This isn't investment advice. I'm just a guy on the internet giving my opinion. Some of the links above may be affiliate links that support the channel at no cost to you.
Good morning everyone! Hope you enjoy an overview of the qualitative approach Ackman takes to researching stocks.
JosephCarlsonAfterHours
Money invested will always earn you more money which the bank won't give you for saving your money in the bank
lukefreeborn
3 things are certain in life:
Death
Taxes
And Joseph being bullish on Netflix
rockman
I generally don't like Bill Ackman, but his investment thesis is solid, especially the bit about investing in the US rather than abroad in foreign stocks
AoCabo
Hedging is only needed if you want to try and achieve consistent returns each quarter or year (15%, 15%, 15%...). There's nothing wrong with taking the simpler approach of buying into good companies and averaging down if you're early or market conditions change, it just creates more instability but can equal or outperform a more consistent approach (20%, 5%, 17%, 9%, 12%, 25%...). Better performance some years because you averaged down the previous. I've been doing this for about 6 years now and it's been great.
Cyclops
i wonder what best opportunities to invest there are now, Making money on crypto assets especially on Bitcoins has been really difficult for me
desmondnoel
I wonder what the best opportunities to invest now are, there are opinions but a little later I find out these opinions don't matter as a totally different turn of events play out with the stocks they discussed therein...
ibrahimmyles
Good video... Why not just buy pershing square?
MonsieurDee
Hey Joseph can you make a video analyzing Tesla? I would love to see your view and opinion!
tonybily
Hey man love your videos! Can you please tell us from where you get the needed information about the business of the company you are reserching. The financials like revenue, free cash flow etc. can be found in q 1 to 3 and 10 k, but how can I found out that netflix is putting more original content than all it's competitors or that it's the streaming services that has the least people unsubscribing. Thank you very much!
stefanignatov
Great video Joseph!
I read through some comments to this video and I am surprised at how some individuals get so aggressive towards information and at who is presenting it.
I loved the points where you agreed with the investment, also where you stated you bought in at to high of a price, at least in the short term. I love the transparency and truly appreciate your style of teaching and presenting.
Keep up the great work.
peterswellnesschiropractic
“…and let’s see what we can learn together.”
This is why I’m happily subscribed to this channel.
youtubesucks
Hey Joseph, I don’t know if this stock fits into your investing style, but would you analyse it? It’s sofi invest
kxlee
Love the show! What type of camera do you use to make video's? The quality of the lens and the wide angle shots looks amazing! Thanks!
justmoney
I agree 100% with Bill Ackman politically
gedenirfiorese
Joseph, you should really look into Tesla stock. If you think Amazon is undervalued at a 60 trailing P/E ratio, Tesla should show even MORE undervalued than Amazon! Their revenue and EPS growth is unbelievable.
NickPeitsch
Cable TV is €12, 50 in my country. Netflix €8 to €16. Most of the content on both is shit. The Netflix recommendation system does not help me find good content on Netflix.
Ferdinand
This is fascinating. I love your videos reviewing super investors
omax-syxp
These hedge funds could be fully invested in individual stocks during these tough times is because of their hedges, either buying cover calls or puts. Without it, the risk is just too much. It's like head I win, tail I don't loose much.
nhanhuynh
Asset class diversification is (for me) an important part of reducing risk (aka hedging): Commodities, REITs, Treasuries (corporate bonds aren't as effective), small cap value. A little international. Never been interested in derivatives or shorting.
