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

There's a good chance Google becomes a bigger company than Microsoft. Both have cloud, but Google has TPU's, YouTube, Gemini, and Waymo. Microsoft wins out in business productivity software, but Google has a lot of that too. I still feel great about having Google as my

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My biggest issue with Meta is that I like Google more. Maybe there’s room for both?

What's the best TV Show, Documentary, or Movie, you've watched in the past two weeks?

Never forget. Netflix sold down -75% because of this.

Don’t be shocked when it keeps going higher. So many positive things in one stocks is very rare. It’s now a $172,000 position, with $77,000 as gains. Happy to have it as my largest position.

https://t.co/DIz776U1gk

“Joseph, if you like Duolingo why did you only buy a 2% position?” Now the people who asked this question over the past few months have an answer. Investing in a company dependent on high-sustained growth is risky. Any sign of deceleration and the stock gets rerated sharply.

Today's Episode: 03:04 Meta's Issue with Capex 08:35 Salesforce & Adobe Fundamentals vs Sentiment 12:00 S&P Global & Equifax Catalysts Ahead 15:36 Netflix's Underappreciated Financial Strength 22:29 Uber CEO On Its Future 26:00 Amazon Sues Perplexity

There is no other reasonable takeaway when looking at the Duolingo quarter than it was a very strong quarter by the company. +41% revenue growth +33% booking growth +29.5% margin increase +51% Free Cash Flow Daily active users: Record high 50.5 million Monthly active users:

I can't believe I got myself in a situation where I get paid to talk to awesome people about stocks and investing all day. What a life. SUPER grateful to be where I am. Hoping everyone can do something they really enjoy in life.

A story in three parts: 1) Amazon sues perplexity for using AI agents to buy stuff on their website (violating their terms of service) 2) Perplexity says Amazon is a bully and anti-consumer 3) Perplexity current Terms of Service ban bots and agents from access or using their

Today's Episode: 00:00 Overview 02:00 Earnings Week Ahead 28:55 Tom Lee Case For The Bull Market 32:54 Amazon OpenAI Deal 34:07 Fail Of The Week: Sam Altman

As some have pointed out: This is more accurately called pricing, not valuation (as valuation incorporates growth and margins). Also - I will have an episode later today where I give my predictions on Palantir before earnings were released. That will be released unedited so you

Palantir valuation vs other companies.

Search is growing over 14%. YouTube has the largest share of streaming watch time. Gemini is catching up to ChatGPT in number of users. Chrome is rapidly launching AI features. Google Cloud backlog is growing exponentially Waymo is constantly expanding to new cities. I

I took a victory lap on Google in the past week. Everyone has some losers, those are never fun. So it's important to celebrate the wins, especially if they're pretty big wins. Now it's time to get back to work and find the best opportunities to buy given the market we're in.

Why should I buy (or not buy) Meta stock right now?

I don’t think there needs to be some ideological debate over home ownership and renting. It’s a lot simpler: If you find an awesome home that you’d be excited to own that is affordable and will improve your family’s life, jump on it. If you don’t, push that money into stocks

One of the most misleading charts in finance. First: This ignores cash flow. Real estate makes a bigger portion of income from cash flow than stocks. This is like comparing the S&P 500 to a dividend fund without counting dividends in the return. Second: this ignores leverage.

What a spectacular week. Congrats everyone that's in Google and Amazon.