Buffett Explains Why He Sold | Joseph Carlson Ep. 314

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00:00 Preview
00:43 Portfolio Highlights
04:50 Buffett on Selling Banks
09:29 Buffett on The Economy
12:56 Buffett on Crypto
15:58 Buffett on Selling TSM
18:06 Buffett on Keeping Apple
20:42 Buffett on Buying Paramount
23:40 The Problem With Amazon
27:40 Jassy on Amazon AI
30:15 Jassy on Amazon Advertising
32:48 Jassy on Amazon Prime Video

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About Joseph Carlson:

I am not a professional investor and have never claimed to be. I’m an amateur investor sharing my experience of what I’ve learned, where I have had success, and where I’ve had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call “compounders”. I view my investments as businesses, not as stocks. Before creating content on YouTube full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, and timeline, and overall circumstances.