The Joseph Carlson Show 8 High Quality Undervalued Companies
12 snips
Sep 12, 2025 Discover insights on eight undervalued companies with great growth potential. Explore the streaming battle as Paramount and Skydance eye a Warner Bros. acquisition to challenge Netflix. Learn how UnitedHealth Group utilizes share buybacks to boost earnings during downturns. Delve into Google and Amazon's ambitious goals, including enhancing grocery services. Enjoy a humorous take on creative job interviews while Netflix navigates its competitive landscape.
AI Snips
Chapters
Transcript
Episode notes
High-Quality Companies In Temporary Dips
- Joseph Carlson looks for high-quality companies in temporary dips caused by bad narratives or market overreactions.
- He plans to examine eight undervalued names and explain why each merits consideration.
Deliberate Portfolio Construction
- Joseph tracks portfolio performance monthly and shares allocation to stay deliberate about risk exposure.
- He emphasizes low overlapping risks across holdings to increase resilience to company-specific shocks.
Concentration Fueled Outperformance
- Concentrated, high-conviction buys at market lows drove the Story Fund's outsized 21% annualized returns.
- Large winners like Netflix and Amazon bought at lows produced most of the outperformance.