Josaph CerIsen.
63 posts
I’m in no need of your sympathy Jordan.
I’m not feeling any pain from my ASML trims.
Both my trims of ASML were at higher prices than it currently trades today.
With the proceeds of the trim I purchased lower valued stocks that have already gone up 10%.
ASML is actually one of my worst performing holdings since my trim. Moodys, S&P Global, Texas Roadhouse, Meta, Mastercard, have all gone up over 10% in the past month with ASML down -6% in the past month.
Everyone and their dog knew that ASML would have an amazing earnings report this quarter, I even said so on my show on Monday. I also said I think that a lot of it has already been priced in and I expect to see momentum fade from semis as it moves other better value durable growth companies, which is exactly what’s happening.
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Own a home, no mortgage, I have the best wife ever, 3 kids, one on the way. And a portfolio that is steadily growing. It took a lot of work to get here, but I am the richest person on the planet today. I wish I could freeze time and stay here forever.
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Michael Burry makes nowhere close to $140 million. You can "subscribe" to today, for free. After entering in your email a subscriber then chooses a plan, one of the plans is a "free" plan.
So the 300,000 subscriber metric he released is basically useless. It just shows how many people at one point or another have put in an email address, it does not show how many active paying customers he has.
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@aynoa86 @joecarlsonshow Many of my followers have already joined our WhatsApp group.!!~
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@aynoa86 @joecarlsonshow Many of my followers have already joined our WhatsApp group.!!~
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We're now doing product reviews in Qualtrim Studio.
The products are reviewed not just from a customer perspective, but also through the perspective of the companies ambitions and how it may impact it's fundamentals.
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@aynoa86 @joecarlsonshow Many of my followers have already joined our WhatsApp group.!!~
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The downfall of Terry Smiths Fundsmith is incredible.
He completely flopped on his entire investment strategy and everything he’s taught and lectured for the past decade.
He has no investment philosophy anymore, no direction, no clue where to go.
He’s now openly admitting he’s following the TikTok strategy of “I just buy stocks that are going up”.
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@aynoa86 @joecarlsonshow Many of my followers have already joined our WhatsApp group.!!~
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Contrary to popular belief, I don't make these posts! The last thing I want to do after working on a video for hours is to make social media content. 😂
I have a small team of a couple developers, a customer service guy, a family member to help with some KPI stuff, and a social media guy.
One of the coolest parts of YouTube has been able to grow my little team and hire great people and pay them super well.
My social media guy has been killing it. He has grown this account from 3,000 followers to 35,000 in a matter of months, with high engagement on each post. I wish I could take credit, but I can't in this case.
Qualtrim@qualtrim
Joseph Carlson believes these stocks are buys today. Here are 9 high-quality compounders that have pulled back despite continuing to deliver strong fundamentals. 1. $META - Meta Platforms Drawdown: -23.8% Forward P/E: 17.8x EPS Growth: 13.6% YoY
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@aynoa86 @joecarlsonshow Many of my followers have already joined our WhatsApp group.!!~
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Netflix is down 15% YTD
Spotify is down 15% YTD
Netflix is down 40% from it's highs
Spotify is down 35% from it's highs
Netflix high was in June of 2025
Spotify high was in June of 2025
For those that believe Netflix is only down because of fundamental issues like content, engagement, or whatever else, what is your explanation for Spotify following nearly identical trading pattern?
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@aynoa86 @joecarlsonshow Many of my followers have already joined our WhatsApp group.!!~
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Catching up with old friends feels just like yesterday—no awkward silences, just endless laughs and missing the good old days.
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