00:00 Introduction 01:28 Google Analysis 16:00 Disney Analysis

In this episode we discuss how innovation does and doesn't matter in investing, and how investors can take advantage of it.

00:00 Introduction 02:40 Buffett's General Life Advice 10:31 Understanding Human Behavior 17:50 Emotional Investing 19:28 Is Diversification Necessary 21:45 Elon Musk 26:15 This Business is Way Better Than Any Of Our Companies 30:19 Buffett on Paramount 31:12 Microsoft Merger

Topics covered in this video: - Microsoft, Google, Meta Earnings - Activision being blocked by the UK - Apple winning Epic Games trial - Redditor losing 100k to BBBY stock

Google, Meta, Microsoft, Amazon, Chipotle, Mcdonald's, Intel, and much more are reporting earnings this week. In this video, I go through each company and my predictions on how it will play out.

00:00 Preview 01:19 Qualtrim Plug 01:46 Costco Raises The Dividend 07:53 Apple New Savings Account 12:50 The Dark Truth Of Apple 17:08 Tesla Earnings Report Analysis

00:00 Preview 00:43 Portfolio Highlights 04:50 Buffett on Selling Banks 09:29 Buffett on The Economy 12:56 Buffett on Crypto 15:58 Buffett on Selling TSM 18:06 Buffett on Keeping Apple 20:42 Buffett on Buying Paramount 23:40 The Problem With Amazon 27:40 Jassy on Amazon AI 30:15 Jassy on Amazon Advertising 32:48 Jassy on Amazon Prime Video

We have yet another warning of a real estate crash. We tally the record and compare the bears predictions to reality. 00:00 Preview 01:20 The Commercial Real Estate Crash 13:49 Nintendo Has Blockbuster Success 20:27 Costco Competitor Boxed Goes Bankrupt

The Activision Blizzard Microsoft deal gets closer. In this video I do analysis on the upside potential of investing now.

In this episode I review every holding in the Story Fund.