseph - can you incorporate super investors' holdings into Qualtrim?

[@GP-fw8hn]

I had POOL. got out with small profit. I think it’s too exposed to any sort of economic weakening. I would buy back in at around 25-30% lower

[@abc18792]

I'm sure Buffett didn't buy Ulta Beauty, he is not wasting his time allocating 0.5% of his portfolio, those are the other guys that will eventually run the company trying to justify their wages

[@trodg]

I doubt buffet does a lot these days, hes very old

[@Roger-il8iw]

Buffets goal is not growth anymore, it’s capital preservation. He’s been very clear about this. Interest rates are still high. He’s in cash because of the rates, not because of the market in my opinion.

[@providencez9496]

His only way of growth is to buy big cap companies when crisis hit else it would be a waste of time and it wouldn't move Berkshire needle

[@HarshDua-x8g]

Isn't pool a good economy time investment, if he thinks economy will drop, then why will people install pools.

[@alburu9528]

PayPal questionable? Why is that ? I think PayPal will do amazing in the next 2 years compared with your stocks that already gained a lot ....

[@southrichmondtofl]

Who uses PayPal?

[@erdalkose4515]

Paypal is great payment app. Buy now pay 30 days later! Use it all the time.

[@andreaisonline]

Exactly, +38% YTD

[@hatter1179]

@@southrichmondtoflalmost everyone I know. Including myself.

[@TheBrownDoggie]

@@southrichmondtofl Just bought a bunch of stuff from South Korea using Paypal. It was the only payment option.

[@김건우-u2f]

I really want to know what site this is!!!!

[@arevikbuduryan2271]

Valuesider

[@HenrikhTarjumanyan]

Valuesider

[@Danikaash]

As always, a great analysis. Newcomers often wonder if it's too late to navigate the financial market, but the market is always unpredictable. Trading has more advantages than simply holding, so it's important to learn before diving in. Active trades are necessary to ride the market's waves. Thanks to Jason Lunvo Rodriguez insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead!

[@JoefryAnders]

he mostly interacts on Telegrams, using the user-name

[@JoefryAnders]

@jasonrodrigueztrades

[@JenniferAniston-u9o]

So nice to see Jason Lunvo Rodriguez about here,his good works are speaking already, and like wide fire he's spreading.

[@muhammadufarouk]

thanks for sharing mate, needed the information.

[@BunnyJackson-d3p]

What impresses me most about lunvo is how well he explains basic concept of winning before actually letting you use he trade signals. This goes a long way to ensure winning trades.

[@michaelschiemer3]

Overall, 51% of traders anticipate that this year will be favorable for stocks, mutual funds, and other equity-based investments, despite the high returns currently offered by Treasury yields and other safer, cash-like options. I’m actively seeking market opportunities that could generate $1 million ahead of my retirement target in 2025.

[@Aarrenrhonda3]

Trading and earning is actually not that hard. The strategies are just rigorous for the regular-Joe but are most successfully carried out by pros who have had a great deal of skillset/knowledge

[@Pconradsmith]

Absolutely. Having the right financial planner is critical. My portfolio is strategically diversified for all market conditions, and it recently achieved a 90% increase since early last year. My CFP and I are aiming for a seven-figure goal, though it may take until Q1 2025.

[@CindyValenti]

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

[@Pconradsmith]

Annette Christine Conte is the licensed advisor I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.

[@CindyValenti]

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

[@no-jm4tz]

I don't care what these "superstar" investors think, they're only human and many of them are old as dirt. Trick is to think for yourself.

[@brianofeire89]

I am trimming my Palantir shares today to buy some Nike. Not selling out, but selling 100 shares to get Nike instead.

[@dimitrismatthes2712]

bn is really doing an amazing job creating share holder value but I still find it a difficult business to follow along.

[@zachsalmon6936]

Great video. These trades are for 3q2024. So activity is from July-September. None of these trades happened within the past few weeks. Love what you do man

[@rodrain2]

I never noticed until you mentioned it and I looked in my cabinet and the majority of my spices are mccormick. 😂

[@Pryflex]

Did you buy Oatly?

[@robertkrok8779]

The portfolio update might be from November 14th, but this is only the publication date. The portfolio state is from the end of Q3, so it is a bit delayed.

[@aaronquadd3019]

Waiting for this today. I was reading about Buffett and Ackman earlier today

[@Cmpct3]

The phrase "All Roads Lead To Rome" is irrelevent in the Space Age. Parcels can be dropped on our doorsteps. Life won't shift us to The Colesseum if it can shift us into space.

[@SophiaTurner-im6cg]

Markets are turbulent, but opportunities often come during uncertainty. I'm focusing on value stocks and diversifying with Bitcoin, especially after its recent rise. Timing the market is tough, but staying informed and patient might pay off in the long run.

[@phuc2583]

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

[@gurb6901]

That's why I work with one. My $520K portfolio is well-prepared for all market conditions, having grown 85% since early last year. My advisor and I are planning for this year too. In my opinion, financial advisors are among the most important professionals, just like doctors.

[@RebelMusic666]

I could really use the expertise of an advisor like that.

[@gurb6901]

Her name is “Kenia Giordani Borges”. You can research her name to find the necessary details and set up an appointment.

[@RebelMusic666]

Thanks! After reviewing her credentials, I'm impressed too. I've scheduled a call with her for advice.

[@MuhammadKeita94]

Great analysis as always

[@chetrichards-m6z]

This is very inspiring. I'm working on my dream and still feel like nothing working out right. This video made me motivated to move forward. When I was 24, my company hired a consultant to give us retirement planning advice, and I had just started saving. The class, called "Starting Strong," recommended investing in a target retirement fund aligned with my 65th birthday. That was 20 years ago, and it's the only investment I've made. What other ways can I grow my finances?

[@amjj7303]

You are awesome. I’m thinking about joining your Patreon, but I have so little time with my business. Please say “has RUN” not “has ran.” Otherwise perfect KZbin channel!😊🎉

[@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.

[@JacobsErick-u8r]

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]

People often overlook the value of financial advisors until they experience the downside of emotional decision-making. I recall a few summers ago, after a difficult divorce, when I needed help reviving my struggling business. I did some research and found a licensed advisor who worked diligently to grow my reserves, even amid inflation. As a result, my reserves grew from $285k to around $720k.

[@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]

My CFA ’ Sophia Maurine Lanting’ , 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.

[@sharonwinson-m8g]

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.