Check out the patreon here: www.patreon.com/josephcarlson Free investor Philosophy presentation: www.dropbox.com/scl/fi/vrtexx5dnv06npg1oatrn/Joseph-Carlson-Investment-Philosophy.pdf?rlkey=hsyb4c3ttf6nuvo3gknteyav9&dl=0 Patreon includes: Over 100 exclusive videos, and new ones every week. Full access to Qualtrim.com, the stock analysis website I built from the ground up Transparent portfolio updates, with every buy and sell I do, as well as monthly one-pager updates. Access to the Joseph Carlson Show private discord community, with 4,500 members Try it out now with a free trial!
@albertalba5866
6 ай бұрын
You know something about m1 is landing our share 😮
@VetejDEDU
6 ай бұрын
You missed cost gets overvalued when they do special dividend. 30%drop inc
@nicolasbenson009
Ай бұрын
I'd love to invest in stocks after listening to a guy on a podcast talk about the importance of investing and how he made over $300k in few months of investing into stocks from $175k initial capital, somehow this video has helped shed light on some things but I'm confused about the current market volatility I'm new to this and I'm open to ideas.
@Michaelparker12
Ай бұрын
It's difficult to beat the market as an ordinary investor, you don't have access to information that professionals have. So it's just better if you invest with a professional who knows how things work better.
@tatianastarcic
Ай бұрын
It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.
@berniceburgos-
Ай бұрын
Interesting! been looking to switch to an advisor for a while now but the fear of losing funds held me back, please any help pointing me to who your advisor is and how to reach them?
@tatianastarcic
Ай бұрын
Melissa Terri Swayne maintains an online presence that can be easily found through a simple search of her name on the internet.
@BridgetMiller-
Ай бұрын
she actually appears to be well-read and educated. I just did a Google search for her name and found her webpage, I appreciate you sharing
@567Kriss
6 ай бұрын
Joseph "texas Roadhouse" Carlson
@Dividendflywheel
6 ай бұрын
I was going to say Joseph (Charlie CostCo Munger) Carlson 😊
@6shot9
6 ай бұрын
Joseph “Suzaku Kururugi” Carlson (They have the same voice, good luck un-hearing it)
@Wakeywhodat
6 ай бұрын
Talk about a hot potato. When the economy dips, that stock will free fall. Now, I can’t see the future, I sold LLY @ $350 😂
@zoflow9994
6 ай бұрын
Best thing to do after work is to watch Joseph's video
@bwah8787
6 ай бұрын
During*
@TheLandonc77
6 ай бұрын
I agree! I am always excited because it drops right around leaving time.
@dennisbibik3061
6 ай бұрын
During work lol
@mikeko2792
6 ай бұрын
I agree
@6shot9
6 ай бұрын
This guy gets it
@sensorsensurius4206
6 ай бұрын
Joseph, u r one of the most logical and thorough stock research analysts on KZitem. Thanks for all that u do❤
@JosephCarlsonAfterHours
6 ай бұрын
Appreciate that!
@MrSomsoc
6 ай бұрын
@@JosephCarlsonAfterHours where is your take on NVIDIA? Overvalued or at market?
@user-qb6zw8ex8f
6 ай бұрын
Me too watching all your videos everytime
@jerrycampbell-ut9yf
6 ай бұрын
I recently made further purchases. Saving for a market slump is also a bad idea. There are different perspectives on recessions and depressions; we cannot always expect significant rewards; and taking risks is preferable to doing nothing. The bottom line is that by diversifying your portfolio and making sensible judgments, you will accomplish exceptional outcomes. In just 5 months, my portfolio's raw earnings increased by $608k.
@Peterl4290
6 ай бұрын
Despite my conviction in your direction, my recent stock purchases, and the fact that I am an AMC shareholder, I have not been able to amass anything. I had been in debt for far too long before the collapse. What are the steps required in investing?
@larrypaul-cw9nk
6 ай бұрын
Agreed, my portfolio is well-matched for every market season yielding 85% from early last year to date. I and my advisr are working on a 7 figure ballpark goal, tho this could take another year. IMO, financial advisors are the most sought-after professionals after doctors.
@sabastinenoah
6 ай бұрын
great gains there! mind sharing details of your advisor pleas? i've started gaining more cash flow with my employment and looking at putting money into stocks and alternative assets that can help build wealth over time
@larrypaul-cw9nk
6 ай бұрын
She goes by ‘’VIVIAN CAROL GIOIA’ I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
@larrypaul-cw9nk
6 ай бұрын
Amber Dawn Brummit
@kingcastro-s1p
6 ай бұрын
thanks for the breakdown, I read that Nvidia provides tech for crypto mining services/blockchain transactions. Could the current crypto pump be attributed to Nvidia’s great earnings and should I hold some crypto as well, cos tbh I’m having FOMO with the current crypto price at 64k.
@richarddamien4654
6 ай бұрын
Microstrategy CEO bought $155million worth of bitcoin, so yes BUY!
@christopher506
6 ай бұрын
It’s going to be a wild year for these sectors, so you should def. invest in crypto. 60% of my portfolio is spread across tech stocks, crypto and Crypto/Gold ETFs.
@tammystut
6 ай бұрын
The crypto mrket is poised to outperform othr sectors in 2024, driven by the SEC's approval of a crypto ETF.
@tammystut
6 ай бұрын
Hwever, it remains volatile. Newcomers shuld seekguidance frm an exprienced advsr.
@clementdan9417
6 ай бұрын
Ys, my asset manager advised I spread further into mutual funds and crypto Etf and boy am I glad I did. The whole idea is: Don’t get too greedy and also to exit at the right time, so generally I do find having an adviser very helpful, because what Avg. Joe really has time to watch and comprehensively analyse the market.
@donjohnson4368
6 ай бұрын
Joseph, your honesty shines through, keep up the good work
@Badjuju22
6 ай бұрын
Bought Palantir under 10$ a share and added willing to hold long term
@Elarchy123
6 ай бұрын
Great Analasys, what do you think about VICI Properties right now, or REITS at all they are pretty exiting valued right now, whats your opinion? Thanks
@samual8299
6 ай бұрын
45 min video, feeling blessed
@nut2450
6 ай бұрын
What about the most undervalued stocks in the market?
@JosephCarlsonAfterHours
6 ай бұрын
Are you suggesting there's undervalued stocks in this market?
@ethanlemberger7772
6 ай бұрын
I think ebay is undervalued@@JosephCarlsonAfterHours
@bradjbourgeois73
6 ай бұрын
I'm buying ADM and LEG right now, both are undervalued, though ADM has come up a good bit since.
@jacobsaucier1021
6 ай бұрын
My first thought too 😂 @@JosephCarlsonAfterHours
@furtsmagee1513
6 ай бұрын
$Goog
@CanutoG
6 ай бұрын
What an awesome detailed analysis Joseph , any upcoming video on most undervalued stocks?
@Dividendflywheel
6 ай бұрын
Joseph; @7:57 I heard Terry Smith whisper in my ear “CostCo earnings are growing much faster than the S&P” Half way through your Costco analysis, I thought I was listening to Charlie Munger 😊😊😊. I tell you I am hearing voices Question: How about using stop loss orders to protect your gains in COST & CMG? Finally, take a peak at the portfolio of Cantillion Capital. It’s loaded with compounding machines.
@saranonk
6 ай бұрын
What about ADBE?
@joaodealmeida26
6 ай бұрын
Really nice one, thanks for the breakdown
@drummerboy6178
6 ай бұрын
Just subscribe, hopefully may get a few good pointers on some long term buys, thks
@medericgosselin7326
6 ай бұрын
you will
@lukasjago
6 ай бұрын
can you compare it and check snowflake?
@Middlenamerichard
6 ай бұрын
Joseph, PLEASE try analyzing companies using the method you shared in your video “Why I Love Stocks” I found your logic of comparing the risk free rate to a company’s free cash flow margin and projecting out 5 years using the free cash flow per share growth rate a super helpful exercise! I’ve been using it myself and would love to see it demonstrated in a future video. I bet others would love to see you demonstrate this technique too! Keep up the amazing content, Joe! 🙏
@JosephCarlsonAfterHours
6 ай бұрын
A tool i'm currently working on in Qualtrim is called "scenarios" and it does analysis on stocks exactly like that video. You add in some assumptions to create a 5 year financial projection for a stock. Then you look at the starting yield, what you think the cash flow will be in 5 years, and what you think the multiple will be for the stock (the appropriate yield), from that it calculates a rate of return over the 5 years. It's in beta right now and we have a number of people using it. But I want to get it out of beta and finished and I'll start doing some analysis on stocks showing people more in-depth about my assumptions on cash flows and rate of return for a stock.
@hksoini7577
6 ай бұрын
@miguelgutierrez853
6 ай бұрын
PLTR is really difficult to value right now.
@NewJohnRefuse
6 ай бұрын
I have 2k in , i want to add more shares around this price but preferably at 20$
@TechPeeves
6 ай бұрын
What do you think of lululemon? Any updates on Disney?
@simonseverino
6 ай бұрын
Joseph Polen capital bought FOXF, Pool, Core & Main. What is your take on those 3?
@spleenful
6 ай бұрын
Does Qualtrim include European stocks?
@terrancetham171
6 ай бұрын
the differece into on PLTR you used to compare it to SNOW and the dilution has been happening since it was 9 bucks
@georgelam4737
6 ай бұрын
Can you do one on cava?
@peteydyer
6 ай бұрын
Has a PE of 255 and forward PE of 300
@vladimirsmiljic9780
Ай бұрын
I am aaking the same
@lionheart93
6 ай бұрын
how old is the story fund account and main account sir?amazing gainz
@CaptainAppCrash
6 ай бұрын
Honest question, what makes paying taxes now worse than paying later for selling a stock?
@bugsvan
6 ай бұрын
Your videos are very helpful.
@Lyzaaarnew
6 ай бұрын
Forgetting the words of tech bubble. Going to roll over and crash, despite good earnings its all about sector sentiment
@homarruiz8615
6 ай бұрын
Hello Joseph. Have you considered some hedge strategies that generate additional income? For example, covered calls on those stocks you’re currently long but think are a bit overvalued.
@quang_xuezhongwen
6 ай бұрын
Note for Myself: 37:10 Share Dilution can be GOOD if the company is OVERVALUED. Little indicator to know when to buy.
@samdhillon6579
6 ай бұрын
Hey what trading platform do you use ?
@GuG_Scoobyy
4 ай бұрын
He uses M1 Finance. I’ve been using it for 3 years now and love it
@for.your.future.
6 ай бұрын
Joseph you’re my favourite investing channel. Your long-term outlook and style is commendable. However how can you use p/e for a company that is just profitable? I can completely understand overvaluation arguments for Palantir but using p/e makes no sense.
@ricardosousa11
6 ай бұрын
Eli Lilly isnt overvalued imo, weight loss will be bigger than AI, however, Novo Nordisk would be a better run in the long run. Only NVO and Lilly have the patent for weight loss until 2031, so thats why the high PE. Its not a new drug, what they are developing is just a pill form, instead of a shot, and they are on phase 3 already, so should come out in the next 2 years. For novo, they are in phase 1, but have already 3 drugs in the market, including a pill form.
@maximbelitskiy6695
6 ай бұрын
Would be great to see what is undervalued 👍
@bradjbourgeois73
6 ай бұрын
I haven't bought COST in a while, but I'm not selling any time soon. I use the 250 ema as one of my metrics. COST is at 19% above right now. I did sell NVDA when it was at 92% above and it's down to 85% already! The last time it came even close to that was 78% above, then subsequently came down to 2% above in less than 2 years. I typically try to buy at less than 15% below and try to hold forever till it gets so ridiculous I can't help myself. Sold NVDA at a 234% gain in less than 3 years!
@rogersmj
6 ай бұрын
What are you referring to with “250 ema”?
@bradjbourgeois73
6 ай бұрын
250 day exponential moving average@@rogersmj
@Wakeywhodat
6 ай бұрын
This is the first time I noticed the weight rack behind you. Get after it!
@fishingva9946
6 ай бұрын
You missed CELH.
@sonarvord
6 ай бұрын
How does ANF fare with similar analysis?
@Cristian_M_
6 ай бұрын
Successful people don't become that way overnight. What most people see as a glance of wealth, a great career, and purpose is the result of hard work and hustle over time. I pray that anyone who is reading this will be successful in life,.,..
@michaelh.7048
6 ай бұрын
what's about Gartner Inc. ?
@sergiolopez1855
6 ай бұрын
What do you think of GME going into earnings?
@dsgrant07
6 ай бұрын
Comparing the P/E ratio of PLTR to Costco, Chipotle and Lily is wild.
@Johnschannel2024-m8f
6 ай бұрын
Joseph does a great job analyzing the pulse of the the stock market and is a valuable asset to investors.
@ibnawesome
5 ай бұрын
Joseph, can you please delete the massive scam threads in your comments sections by bots.
@antoinemorcos1321
6 ай бұрын
As always Joseph, very impressive video. I like your view on dillution with a high price over intr value, than buy back when cheaper 👍 i did not think about that before.
@1985slipstream
6 ай бұрын
Palantir with a high forward PE will raise that E side and bring down the PE ratio.
@kylen6430
6 ай бұрын
So they will demonstrate earnings growth, and the price “P” will just….stay the same?
@1985slipstream
6 ай бұрын
@@kylen6430 No I imagine it will fluctuate and go up but will become more stable and a lesser difference over time. but when/where that happens is the unknown.
@curteye406
6 ай бұрын
Joseph, we need a 5 most undervalued vid please. Thinking about selling my AAPL
@andrewt6295
6 ай бұрын
Joseph you have some great content. I love watching it while walking on the treadmill. Keep up the good work! Would love to see a video on stocks with greatest return potential over the next 5-10 years. Tech or not doesn’t matter to me!
@deno7166
6 ай бұрын
Great video as always Joseph!
@amysteinmueller6969
6 ай бұрын
Thanks!
@williamkreth
6 ай бұрын
Hell ya dude. I appreciate you showing your port
@kashishdesai1997
6 ай бұрын
Do you perform options trading? Covered calls/puts to generate extra income? What are you thoughts on this. Thanks
@Xairos84
6 ай бұрын
He doesn't need to, he gets KZitem patreon money
@JosephCarlsonAfterHours
6 ай бұрын
I always strive to maximize the rate of return for my portfolio. I do not do covered call options because by setting up a covered call you're sacrificing potential upside in the stock until the option expires. I have an extremely bullish stance on each of my positions and do not believe it will provide better returns to exchange potential upside for cash.
@ngohjlful
6 ай бұрын
Very logical analysis of the overvalued stocks. Got much out of your video. Pls keep the videos coming. Thks!
@halvey8518
6 ай бұрын
There’s a new WingStop in Eugene, OR and everyone was excited to try it. Everyone I heard from trying from the new store said they hated it due to the poor service and most people I talked to didn’t like the wings. Our market here is blessed with local wing restaurants like Hot Mama’s, Chicken Bonz, and Toxic Wings. Thanks for coming into town WingStop but I’ll happily go to the competition. Edit: The poor service was likely due to all the new employees being high school kids who were probably still getting used to the ropes. So we’ll see how it does in the long run.
@cookiejar01
6 ай бұрын
Congrats on a lot of new people joining. However, could this be a contrarian indicator?
@tarigmergani3903
6 ай бұрын
Please do a video about lululemon
@matthew.m.stevick
6 ай бұрын
Why is wing stop forward PE over 100?? Amzn and nvda are both mid 30s. Did they add cocaine to their sauce? Edit: 40:30 no cocaine just “less crappy” than BDubs. 🤷🏼♂️
@eclkt
6 ай бұрын
Thank you
@scott7594
6 ай бұрын
My wife is a endocrinologist and told me about Monjouro 3 years ago and I DCA'd in. So glad I did!
@Michael.design
6 ай бұрын
I want to own Wingstop but its just too darn expensive right now.
@bardia52
4 ай бұрын
QDoba is competitor to Chipotle
@bgorigin
6 ай бұрын
Love the analysis. Hoping you look at AVGO.
@vladimirsmiljic9780
Ай бұрын
CAVA???
@ToopackFromAugu
6 ай бұрын
Why no multiple Chart for Stocks? EPS and Cashflow per share would be easier to see when Multiple contraction happens for stocks.
@stevelyons2631
6 ай бұрын
Very interesting video so far!!! Would be great to see the opposite of this, some undervakued companies
@Dividendflywheel
6 ай бұрын
The entire market is approaching all time highs
@capincrunch1184
5 ай бұрын
Can’t wait for analysis on snow now that you did it for Palentir
@rahulchahal3824
6 ай бұрын
CMG’s competition is all fast food restaurants. CMG charges more than most fast food. Why be in this space at all?
@Dividendflywheel
6 ай бұрын
Luxury brands routinely sell their products at several multiples of product cost. Remember WholeFoods (b4 Amazon bought them)
@rmoore58
4 ай бұрын
I enjoy watching your channel time and time again, investing at an all time high becomes more difficult as the market moves higher
@aleksandrsvinogradovs6215
6 ай бұрын
I bought Costco on high PE.. but small position, waiting for better price.
@elrudiiisimo3066
6 ай бұрын
I have a question as someone who is still learning about stock markets and just general financing but I do understand math to a solid degree. Are stocks still over valued even at a time where there is inflation? Like is it possible that stocks go up with the idea of inflation? Or is it strictly based off of fundamentals and that’s it?
@elrudiiisimo3066
6 ай бұрын
I forgot to mention even with the amount of dollars that have been printed into the economy over the past few years.
@PeaceandQuiet4
6 ай бұрын
I also believe that stock prices rises as inflation rises, not immediately, but definitely over time as companies adjust their prices.
@tylerwinkle323
6 ай бұрын
imagine a society where people pay money to eat foods that get them so fat they have to pay money to lose their appetite Idiocracy got nothing on 2024
@StephenGriffith-j1d
6 ай бұрын
Wow, I loved your take on the differing risks for each of these 'overvalued' stocks! Super informative. Dilution isn't always bad?! That's definitely counterintuitive.
@magalengo
6 ай бұрын
Nice Ric Ross reference, BOSS!
@thanosforlife
6 ай бұрын
LMFAO. Dude, palantir has been profitable for 5 straight quarters, they have 3.8 billion in cash and NO DEBT. They will be added to the S&P 500 next quarter, and they are getting contract after contract from the government, as well as, commercial. Their product is nearly impossible to duplicate, and would take a significant amount of time and money to attempt, which some countries have tried, just ask Germany. Now they want Palantir back because they finally realize they can't do it, and want to upgrade their counter terrorist AI. Do you simply hate palantir, and vomit nonsense about it or do you have puts on it and want to try to ensure it goes down because it's completely suspicious. Perhaps you might want to dig a little deeper and look at the fine points of the company, and how their transformation from relying on government contracts have now shifted to commercial, and their bootcamps are bringing in a significant stockpile of clients.
@davidrenner4291
6 ай бұрын
What? No white T-shirt? Must be laundry day:)
@davidhalbleib2467
6 ай бұрын
Joseph do you not have Qdoba or Salsarita's where you live? 🤤
Looks like this will be a good year for the precious metals mining companies
@hopehope938
6 ай бұрын
Well sooner than later there will a market correction! That’s why I have limited the number of stocks I currently own! If they have a price dip probably I will buy more.
@glenbray8901
6 ай бұрын
I enjoy the commentary and analysis. Don't always agree, but that's the point. Thinking and being open to conversation. I am older 68, but still try and balance growth, dividend stocks, cash manipulation and taxation exposure!! Keeps the old grey matter going!!
@FelineAirstrip
6 ай бұрын
What's the best approach to capitalize on the current market conditions? I'm deliberating on whether to diversify my $400k stocks portfolio. How should I reallocate stocks in my portfolio to secure my future
@WestonScally7614
6 ай бұрын
The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner
@kamilknorovsky7393
6 ай бұрын
why costco have PS 1,2 +- all the time?
@electrodynamicorb6548
6 ай бұрын
I’ve never understood the high valuation for a place that makes burritos
@kevinmaxwell7761
6 ай бұрын
I only disagree with Chipotle - there is something wrong with their staff. No matter where I travel in the country, Chipotle employee hate their jobs, have a bad attitude, and don't treat customers well.
@Slnxjxkxnndnd
6 ай бұрын
Where is Estee Lauder??
@davidrenner4291
6 ай бұрын
$PLTR is a definitely one of the most difficult stocks to establish valuation in recent memory. Lots of cloak and dagger mostly because lots of government contracts and companies with the most sensitive data. According to many of the analysts and industry pundits, PLTR is one of very few companies, if not the only company that these particular organizations will trust with their most sensitive data.
@Makore94
6 ай бұрын
Hell, and you have companies like CrowdStrike trading at like 900 P/E ratio and people are still buying like crazy.
@joezawinulreviewsandreacti2509
6 ай бұрын
Some of the greatest runs in history started from a high pe though. I think p/s has better data to back this up
@Reza_Audio
6 ай бұрын
as long as a company is growing P/E does not matter much, while P/EG and P/S matter most
@sigma_brethren
6 ай бұрын
when are you going to talk about Bitcoin
@arturprivat8180
6 ай бұрын
Palantir on of the most bad ass companys in the defence ind.
@cyfrowymuza
6 ай бұрын
PE ratio is just useless metric, you have to ask the right question - why some of these companies have such a PE ratio (e.g. PEG ratio might give a clue), because there might be a reason why e.g. PLTR is trading at the current valuation.
@dgi012
6 ай бұрын
I agree that PEG (FWD) is a good metric to normalize the PE ratio by their EPS growth. But even when looking PEG (FWD), Costco is trading at 5.04, which is insanely overvalued. For context, AAPL is at 2.79, SPGI is at 2.53, MSFT is at 2.43, V is at 2.15, etc.
@WolfeJames504
6 ай бұрын
You forgot MDB. Trading around the same price as microsoft. When they’re profits are negative. And have been negative for the last three years
@lynnesaint6431
6 ай бұрын
So cost deserves a higher multiple than tech stocks. I don’t think so
@JosephCarlsonAfterHours
6 ай бұрын
Far more predictable than most tech companies, less chance of disruption, and has a high percentage of net income as subscription.
@rogersmj
6 ай бұрын
27:19 “To realize the gravity of the situation, you have to look at the US and the obesity rates…” I don’t know if that was intentional but that was hilarious.
@gentrybrown2032
6 ай бұрын
Biggest mistake I ever made was thinking Tesla was overvalued. I’m not making that mistake with PLTR.
@brianbirnbaum9760
Ай бұрын
Shorting Chipotle is a terrible misunderstanding of the purpose of the instrument. Shorting any quality company just because it’s “overvalued” is simply stupid.
@matrixist
Ай бұрын
Agreed, unless it is built on a fraud. ALL pharma is crap. Homebuilders are built on fraudulent appraisal values.
@robertgray9981
6 ай бұрын
I can’t tell if he is saying Palantir is ok to nibble away at , at this current price? He does say shares are overvalued. But getting cash by selling overvalued shares. Someone better than this help me please
Пікірлер: 302