The Joseph Carlson Show

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.

00:00 Overview03:00 Don't Miss The Opportunity18:20 Visa & Mastercard Settle22:50 $2,000 Dividend Stimulus25:19 Gene Munster Apple Call28:00 Dan Ives Meta Table Pounder29:20 Mark Mahaney on Duolingo & Uber32:50 Fail Of The Week - Employees Harass HR

The podcast delves into Duolingo's recent 29% stock drop, unpacking investor concerns and the company's focus on long-term user growth. CEO Luis von Ahn discusses their strategy to prioritize teaching with AI over immediate monetization. Meanwhile, Google unveils its latest TPU technology that challenges NVIDIA, and Chipotle faces criticism for inconsistent portion sizes, backed by viral customer experiences. The host emphasizes fundamental analysis over reacting to stock fluctuations, using examples from Netflix and Amazon.

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.

00:00 Overview02:00 Palantir06:00 Shopify08:30 Uber13:50 Spotify15:57 AMD17:34 FICO18:15 Duolingo26:40 Texas Roadhouse28:55 Tom Lee Case For The Bull Market32:54 Amazon OpenAI Deal34:07 Fail Of The Week: Sam Altman

Amazon and Google both reported earnings, both stocks are soaring. We discuss the recent earnings reports.

Google, Amazon, Meta, Apple, all report earnings this week. We break down what to expect and why I'm betting so big on Google.

00:00 Overview01:44 Netflix Earnings08:00 Tesla Earnings13:45 Amazon Replacing 600,000 Jobs22:40 Fail Of The Week: NBA Coach Bets His Life