Josh Brown

speaker

8,054 appearances 21 recordings 2 series first heard Feb 2026 last heard 7 Aug

Josh Brown’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 6.

Appearances

newest first · ▶ plays the moment

The Compound and Friends · Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call · 4 Aug 2026 podcast

So they reported earnings the other day, and the CFO said, our outlook assumes...

that consumers will remain cautious and project demand will continue to be influenced by the pace and sustainability of any improvement in housing market activity.

Following our better than expected second quarter earnings and the anticipated greater impact from the repurchase of common stock, we have increased our fiscal 2026 earnings per share outlook.

So why am I presenting the stock to you?

A couple of things.

I know that this is like 101 type stuff.

This is extremely basic.

But as we are looking at stocks today, we are reacting to what's in the headlines.

But that's not how actually, that's not how investing works.

Stocks are looking forward.

So Stanley Druckenmiller said, never ever invest in the present.

It doesn't matter what a company's earning,

what they have earned.

Soros taught me that you have to visualize the situation 18 months from now and whatever that is, that's where the price will be, but not where it is today.

And too many people tend to look at the present.

So look at their comparable sales growth.

It's bad.

Obviously the stock didn't fall 70% for no reason, but it's getting a little bit less bad.

And the stock just broke violently.

above the 200 day moving average.

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