Let's Talk About Amazon and Apple's Upcoming Earnings

00:00 Overview
03:37 Sofi
09:30 Dominos
11:28 PayPal
13:31 McDonalds
14:40 Amazon
28:47 Starbucks
29:36 Mastercard
31:09 VICI
34:27 Apple
44:36 Texas Roadhouse
47:56 Hershey's

QUALTRIM.COM & PATREON (Includes free trial)
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SOCIAL MEDIA
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DISCLAIMER
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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, timeline, and overall circumstances.

[JosephCarlsonAfterHours]

Here's a 50 minute video going over my thoughts on each companies upcoming earnings.

Here are timestamps for your convenience:
00:00 Overview
03:37 Sofi
09:30 Dominos
11:28 PayPal
13:31 McDonalds
14:40 Amazon
28:47 Amazon
29:36 Mastercard
31:09 VICI
34:27 Apple
44:36 Texas Roadhouse
47:56 Hershey's

[tatianastarcic]

My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.

[ChristelleSingler]

I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.

[bombmanNL]

I fully trust Amazon (45% position for me). The thing I will be watching is capex, I expect high capex due to AI and other aws-investments that can get the stock to fall a bit. But I would be happy if they up their capex (because I know Amazon is THE company that can get high future ROI), that can be a buying opportunity.

[generousy.]

Joseph, do you think china will ban the hands that feed them ? How many people are employed by Apple and Tesla in china ?

[sommersalt]

I'm tired of these new buys every week, Just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%. Do you see AMZN and APPL as safe buys to outperform the market this year?

[iiAyJayo]

I still remember people leaving comments making fun of you for making such a big bet on TXRH. Who's laughing now

[WanderingExistence]

Bro teased a 50min vid he already had loaded up.... That's good analytics!

[craigsutherland]

Your assessments are by far my favorite. Thank you Joseph Carlson

[filipecosta]

Plot twist, Apple ends up buying TikTok

[leodean]

Love how much effort you put in these analyses really help me learn fundamentals and understanding the stories of companies

[thetradersam]

Love VICI & Amazon, long term holds in my portfolio

[metrophysiotherapy]

Hey Joseph. An other fantastic video. Thank you. Does Qualtrim cover other markets outside the US?

[Ea-pbtu]

In regards to the EU. EU elections are in 2024 and there will be a shift, albeit not significant, to the more business friendly center right group/s. And if you look at the EPPs manifesto aswell as their speeches etc they talk a lot about removing red tape and decreasing the regulatory burden on companies.

I doubt that they would rescind GDPR or the Digital markets act but significant new regulation seem unlikely.

[petenice]

While I agree SOFI is not even remotely close to being anything like Amazon, I can almost guarantee Joseph Carlson would have said Amazon in its early years was just an online bookstore. They don’t have anything that is special and not worth its current value.

[harrisonlunden]

Thanks for all the investment information. You have been very helpful.

[ODAS]

Cava is the best fast casual restaurant chain in the US. Hands down. And it is a fantastic stock.

[thecapone]

Oh man! Let me snuggle in. Get the game on. Fix a drink, and watch some JC. It’s always a good night when there’s a JC video.

[larson]

Great content! Do you ever buy protective puts on your larger positions if you are worried about being over valued as a hedge? For example your Texas Roadhouse.

[hyperhippyhippohopper]

You made that argument about Amazon going from -$10B to $10B in FCF before. But the argument is just as dumb as that twitter post about SoFi you are critizising. Having had negative FCF last year doesn't make it more impressive to have positive FCF this year. If that were true, then it would also be true that the deeper into negative FCF you were last year, the more impressive it should be. So let's say you had an amazing $5 trillion in negative FCF last year, but you are up $5 bucks in positive FCF this year. Mind you, that's a 5, 000, 000, 000, 005 improvement in FCF. Do I get a nobel prize for capitalism now?