The Joseph Carlson Show

I want to be clear about something, because I don't want this to get taken out of context when Google stock goes up in the future, which I fully expect it will. *I'm bullish on Google and currently have over $10,000 invested in the company in my growth portfolio*.   In terms of Google losing this battle, it's about positioning. Google is already the dominant market leader in search with high margins. This means that they do not have any room for market share gain, and they don't have room to improve margins, in this specific situation, battling Microsoft's Bing, the best they can hope for is to defend their existing business and economics. Microsoft is in a much more advantageous position to force Google into altering their products of their core business in hopes to gain incremental market share.

The market believes the fed has pivoted and it's time to finally buy stocks.

A monopoly will never talk about being a monopoly.

In Episode 302 we discuss Microsoft's earnings report and the CEO, Satya Nadella pouring cold water on the future outlook of the company.

In Episode 301 we discuss Howard Marks predictions of a new reality for investors where the market has normalized. We've moved away from easy monetary policy and investors need to prepare.

Chris Hohn, an activist investor is demanding Google continue layoffs. 

Netflix stock surges 7% after beating subscriber numbers by a wide margin and posting 1.6 billion in free cash flow.

Disney doesn't like the new activist investor.

Terry Smith's latest letter is out, and he had a lot to say.

This podcast highlights activist investor Nelson Peltz's battle with Disney to join the board and turn the company around. It discusses Disney's underperformance, struggles with streaming, poor engagement with stakeholders, issues with leadership, and the potential impact of an activist investor on the company's future.