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Why Big Tech Always Wins
A look into the business models behind big tech.
2 years, 9 months ago
Episode 329 - Apple hit 3 Trillion, Why It Will Hit 4 Trillion Next Year
Apple hits 3 trillion market cap.
2 years, 9 months ago
Here's When I'll Sell My Stocks
Here's When I'll Sell My Stocks
2 years, 9 months ago
Episode 328 - We're Now In The Everything Bubble
Seth Klarman warns about the everything bubble. Satya Nadella has a goal for 500 billion in revenue by 2030. VICI may be buying the Bellagio. And the…
2 years, 9 months ago
Why Cruise Lines Are Beating The Market
Carnival Corporation stock is up 80% Year To Date. With the recent sell-off after earnings, is now the time to buy?
2 years, 9 months ago
Episode 327 - I Valued Every Stock I Own
We go through the valuation of every company in my portfolio. We also discuss the FTC going after Amazon, Elon fighting Mark Zuckerberg, and of cours…
2 years, 9 months ago
Episode 326 - Big Tech Is Not Cheap Anymore
In this Episode I review how far the market has come from the past year, my previous valuations on my companies, and where they stand now.
2 years, 9 months ago
Netflix Won
The battle is over, Netflix has won. Here's where we stand now.
2 years, 10 months ago
How To Build a Monster Dividend Portfolio
Everything I've learned over the past 5 years.
2 years, 10 months ago
Apple Just Changed The Game (Apple Vision Pro)
Apply finally announces their AR headset.
2 years, 10 months ago