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

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YouTube: youtube.com/@mattderron

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

09:44 Best and worst performers

13:12 Overall thoughts on the previous month

❄️ Use the same portfolio management tool in this video and get 10% off: buildinvestlive.com/snowball

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

04:51 My Rate of Return is also wrong

08:59 What can we do about this?

13:46 A detailed example of how it’s different

17:38 The plan going forward

✅ Pick stocks with confidence: https://buildinvestlive.com

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.

✅ Pick stocks with confidence: https://buildinvestlive.com

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 Finchat plan: https://buildinvestlive.com/finchat

⍺ Get $25 off of Seeking Alpha Premium (price goes up on 10/1/2024!!): https://buildinvestlive.com/seekingalpha

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?

✅ Pick stocks with confidence: https://buildinvestlive.com

📊 Get 15% off any Finchat plan: https://buildinvestlive.com/finchat

⍺ Get $25 off of Seeking Alpha Premium (price goes up on 10/1/2024!!): https://buildinvestlive.com/seekingalpha

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!

3:47 Is AI in a bubble?

8:27 Will Big Tech continue to win?

11:50 Alger Concentrated Equity ETF (CNEQ)

18:00 What trends are we underestimating?

21:13 Perspective on Nvidia (NVDA)

27:10 Wrapping up

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 Finchat plan: https://buildinvestlive.com/finchat

⍺ Get $25 off of Seeking Alpha Premium (price goes up on 10/1/2024!!): https://buildinvestlive.com/seekingalpha

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.

00:00 McDonald’s Flat Revenue Growth

04:55 Caterpillar’s Cyclical Slowdown

08:57 Hershey’s Interesting Sales Mix

📊 Get 15% off any Finchat plan: https://buildinvestlive.com/finchat 

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 Competition & Risks

11:46 Operations & Valuation

18:19 Overall thoughts

📊 Get 15% off any Finchat plan: https://buildinvestlive.com/finchat 

⍺ Get $25 off of Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha