The Joseph Carlson Show 6 Stocks To Buy In An Overvalued Market
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Nov 5, 2025 Explore why Meta is grappling with capex issues despite its AI ambitions. Dive into Salesforce and Adobe's surprising fundamentals that suggest they're undervalued. Discover the undervalued potential of financial data firms like S&P Global and Equifax amid upcoming catalysts. Learn about Netflix's financial strength that might indicate significant upside. Plus, hear how Uber envisions ongoing growth and profitability from its delivery services. Finally, uncover the implications of Amazon's lawsuit over AI-driven shopping.
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Protect Gains In A Bull Market
- Be conservative in a bullish market and prioritize downside protection for savings and gains.
- Avoid following crowd exuberance and focus on high-quality companies with margin of safety.
Meta's CapEx Is A Flexible Bet
- Meta's heavy CapEx on AI resembles past metaverse spending but has broader, more practical uses.
- Zuckerberg argues excess compute can either enable AI breakthroughs or accelerate core services if needed.
Cheap Valuations Mask Growing SaaS Cash Flows
- Salesforce and Adobe trade at low valuations despite growing revenue, margins, and contractual recurring revenue.
- Their strong free cash flow and buybacks make them compelling buys if growth continues.