00:00 Overview

03:00 2025 picks

05:00 Amazon

09:00 Bristol Myers Squibb

11:00 Comcast

14:00 Exxon Mobile

15:00 Fairfax Financial

16:50 Flutter Entertainment

18:33 Madison Square Garden

21:04 Visa

22:57 SL Green Realty

24:34 Disney

26:21 Disney Deal with OpenAI

32:00 Google Goes After Zillow

35:00 Fail Of The Week: Elizabeth Warren

00:00 Overview

02:00 Netflix Is Dead Money

04:00 Outline Of My Buy Strategy

08:00 Why Netflix Wins In Every Case

24:30 Waymo Reaches 450,000 Rides Per Week

29:00 Investors Are Turning Away From AI Stocks

00:00 Overview

03:00 Mastercard

08:00 Meta

10:24 Adobe

14:20 Amazon

15:02 Duolingo

17:03 Nvidia

18:25 Salesforce

19:25 Google

21:05 Microsoft

21:25 Uber

22:50 Netflix

26:00 Tesla

28:10 Palantir

29:50 ASML

31:30 Paramount Hostile Bid

40:50 Fail Of The Week: Waymo vs Kitkat

What does this mean? We review it in this episode.

00:00 Introduction

03:00 OpenAI Sam Altman Declares Code Red

12:45 Google Servers In Space

15:03 Waymo Is Changing Health Care

23:32 Netflix Buying Warner Media

26:25 Fail Of The Week: Waymo

00:00 Introduction

03:16 My Biggest Buy (Mastercard)

15:30 Google VS Nvidia

25:00 Stranger Things Premiere

26:52 Fail Of The Week: Gene Munster Google Take

00:00 Introduction

02:00 Ray Dalio & Michael Burry Bubble Talk

18:29 Google Stock Goes Up 6%

23:28 I Bought More Mastercard & Sold Booking Holdings

18:17 My Favorite Things

00:00 Introduction

02:50 Google Hits $300

08:00 Why Mastercard Is Misunderstood

22:23 Nvidia Earnings

26:50 Win Of The Week

Today's episode we look at Warren Buffett's buy into Google and review the portfolio changes of top Super Investors.

00:00 Amazon Catalysts

13:00 5 Stocks Worth Considering

30:03 Tom Lee & Dan Ives On Market Sell Off

33:38 Netflix Party games

35:12 Fail Of The Week: Michael Saylor