633 episodes
- 00:00 Introduction
02:03 Qualtrim
03:16 How I Set My Price Targets
04:23 Mastercard
07:27 Amazon
09:27 Alphabet / Google
11:49 Meta
14:18 S&P Global
15:01 Microsoft
16:15 ASML
17:55 Costco
19:17 Netflix
21:55 Texas Roadhouse
23:25 Moody’s
24:13 Duolingo
25:22 Uber
26:25 DoorDash
28:26 Amazon Earnings Breakdown
39:16 Anthropic Results & Steve Eisman
46:01 Fail of the Week: The $1 Million Kick - 00:00 Google’s Selloff & My Portfolio
04:20 Google’s Revenue Growth
06:00 Understanding Google’s Earnings & Valuation
09:03 Free Cash Flow & Capital Spending
10:49 Is AI Hurting Google Search?
14:15 Management’s Explanation & AI Monetization
20:24 Google Cloud, YouTube & My Outlook
24:14 Mastercard Earnings
25:15 Microsoft Earnings
26:15 DoorDash’s Proposed Instacart Acquisition
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About The Joseph Carlson Show
A show about stocks, money, and business news. Joseph transparently shares investing strategy with a million dollar stock portfolio.
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