00:00 Portfolio Update

21:10 Paramount, Warner Bros, And Netflix

24:45 TikTok Interview

Does your stock have a strong hold or a picket fence? We discuss in this video.

00:00 Overview

02:00 Amazon New Bull Case

16:50 Salesforce

24:22 Duolingo

36:00 Lululemon

38:00 Elon Musk Pay Package

00:00 Overview

02:00 Google Valuation Breakdown

15:00 Investing In September

20:00 Kraft Heinz Split

00:00 Intro

02:00 Nvidia Earnings

11:42 ChatGPT Legal Dispute

24:15 Google Case May Hurt Apple More

26:15 Cracker Barrel Rebrand Reversal

28:10 American Eagle Marketing

00:00 Intro

02:00 Investors Are Nervous

11:50 US Buys 10% of Intel

20:00 Google Hits All-Time Highs

26:10 Netflix Stock Movie Hit

29:20 Uber CEO on Tesla & Waymo

31:16 TikTok Solves America Debt

00:00 Intro

02:05 Interest Rates Lowered

05:00 FICO & Equifax

17:30 Google Keeps Winning

24:24 Intuit Earnings

26:30 Cracker Barrel Rebranding

00:00 Overview

04:48 Duolingo

09:20 Netflix

12:47 Amazon

14:42 S&P Global

16:22 Microsoft

18:49 Mastercard

20:33 Google

26:10 Costco

27:53 Intuit

29:32 Texas Roadhouse

31:12 Booking Holdings

33:22 Moody's

35:00 Salesforce

37:06 Equifax

39:22 ASML

00:00 Intro

01:55 Warren Buffett

06:00 Bill Ackman

11:21 Dev Kantesaria

15:30 Chris Hohn

18:00 AltaRock

20:00 Michael Burry

21:30 Terry Smith

24:30 ValueAct Capital

25:16 Tiger Global

00:00 Overview

01:00 Trimming Texas Roadhouse

07:00 AI Eating Software

20:00 Apple's Robotics Play

23:00 Perplexity Offers To Buy Chrome

26:50 Mark Mahaney On Duolingo

30:26 Amazon Pushes Into Grocery

33:30 Paramount Buys UFC

35:50 Qualtrim on Cable News