Try out the Patreon here: www.patreon.com/josephcarlson The Patreon has grown to 6,000 members because of the very low price, the full access to Qualtrim.com, hundreds of exclusive videos and more every week, the great investment community, and of course the ability to try it out risk free before ever paying a dime. Free Investing Philosophy Presentation: www.dropbox.com/scl/fi/vrtexx5dnv06npg1oatrn/Joseph-Carlson-Investment-Philosophy.pdf?rlkey=hsyb4c3ttf6nuvo3gknteyav9&dl=0 Patreon includes: Over 100 exclusive videos, and new ones every week. Full access to Qualtrim.com, the stock analysis website I built from the ground up Transparent portfolio updates, with every buy and sell I do, as well as monthly one-pager updates. Access to the Joseph Carlson Show private discord community, with 6,000 members The patreon comes with a free trial. You take no risk by signing up.
I believe investors should focus on under-the-radar stocks, especially given the present rollercoaster nature of the stock market. 35% of my $270,000 portfolio consists of collapsing stocks that were previously respected, and I don't know where to go from here.
To tackle investment risks, the safest approach is to diversify across various asset classes, such as bonds, real estate, and international stocks, to minimize the impact of a market meltdown. Seeking expert guidance is essential.
Many people underestimate the value of advisers until they experience burnout. After a challenging divorce a few summers ago, I sought out a highly qualified licensed advisor. Her guidance has been invaluable in keeping my company afloat and thriving, despite inflation.
how can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success??
“Carol Vivian Constable” 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..
I just googled her and I'm really impressed with her credentials; I reached out to her since l need all the assistance l can get. I just scheduled a caII.
To my understanding this just proves how much we need an edged as an investors because playing the market like everyone else just isn’t good enough. I’ve been quite ensured about investing in this current market and at the same time I feel it’s the best time to get started on the market, what are your thoughts?!
I can’t focus on the long run when I should be retiring in 3yrs ,you see I’ve got a good companies in my portfolio and a good amount invested, but my profits has been stalling, does it mean this unstable market doesn’t provide any calculated risky opportunities to make profits?
There are a lot of strategies to make tongue wetting profits especially in a down market but such sophisticated trades can only be carried out by proper market experts.
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.
How can I reach out to this coach? Because I’m seeking for a more effective investment approach how good is this person at portfolio diversification, particularly with regards to digital assets?
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.
Air B N Bubble is real imo. Too many greenhorns jumped into buying properties just to try and milk the cash cow. I'm sure the big hike in insurance and property taxes are making alot of them feel the heat. Plus fewer customers want to pay for cleaning fees and have less disposable income because of Mr President #46 lmao
@@dogelife7901also you dont have to clean up the room or put the towels into washer and you get free breakfast as well at most hotels as well. 😂😂Airbnb will die soon if they keep the cleaning and other fees sky high
19:10 Another risk to Airbnb besides the complaint from people in the neighborhood is that it is also problematic for the housing market. Because Airbnb properties are not available for long term rent or come onto the market as for sale. There the availability of homes for living basically goes down which drives prices up. Destabilizing the housing market in areas where Airbnb is very present. London is the city with the most airbnbs like 50k I believe. That means there could potentially be 50k places to live but are instead used for short term rents. (Assuming that they’re all apartments. There are also just room airbnbs of course)
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
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.
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.
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
It seems certain stocks are undervalued, flying under the radar despite their potential. You can't help but wonder when the market will recognize their true worth. How can I invest 150K wisely to ensure future security of my portfolio?
It's frustrating when market inefficiencies persist, particularly with undervalued stocks. Consider consulting an advisor for smarter investing decisions.
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 9%. 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.
*Jennifer Leigh Hickman* is the licensed advisor I use. Just search the name. You’d find a webpage and necessary details to work with to set up an appointment.
Both outstanding business . Fore sure Asml . One of my biggest gainer in my portfolio and for sure holding it for the next 10 years at least . Like kkr , I love these in my portfolio
I'd be interested to see the performance by dividend income for all of these players vs the S&P 500 too. Can it safeguard and grow $370k cash reserve for next 2 years at no risk?
I think you're better off with majority investment in S&P500 and uprising equities cos they always outperform. Alternatively speaking to a certified market strategist can help with pointers on which to acquire
Exactly, a good number of people discredit the effectiveness of financial advisor, but over the past 7years, I’ve had a financial advisor consistently restructure and diversify my portfolio and I’ve made over $3 million in gains… might not be a lot but i'm financially secure and that's fine by me
"Unknown visitors" is not the problem cities have with Airbnb, the problem is lack of homes for locals, while renters favor the more profitable short term stays for foreigners. It drives rents up and long term home availability for locals inside cities almost impossible. The government does not care strangers show up in a home LOL. That's not the issue. Plus the same issues with Uber about not being as regulated as official hotels (in uber's case as official taxis)
Yes, many local governments do care because people care. I have seen local governments enact rules against airbnb after complaints that random new people showing up every day with multiple vehicles that take up parking on busy streets. The biggest issues always revolved around additional traffic and parking. This is the same reason many local governments have regulations against home businesses like day cares being ran out of people's homes - too much traffic and not enough parking.
@@JosephCarlsonShow I'm not saying that's not an issue. But that's a minor issue compared to the real issue I explained before. Please see/listen the video you used as screenshot in yours "is Airbnb ruining communities". I don't think you watched it when you used that image to explain " the problem with Airbnb"
@@JosephCarlsonShowI live in a tourism town and can confirm AirBnB is a big issue for locals anywhere touristy or popular. It makes finding a home for locals impossible.
I like Uber, I'm just bit too afraid of what European Union is gonna come up with when it comes to the regulations of this company. I drive the Uber regularly and find it extremely good service, but regardless of aforementioned lackluster in terms of flipping a ride-sharing business, there are growing competitors already in Europe. I think over the long run they might lose against some new competitor that will be cheaper in the poorer part of Europe. Already in some countries Uber faces smaller but less restricted in terms of working (side gigs v. full time job) competitor such as Estonian Bolt. On top of that, a lot of big cities will struggle with Uber due to regulations with the cars and pollution in the upcoming future. Already Uber was forced to leave Hungary due to the Taxi-Drivers strikes in terms of fair regulations. It is a complicated business in the Europe.
VICI sold down big today. There's nothing fundamentally wrong with the company but the new inflation report suggested that interest rate cuts may not happen this year. I'm not in a big hurry to do anything with VICI so as of now i'm just holding it.
I own Vici and happy to add more but like Joe said if rated don’t go down till maybe july the earliest I’d rather buy closer to when rates drop and right now that doesn’t seem soon
Please Is NVIDIA and Bitcoin a safe buy to outperform the market this year? I'm tired of these new buys every week, just to make up some assets with low percentage on my $260k portfolio and try to keep everything around 20%.
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $610k portfolio surged, yielding an annualized gain of 28%.
Tenley Megan Amerson'' 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.
Love your videos but for the sake of your listeners… You are mistaken on CRWD vs PANW… the platformization has already happened and PANW is already playing catch-up to CRWD. Read the earnings transcripts… see who has become increasingly more cash flow positive… who offers multiple modules and is already consolidating the market. There is a reason that while PANW was selling their future “platformization” vision and stock crashed; CRWD jumped. Have looked into both. Leader is already CRWD. It’s Ferrari vs Volkswagen… which is also why CRWD can enforce pricing power. CRWD is more expensive but I continue to hold. Hope you look into it. Much love
O is very large and has to make huge acquisitions to move the needle. VICI is interesting because their CEO believes only in accretive investments that can make money right away and into the future and they have room to grow, also basically piling into "experiential" real estate making them a unique REIT. Like Devin mentioned, interest rates being high for a long period usually tanks REITS. But Joseph seems to have nearly abandoned any talk of income investing and that's what O and VICI essentially are, just regular dividend payers.
Joesph produces some of the most digestible, yet valuable finance content. I’ve been a subscriber for over a year, cannot recommend your channel enough, thank you for everything you do!
ZTS or Zoetis seems to tick all your boxes for "compounding machine" (except for being a pharmaceutical stock) Rev/EPS/FCF growth, big margin and margin expansion, share buybacks, high margins, very MOATy/monopolistic... would like to hear your take on Zoetis!
FICO and CSU have been on my watchlist forever. At some point, I will probably just bite the bullet and make an initial purchase even thought they ALWAYS seem overpriced.
I have the same issue with costco and i been eying it since it was at $680 now it close to 900 (cad) and now im like well shit do I just get it and open to losing more money for potential gains the gamble of every investment
Constellation buys software companies, inserts management, leans them out, moves on to the next. Software has natural high margins. They get rid of the bloat then reap the margins.
Glad you are finaly talking about Airbnb. The risk related to new regulation has been talked about since the very beginning of Airbnb. The reality is most residential areas, its is already illegal to have a short term rental. They are zonage law in place almost everywhere. Most Airbnbs are fully legals and have permit which can not be taken away. I personnaly own and operate short term rentals, my permit are the same as a hotel permit. I am growing my revenu every year by both adding units and optimising my current unit and this is the growth we can see Airbnb enjoying year after year. I personnaly think its the best stock to own at the moment. Similar to investing in Apple during the crisis of 2009.
I first bought Uber on December 27, 2019 @ $30. 3 months later, I bought it at the dip at $19. And last buy was March of 2022. My cost avg is $26. For now, I'm comfortable with my position size and won't look to add more.
A thing to do is to buy a small portion in a stock if you think it is expensive currently. But you can see that the business is super valuable and the business model is solid and they earn money and so on. But a small portion, if it falls. Buy more. Don't stay out of the market.
I only have lmn and toi but they are both ahead of csu ytd. Basically all the same but lmn and toi are fairly new and cost way less per share that's why I didn't buy csu.
Didn't PANW have a sell off following and earnings report recently? Might be a time to consider selling some put options if you are willing to own (at slight discount to current prices) or maybe a short put spread for downside protection and let it ride out and see if current levels hold maybe even rebound some.
Finally giving CSU a shout, good one. It's all about the size of the acquisitions, a good price tag and NOT chasing synergies. They care about niche, they care about margin and they care about moat. The Swedish serial acquirers scene has taken this message to heart, and have a bunch of mini CSU:s owning the market right now, proving that you can grow 0-5% organically as long as you acquire the rest of the growth with cash flows (and not with debt or shares).
You do a great job on these valuation videos, explaining the compounding principle. I’m new to your channel, and I’m finding these videos in particular very helpful. 🎉
Constellation is acquiring so much they’re reached a risk/reward stance. So long as the reward of the winners outweighs the losses they’re ok. They are playing the odds. That’s very different than most companies acquisition strategies.
Whats your opinion on airbnb pricing power? I have heard (and experienced this myself as well) that people are getting sick of extremely high ”hidden” costs in their reservations, and that there are lots of falsely advertised apartments/houses on their site. I know this is anecdotal, but I feel like the airbnb hype might slow done a bit as airbnbs get more and more expensive. They started as a nice and relatively cheap alternative to hotels, but now people are realizing that hotels are actually nicer in many ways than airbnb. Just some rambling, would like to hear your thoughts on this tho!
About FICO same here. I calculated intrinsic value of the company to find out it was too expensive. Factored in 30% safety margin and it still was 25-30% overpriced. Since then shares went 60% up. They managed to expolit their quasi monopolistic position, so the bets on future turned out to be right. But risks also are still there. If goverenment dropped FICO as major supplier of rating data, it could hit them hard.
Well CSU has the best management team in the world (opinion). Look on how they treat investors and the share dillution. Also, if you think they're to big, they aslo spwaned 2 spinoffs: Topicus (TOI.V) and Lumine (LMN.V) (canadian thickers). Ultra specialize, serial acquirers but a lot smaller for growth.
It would be interesting a video where you talk about ASML, ARM, INTEL and another where you look at cyber security companies such as Crowdstrike, zscaler and palo alto
FICO misses a lot of tenant history, in fact it misses so much that I don't use it to screen tenants anymore. I prefer credit karma where I can see both experian and transunion scores.
I keep telling both friends and family; Now is the perfect time to own a Tech Stock, With everything going on and seeing how the world is been run by AI and all Tech is here to stay and you don’t want to miss it
Not only that, in my opinion i feel right now e commence among other sectors are expected to really see growth but who know i might be wrong, These days the market is filled with surprises.
With the current market trend My advice to anyone starting out in the market is to seek guidance as its the best way to build long term wealth while managing your risk and emotions with the passive investing strategy
Interesting, This is superb! Information, as a noob it gets quite difficult to handle all of this and staying informed is a major cause, how do you go about this are you a pro investor?
She goes by ‘Wendy Birkett” I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
What are your thoughts on Booking Holdings? Might also be a compounder in the travel and leisure sector. Since it also hosts hotels on it's website, their business model might be more Ewell-rounded than AirBnB's.
Are there any stocks in Green Energy (enph, fslr) or Health (vrtx, isrg, regn) which could interest you in the near future? also as an idea of making videos, you could do a sectorial episodes with the most important and appealing stocks from that sector - the two sectors above, semiconductors, cloud, security, fintech, e-commerce - divided by sector, most qualitative stocks - and the price would look attractive to you! thx!
One of your better videos Joseph! Theres so many interesting companies out there. CSU is a beast and ABNB is starting to look attractive. BKNG is a similar company (w better metrics) and without the regulation risk imo.
Airbnb is a much smoother experience imo, from interacting with the host and booking. BKNG feels a little clunky and outdated to me but is still a solid stock.
Airbnb, at least in North America, has substantial adverse effects on the quality of life for local residents. Not only can guests be very disruptive at no fault to locals, especially in condos and townhomes, but short-term rentals also drive up housing costs. It is reasonable for local governments to outright ban Airbnb or at least restrict short-term rentals to primary residences only, and I hope that sentiment grows over time. This company does more harm than good for the overall population.
Joseph used to talk about dividends all the time but has basically abandoned the idea completely. SCHD is one of the best dividend ETFs in the market currently according to several analysts.
@@Concatenate mhhh, I assumed part of his focus was also on dividend companies since a good portion of the stocks he owns has pretty high dividend growth. But I guess that's just a byproduct of owning companies with massive cash flow.
Hey Joseph! I have a question that´s been on my mind for a while. Been following you since january 2024 and you have talked a lot about your dividend portfolio. My question for you is that how are you getting monthly dividend payments when companies are paying dividends either 1x a year or 4x a year (every quarter). To my knowledge you own companies that pay dividends every quarter not every month. Or am I missing something? Thanks in advance! Love your videos! Really happy that I have found you!
Your right most pay quarterly but they pay at different times and have special dividends from time to time too. Is a very confusing business dividends. It's not paid like clockwork like interest paid on a savings account.
What's your point? The majority of companies pay quarterly. Also, don't fool yourself just because a company is monthly it doesn't mean they compund faster or pay more money than a quarterly company. In most cases, they don't. Lasty the answer to your question isn't difficult or hard math. If my QUARTERLY STOCKS PAY ME $10,000 per year, you ÷ 10,000 by 12= 833.33 per month.
@@JosephCarlsonShowyou never fail to surprise me with you knowing more than me about investments I hold. I periodically sell my Groupon shares to offset my gains from stocks I invested in because of what I learn from you.
I really enjoy your videos, could you do an analysis of Lonza Group? I really like the company for a few reasons but I don't really know if it's a good compounder. I can't find the analysis on Qualtrim either.
Great video Joseph. Fico and Constellation my first choices Palo Alto is intriguing What’s your feedback about intuitive surgical? A mix of a tech company and medical devices?! Thanks for the content Greetings from Italia 🇮🇹 ciao
Until Uber ditches food delivery there's no way I can see justifying them as a compounder. Food delivery is a giant money losing pit. Also they throw too much money at pet projects in my book, given the tens of billions of dollars they blew on robotaxi's.
is it really worth investing in stocks in 2024, I’ve been on the sidelines watching the market for awhile and it seems to be pretty stagnant to me not that it matters because I’m in it for the long run, but how can one generate actual profit in this current market?
Partnering with a financial advisor has transformed my approach to investing. Their expertise and personalized guidance have not only helped me navigate complex financial markets but also optimized my portfolio to achieve my long-term goals efficiently.
PANW? Nah. CRWD is the true leader in the Cyber space. CRWD is one of the most successful companies in the market in recent times for a reason. It's simpler and more streamlined.
CSU is a big mystery but glad we came to the same conclusion that it is a compounding machine. Still waiting for the price to lower...if ever. This thing never dips a lot. And is the top company in canada's TSX 60 for decades (counterpart of S & P 500).
You can invest in all the same things with fractional shares. Most investors shouldn't be investing in individual stocks like Joseph does, but that's a different topic. Do your research on that. Plenty of brokerages offer fractional shares, perfect for just starting out
Put like 85% of your small account in a low cost market tracking ETF and buy shares through upswings, downswings, and give it time. That's how you'll grow it.
![Noob To Max With DRAGON REWORK In Blox Fruits [FULL MOVIE]](http://i.ytimg.com/vi/LnBMOinoOvA/mqdefault.jpg)
Try out the Patreon here: www.patreon.com/josephcarlson
The Patreon has grown to 6,000 members because of the very low price, the full access to Qualtrim.com, hundreds of exclusive videos and more every week, the great investment community, and of course the ability to try it out risk free before ever paying a dime.
Free Investing Philosophy Presentation: www.dropbox.com/scl/fi/vrtexx5dnv06npg1oatrn/Joseph-Carlson-Investment-Philosophy.pdf?rlkey=hsyb4c3ttf6nuvo3gknteyav9&dl=0
Patreon includes:
Over 100 exclusive videos, and new ones every week.
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Transparent portfolio updates, with every buy and sell I do, as well as monthly one-pager updates.
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The patreon comes with a free trial. You take no risk by signing up.
Double compounders with cheese, please.
Thoughts on M1 finance updates? Can only withdraw 100$ at a time is a horrible choice.
@@joed2525 The limit with M1 Finance is $50,000 per withdraw, not $100.
I believe investors should focus on under-the-radar stocks, especially given the present rollercoaster nature of the stock market. 35% of my $270,000 portfolio consists of collapsing stocks that were previously respected, and I don't know where to go from here.
To tackle investment risks, the safest approach is to diversify across various asset classes, such as bonds, real estate, and international stocks, to minimize the impact of a market meltdown. Seeking expert guidance is essential.
Many people underestimate the value of advisers until they experience burnout. After a challenging divorce a few summers ago, I sought out a highly qualified licensed advisor. Her guidance has been invaluable in keeping my company afloat and thriving, despite inflation.
how can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success??
“Carol Vivian Constable” 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..
I just googled her and I'm really impressed with her credentials; I reached out to her since l need all the assistance l can get. I just scheduled a caII.
Nice I'd like to see more of these type videos since you have an eye for eyeing compounders.
I will do more - I think I may stick to 3 companies so I have more time for each.
@@JosephCarlsonShow I enjoy the longer videos so both will garner views!
To my understanding this just proves how much we need an edged as an investors because playing the market like everyone else just isn’t good enough. I’ve been quite ensured about investing in this current market and at the same time I feel it’s the best time to get started on the market, what are your thoughts?!
I can’t focus on the long run when I should be retiring in 3yrs ,you see I’ve got a good companies in my portfolio and a good amount invested, but my profits has been stalling, does it mean this unstable market doesn’t provide any calculated risky opportunities to make profits?
There are a lot of strategies to make tongue wetting profits especially in a down market but such sophisticated trades can only be carried out by proper market experts.
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.
How can I reach out to this coach? Because I’m seeking for a more effective investment approach how good is this person at portfolio diversification, particularly with regards to digital assets?
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.
My issue with $ABNB is the lack of consumer brand loyalty with Airbnb especially when it comes to cleaning fees, service fees etc.
Air B N Bubble is real imo.
Too many greenhorns jumped into buying properties just to try and milk the cash cow.
I'm sure the big hike in insurance and property taxes are making alot of them feel the heat. Plus fewer customers want to pay for cleaning fees and have less disposable income because of Mr President #46 lmao
Airbnb is no better than a hotel at this point. And a hotel will keep the reservation not cancel for whatever reason.
@@dogelife7901also you dont have to clean up the room or put the towels into washer and you get free breakfast as well at most hotels as well. 😂😂Airbnb will die soon if they keep the cleaning and other fees sky high
I’ve heard way more people talk bad about Airbnb than I have folks talk about hotels in general. Hotels are the way to go. Much more consistent.
19:10 Another risk to Airbnb besides the complaint from people in the neighborhood is that it is also problematic for the housing market. Because Airbnb properties are not available for long term rent or come onto the market as for sale. There the availability of homes for living basically goes down which drives prices up. Destabilizing the housing market in areas where Airbnb is very present. London is the city with the most airbnbs like 50k I believe. That means there could potentially be 50k places to live but are instead used for short term rents. (Assuming that they’re all apartments. There are also just room airbnbs of course)
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
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.
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.
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
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
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.
It seems certain stocks are undervalued, flying under the radar despite their potential. You can't help but wonder when the market will recognize their true worth. How can I invest 150K wisely to ensure future security of my portfolio?
It's frustrating when market inefficiencies persist, particularly with undervalued stocks. Consider consulting an advisor for smarter investing decisions.
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 9%. 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.
*Jennifer Leigh Hickman* is the licensed advisor I use. Just search the name. You’d find a webpage and necessary details to work with to set up an appointment.
What do you think of MSCI and ASML.?
Asml is legitimate
I remember him mentioning liking MSCI but waiting for a dip.
Both outstanding business . Fore sure Asml . One of my biggest gainer in my portfolio and for sure holding it for the next 10 years at least . Like kkr , I love these in my portfolio
Thank you for the informative video. What do you think of FTNT when compared to PANW? Thanks
I'd be interested to see the performance by dividend income for all of these players vs the S&P 500 too. Can it safeguard and grow $370k cash reserve for next 2 years at no risk?
I think you're better off with majority investment in S&P500 and uprising equities cos they always outperform. Alternatively speaking to a certified market strategist can help with pointers on which to acquire
Exactly, a good number of people discredit the effectiveness of financial advisor, but over the past 7years, I’ve had a financial advisor consistently restructure and diversify my portfolio and I’ve made over $3 million in gains… might not be a lot but i'm financially secure and that's fine by me
Who is the coach that advises you?
’Marisol Cordova’ is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.
"Unknown visitors" is not the problem cities have with Airbnb, the problem is lack of homes for locals, while renters favor the more profitable short term stays for foreigners. It drives rents up and long term home availability for locals inside cities almost impossible. The government does not care strangers show up in a home LOL. That's not the issue. Plus the same issues with Uber about not being as regulated as official hotels (in uber's case as official taxis)
Yes, many local governments do care because people care. I have seen local governments enact rules against airbnb after complaints that random new people showing up every day with multiple vehicles that take up parking on busy streets. The biggest issues always revolved around additional traffic and parking. This is the same reason many local governments have regulations against home businesses like day cares being ran out of people's homes - too much traffic and not enough parking.
@@JosephCarlsonShow I'm not saying that's not an issue. But that's a minor issue compared to the real issue I explained before. Please see/listen the video you used as screenshot in yours "is Airbnb ruining communities". I don't think you watched it when you used that image to explain " the problem with Airbnb"
@@JosephCarlsonShowI live in a tourism town and can confirm AirBnB is a big issue for locals anywhere touristy or popular. It makes finding a home for locals impossible.
I like Uber, I'm just bit too afraid of what European Union is gonna come up with when it comes to the regulations of this company. I drive the Uber regularly and find it extremely good service, but regardless of aforementioned lackluster in terms of flipping a ride-sharing business, there are growing competitors already in Europe. I think over the long run they might lose against some new competitor that will be cheaper in the poorer part of Europe. Already in some countries Uber faces smaller but less restricted in terms of working (side gigs v. full time job) competitor such as Estonian Bolt.
On top of that, a lot of big cities will struggle with Uber due to regulations with the cars and pollution in the upcoming future. Already Uber was forced to leave Hungary due to the Taxi-Drivers strikes in terms of fair regulations. It is a complicated business in the Europe.
Uber is going to be killed by Tesla. Not gonna work in a recession new normal.
Bro you buy more VICI currently?
No he’s not reinvesting his dividend
VICI sold down big today. There's nothing fundamentally wrong with the company but the new inflation report suggested that interest rate cuts may not happen this year. I'm not in a big hurry to do anything with VICI so as of now i'm just holding it.
@@JosephCarlsonShow VICI 💪🏼💪🏼
I own Vici and happy to add more but like Joe said if rated don’t go down till maybe july the earliest I’d rather buy closer to when rates drop and right now that doesn’t seem soon
Don't think rates will go down till next year, increase in fuel price will resurge inflation
Please Is NVIDIA and Bitcoin a safe buy to outperform the market this year? I'm tired of these new buys every week, just to make up some assets with low percentage on my $260k portfolio and try to keep everything around 20%.
Yes! but still make your own research. Or hire/ work with a good market strategist for entry and exits if you want to short term. Youre safer that way
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $610k portfolio surged, yielding an annualized gain of 28%.
Do you mind sharing info on the adviser who assisted you?
Tenley Megan Amerson'' 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.
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.
Hi Joseph loved the video! Would love this to be a series. Do you think MSCI is a compounding machine?
Love your videos but for the sake of your listeners… You are mistaken on CRWD vs PANW… the platformization has already happened and PANW is already playing catch-up to CRWD. Read the earnings transcripts… see who has become increasingly more cash flow positive… who offers multiple modules and is already consolidating the market. There is a reason that while PANW was selling their future “platformization” vision and stock crashed; CRWD jumped. Have looked into both. Leader is already CRWD. It’s Ferrari vs Volkswagen… which is also why CRWD can enforce pricing power. CRWD is more expensive but I continue to hold. Hope you look into it. Much love
I agree but if market sells off significantly Crwd will get slaughtered. The valuation is bloated. Buying much here is risky.
@@johnpersechini4951completely agree! I am not a buyer here but not selling and will be buying any heavy non-business specific related dips
Wonder if this guys owns Crowdstrike…
I expected MSCI. Isnt MSCI a first buy now?
Hey Joseph, what is your take when comparing O with VICI?
They only grow with increased debt. Higher interest rates are taking a toll.
Good question
O is very large and has to make huge acquisitions to move the needle. VICI is interesting because their CEO believes only in accretive investments that can make money right away and into the future and they have room to grow, also basically piling into "experiential" real estate making them a unique REIT. Like Devin mentioned, interest rates being high for a long period usually tanks REITS. But Joseph seems to have nearly abandoned any talk of income investing and that's what O and VICI essentially are, just regular dividend payers.
Joesph produces some of the most digestible, yet valuable finance content. I’ve been a subscriber for over a year, cannot recommend your channel enough, thank you for everything you do!
Very good analytical video on these growing companies.
Booking Holdings is the more stable and safer version of Airbnb & Grab Holdings is the Uber of Southeast Asia which has much more upside.
ZTS or Zoetis seems to tick all your boxes for "compounding machine" (except for being a pharmaceutical stock) Rev/EPS/FCF growth, big margin and margin expansion, share buybacks, high margins, very MOATy/monopolistic... would like to hear your take on Zoetis!
amazing company!
FICO and CSU have been on my watchlist forever. At some point, I will probably just bite the bullet and make an initial purchase even thought they ALWAYS seem overpriced.
I have the same issue with costco and i been eying it since it was at $680 now it close to 900 (cad) and now im like well shit do I just get it and open to losing more money for potential gains the gamble of every investment
Great video. Would love your take on a video like this including companies that are dividend growers as well. Thank you
Where is ASML?
Yeah, we definetly need an episode 2
Thanks for stretching out and analyzing some new companies. Good picks too!
Can you make a video on how to benchmark a portfolio against the S&P 500?
You can do that on portfolio visualizer. Choose backtest portfolio. Pick your stocks/etfs. Choose benchmark of your choice.
Constellation buys software companies, inserts management, leans them out, moves on to the next. Software has natural high margins. They get rid of the bloat then reap the margins.
Glad you are finaly talking about Airbnb. The risk related to new regulation has been talked about since the very beginning of Airbnb. The reality is most residential areas, its is already illegal to have a short term rental. They are zonage law in place almost everywhere. Most Airbnbs are fully legals and have permit which can not be taken away. I personnaly own and operate short term rentals, my permit are the same as a hotel permit. I am growing my revenu every year by both adding units and optimising my current unit and this is the growth we can see Airbnb enjoying year after year. I personnaly think its the best stock to own at the moment. Similar to investing in Apple during the crisis of 2009.
I first bought Uber on December 27, 2019 @ $30. 3 months later, I bought it at the dip at $19. And last buy was March of 2022. My cost avg is $26. For now, I'm comfortable with my position size and won't look to add more.
A thing to do is to buy a small portion in a stock if you think it is expensive currently. But you can see that the business is super valuable and the business model is solid and they earn money and so on. But a small portion, if it falls. Buy more. Don't stay out of the market.
Glad you spoke about Airbnb. It’s one of my highest conviction stocks
Constellation Software and its spinoffs, Topicus and Lumine, are getting me to retirement real quick.
I only have lmn and toi but they are both ahead of csu ytd. Basically all the same but lmn and toi are fairly new and cost way less per share that's why I didn't buy csu.
Didn't PANW have a sell off following and earnings report recently? Might be a time to consider selling some put options if you are willing to own (at slight discount to current prices) or maybe a short put spread for downside protection and let it ride out and see if current levels hold maybe even rebound some.
How about Roper as compounder stock?
Finally giving CSU a shout, good one. It's all about the size of the acquisitions, a good price tag and NOT chasing synergies. They care about niche, they care about margin and they care about moat. The Swedish serial acquirers scene has taken this message to heart, and have a bunch of mini CSU:s owning the market right now, proving that you can grow 0-5% organically as long as you acquire the rest of the growth with cash flows (and not with debt or shares).
What is a good amount of shares outstanding to look for?
You do a great job on these valuation videos, explaining the compounding principle. I’m new to your channel, and I’m finding these videos in particular very helpful. 🎉
Constellation is acquiring so much they’re reached a risk/reward stance. So long as the reward of the winners outweighs the losses they’re ok. They are playing the odds. That’s very different than most companies acquisition strategies.
Whats your opinion on airbnb pricing power? I have heard (and experienced this myself as well) that people are getting sick of extremely high ”hidden” costs in their reservations, and that there are lots of falsely advertised apartments/houses on their site. I know this is anecdotal, but I feel like the airbnb hype might slow done a bit as airbnbs get more and more expensive. They started as a nice and relatively cheap alternative to hotels, but now people are realizing that hotels are actually nicer in many ways than airbnb.
Just some rambling, would like to hear your thoughts on this tho!
I like this type of video and would really be interested in seeing more 5 quality companies you don’t own
About FICO same here. I calculated intrinsic value of the company to find out it was too expensive. Factored in 30% safety margin and it still was 25-30% overpriced. Since then shares went 60% up. They managed to expolit their quasi monopolistic position, so the bets on future turned out to be right. But risks also are still there. If goverenment dropped FICO as major supplier of rating data, it could hit them hard.
Well CSU has the best management team in the world (opinion). Look on how they treat investors and the share dillution. Also, if you think they're to big, they aslo spwaned 2 spinoffs:
Topicus (TOI.V) and Lumine (LMN.V) (canadian thickers). Ultra specialize, serial acquirers but a lot smaller for growth.
It would be interesting a video where you talk about ASML, ARM, INTEL and another where you look at cyber security companies such as Crowdstrike, zscaler and palo alto
FICO misses a lot of tenant history, in fact it misses so much that I don't use it to screen tenants anymore. I prefer credit karma where I can see both experian and transunion scores.
Hey Joseph, Great Video thanks. What about UNITED Health? Would that be a Company you would invest in? ❤
A good time to buy right now. Just made a small buy myself. It could fall lower but the overall fundamentels look so super strong for the company.
What are your thoughts on Fortinet compared to Palo Alto Newtworks?
Hi Joseph. What do you think of TSMC?
@joseph: a NVDA vs AMD analysis showdon would be great 😊
There is no showdown. Nvidia is the one to own.
@@johnpersechini4951the ceo's of both companies are cousins lmao
What? For real?
I keep telling both friends and family; Now is the perfect time to own a Tech Stock, With everything going on and seeing how the world is been run by AI and all Tech is here to stay and you don’t want to miss it
Not only that, in my opinion i feel right now e commence among other sectors are expected to really see growth but who know i might be wrong, These days the market is filled with surprises.
With the current market trend My advice to anyone starting out in the market is to seek guidance as its the best way to build long term wealth while managing your risk and emotions with the passive investing strategy
Interesting, This is superb! Information, as a noob it gets quite difficult to handle all of this and staying informed is a major cause, how do you go about this are you a pro investor?
She goes by ‘Wendy Birkett” I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
thanks for putting this out, it has truly rekindled the fire to my goal...
What do you think of Rollins?
Missing MSCI here 🥺
can you do palantir?
He doesn't like the F class shares.
Don’t forget about LVMH 😢
Thank you for venturing out from your holdings to your watch list. I enjoyed it
MSCI, you've reviewed before. Might be time to buy the dip? would like your analysis!
What do you think about OTC markets and Zoetis?
What are your thoughts on Booking Holdings? Might also be a compounder in the travel and leisure sector. Since it also hosts hotels on it's website, their business model might be more Ewell-rounded than AirBnB's.
I love these videos of new stocks , keep it up
Are there any stocks in Green Energy (enph, fslr) or Health (vrtx, isrg, regn) which could interest you in the near future? also as an idea of making videos, you could do a sectorial episodes with the most important and appealing stocks from that sector - the two sectors above, semiconductors, cloud, security, fintech, e-commerce - divided by sector, most qualitative stocks - and the price would look attractive to you!
thx!
What are your thoughts on VICI? Do you think it's a buy right now?
Please review KNSL
One of your better videos Joseph! Theres so many interesting companies out there. CSU is a beast and ABNB is starting to look attractive. BKNG is a similar company (w better metrics) and without the regulation risk imo.
Airbnb is a much smoother experience imo, from interacting with the host and booking. BKNG feels a little clunky and outdated to me but is still a solid stock.
Airbnb, at least in North America, has substantial adverse effects on the quality of life for local residents. Not only can guests be very disruptive at no fault to locals, especially in condos and townhomes, but short-term rentals also drive up housing costs. It is reasonable for local governments to outright ban Airbnb or at least restrict short-term rentals to primary residences only, and I hope that sentiment grows over time. This company does more harm than good for the overall population.
Could you do an analysis on UFPI?
What about JFrog?
Industry leader, software, growing among all metrics, p/s not that high compared to growth
Great vid a always, would love to see more companies you don’t own
Go CSU! Next check out ATD!
Not sure if you've spoke about it, or if anyone knows, what are your thoughts on SCHD?
Joseph used to talk about dividends all the time but has basically abandoned the idea completely. SCHD is one of the best dividend ETFs in the market currently according to several analysts.
@@Concatenate mhhh, I assumed part of his focus was also on dividend companies since a good portion of the stocks he owns has pretty high dividend growth. But I guess that's just a byproduct of owning companies with massive cash flow.
Neat video idea!
Great video! Thank you! How about Blue Owl Capitol? (OWL)
Posting ticker BIP until we get a review of it
This was super refreshing! I love your analysis on companies and hearing you breakdown new ones was awesome!
Great and very interesting video 😊
Palo Alto my #3 holding behind Google and Amazon
Hey Joseph! I have a question that´s been on my mind for a while. Been following you since january 2024 and you have talked a lot about your dividend portfolio. My question for you is that how are you getting monthly dividend payments when companies are paying dividends either 1x a year or 4x a year (every quarter). To my knowledge you own companies that pay dividends every quarter not every month. Or am I missing something? Thanks in advance! Love your videos! Really happy that I have found you!
Your right most pay quarterly but they pay at different times and have special dividends from time to time too. Is a very confusing business dividends. It's not paid like clockwork like interest paid on a savings account.
What's your point? The majority of companies pay quarterly.
Also, don't fool yourself just because a company is monthly it doesn't mean they compund faster or pay more money than a quarterly company. In most cases, they don't.
Lasty the answer to your question isn't difficult or hard math. If my QUARTERLY STOCKS PAY ME $10,000 per year, you ÷ 10,000 by 12= 833.33 per month.
perfect timing as always!
how about santinel one ?
Looking for Groupon. 👀
This is a joke. The company is 💩
One of the companies that was fastest to ever reach a billion in revenue. Unfortunately not the most sustainable business model.
@@JosephCarlsonShowyou never fail to surprise me with you knowing more than me about investments I hold.
I periodically sell my Groupon shares to offset my gains from stocks I invested in because of what I learn from you.
Look at $BMI @@JosephCarlsonShow
What do think about $SHOP?
I really enjoy your videos, could you do an analysis of Lonza Group? I really like the company for a few reasons but I don't really know if it's a good compounder. I can't find the analysis on Qualtrim either.
Regulatory risk for AIRBNB is much higher than that of UBER , in my opinion
Great video Joseph, as usual. Do you know why FICO has so much debt (+/-2 Billon)? I pass on FICO, too much debt and 64 PE.
What about caterpillar and deere?
Also MSCI
Copart
Hermes international and LVMH
Fastenal
nah
@@crohmer yah
Great video Joseph. Fico and Constellation my first choices
Palo Alto is intriguing
What’s your feedback about intuitive surgical? A mix of a tech company and medical devices?!
Thanks for the content
Greetings from Italia 🇮🇹 ciao
Until Uber ditches food delivery there's no way I can see justifying them as a compounder. Food delivery is a giant money losing pit. Also they throw too much money at pet projects in my book, given the tens of billions of dollars they blew on robotaxi's.
Adobe?
Was hoping to see MSCI here. Patiently waiting for
is it really worth investing in stocks in 2024, I’ve been on the sidelines watching the market for awhile and it seems to be pretty stagnant to me not that it matters because I’m in it for the long run, but how can one generate actual profit in this current market?
It may be a good idea to speak with a financial advisor who can help you develop a portfolio based on your individual goals and risk tolerance.
Partnering with a financial advisor has transformed my approach to investing. Their expertise and personalized guidance have not only helped me navigate complex financial markets but also optimized my portfolio to achieve my long-term goals efficiently.
Please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch if you don't mind
I can't divulge much but Sonya Lee Mitchell is the FA I work with you, you can do your due diligence as she's very much accessible to the public
Wow, her track record looks really good from what I found online. I'll take a chance and see how it goes. Thanks for the info
PANW? Nah. CRWD is the true leader in the Cyber space. CRWD is one of the most successful companies in the market in recent times for a reason. It's simpler and more streamlined.
This didn’t work out well did it
@@eshanmarathe6071 nope. that's investing.
Can you review $SHOP and $ATD next?
Using chart patterns made it simple to trade and pass the Trade The Pool stocks account.
Thanks Joseph for considering our requests to analyze stocks beyond you own, Should we consider doubling down on VICI?
The overlap that we have in our positions and our watchlist make me feel like I’m doing something right
Historical EPS for EWBC is pretty impressive the last 10-15 years.
CSU is a big mystery but glad we came to the same conclusion that it is a compounding machine.
Still waiting for the price to lower...if ever. This thing never dips a lot.
And is the top company in canada's TSX 60 for decades (counterpart of S & P 500).
Can you please make a video for growing small accounts? These companies have really high price tags
You can invest in all the same things with fractional shares. Most investors shouldn't be investing in individual stocks like Joseph does, but that's a different topic. Do your research on that. Plenty of brokerages offer fractional shares, perfect for just starting out
Put like 85% of your small account in a low cost market tracking ETF and buy shares through upswings, downswings, and give it time. That's how you'll grow it.
These companies probably fit the category of "DCA over the long term".
I will try this way in my Trade The Pool stock account.