00:00 Introduction02:00 Blueprint to $1 million Portfolio19:20 Waymo Causes Roadblock23:32 Fail Of The Week: losing Everything
00:00 Overview02:46 Paramount Was Denied19:45 Tom Lee Is Bearish21:17 Mark Mahaney on Google In 202624:11 Netflix Is Now In Podcasts25:38 Fail Of The Week: Director Tricks Netflix
00:00 Overview03:00 2025 picks05:00 Amazon09:00 Bristol Myers Squibb11:00 Comcast14:00 Exxon Mobile15:00 Fairfax Financial16:50 Flutter Entertainment18:33 Madison Square Garden21:04 Visa22:57 SL Green Realty24:34 Disney26:21 Disney Deal with OpenAI32:00 Google Goes After Zillow35:00 Fail Of The Week: Elizabeth Warren
00:00 Overview02:00 Netflix Is Dead Money04:00 Outline Of My Buy Strategy08:00 Why Netflix Wins In Every Case24:30 Waymo Reaches 450,000 Rides Per Week29:00 Investors Are Turning Away From AI Stocks
00:00 Overview03:00 Mastercard08:00 Meta10:24 Adobe14:20 Amazon15:02 Duolingo17:03 Nvidia18:25 Salesforce19:25 Google21:05 Microsoft21:25 Uber22:50 Netflix26:00 Tesla28:10 Palantir29:50 ASML31:30 Paramount Hostile Bid40:50 Fail Of The Week: Waymo vs Kitkat
What does this mean? We review it in this episode.
00:00 Introduction03:00 OpenAI Sam Altman Declares Code Red12:45 Google Servers In Space15:03 Waymo Is Changing Health Care23:32 Netflix Buying Warner Media26:25 Fail Of The Week: Waymo
00:00 Introduction03:16 My Biggest Buy (Mastercard)15:30 Google VS Nvidia25:00 Stranger Things Premiere26:52 Fail Of The Week: Gene Munster Google Take
00:00 Introduction02:00 Ray Dalio & Michael Burry Bubble Talk18:29 Google Stock Goes Up 6%23:28 I Bought More Mastercard & Sold Booking Holdings18:17 My Favorite Things
00:00 Introduction02:50 Google Hits $30008:00 Why Mastercard Is Misunderstood22:23 Nvidia Earnings26:50 Win Of The Week
Today's episode we look at Warren Buffett's buy into Google and review the portfolio changes of top Super Investors.
00:00 Amazon Catalysts13:00 5 Stocks Worth Considering30:03 Tom Lee & Dan Ives On Market Sell Off33:38 Netflix Party games35:12 Fail Of The Week: Michael Saylor
00:00 Michael Burry Short Position26:59 Mark Mahaney Top 3 Stock Picks35:43 Waymo Expands To Freeway37:30 Fail Of The Week - Admitting Your Fraud
00:00 Overview03:00 Don't Miss The Opportunity18:20 Visa & Mastercard Settle22:50 $2,000 Dividend Stimulus25:19 Gene Munster Apple Call28:00 Dan Ives Meta Table Pounder29:20 Mark Mahaney on Duolingo & Uber32:50 Fail Of The Week - Employees Harass HR
00:00 Overview04:00 Duolingo Reaction36:00 Google TPU Advancement38:00 Fail Of The Week Chipotle
00:00 Introduction03:04 Meta's Issue with Capex08:35 Salesforce & Adobe Fundamentals vs Sentiment12:00 S&P Global & Equifax Catalysts Ahead15:36 Netflix's Underappreciated Financial Strength22:29 Uber CEO On It's Future26:00 Amazon Sues Perplexity
00:00 Overview02:00 Palantir06:00 Shopify08:30 Uber13:50 Spotify15:57 AMD17:34 FICO18:15 Duolingo26:40 Texas Roadhouse28:55 Tom Lee Case For The Bull Market32:54 Amazon OpenAI Deal34:07 Fail Of The Week: Sam Altman
Amazon and Google both reported earnings, both stocks are soaring. We discuss the recent earnings reports.
Google, Amazon, Meta, Apple, all report earnings this week. We break down what to expect and why I'm betting so big on Google.
00:00 Overview01:44 Netflix Earnings08:00 Tesla Earnings13:45 Amazon Replacing 600,000 Jobs22:40 Fail Of The Week: NBA Coach Bets His Life
Tom MacDonald
whoops on supporting FTX
MrBarrysvids
Love your content. I know you don't look at Canadian ETFs... But would love to hear about them