[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@joecarlsonshow](/creator/twitter/joecarlsonshow) "When I ask ChatGPT what the weakest holding in my portfolio is it says Booking Holdings. What do you think of this take"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1946993877724106861) 2025-07-20 18:01:28 UTC 78.4K followers, 32.6K engagements "@awnihamad Youre in a bubble on this site so you interpreted any non-bullish sentiment as bias. Im one of the few that views it like a stock and not as a sports team or group identity. I owned Tesla stock in 2020 and would happily own it again under the right condition"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1947382741018022208) 2025-07-21 19:46:40 UTC 78.4K followers, 1333 engagements "A crazy stat one of my followers pointed out is that Booking Holdings $BKNG was profitable in 2020 and every trailing twelve-month period through the pandemic. Their margins are so high and cost control is so good they turned a profit during a literal pandemic"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1917009382812119097) 2025-04-29 00:13:47 UTC 78.4K followers, 25.8K engagements "Based on this move alone Dev Kantesarias entire portfolio is down -X% just today not including the moves from any other holding or any other day"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1925281112521355429) 2025-05-21 20:02:41 UTC 78.4K followers, 53.9K engagements "If you think Google is not getting a fair bid just look at Salesforce and Adobe these two companies are being left for dead by the market. Nobody wants to own them"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1936461206388441507) 2025-06-21 16:28:23 UTC 78.4K followers, 113.3K engagements "ARK Innovations ETF with a group of the most disruptive innovative technologically advanced companies in the world vs Texas Roadhouse over the past X years"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1934985003819278439) 2025-06-17 14:42:29 UTC 78.4K followers, 95.7K engagements "You hear loudly about every single challenger to Google search and AI. They occupy the news day in and day out. What you dont hear about every day is the new customers and volume growth of Google Cloud and the millions of videos being uploaded YouTube the millions of people signing up for YouTube premium. And how YouTube is taking over the TV. If you arent careful you could forget Google even owns this stuff"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1943040513608945754) 2025-07-09 20:12:13 UTC 78.4K followers, 53.7K engagements "$BKNG Booking Holdings beat on top and bottom. Grew gross bookings by +17% increased the dividend by +10% and approved for $XX billion in buybacks"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1892692425526661204) 2025-02-20 21:46:53 UTC 78.4K followers, 32.7K engagements "My prediction on Tesla: If the numbers are good they will talk about the numbers. If the numbers are bad they will say that the numbers dont matter and all that matters is robotaxi humanoid robots and what Elon says on the call. Its the same recipe every time with Tesla: the numbers are only important if theyre good"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1947380927098982839) 2025-07-21 19:39:28 UTC 78.4K followers, 35.3K engagements "So far every holding of mine has dropped after earnings: Netflix: -X% ASML: -X% Equifax: -X% Each one has beat earnings and raised or reaffirmed full year guidance"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1947675220917326149) 2025-07-22 15:08:53 UTC 78.4K followers, 125.5K engagements "Instead of getting upset that people are finding a round-about way to invest in the outcome of your company why not just go public and give everyone the same opportunity Marc Andreessen Brad Gerstner Peter Thiel and other elite investors have"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1940842082178039887) 2025-07-03 18:36:26 UTC 78.3K followers, 124.8K engagements "Google could have purchased 16000 Waymos at $150000 a piece for the price they paid for this. Google makes $XXX billion in net income every X days"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1944063238196670974) 2025-07-12 15:56:09 UTC 78.4K followers, 62.6K engagements "@jbulltard1 Fortunately Google and Amazon investors dont need to worry about this because the stock never goes up in the first place"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1946324824227545501) 2025-07-18 21:42:53 UTC 78.4K followers, 4509 engagements "Before you debate what will happen to search. Just realize that Google Cloud and YouTube alone will fully justify Googles total market cap in X years"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1946636172102693259) 2025-07-19 18:20:04 UTC 78.4K followers, 80.2K engagements "$BKNG Booking Holdings shares outstanding over the past decade. This is with the Y axis starting at 0"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1894060753033863440) 2025-02-24 16:24:08 UTC 78.4K followers, 25.9K engagements "@jbulltard1 Texas Roadhouse has higher operating margins than Tesla so going into restaurants should be looked at as a positive development"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1947384645911515258) 2025-07-21 19:54:14 UTC 78.4K followers, 3302 engagements "Netflix earnings this week. This will be the second quarter that they don't report subscriber numbers. Netflix is doing a solid $7+ billion in free cash flow each year with almost no stock based comp. They are now a buyback machine. In the past XX months they repurchased $XXX billion worth of shares. Currently the largest holding in my portfolio"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1945206547128410496) 2025-07-15 19:39:15 UTC 78.4K followers, 41.1K engagements "The Joseph Mag 7: - Costco - Microsoft - Netflix - Amazon - S&P Global - Intuit - Google Thats the list. Ill let you know if it changes"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1937642703384392032) 2025-06-24 22:43:14 UTC 78.3K followers, 92.6K engagements "@TimothyBuffett Spotify Booking Holdings ASML Shopify all great non US companies. Im in a lot of them. But theres so many more in the US currently"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1917704401701200147) 2025-04-30 22:15:33 UTC 78.4K followers, 2119 engagements "This is what ASML earnings look like over the past X years"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1947415342277660819) 2025-07-21 21:56:13 UTC 78.4K followers, 57.5K engagements "So far every holding of mine has dropped after earnings: Netflix: -X% ASML: -X% Equifax: -X% Off to a terrible start this earnings season"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1947674967036072395) 2025-07-22 15:07:52 UTC 78.4K followers, 1563 engagements "I don't think it's too crazy to call Amazon the "tech Berkshire". It's not a perfect comparison but there are some similarities"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1945238979701297539) 2025-07-15 21:48:08 UTC 78.3K followers, 46.2K engagements "It's going to be crazy if the Judge tries to force Google to sell Chrome off the basis that it's a monopoly in the same month that an elite tech company like OpenAI announces that it's working on a competing web browser"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1943033481031975122) 2025-07-09 19:44:16 UTC 78.3K followers, 51.5K engagements "What's a stock you think would go well in my portfolio that I'm missing out on right now. I'm open to suggestions"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1940194752206696810) 2025-07-01 23:44:10 UTC 78.4K followers, 165.2K engagements "$NFLX Q2 earnings. They beat on EPS and Revenue generated $XXX billion in free cash flow in the quarter they're raised revenue guidance to grow XXXX% revenue in Q3. They do not say subscriber numbers but they're seeing "continued growth in members". First impressions is a solid report"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1945938204760449435) 2025-07-17 20:06:36 UTC 78.4K followers, 40.2K engagements "Booking Holdings $BKNG beat estimates on Revenue EPS Gross Bookings Adjusted EBITDA Adjusted EPS and Room Night Sold Estimates. But the stock is down like X% right now. I'm not sure what investors wanted to see but so far things look good to me"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1917309388458713545) 2025-04-29 20:05:54 UTC 78.4K followers, 49.9K engagements "FICO down -XX% because the FHFA director will allow lenders to use VantageScore (competitor to FICO). Equifax co-owns VantageScore alongside Experian and TransUnion. So if VantageScore is able to take market share from FICO that's a positive for Equifax. This could also allow Equifax to better bundle their scores with their other data packages (if their scores become more used and better known brand). Overall this is negative for FICO positive for Equifax deciding to what extent is the tough part"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1942632561744007435) 2025-07-08 17:11:09 UTC 78.4K followers, 48K engagements "Numbers are bad Thats when we pull out the Tesla will be worth more than the X next biggest companies combined Numbers are bad Thats when we pull out the we cant see competition with a telescope Companies like Costco post good numbers so the CEO doesnt have to work overtime to pump the stock on the earnings call"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1947382316210524191) 2025-07-21 19:44:59 UTC 78.4K followers, 13.4K engagements "Palantir is now at 110x revenue. If you didnt buy it when it was below 100x sales you completely missed the dip. I doubt we ever see it that cheap again"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1945724075147755559) 2025-07-17 05:55:43 UTC 78.4K followers, 101.6K engagements "What is your biggest "buy and hold for life" stock"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1844501563676688396) 2024-10-10 22:13:36 UTC 78.4K followers, 255.8K engagements "What stocks are you researching this weekend"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1941151328224661941) 2025-07-04 15:05:16 UTC 78.4K followers, 67.1K engagements "Costar Group $CSGP has grown for XX consecutive quarters above double digits. That's partly due to their XX% retention rate on subscriptions. That is the same retention rate Costco has. The stock is up +300% in the past ten years but flat since 2020. Now some super investors are starting to add it to their portfolios this most recent quarter"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1891671167431500137) 2025-02-18 02:08:46 UTC 78.4K followers, 38.5K engagements "Sundar congratulated Elon on Grok X being a great model. Sundar was quiet when Grok become Hitler for XX hours even though Elon relentlessly mocked Google when Gemini mistakenly race-swapped historical figures. Sundar is a class act"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1944062041276527032) 2025-07-12 15:51:24 UTC 78.4K followers, 1M engagements "Netflix had an excellent earnings report with accelerating revenue expanding margins growing free cash flow and continued growth in membership. The stock will be much higher in five years than it is today"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1946232385508659525) 2025-07-18 15:35:34 UTC 78.4K followers, 31.2K engagements "A few thoughts on Robinhoods tokens. I think it's a good thing to put pressure on these massive private companies to go public here's why: - They rely heavily on the US consumer but are not giving the US consumer any way to benefit from their growth - They are structurally important to the US economy but they avoid regulatory oversight by remaining private. Private companies are not required to disclose their financials conflicts of interest etc. It's healthy to have very large companies have greater oversight - It is deeply fundamentally unfair to give a special class of investors like Marc"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1940862253185859806) 2025-07-03 19:56:35 UTC 78.3K followers, 64.8K engagements "I don't own it but MSCI is also down -X% after earnings. We have ourselves a good old fashioned high-quality sell-off"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1947705559802908803) 2025-07-22 17:09:26 UTC 78.4K followers, 18K engagements "The term "compounder" is thrown around a lot. But what does it mean I learned from the investing philosophies of Buffett Munger and others to boil down what I believe is the best overview of what a Compounding Machine actually is and how to invest in them. These X slides go over my Investing Philosophy"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1817233317147844877) 2024-07-27 16:19:20 UTC 78.4K followers, 778.7K engagements "What do you think is the stock that follows my investing philosophy the best that I dont currently own"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1872719578515845584) 2024-12-27 19:01:55 UTC 78.4K followers, 39.8K engagements "Salesforce would have a XXX Trillion market cap if it traded at the same valuation as Palantir"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1945919948339151253) 2025-07-17 18:54:03 UTC 78.4K followers, 24.8K engagements "Best golfer in the world says no amount of professional success is anywhere as satisfying as having good family relationships. He firmly puts golf below his family and hes still the best at golf. Thats a true inspiration"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1945246211906097587) 2025-07-15 22:16:52 UTC 78.4K followers, 54.3K engagements "An interesting read if you want to know the lore of Bill Ackman"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1944440240522801517) 2025-07-13 16:54:13 UTC 78.4K followers, 46.2K engagements "Netflix being up +44% YTD then trading flat after earnings is a win. If you expected it to rocket up after a solid report you're being super greedy"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1945988801517736395) 2025-07-17 23:27:39 UTC 78.4K followers, 33.1K engagements "Benioff needs to take lessons from Karp on how to pump this dead stock"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1945920161913156033) 2025-07-17 18:54:54 UTC 78.4K followers, 9898 engagements "I asked it if its really weaker than Texas Roadhouse and it says while Texas Roadhouse may appear weaker at first with lower margins and higher labor costs its a more predictable business and less at risk of technological disruption. (Agents cant ever replace Texas Roadhouse)"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1946994725049024580) 2025-07-20 18:04:50 UTC 78.4K followers, 16.8K engagements "Lashing out unprofessional unnecessarily rude (to one of his biggest cheerleaders). What is the purpose of this"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1942624915901014455) 2025-07-08 16:40:46 UTC 78.4K followers, 195.2K engagements "Booking Holdings commentary summary on travel demand (src qualtrim) "Global leisure travel demand remains stable at the start of Q2" Isn't that a bit different than what the media has been telling you for the past month"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1917345697952850280) 2025-04-29 22:30:11 UTC 78.4K followers, 18.8K engagements "Simple prediction on Google: investors that are bullish will likely be disappointed in price action after earnings. The stock is up XX% in the last month double the market. The stock is now flat year to date erasing prior losses. If we get a decent earnings and no big drop in price that should be a win for now. I hope Im wrong and the stock rockers 10%. 🤷♂"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1947386694392811651) 2025-07-21 20:02:23 UTC 78.4K followers, 40.9K engagements "Google will probably post huge profits solid top line growth high margins commentary on their aggressive expansion in AI and the stock will still trade down due to some reason like cloud came in a tenth of a percent less than expected or something"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1946326436547281281) 2025-07-18 21:49:18 UTC 78.4K followers, 74.9K engagements "The most important thing in investing is buying companies you believe can sustainably grow earnings for long durations of time and selling them when you no longer believe they can. Everything else is a tactic or strategy to get to this end goal. Theres so much noise online that makes this more difficult than needs be. If your portfolio is growing aggregate EPS (or you can substitute for FCF/Share) at a faster and more consistent pace than the market you will beat the market over long stretches of time"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1947392341897269434) 2025-07-21 20:24:49 UTC 78.4K followers, 33K engagements "People say I hate on Tesla. So here is something I can say positive about it. I like the design of Teslas a lot especially model S. I like the refresh designs as well. I would probably get one if I had a X car garage but I wont park cars outside the garage during winter. Ill probably own a Tesla at some point in the future"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1947403712722514234) 2025-07-21 21:10:00 UTC 78.4K followers, 23.3K engagements "The fastest growing robotaxi network with no drivers assistants in the passenger seats Google Cloud growing XX% YouTube growing largest share of TV watch time Google search is growing in volume and revenue. Google trades at a XX PE"  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1945172197472891106) 2025-07-15 17:22:46 UTC 78.4K followers, 129.1K engagements "How do I come to this conclusion YouTube is growing by XX% (just ads not including YouTube premium which is huge) and has more TV watch time than literally anything else and its gaining market share. Netflix internal management estimated a valuation of a trillion by 2031 (which is reasonable) and we have many reasons YouTube will be worth more. Google Cloud is bigger than YouTube growing much faster and likely has higher margins. So if YouTube is worth a trillion in 2031 cloud should be worth as much or more. Now would Google be a good investment if search literally went to zero Probably not."  [@joecarlsonshow](/creator/x/joecarlsonshow) on [X](/post/tweet/1946762858932703239) 2025-07-20 02:43:29 UTC 78.4K followers, 18.9K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@joecarlsonshow
"When I ask ChatGPT what the weakest holding in my portfolio is it says Booking Holdings. What do you think of this take"
@joecarlsonshow on X 2025-07-20 18:01:28 UTC 78.4K followers, 32.6K engagements
"@awnihamad Youre in a bubble on this site so you interpreted any non-bullish sentiment as bias. Im one of the few that views it like a stock and not as a sports team or group identity. I owned Tesla stock in 2020 and would happily own it again under the right condition" @joecarlsonshow on X 2025-07-21 19:46:40 UTC 78.4K followers, 1333 engagements
"A crazy stat one of my followers pointed out is that Booking Holdings $BKNG was profitable in 2020 and every trailing twelve-month period through the pandemic. Their margins are so high and cost control is so good they turned a profit during a literal pandemic" @joecarlsonshow on X 2025-04-29 00:13:47 UTC 78.4K followers, 25.8K engagements
"Based on this move alone Dev Kantesarias entire portfolio is down -X% just today not including the moves from any other holding or any other day" @joecarlsonshow on X 2025-05-21 20:02:41 UTC 78.4K followers, 53.9K engagements
"If you think Google is not getting a fair bid just look at Salesforce and Adobe these two companies are being left for dead by the market. Nobody wants to own them" @joecarlsonshow on X 2025-06-21 16:28:23 UTC 78.4K followers, 113.3K engagements
"ARK Innovations ETF with a group of the most disruptive innovative technologically advanced companies in the world vs Texas Roadhouse over the past X years" @joecarlsonshow on X 2025-06-17 14:42:29 UTC 78.4K followers, 95.7K engagements
"You hear loudly about every single challenger to Google search and AI. They occupy the news day in and day out. What you dont hear about every day is the new customers and volume growth of Google Cloud and the millions of videos being uploaded YouTube the millions of people signing up for YouTube premium. And how YouTube is taking over the TV. If you arent careful you could forget Google even owns this stuff" @joecarlsonshow on X 2025-07-09 20:12:13 UTC 78.4K followers, 53.7K engagements
"$BKNG Booking Holdings beat on top and bottom. Grew gross bookings by +17% increased the dividend by +10% and approved for $XX billion in buybacks" @joecarlsonshow on X 2025-02-20 21:46:53 UTC 78.4K followers, 32.7K engagements
"My prediction on Tesla: If the numbers are good they will talk about the numbers. If the numbers are bad they will say that the numbers dont matter and all that matters is robotaxi humanoid robots and what Elon says on the call. Its the same recipe every time with Tesla: the numbers are only important if theyre good" @joecarlsonshow on X 2025-07-21 19:39:28 UTC 78.4K followers, 35.3K engagements
"So far every holding of mine has dropped after earnings: Netflix: -X% ASML: -X% Equifax: -X% Each one has beat earnings and raised or reaffirmed full year guidance" @joecarlsonshow on X 2025-07-22 15:08:53 UTC 78.4K followers, 125.5K engagements
"Instead of getting upset that people are finding a round-about way to invest in the outcome of your company why not just go public and give everyone the same opportunity Marc Andreessen Brad Gerstner Peter Thiel and other elite investors have" @joecarlsonshow on X 2025-07-03 18:36:26 UTC 78.3K followers, 124.8K engagements
"Google could have purchased 16000 Waymos at $150000 a piece for the price they paid for this. Google makes $XXX billion in net income every X days" @joecarlsonshow on X 2025-07-12 15:56:09 UTC 78.4K followers, 62.6K engagements
"@jbulltard1 Fortunately Google and Amazon investors dont need to worry about this because the stock never goes up in the first place" @joecarlsonshow on X 2025-07-18 21:42:53 UTC 78.4K followers, 4509 engagements
"Before you debate what will happen to search. Just realize that Google Cloud and YouTube alone will fully justify Googles total market cap in X years" @joecarlsonshow on X 2025-07-19 18:20:04 UTC 78.4K followers, 80.2K engagements
"$BKNG Booking Holdings shares outstanding over the past decade. This is with the Y axis starting at 0" @joecarlsonshow on X 2025-02-24 16:24:08 UTC 78.4K followers, 25.9K engagements
"@jbulltard1 Texas Roadhouse has higher operating margins than Tesla so going into restaurants should be looked at as a positive development" @joecarlsonshow on X 2025-07-21 19:54:14 UTC 78.4K followers, 3302 engagements
"Netflix earnings this week. This will be the second quarter that they don't report subscriber numbers. Netflix is doing a solid $7+ billion in free cash flow each year with almost no stock based comp. They are now a buyback machine. In the past XX months they repurchased $XXX billion worth of shares. Currently the largest holding in my portfolio" @joecarlsonshow on X 2025-07-15 19:39:15 UTC 78.4K followers, 41.1K engagements
"The Joseph Mag 7: - Costco - Microsoft - Netflix - Amazon - S&P Global - Intuit - Google Thats the list. Ill let you know if it changes" @joecarlsonshow on X 2025-06-24 22:43:14 UTC 78.3K followers, 92.6K engagements
"@TimothyBuffett Spotify Booking Holdings ASML Shopify all great non US companies. Im in a lot of them. But theres so many more in the US currently" @joecarlsonshow on X 2025-04-30 22:15:33 UTC 78.4K followers, 2119 engagements
"This is what ASML earnings look like over the past X years" @joecarlsonshow on X 2025-07-21 21:56:13 UTC 78.4K followers, 57.5K engagements
"So far every holding of mine has dropped after earnings: Netflix: -X% ASML: -X% Equifax: -X% Off to a terrible start this earnings season" @joecarlsonshow on X 2025-07-22 15:07:52 UTC 78.4K followers, 1563 engagements
"I don't think it's too crazy to call Amazon the "tech Berkshire". It's not a perfect comparison but there are some similarities" @joecarlsonshow on X 2025-07-15 21:48:08 UTC 78.3K followers, 46.2K engagements
"It's going to be crazy if the Judge tries to force Google to sell Chrome off the basis that it's a monopoly in the same month that an elite tech company like OpenAI announces that it's working on a competing web browser" @joecarlsonshow on X 2025-07-09 19:44:16 UTC 78.3K followers, 51.5K engagements
"What's a stock you think would go well in my portfolio that I'm missing out on right now. I'm open to suggestions" @joecarlsonshow on X 2025-07-01 23:44:10 UTC 78.4K followers, 165.2K engagements
"$NFLX Q2 earnings. They beat on EPS and Revenue generated $XXX billion in free cash flow in the quarter they're raised revenue guidance to grow XXXX% revenue in Q3. They do not say subscriber numbers but they're seeing "continued growth in members". First impressions is a solid report" @joecarlsonshow on X 2025-07-17 20:06:36 UTC 78.4K followers, 40.2K engagements
"Booking Holdings $BKNG beat estimates on Revenue EPS Gross Bookings Adjusted EBITDA Adjusted EPS and Room Night Sold Estimates. But the stock is down like X% right now. I'm not sure what investors wanted to see but so far things look good to me" @joecarlsonshow on X 2025-04-29 20:05:54 UTC 78.4K followers, 49.9K engagements
"FICO down -XX% because the FHFA director will allow lenders to use VantageScore (competitor to FICO). Equifax co-owns VantageScore alongside Experian and TransUnion. So if VantageScore is able to take market share from FICO that's a positive for Equifax. This could also allow Equifax to better bundle their scores with their other data packages (if their scores become more used and better known brand). Overall this is negative for FICO positive for Equifax deciding to what extent is the tough part" @joecarlsonshow on X 2025-07-08 17:11:09 UTC 78.4K followers, 48K engagements
"Numbers are bad Thats when we pull out the Tesla will be worth more than the X next biggest companies combined Numbers are bad Thats when we pull out the we cant see competition with a telescope Companies like Costco post good numbers so the CEO doesnt have to work overtime to pump the stock on the earnings call" @joecarlsonshow on X 2025-07-21 19:44:59 UTC 78.4K followers, 13.4K engagements
"Palantir is now at 110x revenue. If you didnt buy it when it was below 100x sales you completely missed the dip. I doubt we ever see it that cheap again" @joecarlsonshow on X 2025-07-17 05:55:43 UTC 78.4K followers, 101.6K engagements
"What is your biggest "buy and hold for life" stock" @joecarlsonshow on X 2024-10-10 22:13:36 UTC 78.4K followers, 255.8K engagements
"What stocks are you researching this weekend" @joecarlsonshow on X 2025-07-04 15:05:16 UTC 78.4K followers, 67.1K engagements
"Costar Group $CSGP has grown for XX consecutive quarters above double digits. That's partly due to their XX% retention rate on subscriptions. That is the same retention rate Costco has. The stock is up +300% in the past ten years but flat since 2020. Now some super investors are starting to add it to their portfolios this most recent quarter" @joecarlsonshow on X 2025-02-18 02:08:46 UTC 78.4K followers, 38.5K engagements
"Sundar congratulated Elon on Grok X being a great model. Sundar was quiet when Grok become Hitler for XX hours even though Elon relentlessly mocked Google when Gemini mistakenly race-swapped historical figures. Sundar is a class act" @joecarlsonshow on X 2025-07-12 15:51:24 UTC 78.4K followers, 1M engagements
"Netflix had an excellent earnings report with accelerating revenue expanding margins growing free cash flow and continued growth in membership. The stock will be much higher in five years than it is today" @joecarlsonshow on X 2025-07-18 15:35:34 UTC 78.4K followers, 31.2K engagements
"A few thoughts on Robinhoods tokens. I think it's a good thing to put pressure on these massive private companies to go public here's why: - They rely heavily on the US consumer but are not giving the US consumer any way to benefit from their growth - They are structurally important to the US economy but they avoid regulatory oversight by remaining private. Private companies are not required to disclose their financials conflicts of interest etc. It's healthy to have very large companies have greater oversight - It is deeply fundamentally unfair to give a special class of investors like Marc" @joecarlsonshow on X 2025-07-03 19:56:35 UTC 78.3K followers, 64.8K engagements
"I don't own it but MSCI is also down -X% after earnings. We have ourselves a good old fashioned high-quality sell-off" @joecarlsonshow on X 2025-07-22 17:09:26 UTC 78.4K followers, 18K engagements
"The term "compounder" is thrown around a lot. But what does it mean I learned from the investing philosophies of Buffett Munger and others to boil down what I believe is the best overview of what a Compounding Machine actually is and how to invest in them. These X slides go over my Investing Philosophy" @joecarlsonshow on X 2024-07-27 16:19:20 UTC 78.4K followers, 778.7K engagements
"What do you think is the stock that follows my investing philosophy the best that I dont currently own" @joecarlsonshow on X 2024-12-27 19:01:55 UTC 78.4K followers, 39.8K engagements
"Salesforce would have a XXX Trillion market cap if it traded at the same valuation as Palantir" @joecarlsonshow on X 2025-07-17 18:54:03 UTC 78.4K followers, 24.8K engagements
"Best golfer in the world says no amount of professional success is anywhere as satisfying as having good family relationships. He firmly puts golf below his family and hes still the best at golf. Thats a true inspiration" @joecarlsonshow on X 2025-07-15 22:16:52 UTC 78.4K followers, 54.3K engagements
"An interesting read if you want to know the lore of Bill Ackman" @joecarlsonshow on X 2025-07-13 16:54:13 UTC 78.4K followers, 46.2K engagements
"Netflix being up +44% YTD then trading flat after earnings is a win. If you expected it to rocket up after a solid report you're being super greedy" @joecarlsonshow on X 2025-07-17 23:27:39 UTC 78.4K followers, 33.1K engagements
"Benioff needs to take lessons from Karp on how to pump this dead stock" @joecarlsonshow on X 2025-07-17 18:54:54 UTC 78.4K followers, 9898 engagements
"I asked it if its really weaker than Texas Roadhouse and it says while Texas Roadhouse may appear weaker at first with lower margins and higher labor costs its a more predictable business and less at risk of technological disruption. (Agents cant ever replace Texas Roadhouse)" @joecarlsonshow on X 2025-07-20 18:04:50 UTC 78.4K followers, 16.8K engagements
"Lashing out unprofessional unnecessarily rude (to one of his biggest cheerleaders). What is the purpose of this" @joecarlsonshow on X 2025-07-08 16:40:46 UTC 78.4K followers, 195.2K engagements
"Booking Holdings commentary summary on travel demand (src qualtrim) "Global leisure travel demand remains stable at the start of Q2" Isn't that a bit different than what the media has been telling you for the past month" @joecarlsonshow on X 2025-04-29 22:30:11 UTC 78.4K followers, 18.8K engagements
"Simple prediction on Google: investors that are bullish will likely be disappointed in price action after earnings. The stock is up XX% in the last month double the market. The stock is now flat year to date erasing prior losses. If we get a decent earnings and no big drop in price that should be a win for now. I hope Im wrong and the stock rockers 10%. 🤷♂" @joecarlsonshow on X 2025-07-21 20:02:23 UTC 78.4K followers, 40.9K engagements
"Google will probably post huge profits solid top line growth high margins commentary on their aggressive expansion in AI and the stock will still trade down due to some reason like cloud came in a tenth of a percent less than expected or something" @joecarlsonshow on X 2025-07-18 21:49:18 UTC 78.4K followers, 74.9K engagements
"The most important thing in investing is buying companies you believe can sustainably grow earnings for long durations of time and selling them when you no longer believe they can. Everything else is a tactic or strategy to get to this end goal. Theres so much noise online that makes this more difficult than needs be. If your portfolio is growing aggregate EPS (or you can substitute for FCF/Share) at a faster and more consistent pace than the market you will beat the market over long stretches of time" @joecarlsonshow on X 2025-07-21 20:24:49 UTC 78.4K followers, 33K engagements
"People say I hate on Tesla. So here is something I can say positive about it. I like the design of Teslas a lot especially model S. I like the refresh designs as well. I would probably get one if I had a X car garage but I wont park cars outside the garage during winter. Ill probably own a Tesla at some point in the future" @joecarlsonshow on X 2025-07-21 21:10:00 UTC 78.4K followers, 23.3K engagements
"The fastest growing robotaxi network with no drivers assistants in the passenger seats Google Cloud growing XX% YouTube growing largest share of TV watch time Google search is growing in volume and revenue. Google trades at a XX PE" @joecarlsonshow on X 2025-07-15 17:22:46 UTC 78.4K followers, 129.1K engagements
"How do I come to this conclusion YouTube is growing by XX% (just ads not including YouTube premium which is huge) and has more TV watch time than literally anything else and its gaining market share. Netflix internal management estimated a valuation of a trillion by 2031 (which is reasonable) and we have many reasons YouTube will be worth more. Google Cloud is bigger than YouTube growing much faster and likely has higher margins. So if YouTube is worth a trillion in 2031 cloud should be worth as much or more. Now would Google be a good investment if search literally went to zero Probably not." @joecarlsonshow on X 2025-07-20 02:43:29 UTC 78.4K followers, 18.9K engagements