The Joseph Carlson Show

00:00 Overview02:00 Netflix Is Dead Money04:00 Outline Of My Buy Strategy08:00 Why Netflix Wins In Every Case24:30 Waymo Reaches 450,000 Rides Per Week29:00 Investors Are Turning Away From AI Stocks

Delve into the fascinating world of stock valuation with a focus on popular players like Mastercard and Meta, both labeled as having dislocated value. Explore Adobe's struggles against competition while being undervalued, and Amazon's cash flow uncertainties. Discover Nvidia's premium pricing amidst slowing growth and Uber's impressive free cash flow with disruption risks. The show also tackles Tesla's lofty expectations, Palantir's extreme valuation, and a surprising fail involving Waymo's robotaxi. Get insights on Paramount's hostile bid for Warner Bros and why Netflix remains an attractive option.

Netflix's massive acquisition of Warner Bros and HBO Max is set to shake up the media landscape. The focus is on Netflix's need for high-quality content to enhance its offerings. The podcast dives into the financial aspects, including expected debt and cost synergies, predicting significant savings. Regulatory risks are also discussed, alongside how this move could boost subscriber growth by cross-selling HBO. The timing and operational changes, like maintaining HBO’s brand, hint at a strategic path forward for Netflix.

The podcast dives into Google's surprising comeback and how it's shaking up the competition. OpenAI's Sam Altman declares a 'Code Red' focusing on enhancing ChatGPT amidst pressure from Gemini 3's user growth. The discussion highlights Google's ambitious plans with satellite data centers and long-term solar energy. Waymo's potential to transform healthcare by reducing accidents is also examined. Finally, Netflix's bold bid for Warner Bros. prompts a look at its financial strategy.

00:00 Introduction03:16 My Biggest Buy (Mastercard)15:30 Google VS Nvidia25:00 Stranger Things Premiere26:52 Fail Of The Week: Gene Munster Google Take

00:00 Introduction02:00 Ray Dalio & Michael Burry Bubble Talk18:29 Google Stock Goes Up 6%23:28 I Bought More Mastercard & Sold Booking Holdings18:17 My Favorite Things

00:00 Introduction02:50 Google Hits $30008:00 Why Mastercard Is Misunderstood22:23 Nvidia Earnings26:50 Win Of The Week

Today's episode we look at Warren Buffett's buy into Google and review the portfolio changes of top Super Investors.

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!

Michael Burry makes headlines with his significant short positions against NVIDIA and Palantir, raising eyebrows in the investment community. Burry's allegations of accounting fraud prompt a debate about the misleading nature of depreciation practices among tech firms. Meanwhile, Mark Mahaney shares his top stock picks, highlighting the growth potential of Amazon, Expedia, and Netflix. In a surprising twist, Waymo rolls out expanded robotaxi services ready for harsh weather conditions. Plus, a founder's recent admission of fraud adds a dose of drama to this week.