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The Joseph Carlson Show
I'm Buying These 3 Compounding Machines
Aug 19, 2024
This discussion highlights impressive financial growth and standout stocks. Insights into the valuation struggles of major tech giants like Apple set the stage for comparing alternative investments such as Booking Holdings and Salesforce. A tragic Disney lawsuit unfolds, showcasing corporate negligence claims. Legal challenges continue with Disney Plus and Carl Icahn's financial struggles, while Mastercard discusses workforce reductions as part of a strategic growth initiative.
20:24
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Quick takeaways
- The podcast emphasizes a strategic investment approach by selecting stocks like Booking Holdings, Salesforce, and Intuit for their consistent earnings growth potential.
- A significant discussion revolves around Disney's wrongful death lawsuit, raising ethical concerns regarding liability practices and consumer agreements in the food service industry.
Deep dives
Portfolio Performance and Key Holdings
The portfolio has reached an all-time high of $728,000, showcasing strong performance across various sectors. Notable stocks include S&P Global, Mastercard, and Costco, with Costco being a standout performer, showing a gain of 33.7% this year. In the tech sector, Apple has been a significant contributor, though its growth has slowed recently after major gains during the pandemic. Overall, the portfolio is characterized by well-selected stocks that consistently grow in earnings and cash flow, highlighting a strategic investment approach.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode