Greg Isenberg

So I'll just tell you some of the stocks that I own. This is not financial advice. Do your own research. I'm just sharing in case it's just interesting to people. 10% of my net worth is in Berkshire, Berkshire Hathaway. And the reason there really is I'm doing such more high-risk tech stuff. I'm just like, what's something that's extremely boring?

So I'll just tell you some of the stocks that I own. This is not financial advice. Do your own research. I'm just sharing in case it's just interesting to people. 10% of my net worth is in Berkshire, Berkshire Hathaway. And the reason there really is I'm doing such more high-risk tech stuff. I'm just like, what's something that's extremely boring?

So I'll just tell you some of the stocks that I own. This is not financial advice. Do your own research. I'm just sharing in case it's just interesting to people. 10% of my net worth is in Berkshire, Berkshire Hathaway. And the reason there really is I'm doing such more high-risk tech stuff. I'm just like, what's something that's extremely boring?

And that's why it's such a large percentage of my portfolio. Same is true with SPY, 10% of my portfolio. SPY is the S&P 500 index. Apple, 8%. Amazon, 7%. Microsoft 6%, WCLD 5%, which is a ETF for the Cloud Computing Index. In my last year, 2023 year interview, I talked about my thesis on this and it panned out. If you would have listened to that video and that episode.

And that's why it's such a large percentage of my portfolio. Same is true with SPY, 10% of my portfolio. SPY is the S&P 500 index. Apple, 8%. Amazon, 7%. Microsoft 6%, WCLD 5%, which is a ETF for the Cloud Computing Index. In my last year, 2023 year interview, I talked about my thesis on this and it panned out. If you would have listened to that video and that episode.

And that's why it's such a large percentage of my portfolio. Same is true with SPY, 10% of my portfolio. SPY is the S&P 500 index. Apple, 8%. Amazon, 7%. Microsoft 6%, WCLD 5%, which is a ETF for the Cloud Computing Index. In my last year, 2023 year interview, I talked about my thesis on this and it panned out. If you would have listened to that video and that episode.

and actually bought WCLD, you would have done really well. The thesis at the time was, and it's still a similar thesis, is that if you're a cloud company, you're very well situated to be an AI company. So the thesis was that cloud companies were going to become AI companies, which turned out to be

and actually bought WCLD, you would have done really well. The thesis at the time was, and it's still a similar thesis, is that if you're a cloud company, you're very well situated to be an AI company. So the thesis was that cloud companies were going to become AI companies, which turned out to be

and actually bought WCLD, you would have done really well. The thesis at the time was, and it's still a similar thesis, is that if you're a cloud company, you're very well situated to be an AI company. So the thesis was that cloud companies were going to become AI companies, which turned out to be

true um in a lot in a lot of sense so you know that that's wcld google five percent i actually trimmed some google uh towards the end of 2023 shouldn't have done that i was worried about um they're losing their search uh you know advantage and of course i i do think that they will like they had they had a monopoly on search so uh And it is their big moneymaker.

true um in a lot in a lot of sense so you know that that's wcld google five percent i actually trimmed some google uh towards the end of 2023 shouldn't have done that i was worried about um they're losing their search uh you know advantage and of course i i do think that they will like they had they had a monopoly on search so uh And it is their big moneymaker.

true um in a lot in a lot of sense so you know that that's wcld google five percent i actually trimmed some google uh towards the end of 2023 shouldn't have done that i was worried about um they're losing their search uh you know advantage and of course i i do think that they will like they had they had a monopoly on search so uh And it is their big moneymaker.

But at the same time, they have so many different business units now. It's such a conglomerate. Waymo is really crushing it right now. That's a part of Google. They've got Android, they've got YouTube, Google Cloud. Again, that's a part of my thesis. And Google Cloud is absolutely on a tear. So, I'm feeling good about Google, and it trades at 27 times PE or something like that.

But at the same time, they have so many different business units now. It's such a conglomerate. Waymo is really crushing it right now. That's a part of Google. They've got Android, they've got YouTube, Google Cloud. Again, that's a part of my thesis. And Google Cloud is absolutely on a tear. So, I'm feeling good about Google, and it trades at 27 times PE or something like that.

But at the same time, they have so many different business units now. It's such a conglomerate. Waymo is really crushing it right now. That's a part of Google. They've got Android, they've got YouTube, Google Cloud. Again, that's a part of my thesis. And Google Cloud is absolutely on a tear. So, I'm feeling good about Google, and it trades at 27 times PE or something like that.

So I don't think it's super overpriced. Pershing Square Holding is Bill Ackman's fund. He actually owns Google. He owns Chipotle. My thesis there is basically, he's kind of like a mini Warren Buffett. So I wanted to place a bet there and see what happens. Yeah, just place a bet there. IWM, which is an index of the Russell 2000.

So I don't think it's super overpriced. Pershing Square Holding is Bill Ackman's fund. He actually owns Google. He owns Chipotle. My thesis there is basically, he's kind of like a mini Warren Buffett. So I wanted to place a bet there and see what happens. Yeah, just place a bet there. IWM, which is an index of the Russell 2000.

So I don't think it's super overpriced. Pershing Square Holding is Bill Ackman's fund. He actually owns Google. He owns Chipotle. My thesis there is basically, he's kind of like a mini Warren Buffett. So I wanted to place a bet there and see what happens. Yeah, just place a bet there. IWM, which is an index of the Russell 2000.

If you look at the growth of S&P 500 versus Russell 2000, which I think it's Small cap stocks under $1 billion. The S&P 500 has absolutely destroyed the IWM, the Russell 2000. Just pulling it up. For example, year to date, the IWM is up 11% where the S&P is up 26%. I actually think that

If you look at the growth of S&P 500 versus Russell 2000, which I think it's Small cap stocks under $1 billion. The S&P 500 has absolutely destroyed the IWM, the Russell 2000. Just pulling it up. For example, year to date, the IWM is up 11% where the S&P is up 26%. I actually think that