A quick overview of the reasons stocks are the ultimate investment.

Valuations are stretched, and investors are becoming greedy. We discuss how to invest in a bull market.

This podcast explores the concept of 'compounding machines' in investing, emphasizing the importance of stock selection, temperament, and portfolio management. It discusses the significance of pricing power for companies, the impact of stock buybacks on compounding machines, and the importance of controlling emotions in investment approaches. It also highlights the importance of individual research and judgment in investment decisions and suggests selling less attractive positions to invest in more appealing ones.

Microsoft, Google, Apple, Meta, Amazon are all reporting earnings this week! Here's what to expect.

Netflix, Tesla, Visa, and many other companies are reporting earnings this week. Here's my prediction.

Investors want a return to normalcy in 2024. We discuss what a normal stock market looks like.

In this episode we discuss the importance of not being scared out of the market.

What's your edge as an investor?

The podcast covers various news items including top ten deep value stocks for 2024, an interview with the CEO of Costco, Apple no longer selling Apple Watch, the cancellation of the Adobe and Figma deal, and the sentencing of Trevor Milton, the former Nikola CEO.

00:00 Introduction 00:40 VICI 06:48 Netflix 11:53 Costco 19:20 S&P Global 23:20 Canadian Pacific