The Joseph Carlson Show Super Investors Are Buying These Stocks
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Feb 15, 2025 Dive into the latest movements of super investors as they reveal their strategies based on 13F filings. Discover why tech giants like Apple, Meta, and Amazon are drawing attention. Explore Uber's growing foothold in the rideshare and delivery markets, along with its future amidst autonomous vehicle trends. Unpack the strategic dynamics of ride-sharing and how regulations could shape their evolution. Additionally, learn about effective investment strategies and standout options like Interactive Brokers that could shape your portfolio.
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Indestructible Portfolio
- Chris Hohn, a successful investor, focuses on "indestructible" companies.
- These are high-margin monopolies expected to perform well long-term.
Benchmark Comparison
- Terry Smith compares his fund's performance to the MSCI World Index, not the S&P 500.
- Carlson suggests this makes Smith's performance appear better than if compared to the S&P 500.
Growth and Valuation
- Consider current valuation and expected future growth when analyzing a stock.
- Avoid companies with low growth expectations, regardless of other qualities.