Market Bytes

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

09:22 Don’t buy at all-time highs

13:13 Warren Buffett or Peter Lynch said…

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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 Apple’s stock.

00:00 Apple Intelligence is here

06:24 What we were expecting from them

10:00 Apple and ChatGPT 

13:17 Will it bring growth back for AAPL?

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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

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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 Croc’s (CROX)

07:02 Revisiting Nike (NKE)

10:46 Revisiting Disney (DIS)

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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 worst performers

11:41 Overall thoughts on the previous month

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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 AI in terms of risk

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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 it’s a better approach for how I analyze stocks.

00:00 How I used to value stocks

04:44 How I’m valuing them now

08:45 Why this works better for me

13:41 Why my view has changed over time

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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 around the company.

00:00 Nvidia did it again

05:27 What’s going on with Lulu?

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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 important about investing.

00:00 WSJ’s The Downside of Delaying Gratification

05:47 Story #1

08:20 Story #2

12:15 Story #3

14:13 What Is Actually Important?

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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 some risks to their business?

08:43 How META turned around their stock in 2022

11:57 Why I decided to buy META in 2024

13:59 Overall thoughts

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