The host discusses their investing strategy, compares portfolio performance to S&P 500, warns about unrealistic conclusions for future success, analyzes GTA 6 revenue streams, explores the significance of AI and its impact on various sectors, and emphasizes the importance of cost structure in tech companies.

Most data you see shows you all the ways you can't win. Here's some data showing the other side.

The hosts discuss the importance of embracing change in business. They challenge the perception that Black Friday was a failure by highlighting the success of online retailers like Amazon and Shopify. They discuss Amazon's sales performance and compare it to Shopify. They also criticize Elizabeth Warren's concerns about a sandwich shop monopoly.

In this podcast, they discuss stock picks and the drama surrounding OpenAI and Microsoft's hiring of the entire OpenAI team. They also analyze the investment case for Canadian Pacific, including its growth potential and recent merger. Additionally, they talk about the leadership crisis at OpenAI and the excitement and impact of the Mega Race Las Vegas event on Vichy's investment.

Chris Hohn, Terry Smith, Josh Tarasoff, Michael Burry, and Thomas Russo talk about recent stock market gains, their well-performing portfolios including Netflix and Amazon, investment philosophies of Smith and Hone, the sale of Spotify's position, and an analysis of Russo's conservative portfolio holdings.

Analyzing the valuation of Big Tech companies and their potential for growth through AI integration. Exploring the caution needed due to expensive prices surpassing intrinsic value. Discussion about a demo of a new device and its features. The United States credit rating outlook being changed to negative by Moody's. The lower than expected opening weekend box office earnings for a movie and the implications for Disney.

Microsoft has somehow managed to become the leader in AI, with a lucky partnership with OpenAI. We discuss the implications this has on the stock and its long-term future.

Discussion on recent earnings reports, analysis of Apple's earnings report and the importance of their ecosystem, exploring the revenue decline and hidden growth in Apple's business, analysis of various companies' strong financial performance, decline in consumer discretionary spending, success of Amazon's prime day, growth of subscribers for companies like Netflix and Spotify, and quality of shot on iPhone footage from an Apple event.

In this episode we discuss the troubles Google has in cloud, along with Microsoft, Meta, Vici, Canadian Pacific earnings reports.

00:00 Introduction 02:50 My Portfolios 04:25 Coca Cola 06:50 Verizon 09:20 Spotify 11:45 Microsoft 16:15 Google 22:08 Snapchat 23:10 Visa & Mastercard 26:36 Canadian Pacific 27:48 VICI 28:40 Thermo Fisher Scientific 29:50 Texas Roadhouse 30:50 Meta 34:40 Tractor Supply Company 37:10 Amazon 41:56 Chipotle