Realty Income? Obviously it’s talked about often, but would like to see your updated analysis. Been on a big dip the last year
1 year ago | 62
Also, I like that you stay focused on what you believe in and continue to cover the compounders.
1 year ago | 20
Nike (NKE) perhaps is the most valuable brand in the world but is having a bit of slow down recently. What do you think of Nike's moat in a long term?
1 year ago | 11
I would love an update on Snowflake. Some additional ideas: Cloudflare Crowdstrike Tractor Supply ASML Deere DexCom ICE Snap-On UNH I really appreciate more focus on small and mid caps too!
1 year ago | 18
And here I was thinking to myself earlier that it would be good to get an update on VICI 😅
1 year ago | 5
Joseph Carlson
One piece of feedback I've received is I spend too much time talking about the same companies (ones I own and carefully monitor). I agree with this criticism. Upcoming next week I'll be covering a list of companies I do not own and doing in-depth analysis on them. If you have any companies in particular that you would like to get my take on, leave a comment and I will consider it.
1 year ago | [YT] | 1,656