Market Bytes

The Wall Street Journal just published an article about the concerns that Gen Z and Millennials have with Social Security, and if you look online you see a lot of the same concerns. But are they based on in actual truth? In this video we break down the WSJ article, dive into the question of whether or not Social Security is theft, and talk about what we all can and should be doing about it. 00:00...

When a popular stock goes down a lot like Nike and Starbucks have done recently, you frequently hear people say “it’s trading so cheap, what an opportunity!” But price metrics alone won’t tell you if it’s an opportunity or not. In this video I break down one aspect to valuation that doesn’t get talked about enough, walk through my basic spreadsheet I use to see it, and talk about what it means and...

META’s stock is up over 50% YTD and over 80% over the past year. In this video we break down what’s going on with Meta’s stock, 4 areas of strength I see for them going forward, and one characteristic that makes them unique against their major competition. 00:00 What’s going on with Meta’s stock? 02:12 4 areas of strength for META 11:24 What are the Risks? 13:05 This makes META somewhat unique Wat...

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 $291,000 account, what stocks I bought and sold, and the overall performance using Schwab portfolio tools. 00:00 Portfolio recap for June 2024 02:46 Dividend income 04:42 Stocks I bought and sold this month 09:49 Best and wo...

The market continues to see big swings with well-known stocks like Nike and Walgreens dropping over 20% in a single day. The analysis and opinions on just about every stock often contradicts one another and makes it hard for investors to know what information is useful and what information they should ignore. In this video we break down a couple of examples with Nvidia (NVDA) and Walgreens (WBA) t...

When it comes to investing everyone wants to tell us what the “right” way to do things is, and we see it every day with common investing quotes and myths. In this video we talk about 4 specific investing myths and why they’re (at least partially) wrong. 00:00 Investing myths are everywhere 01:09 Time in the market is better than timing the market 05:24 Wait to invest, the market is about to crash...

Everyone has been saying that Apple (AAPL) is behind in AI. Well this week at their Worldwide Developer Conference (WWDC) they finally announced some details on what their AI strategy is. But not AI as in artificial intelligence…Apple Intelligence. In this video we break down what they announced, how it compares to what we were expecting, and discuss whether or not it will bring growth back for Ap...

After weeks of negative news and a falling stock price, Lululemon (LULU) reported earnings this week and…it was actually pretty good. So in this video we go over the results, what the stock price has done since, and analyze Lulu’s growth story going forward. 00:00 Lululemon’s Q1 2024 Earnings report 06:55 LULU’s growth outlook 💡 Get additional stock analysis in my free weekly newsletter! https://...

An important part of doing stock analysis is to go back and see how your analysis turned out, especially for stocks that you didn’t actually buy. Otherwise, how will you know if you made a good decision or not? In this video we revisit 4 stocks that I analyzed in 2023 to see what I said, what the business is doing now, and how it turned out. 00:00 Revisiting Texas Roadhouse (TXRH) 04:14 Revisiting...

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 $279,000 account, what stocks I bought and sold, and the overall performance using Schwab portfolio tools. 00:00 Portfolio recap for May 2024 02:59 Dividend income 04:39 Stocks I bought and sold this month 07:42 Best and wor...

AI related stocks just keep going up, and more than ever people are saying it’s a bubble that’s going to pop. In this video we talk about what investors are missing about investing in AI, break down the AI ecosystem, and talk about how the risks are different with different companies. 00:00 Is the AI bubble like the Internet craze? 04:47 What is the AI ecosystem? 11:48 How to approach investing in...

When talking about stocks people frequently ask “what’s your price target for this stock” or “what is the intrinsic value for this stock” but do we really understand what those numbers mean? I used to do price targets in my analysis but I’ve stopped and moved on to something I think is better. In this video we break down how I used to do price targets, what I’ve switched to doing, and why I think...

Nvidia (NVDA) just reported earnings and beat expectations again, but there was something in their outlook that may signal a future slowdown. Also, Lululemon’s (LULU) stock price keeps dropping and the news around the company seems to be only negative. So in this video we break down what Nvidia reported for the quarter, evaluate why Lululemon keeps dropping, as well as break down the negative news...

When it comes to investing, it’s easy to get caught up in the numbers. Am I beating the market? Am I saving enough? Am I spending too much on coffee? But the Wall Street Journal published an article talking about how delaying gratification can be just as bad. In this video we walk through the article, I share 3 stories from my life that have shaped my perspective, and we end with what is actually...

META dropped 15% after their most recent earnings call, even though the business seems to be going strong. So strong, that I added it to my portfolio earlier in the month. In this video we break down META’s business, what they did over the last 18 months to turn around their stock for an over 400%+ return, and why I decided to buy META now in 2024 00:00 Understanding META’s business 04:08 What are...

Both OpenAI and Google had major AI demos this week. In this video we break down what they announced and what it means for our likely amazing and somewhat weird future. 00:00 - Our AI future and the movie Her 01:35 - OpenAI’s GPT4 demo 08:58 - Google’s Gemini demo at I/O 👍🏼 Sign up for my free weekly newsletter! https://buildinvestlive.com/newsletter

Nvidia (NVDA) reports earnings next week and it will surely be a closely watched event. They have beaten earnings estimates by double digits each of the last 4 quarters, but expectations for the stock are already sky high. In this video we talk about the latest in Nvidia’s business, what we’ve heard from their customers and competition, and what I expect to see in their earnings report next week....

McDonald’s (MCD) is the oldest holding in my portfolio, but hasn’t performed that well over the past year or so. With concerns over the economy, the health of the American consumer, and Starbucks’ recent poor quarter many investors are wondering if McDonald’s is still a good stock. In this video we break down McDonald’s business, see how they’ve been performing, and what their outlook is for the f...

In this video we’re answering more viewer comments 00:00 You’re so lucky 02:00 A new investor 04:34 Why not just index? 09:28 Differing opinions 10:19 Dollar General 12:04 Lots of good stuff 14:27 Monetization 18:32 The coolest person 👍🏼 Sign up for my free weekly newsletter! https://buildinvestlive.com/newsletter

Warren Buffett just sold 13% of his Apple stock over the past quarter, but why? Both Apple and Amazon reported earnings last week that seemed to be well received by the market. In this video we go through the earnings reports and dig into what happened with both companies. 00:00 Apple’s Earnings Report 05:00 Why Did Warren Buffett Sell Apple? 06:49 Amazon’s Earnings Report 👍🏼 Sign up for my free...

Starbucks (SBUX) just released earnings that were pretty terrible. Their earnings call and CNBC interview were also pretty poor. The stock dropped 17%+ in a day and people are wondering if it’s time to buy the dip on this dividend growth company with a strong brand. In this video we go over the results and I share my thoughts on what happened, what it means going forward, and if I’m buying more. 0...

In this video we walk through my entire dividend growth portfolio to reveal how much my portfolio earned over the last month, the dividends I received, what my annual dividends are on a $268,000 account, what stocks I bought and sold, and the overall performance using Schwab portfolio tools. 00:00 Portfolio recap for April 2024 02:35 Dividend income 03:47 Stocks I bought and sold this month 09:51...

Earnings season is in full swing, and three more of my portfolio companies have already announced. One is Google which jumped to over 10% after announcing, another is CAT which dropped 7%, and the other is Valero which didn’t do much at all. In this video we go through their earnings reports and dig into how the companies are actually doing from a fundamental perspective. 00:00 Google crushes it 0...

Earnings season has started, and two of my portfolio companies have already announced. One is MSCI which decided to drop almost 14% in a single day, and the other is Visa who just keeps doing what it’s doing. In this video we go through the earnings reports and dig into what happened with both companies. 00:00 What happened with MSCI? 07:50 Visa is so boring and that’s so great 👍🏼 Sign up for my...

A new book called the Everything War aims to uncover troubling examples of Amazon’s business practices and competitive nature. In this video we go through what has been released so far and the author’s comments to see if it’s anything new or worth worrying about. 00:00 The Everything War - is Amazon in trouble? 01:34  What are the accusations? 04:58 What is Big River Services International? 07:53...