Market Bytes

Google NotebookLM Generations - DOJ vs Visa https://youtu.be/GL4M1PVVaRw I tried Google’s NotebookLM and it was pretty amazing. In this video I walk through step by step what I did, what it created, and my thoughts on what I think it means for us as humans and investors. 00:00 Google’s NotebookLM is crazy 02:36 Example 1 06:28 Example 2 09:25 My thoughts on what this means FIND ME OTHER PLACES: Yo...

In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, the dividends I received, what my annual dividends are on a $302,000 account, what stocks I bought and sold, and the overall performance using Snowball Analytics portfolio tools. 00:00 Portfolio recap for September 2024 05:54 Dividend income 07:34 Stocks I bought and sold this month...

I’ve been sharing my portfolio performance each month for over a year, and over the last couple of weeks as I’ve researched it I’ve realized that I’ve actually been doing it wrong this whole time. In this video we break down what the issue is with how I’m tracking, how I figured it out, and what I’m going to do about it going forward 00:00 The S&P 500 return is different than what I thought 04...

I read the full 70 page Department of Justice complaint against Visa, Here are my thoughts as a 15 year payments professional. FYI, I’m a shareholder in Visa. 00:00 The DOJ sues Visa 07:41 Visa and FinTech companies 11:46 Visa vs other debit networks 20:46 The Durbin Amendment and interchange 25.46 Incentives: Good or Bad? 30:15 Competing and Contracts 43:01 Responding to Regulation 46:51 Fintech...

Walmart just announced they’re implementing real-time payments straight to your bank account. What does this mean for the card networks? I use my 15 years in payments to break it down in this video. 00:00 Walmart is introducing real-time payments 04:43 This chart explains why it won’t matter 09:06 Who will this benefit? ✅ Pick stocks with confidence: https://buildinvestlive.com 📊 Get 15% off any...

Salesforce (CRM) dropped 20% after their Q1 earnings report in May, with many people saying that AI will totally disrupt their business as well as Software-as-a-Service (SAAS) companies overall. In this video we dive into that question and try to make sense of Salesforce’s future. 00:00 What’s going on with Salesforce 04:03 Klarna’s plan to cut SAAS  07:57 Is Salesforce being disrupted by AI? ✅ P...

There’s been a lot of talk recently about AI being in a bubble. I had the opportunity to talk with Alger EVP and Portfolio Manager Dr. Ankur Crawford this week and she broke down why she believes we’re still in the early innings of AI. This was a great conversation, make sure you don’t miss it! FYI - no clue why my voice sounded all deep on the Zoom recording…but her parts sounds great! 0:54 How m...

Big Tech is popular again and everyone is talking about how Google (GOOG/GOOGL) and Amazon (AMZN) are the obvious buys. But I think the biggest bargain in Big Tech might actually be a different company. In this video I explain why. 00:00 Is Meta the biggest bargain in Big Tech? 03:04 Growth and Advertising comparison 07:50 Free Cash Flow comparison 12:52 Valuation comparison 📊 Get 15% off any Fin...

If you’re an investor who does fundamental analysis, you believe that digging into a company’s financials and data can give you an edge in understanding what they’re all about and how their business is going. In this video we break down 3 charts from 3 different companies - McDonald’s (MCD), Caterpillar (CAT), and Hershey’s (HSY) and talk about the interesting details we see about their business....

Cloudflare is a company you’ve probably never heard about but indirectly use every day. It’s also the most recent addition to my portfolio. In this video we do a deep dive on Cloudflare’s stock, talk about the things I liked and didn’t like, and why I thought it was interesting enough to add to my portfolio. 00:00 Understanding Cloudflare’s business 04:44 Cloudflare’s growth story 07:58 Competitio...

In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, the dividends I received, what my annual dividends are on a $302,000 account, what stocks I bought and sold, and the overall performance using Schwab portfolio tools. 00:00 Portfolio recap for August 2024 03:13 Dividend income 04:30 Stocks I bought and sold this month 07:20 Best and...

Nvidia (NVDA) just announced earnings, and some people think it’s time to panic. Lululemon (LULU) also reported, finally giving us a glimpse into how much the negative sentiment around the company is actually true. Lastly, I bought a new stock and value investors aren’t going to like it. 00:00 Nvidia’s earnings 14:32 Lululemon’s earnings 23:08 My new stock ✅ Build your investing knowledge: https:...

Interest rate cuts are on the way, according to Jerome Powell. What does that mean for stocks? Also, one stock I sold in January is up over 40% YTD, why did I sell and what happened? 00:00 Rate cuts are coming 08:55 Selling Walmart (WMT) ✅ Build your investing knowledge: https://buildinvestlive.com 📊 Get $25 off of Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha FIND ME OTHER PLA...

For the last year or so everyone’s been talking about recession, but lately it seems like most think it’s not going to happen anymore. In this video we look at what people are saying and more importantly how we should be preparing as investors. 00:00 People think the recession is off the table 04:52 No wait, not everyone ✅ Get access to all my stuff: https://patreon.com/mattderron 📊 Get $25 off...

According to a Wall Street Journal article, the stock market is overpriced. But what does that mean…and does it actually matter? In this video we break it down. 00:00 The Market is Overpriced 02:19 The CAPE method 06:40 Two other methods 08:36 What does this mean for us? ✅ Get access to all my stuff: https://patreon.com/mattderron 📊 Get $25 off of Seeking Alpha Premium: https://buildinvestlive.c...

Once again we are answering viewer comments... 00:00 Buying SBUX again 03:55 Selling Top Picks 08:52 ULTA & LULU 11:09 Acceptable Overlap 12:44 Portfolio Sectors 14:58 Why No International 17:39 My Cat 17:57 PCFG Sheet 20:04 Do it myself 20:34 Intel’s Issue 20:45 Zero net debt 23:10 Youtuber Powwows 26:20 Good song 26:55 Self Portrait ✅ Get access to all my stuff: https://patreon.com/mattderr...

Earnings season keeps going, and I am selling another stock. In this video we go through earnings reports for one stock in my portfolio (CAT) and 2 more that I sold earlier in the year to see how they’re doing.  00:00 Caterpillar (CAT) has been a home run 11:00 UnitedHealth (UNH) has bounced back 15:05 Hershey’s (HSY) results not so sweet Watch on YouTube: https://youtu.be/_GWG_6oG35U 🎧 Get up to...

In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, the dividends I received, what my annual dividends are on a $283,000 account, what stocks I bought and sold, and the overall performance using Schwab portfolio tools. 00:00 Portfolio recap for July 2024 03:44 Dividend income 04:41 Stocks I bought and sold this month 07:21 Best and wo...

Markets were as volatile as ever this morning as Berkshire announced they sold half of their Apple (AAPL) position as well as the Yen carry trade starting to impact global markets. In this video we break down both and how we should be thinking about it as investors. 00:00 Buffett sells Apple 07:06 What should we do about it? 09:37 What is the Yen carry trade? 12:13 What should we do about it? Watc...

Big tech earnings are in, and some think it’s a signal that the top of the market is in as the markets are selling off.  In this video we go through earnings reports for Amazon (AMZN), Apple (AAPL), and Meta (META) 00:00 Amazon’s good earnings 08:36 Apple’s story still the same 14:46 Meta is kinda crushing it 17:38 is Big Tech Signaling a Top? Watch the video version of this podcast here: https://...

Earnings season is in full swing but the market is making little sense. Stocks with poor earnings are going up, stocks with great earnings are going down. What is going on?,  In this video we go through four more earnings reports and dig into how the companies are actually doing from a fundamentals perspective. Also…wth is going on with Lululemon (LULU)? 00:00 MCD & SBUX earnings were not so g...

We frequently talk about share buybacks and how they can be good for shareholders. But how can we tell the value we’re getting from those share buybacks in an easier way? In this video I break down how I’m using share buyback yield in addition to dividend yield to see an overall shareholder yield for each stock. 00:00 What is share buyback yield? 04:35 How do we use this information? Watch the vid...

Earnings season has started, and four of my portfolio companies have already announced. In this video we go through their earnings reports and dig into how the companies are actually doing from a fundamentals perspective. 00:00 Amex is crushing it 04:17 Visa is steady, but I have questions 08:19 Google keeps trucking along 10:35 MSCI is on the rebound Watch the video version of this podcast here:...

In this video we talk about the most important part to being a successful investor with 3 stories from my life that shaped my perspective. 00:00 Story One 03:15 Story Two 05:49 Story Three 08:09 What’s the point? Watch the video version of this podcast here: https://youtu.be/NgHmoDt9zVA 🎧 Get up to 2 free audiobooks just for trying Audible (yours to keep if you decide to cancel after the free tri...

With political uncertainty ramping up in the U.S. as the election gets closer, it’s good to take a look at how we should be preparing as investors. Also in today’s episode, Google attempts to buy Wiz, what I want to see from each of my stocks as earnings season heats up, and I’ve been maybe looking for a new brokerage?  00:00 Stocks and the U.S. election 03:37 How should we approach it? 08:42 Goog...