Joseph Carlson

Moody's, Intuit, Texas Roadhouse, and Duolingo, I'm bullish on all of these positions. ... We have Texas Roadhouse, which is still doing great.

Netflix would have been higher, but this stock just fell 13% after earnings, and I believe that it's going to have a full recovery.

This one is a fantastic buy today. Microsoft likely will have compounded returns above the market going forward.

I believe both MasterCard and Meta are strong buys. ... I believe that Meta is just getting started.

Moody's, Intuit, Texas Roadhouse, and Duolingo, I'm bullish on all of these positions. Moody's just reported earnings. We'll be looking at that in a minute. This one is up 20%.

I believe both MasterCard and Meta are strong buys.

Moody's, Intuit, Texas Roadhouse, and Duolingo, I'm bullish on all of these positions. ... We have Intuit now down 11% with a historically low valuation. I think that this one will make a recovery, b…

Moody's, Intuit, Texas Roadhouse, and Duolingo, I'm bullish on all of these positions. ... We have Duolingo, which I haven't sold a single share. I'm currently down 55% or $22,000. And Duolingo has h…

I think that Amazon's going above $300 per share.

This stock is going to have a great Q4... I'm looking forward to their next earnings report.

when I'm looking at my hardware play, the company that I want to invest in that's the gatekeeper of the AI revolution, I continue to pick ASML over Nvidia.

S&P Global is a company that's grown its revenue at moderate rates above expectations... Everything seems like business as usual for S&P Global... I believe they're all buys today.

Netflix is a stock that I believe is less obvious than the others because it's still priced as a premium company, but I believe it will have above premium performance... the financials should support…

I believe that Google is about $100 undervalued today. So if you can buy this company below $340, I think it's a buy.

I do believe this company could represent one of the best investments over the next five years. And I believe that it's a buy under $400 per share.

This is a company that I believe will continue to compound above 15% over the next five years. I think that you could safely buy it under $1,000 and expect positive returns.

Amazon is a buy today and it's a company that I believe will continue to be a buy under $300 per share.

S&P Global is a tremendously powerful, diversified, wide remote company... I believe this is a good entry price.

If you're looking for a high-quality company to potentially jump into when it's down 20% year-to date, this is one to do so with.

Amazon is another stock that has not been caught up in this bull market and it's worthy of looking at... I think this one will be a secular compounder in the future that investors will regret not own…

I consider Equifax a buy right now. I think that it's a great company. It's at an attractive price and I believe that there's more upside than downside.

the stock that I've added, I believe, is another compounding machine. It's a company called Dolingo... they are the by far dominant player, controlling over 60% of the market share in all of edtech l…

I believe Google's headed towards a stock price of $240 per share. We'll see how it goes from the current price to that number in this episode.

when I look at Google over the next 3 to 6 months, I could see a lot change. The reason I believe that Google could move up quickly in the short term is because right now I believe the company's misp…

I'm buying another $3,000 worth of Equifax today. I'm continually building up this position because I'm very bullish on this company.

Tesla is now left to its own devices with regulation. Elon Musk made sure of that yesterday and that is not good for the Tesla investor

I'm going to highlight five of them in this video today. Five companies that are both extremely highquality, they are compounding machines, and they are buys today based on their risk adjusted return…

I believe that this sell-off is overdone... I view the stock as meaningfully undervalued today and I think that investors that buy into it will likely do well over the next couple of years

For these assumptions to get a 15% return per year, we need to buy the stock at 259. But again, even buying it today, we get a 13% return... I still consider this one a good buy today

this is a company that still today right now I believe is attractively valued. When we combine the quality and the current valuation multiple, this one's still trading at a discount

Booking Holdings remains far more resilient than people give it credit for. The company is still undervalued according to the metrics. It trades at a PE ratio of 22, a free cash yield of 5.3% while g…

I believe investors buying the company for around 170 or 180 in 2020 made the right decision and I believe investors selling the stock today are making the wrong decision

There are companies like Amazon that are trading below $180 primarily because of this tariff war, but these concerns should be temporary in nature

simultaneously, while I'm buying Equifax, I'm increasing my stake in Google, buying another $3,000 of this stock

This morning, I bought $3,000 of Equifax stock and I have another order of $7,000 going into Equifax. That is $10,000 of that stock just today.

in just the past 5 days, I've bought over $20,000 of Amazon. That is the most aggressive pace I've bought that company since the lows of 2022

Uber's cheaper on earnings it's cheaper on cash flow any metric you look at the business it continues to grow so unless things rapidly change with the onset of Robo taxis this stock is a buy today.

I revisit Adobe today because I think it's an interesting one to look at I think that investors are more likely to make money today than lose money I believe the risk reward is to the upside.

asml I believe is a company that can move up in stock price very fast in a matter of months I think this one could change from a $700 per share stock to $1,000 per share stock

S&P Global this one Still Remains a buy it's still underappreciated by the market

Inuit into it has been dead money for over a year I'm very bullish on this company and I've bought more of it

the one that's done the worst is asml that one's down 10% below its 200 day moving average that's why I've entered into this one as a new position then we have Inuit into it has been dead money for o…

I believe Uber does well 9 out of 10 scenarios that's the equation that's where I put this company... the odds of uber investors making money I believe is really good

I think that Google is still meaningfully undervalued especially after this trade down

I think Amazon is a buy today I continue to hold my full position... for Amazon I think it's closer to 260 I think all of these companies should be meaningfully higher

I still believe the company right now is a great risk and reward and that's why during my trade this morning I sold $5,000 out of apple and bought $5,000 of asml

based on the 3% bump this morning I sold another $5,000 of apple and I'm doing this for a specific reason... the growth just isn't there for my portfolio when you combine that with the fact that Appl…

I currently hold Netflix in my story fund the gains on it are around $56,000 and it's now moved up to my largest position I continue to hold every share as I still think the future is bright

a company going through more difficult challenges right now is Apple and this has been one of my key Holdings for a long period of time and it's a company that I've significantly reduced my exposure …

we have Uber Technologies this company is a buy today... in pure valuation terms this company is very cheap on 26 multiples it trades at 20 times and it trades at a 4.3% free cash flow yield

into its free cash flow grew by 18%... With the flat share price and the growth in the fundamentals I believe it's a buy today

I still believe this one is a strong buy which is Google based on the 2026 earnings estimates Google trades at an 18.9 Ford PE ratio that's really cheap on a simple PE basis

booking Holdings which is a buy today I'm officially saying that this one's a buy because I think the company is just so great all around

I still believe that asml is a buy

I said at the beginning of [2024] that my price target for Amazon was 220 that was a price Target I held for a long time I'm raising my price Target to now 260 I think this company is going to go up …

with the downgrade today from Goldman Sachs the stock is down 5.56% and I believe the company's a buy

I believe the company like asml is a great buy today the stock has traded down from $254 now trading at around $170

I trimmed $5,000 of vichi and $5,000 of Apple... vich is a great company but it's operating in a very difficult environment with high interest rates I don't know when that's going to change and until…

I just bought $10,000 of a brand new holding in my portfolio. The company's in the tech category and it's the big machine maker from the Netherlands ASML

for the past couple of years Apple's growth has basically been non-existent... I've taken huge gains in apple a stock that's really helped out the portfolio and I'm now transferring those gains and r…

investors again are getting more on board that this company is not going to be destroyed by artificial intelligence in fact it's going to be one of the biggest beneficiaries unlike Amazon the biggest…

right now when we look at the valuation of the company it's just frankly low for a company growing this fast with this much future in front of it... I think right now it's still a great bet

based on the sum of the parts right now alphabet is worth around $260 per share or around a 55% increase over today's price... I bought an additional $33,000 of it in the passive income portfolio I w…

the company that I sold is Canadian Pacific I sold out of the entire position and I did so to buy Google I bought $27,000 of Google in the passive income portfolio

I recently sold 100% of one of my Holdings... the company that I sold is Canadian Pacific I sold out of the entire position

right now between the multiples the company trades at and the earnings growth of this company the continued Revenue growth their Capital return policy I like everything I see I'm going to hang on to …

the number five Buy and Hold stock is between Visa Mastercard and American Express the big digital payment networks of these three I've selected Visa as the most likely to be a buy and hold forever

the number one stock to buy and hold forever is Microsoft... I consider Microsoft a lifelong hold for that reason Microsoft is become one of the bigger companies in my portfolio it's a big winner tod…

Costco still stands as uniquely positioned company to hold for a lifetime

the number three Buy and Hold stock forever is Berkshire... berkshire is an indestructible company the only real risk to berkshire's future is the management and even with improper management this co…

I think Nvidia is a scary stock to be in right now... I came out with a video saying that I think that the AI bubble is about to pop... NVIDIA is at a point now where the valuation is so high there's…

I've been bullish on Amazon for a while I really like the company both from a customer perspective and from an investment standpoint I still believe that Amazon is one of the more undervalued compani…

I see this one [Salesforce] working its way above $300 per share in the future and that will put me well into the green

right now I don't believe this company is as attractive as an investment as many investors believe and that's because I continue to be concerned about the competitive threads

Nvidia will have difficulty growing year-over-year now it may be slightly above or below what investors are pricing in but we can say definitively with this report that the upside in the stock today …

I'm buying into booking sales forc and into it three companies that I believe have a strong predictability of beating the market

I'm buying into booking sales forc and into it three companies that I believe have a strong predictability of beating the market

I'm trimming a little apple I'm buying into booking sales forc and into it three companies that I believe have a strong predictability of beating the market

before I go into the three that I'm buying I want to go into one of the ones I'm currently trimming and yes that stock I'm trimming currently is still apple apple historically has been one of the lar…

booking Holdings is a new position in my portfolio I've been buying into this one building up the position I bought more of it during the dip currently it's a $42,000 position $4,000 in the red with …

if we look at the valuation of booking the reason that I'm going into this stock right now is it trades at a relatively low valuation compared to the overall Market the S&P 500 trades at a 23 Ford PE…

the worst stock of of all my worst Loser by far this year is Salesforce... my favorite situation is when a stock is moving in the wrong direction when people are becoming bearish on it... and so I'm …

Texas Roadhouse is bouncing around $170 per share this company not only has appreciated a lot this year it's up 41%... I continue to hold this one because I think it's a genuine compounding machine a…

Salesforce is a new purchase a company that I was buying in only two months ago and they had a dramatic fall after their most recent earnings... I have not lost hope with this holding after Salesforc…

a new addition to the portfolio is Salesforce I just recently bought into this one this year I'm still confident over time that my Salesforce buy will prove to be an attractive one

I believe this company [Palo Alto Networks] is a compounding machine... this is one that I think you can buy at a higher valuation than most companies and still get attractive returns

When I look at FICO I view this company as a genuine compounder a company that has astronomically High intrinsic value growth over the past decade and I believe it will continue to grow intrinsically…

I believe these are both compounding machines... so this is another one [Airbnb] that I think is a very interesting company that'll likely do very well in the future

I sold entirely out of this position [Union Pacific]... I've continually felt like there's better opportunities for me to invest in companies that will offer more attractive returns... they had $24 b…

if Salesforce continues to trade at the very same yield it does today so the valuation has no change at all then returns will be compounded 15.8% per year so you're getting around a 16% return annual…

so I agree with the upgrade here I think Google will be above 175 eventually of course I'm holding the company I remain bullish on it

I see this is another way that Netflix continues to grow think outside of the box and evolve their company they're hosting the events that people talk about and I see this is an ongoing them we're go…

I'm just going to let this compounding machine compound because I still believe 10 years out this company will be a lot bigger than it is today

I noticed that both of my top positions year-to date are food companies Chipotle and Texas Roadhouse which does not surprise me I've made a bet over the last couple of years that food companies are g…

I bought it around $1800 per share right now it's a $33,000 position with 9,000 in gains... the main reasons I bought this company and why I believe it will have an incredibly prosperous future

this is a company that I believe is a very attractive asset with a meaningful amount of upside and limited downside

I believe this company still offers decent value and it's an incredibly high quality company at the same time so I'm happy to have Moody's in the portfolio and build this position

this is why I believe Canadian Pacific is undervalued based on today's price... if the management can pull this off this could be a big winner

I believe Costco is over $100 over its intrinsic value... I believe the intrinsic value is $560... Costco trades at $680 per share I believe the intrinsic value is $560

I plan on starting with this $5,000 position and adding to it all throughout the year eventually I want to grow it into a 50 or $60,000 position

because of the low valuation compressed multiple likelihood of interest rates going down and the success of Vegas diversification I believe VICI Properties is currently positioned to have a great 2024

even though S&P Global is up 26% this year I believe it has further Catalyst for 2024... with the IHS Market transaction firmly behind them and a clear path ahead I see more predictable gains with th…

because of the accelerated Revenue growth the consistent cash flow generation the huge expected net increase in subscribers and AD tier I believe there's a lot of upside for Netflix even though Netfl…

the type of companies that I'm buying ones like S&P Global MasterCard and into it trade at above Market multiples they're on average more expensive companies if you base the price over the next 12 mo…

that means that Canadian Pacific is going to double their earnings per share over the next 5 years so we could see their earnings per share going from around $3.77 to around $7 in 2028... they're exp…

S&P Global This company I've talked about routinely as being a compounder, having a diversified set of businesses within its name and all of them are high quality businesses. So I have high expectati…

so this is a highquality tech company that I'm continuing to add to I just bought another $1,000 of it this morning the other company that I continue to add to is into it this is one that I really li…

the other company that I continue to add to is into it this is one that I really like the positioning of into it I think the Bears have this one wrong the bare casee for into it is pretty simple peop…

right now I believe vich is undervalued I think the company is set up for a lot of growth in the future they have an extremely strong tenant roster they have very strong leases they're not overlevera…

valuation is also very undemanding where it traded at $220 last year I think Microsoft is worth around $350 and I've thought that for a while we're very close to it in fact it could get there relativ…

vichi is a real estate company meaning they owned land and they own buildings they are not Casino operators the tenants that rent from them are Casino operators... I bought this company in the first …

I increased my position and into it by $5,000 raising it up to one of the major Holdings of my portfolio it's now almost a $49,000 position and this is a company that I plan to hold for many years

when I track the fundamentals of this company and compare it with the stock price I believe it's a great company that's going on sale so I've purchased another $1,000 of Canadian Pacific Kansas City …

I recently just purchased another $22,000 of Chipotle... I firmly believe the future will be more automated than the past that's typically what happens over time these restaurant companies that opera…

the probability of an outright ban happening as of now is very low so as far as I'm concerned I'm going to continue to hold Apple I've been through these type of fears and challenges with this compan…

that means that the revenue will roughly triple over the next 10 years going from 4.7 billion to 13.8 billion

Chipotle could quadruple their revenue over the next 10 years... I believe will be worth significantly more than it is today