Stocks Joseph Carlson After Hours has covered
This channel has 2 credited speakers: Michael Burry, Wall Street Journal article
Joseph Carlson After Hours
@josephcarlsonafterhours ↗
259K subscribers · 515 videos · Started 2017-02
This is a show about stocks, news, and money. We show real investing with complete transparency every single week. Follow along for free.
Fact259K subscribers · 6 US-stock videos in the last 90 days
RosterIn the roster since Aug 11 for $GOOGL $META $MSFT · last checked Sep 13 13:00
$ADBEBullish2026-09-081 entryAdobe's valuation (below 10x forward PE, 8.5% FCF yield) reflects fully priced-in AI concerns; potential for upside if it beats earnings.
$ISRGNo side taken2026-09-081 entryISRG is a high-quality company with a strong business model, but faces headwinds from slowing growth and expensive valuation.
$LULUNo side taken2026-09-081 entryLululemon faces severe headwinds and negative growth but offers significant upside potential if management executes a turnaround; Michael Burry's continued buying supports this contrarian view.
$UBERBullish2026-09-082 entriesUber remains valuable despite robo-taxi competition due to its hybrid model handling variable demand better than pure autonomous networks.
$GOOGLBullish2026-09-032 entriesGoogle avoids ad business breakup; US antitrust risk chapter closed; no near-term dismantling expected.
$SPGIBullish2026-09-032 entriesSPGI's potential Capital IQ Pro spin-off is strategically sound, shifting focus to high-margin data ownership over UI competition.
$COSTBullish2026-08-262 entriesOwning COST is supported by its strong customer loyalty and favorable treatment of shoppers, which aligns with long-term success over short-term profit extraction.
$METABullish2026-08-262 entriesMeta's lawsuit settlement is a strategic victory; the financial cost is minimal ($9.2B economic value) and the app restrictions benefit the company's long-term position.
$MSFTBearish2026-08-262 entriesMSFT's opaque reporting on Azure growth and costs is a major flaw; investors are left guessing about the primary growth engine despite detailed disclosures on minor businesses.
$NFLXBullish2026-08-262 entriesNetflix is expected to transition into a streaming hub to monetize distribution via third-party integrations; success depends on clean execution that avoids the cluttered model of competitors.
$SNBullish2026-08-261 entrySN is an innovative problem-solving company with strong growth potential; speaker plans to buy dips.
$SNKBullish2026-08-261 entrySNK is an innovative 'think tank' company with expanding categories (e.g., beauty) and strong outperformance.
$AMZNBullish2026-08-241 entryAmazon is a buy at $200 per share, with conservative assumptions of 16.1% EPS growth over 5 years and a 27x multiple, yielding a 19.3% compounded return and 2.4x money.
$ASMLBullish2026-08-241 entryASML is a favorite stock, but only a buy at $1,200; at that price it would double in 5 years under moderate assumptions.
$DASHNo side taken2026-08-241 entryDoor Dash is a good company but currently overvalued; a 47% decline to $120 would make it a buy with 15% annual returns over 5 years assuming 28% EPS growth.
$DUOLBullish2026-08-241 entryDuolingo will continue growing users and engagement despite AI concerns; buying at $90 yields a 14.2% compounded return over 5 years.
$MABullish2026-08-241 entryMastercard is a stable, cash-flow-positive company with a high appropriate multiple of 29; at a buy target of $450, it offers an 18.5% compounded annual return over five years, assuming EPS growth decelerates to 12.7%.