Market Bytes

By Matt DerronBusiness Investing

Market Bytes episodes

May 17, 2024 The Future is Going To Be Weird and Amazing
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

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17 min
May 15, 2024 What I Expect From Nvidia’s Earnings
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.

00:00 What’s going on with Nvidia’s business?
04:29 What have their customers and competition been saying?
13:37 What I expect to hear in their earnings

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18 min
May 13, 2024 Is McDonald's (MCD) Still A Good Stock?
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 future.

00:00 How does McDonald’s business work?
06:42 McDonald’s recent performance and comparison to Starbucks
13:38 Outlook and overall thoughts

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17 min
May 08, 2024 Answering Comments: Why Not Just Buy The Index?
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

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20 min
May 06, 2024 Why Did Warren Buffett Sell Apple (AAPL)?
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

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12 min
May 03, 2024 Is Starbucks (SBUX) a Buy After Earnings?
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.
00:00 Starbucks earnings were terrible
01:35 Earnings Recap
03:25 Why Did the Stock Drop So much?
12:59 What am I doing with my position?
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22 min
May 01, 2024 How Much My Portfolio Earned in April ($268,000 Account)
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 Best and worst performers
13:28 Overall thoughts on the previous month

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17 min
April 29, 2024 Google’s Earnings are Even Better Than You Think
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
06:24 Caterpillar disappoints…or did it?
10:25 Valero keeps rewarding shareholders

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14 min
April 26, 2024 What Actually Happened to MSCI?
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

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11 min
April 24, 2024 Does This New Book Mean Trouble for Amazon?
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 Is Amazon actually not Customer Obsessed?
09:48 How does this relate to the FTC lawsuit?

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14 min

About Market Bytes

From the publisher's feed

Market Bytes is a show about tech and stocks. Breaking down the businesses and technology that dominates the market, making sense of the financial headlines, and sharing the details of my own…