The Joseph Carlson Show I Just Bought $5,000 Of This Stock
Nov 14, 2025
Dive into the latest investment moves, including why Amazon is a top pick now. Explore five beaten-down stocks, like Adobe and Chipotle, and uncover their hidden potential. Get insights on the recent market sell-off, with thoughts from analysts on AI's continuing impact. Plus, Netflix is breaking new ground with mobile party games to keep viewers engaged. Don't miss the intriguing fail of the week featuring Michael Saylor's viral mishap!
AI Snips
Chapters
Transcript
Episode notes
Buy And Hold Market Leaders
- Buy dominant, multi-vertical winners and hold through downturns to capture long-term outperformance.
- Stick to high-quality companies during negative sentiment instead of selling at lows.
Compounding Moats Across Verticals
- Amazon leads multiple markets: e-commerce, cloud (AWS), and advertising, which compounds its competitive moat.
- Dominant positions across verticals create durable growth optionality.
Use Grocery As A Subscription Lever
- Treat grocery as a strategic Trojan horse to build recurring, higher-margin subscription revenue.
- Use grocery to increase weekly customer touchpoints and expand membership value.