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A look into the business models behind big tech.

Apple hits 3 trillion market cap.

Here's When I'll Sell My Stocks

Seth Klarman warns about the everything bubble. Satya Nadella has a goal for 500 billion in revenue by 2030. VICI may be buying the Bellagio. And the TikTok financial advice has an unexpected turn.

Carnival Corporation stock is up 80% Year To Date. With the recent sell-off after earnings, is now the time to buy?

We go through the valuation of every company in my portfolio. We also discuss the FTC going after Amazon, Elon fighting Mark Zuckerberg, and of course we review a TikTok on the next get-rich-money hack.

In this Episode I review how far the market has come from the past year, my previous valuations on my companies, and where they stand now.

The battle is over, Netflix has won. Here's where we stand now.

Everything I've learned over the past 5 years.