Afleveringen
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00:00 Intro
02:00 Google Buying Wiz
13:25 Market Continues Downward
15:41 Zoox Robotaxi Expansion
20:48 Mark Rober Vs Tesla
39:17 Costco Pressures Chinese Suppliers
43:18 Analysts Upgrade Netflix
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00:00 Introduction
04:21 Apple
07:25 Google
10:18 Costco
14:09 FICO
16:48 Amazon
20:30 S&P Global
21:30 Texas Roadhouse
24:35 Moody's
25:25 Palantir
27:45 ASML
29:34 Salesforce
31:15 Microsoft
33:25 VICI
33:50 Mastercard
36:00 Uber
38:15 Intuit
39:56 Booking Holdings
43:10 Netflix
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Zijn er afleveringen die ontbreken?
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00:00 Introduction
03:37 Booking Holdings Results
06:10 Texas Roadhouse Results
08:16 Dominos Results
08:49 Hims Earnings
15:06 Home Depot & Lowes Earnings
16:40 Intuit Earnings
21:01 Salesforce Earnings
27:00 Nvidia Earnings
31:53 Apple $500b investment
36:53 Microsoft Cancels Data Leases
38:34 Streaming Is Taking Over Cable
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We look at the portfolio updates from Dev Kantesaria, Bill Ackman, Buffett, Michael Burry, and Chuck Akre.
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This is part 1 of the super investor 13f reviews.
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00:00 Intro
02:43 Why Everyone Is Selling Big Tech
16:46 Expedia & Booking Holdings
17:50 Bill Ackman Buys Uber
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Apple, Microsoft, Meta, Tesla, ASML, all report earnings this week.
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This marks the most significant investment announced into American infrastructure. But this ambitious goal faces big challenges.
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00:00 Intro
01:59 Netflix Earnings
08:31 Ally Financial Earnings
10:37 FICO Earnings
12:00 Intel Earnings
12:47 American Express Earnings
12:56 The Impacts of Trump Tariffs
19:00 Walgreens vs Fridge Door Company
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00:00 Intro
02:50 The Market Sell Off
05:01 ASML
07:50 Google
13:14 Amazon
16:40 S&P Global
19:08 Uber
22:12 Nike
24:40 AMAT
26:04 AMD
28:00 Booking Holdings
31:22 Intuit
34:45 Terry Smith Investment Letter
43:03 TikTok Ban
45:19 Reaction To Gambler
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00:00 Intro
02:35 The Future Of AI
16:40 Buying The Dip In ASML
24:30 Mark Zuckerberg Joins Trump
29:30 Disney Buys Fubo
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00:00 Intro
02:04 Alibaba
05:37 Google
06:45 ASML
09:50 Berkshire Hathaway
14:02 Citigroup
16:10 Everest Group
18:45 LVMH
19:33 Moderna
21:31 SLB
22:25 Uber
27:43 Netflix NFL Stream
30:57 Microsoft Forces Copilot
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I rank 22 of the most popular stocks by their free cash flow profile.
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As stocks hit all time highs we take a look at Jeff Bezos involvement with Amazon.
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00:00 Intro
02:45 Qualtrim Free Trial
03:11 Amazon's Push Into AI Deepens
22:24 Salesforce Stock Jumps 11%
33:05 Texas Roadhouse Gets Free Ads
34:23 UNH Executive Attacked
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00:00 Intro
02:40 Signs Of The Market Top
19:19 Target 20% Sell Off
21:08 Netflix Mike Tyson Jake Paul Event
23:09 Google Selling Google Chrome
25:19 Congress vs Visa & Mastercard
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00:00 Intro
00:55 Warren Buffett
11:35 Bill Ackman
16:26 Terry Smith
18:50 Dev Kantesaria
25:18 Josh Tarasoff
26:40 Pat Dorsey
29:06 Polen Capital
31:00 Chris Hohn
32:45 Michael Burry
34:15 AltaRock
35:40 Chuck Akre
38:11 Conclusion and Warnings
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00:00 Intro
01:18 Best Stocks In 2024
20:30 Spotify Earnings Analysis
23:30 Apple Next Big Device
25:33 Amazon's New Discount Store
28:05 Disney Earnings Preview
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00:00 Intro
02:00 Salesforce Stock Surges
13:00 Netflix Shifts To Live Streaming
15:50 Bitcoin New High
18:41 Take Two CEO on AI
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We examine the biggest winners and losers of the past week.
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