Wednesday, February 21, 2024

Earnings Will Be “Terrible”, Here’s My Plan

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00:00 Earnings Will Be “Terrible”
06:11 Apple
07:53 VICI
09:30 Microsoft
10:48 Texas Roadhouse
13:25 Costco
14:30 S&P Global
16:45 Mastercard
18:03 Intuit
19:11 Union Pacific and Canadian Pacific
20:48 Fair Isaac
23:11 Marriott
24:16 Chipotle
26:00 Moody’s
26:36 Visa
27:07 MSCI

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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.

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