I added two stocks to my portfolio last week. One is at a 40 P/E and the other already almost doubled over the past year. What am I doing? In this video we break down the stocks in detail, talk about fundamentals and valuation and what I’m monitoring for them going forward.

00:00 MSCI’s Business

04:45 MSCI’s Valuation

07:46 GOOGL’s Business

11:55 GOOGL’s Valuation