Joseph Carlson
@joecarlsonshow
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I buy really good companies. 600,000+ subscribers on YouTube. Follow The Joseph Carlson Show.
Joined March 2019
The term "compounder" is thrown around a lot. But what does it mean? . I learned from the investing philosophies of Buffett, Munger, and others to boil down what I believe is the best overview of what a Compounding Machine actually is, and how to invest in them. These 8 slides
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Netflix had an excellent earnings report with accelerating revenue, expanding margins, growing free cash flow, and continued growth in membership. The stock will be much higher in five years than it is today.
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Netflix being up +44% YTD then trading flat after earnings is a win. If you expected it to rocket up after a solid report, you're being super greedy.
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$NFLX Q2 earnings. They beat on EPS and Revenue, generated $2.2 billion in free cash flow in the quarter, they're raised revenue guidance to grow 17.3% revenue in Q3. They do not say subscriber numbers, but they're seeing "continued growth in members". First impressions is a
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Benioff needs to take lessons from Karp on how to pump this dead stock.
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Salesforce would have a 4.2 Trillion market cap if it traded at the same valuation as Palantir.
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Palantir is now at 110x revenue. If you didn’t buy it when it was below 100x sales you completely missed the dip. I doubt we ever see it that cheap again.
Anyone buying this dip? It's only trading at 97x sales. I think it's a steal if you can get it under 100x sales.
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Best golfer in the world says no amount of professional success is anywhere as satisfying as having good family relationships. He firmly puts golf below his family, and he’s still the best at golf. That’s a true inspiration.
Dont know if I can think of a time an athlete at the top of his sport has been this open and honest about their craft
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I don't think it's too crazy to call Amazon the "tech Berkshire". It's not a perfect comparison, but there are some similarities.
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Netflix is fundamentally extremely strong but the valuation is now clearly in the premium category. They need to keep showing solid strength across the board or they will be rated lower.
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Netflix earnings this week. This will be the second quarter that they don't report subscriber numbers. Netflix is doing a solid $7+ billion in free cash flow each year with almost no stock based comp. They are now a buyback machine. In the past 12 months, they repurchased $7.8
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The fastest growing robotaxi network with no drivers assistants in the passenger seats. Google Cloud growing 30%. YouTube growing largest share of TV watch time. Google search is growing in volume and revenue. Google trades at a 19 PE.
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RT @Waymo: 100 million real world, fully autonomous miles driven on public roads. That’s more than 200 trips to the Moon and back. Thank yo….
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An interesting read if you want to know the lore of Bill Ackman.
@TuckerCarlson went on a rant yesterday @TPUSA and suggested that I was in Jeffrey Epstein’s ‘constellation of people’ who have been getting away with scams. His evidence is that ‘the most useless people have no actual skills become billionaires.” He referred to me as an example.
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Google could have purchased 16,000 Waymos at $150,000 a piece for the price they paid for this. Google makes $2.4 billion in net income every 8 days.
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Sundar congratulated Elon on Grok 4 being a great model. Sundar was quiet when Grok become Hitler for 16 hours, even though Elon relentlessly mocked Google when Gemini mistakenly race-swapped historical figures. Sundar is a class act.
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You hear loudly about every single challenger to Google search and AI. They occupy the news day in and day out. What you don’t hear about every day is the new customers and volume growth of Google Cloud and the millions of videos being uploaded YouTube, the millions of people.
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It's going to be crazy if the Judge tries to force Google to sell Chrome off the basis that it's a monopoly in the same month that an elite tech company like OpenAI announces that it's working on a competing web browser.
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