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.

newest first · ▶ plays the moment

Now, there is an important caveat.

Chart off, please, Daniel.

Is that, listen, most stocks don't miss earnings.

There is a high beat rate.

Matter of fact, you have 100%- The guidance comes from the company.

Right.

So they tell you- It would be crazy if most stocks missed earnings.

So 100% of financials, industrials, communications, and staples have beat through July 23rd.

100%.

So the only place that you're getting any sort of misses is in discretionary, 13%.

11% materials, 4% information tech, 8% healthcare, 20% real estate, 40% energy.

So most companies don't miss, but the ones that do and the cheap ones, they get slaughtered.

All right, so that's what gives me pause about Microsoft and Meta.

All right, let's talk about the market.

I'll bet a one, do you?

Just throw that chart back up.

Out of all of these stocks, and there's maybe 20 on this list that are getting smoked, there's really only...

three that are expensive.

I would say two and a half because Tesla is its own animal.

It doesn't trade on anything.

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