Said on Mar 17, 2022, at 2:00 in the video.
“i've contributed more money to this company because i see over the next decade a lot of compounding ahead of it”A position the speaker holds: shown, not counted in the record.
MSFT closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.
A position the speaker holds: shown, not counted in the record.
dollars so these are two positions and two etfs that are detracting from my performance the biggest contributors to my performance are these two companies in tech and cloud computing apple and microsoft but mostly apple i'm up eighteen thousand one hundred dollars on apple and three thousand dollars on microsoft so with apple i'm heavily in the green on this company and i still think it's an attractively valued company when i weigh the upside and downside and even though i'm more neutral on microsoft only three thousand dollars in the green i've contributed more money to this company because i see over the next decade a lot of compounding ahead of it my consumer picks also follow one company making the majority of the gains that company is costco it makes up nine thousand four hundred dollars of the gains disney so far is in the red this one has been somewhat of a flop so far but i remain very bullish on its future home depot is one that's doing okay right now it gave up a lot of its gains with this sell-off nike is basically flat this is one that i i'm just kicking myself for not taking some gains when it seemed to be overpriced i should have locked in some gains around six months ago
What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.
Joseph CarlsonMSFTwill rise
“I believe on the long-term future this will likely mean a better future for them than had Sam stayed directly at open AI because now he is part of the Microsoft team with literally unlimited resources”
Nov 20, 2023 · after 1 year
Coin BureauMSFTwill fall
“it's safe to assume that Microsoft will trade lower today”
Nov 20, 2023 · after 1 year
Joseph Carlsona call with no clear direction
“so for right now I'll consider it a hold and look for other opportunities”
Nov 8, 2023
Joseph Carlsona call under review
“that means that the stock price in 2030 would be 662 dollars it would be a double from where it is today a double in seven years is about a ten percent return so that seems very reasonable”
Jun 27, 2023
Joseph CarlsonMSFTwill outperform
“so if I'm looking at this specific battle I think Microsoft has one now this isn't to say that I'm bearish on Google I think the company has a lot going for them and I do think that they'll put up a very strong defense of their Market share”
Feb 8, 2023 · after 1 year
Joseph Carlsona call with no clear direction
“so when I look at the risk reward here I look at Microsoft as a company that can only benefit in this situation all they can do is grow a market share it's unlikely they're going to lose market share they're 3.4 percent”
Feb 8, 2023
