The Joseph Carlson Show Top Ten Deep Value Stocks For 2025
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Dec 27, 2024 Dive into the world of investment opportunities for 2025 with a focus on intriguing stocks like Alibaba and ASML. Explore the shifting strategies of Berkshire Hathaway and the potential of Netflix as a top contender in live sports. Learn about Citigroup’s restructuring in the face of fintech challenges, and discover Everest Group’s low-cost appeal. The podcast also scrutinizes Moderna and Uber’s struggles, while sparking discussions around Microsoft’s AI integration and its effects on user experience.
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Amazon vs Alibaba
- Consider Amazon over Alibaba despite the higher P/E ratio.
- Amazon demonstrates stronger growth and a larger, faster-growing cloud business.
Google's Undervaluation
- Google, trading at a low valuation, presents a buying opportunity.
- High-quality companies can become undervalued, creating good investments.
ASML's Long-Term Potential
- Consider ASML, a key player in the semiconductor industry.
- Their stock dipped due to short-term guidance cuts, but long-term prospects remain strong.