Joseph Carlson

In this episode of the Joseph Carlson Show, the host discusses his recent investment decision to sell his entire position in Canadian Pacific and invest $27,000 in Google stock just before its earnings report. He believes that Google's undervaluation and strong growth prospects, particularly in AI and cloud services, present a compelling opportunity for investors despite recent price increases.

In this episode of the Joseph Carlson Show, we analyze the recent earnings reports from major companies, including a standout performance from Texas Roadhouse and a significant boost for Tesla, whose stock surged 20% after its latest quarterly results. We also discuss the implications of a provocative Wall Street Journal article about Elon Musk's alleged conversations with Vladimir Putin and explore Microsoft's strategy surrounding the launch of the new Call of Duty game.

In this video, we explore five stocks that are ideal for a long-term buy-and-hold strategy, focusing on companies with a durable competitive advantage. Discover why Microsoft, Costco, Berkshire Hathaway, S&P Global, and Visa stand out as investments that could be held for a lifetime, even amidst the growing challenges in the stock market.

In this episode of the Joseph Carlson Show, we explore the current overvaluation of the stock market, analyzing key metrics like PE ratios and the contrasting opinions of market experts regarding future trends. Additionally, we dive into recent developments including the impact of the China trade, significant port strikes affecting inflation, and the controversial use of Meta's AI glasses for potential privacy invasions.

In today's episode of the Jose Carlson Show, we discuss the current state of the stock market, where Tom Lee predicts the next couple of months may resemble a coin flip despite a strong performance so far this year. We also explore recent news on Costco’s earnings, the dynamics surrounding big tech valuations, and the ongoing controversies in the corporate world, all while emphasizing the importance of maintaining a sound investment strategy amid uncertainty.

In this episode of the Joseph Carlson Show, Joseph celebrates reaching an all-time high in his portfolio and discusses significant market developments, including the Federal Reserve's interest rate cut and Amazon's new AI tools for sellers. He shares insights on major companies like Texas Roadhouse, Costco, and Walmart, along with tips on maintaining a disciplined investment strategy while navigating the current market excitement.

In this video, Joseph Carlson shares how he built a $750,000 monster dividend portfolio, detailing annual income projections, the evolution of his investment strategies, and the performance of each holding. He also discusses recent news affecting major companies like Adobe and MasterCard, offering insights into the broader market landscape and how dividends contribute to portfolio growth.

In this video, the host reviews their extensive $700,000 stock portfolio amidst a declining market, focusing on the performance and investment theses of various companies they've chosen to hold onto, including market leaders like S&P Global, MasterCard, and Costco. With detailed insights into each company's strengths and market strategies, the episode serves as a comprehensive guide for long-term investing, emphasizing the importance of staying committed to high-quality assets even in turbulent times.

In this video, we analyze NVIDIA's surprising earnings report, which showed strong growth yet resulted in a 5% stock decline, and discuss the company's shifting expectations as its growth rate begins to decelerate. Additionally, we cover earnings reports from Salesforce and CrowdStrike, recent news about Mark Zuckerberg's acknowledgment of past censorship practices, and the downfall of Peloton's former CEO.

In this episode of the Joseph Carlson show, the host discusses his portfolio's impressive growth, highlighting key stock performances including notable gains from Costco, Microsoft, and Moody's. Additionally, he reviews three companies he is actively purchasing—Booking Holdings, Salesforce, and Intuit—while also addressing significant news stories related to Disney, Carl Icahn, and MasterCard's workforce adjustments.

In this episode of the Joseph Carlson Show, the Department of Justice's recent ruling officially classifies Google as an illegal monopoly, impacting not only the tech giant but also its business partnerships, primarily with Apple. The video dives deep into the implications of this ruling, potential remedies, and how it may affect competition in the search engine market.

In this episode of the Joseph Carlson Show, the host analyzes Microsoft's recent earnings report, revealing a 5.9% drop in stock price due to weaker-than-expected cloud growth despite positive overall numbers. The video also covers other companies' earnings, including Texas Roadhouse and PayPal, while discussing investment strategies and the broader implications of ongoing market performance.

In this episode of the Joseph Carlson Show, the stock market faces a continuing sell-off, particularly impacting tech shares, as the host discusses his recent decision to exit his position in Chipotle and the implications for the food industry amid intensifying competition. The video also covers key earnings reports, including Netflix's subscriber growth, Amazon's record Prime Day sales, and an unexpected fossil acquisition by billionaire Ken Griffin, providing insight into market dynamics and personal investment strategies.

In this episode of the Joseph Carlson Show, the host explores the significant rise of NVIDIA's stock, which has contributed to a substantial portion of the S&P 500's gains, while also presenting a bear case on the company's high-risk investment potential. He emphasizes the importance of cautious analysis for retail investors flocking to NVIDIA amid concerns about possible overbuilt AI infrastructure and the sustainability of its phenomenal growth rates.