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Josh Brown

πŸ‘€ Speaker
5157 total appearances

Appearances Over Time

Podcast Appearances

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

But let's not act like the shareholder base in these names is not totally fine so far.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

I mean, it's- Keep going.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

It was 1,000 three weeks ago.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Agree.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Western Digital.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Nothing.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

There's nothing here.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Why are they doing this?

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Why are they undulating like that?

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

It's almost sexual.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Which buyers stepped in?

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Some buyers did.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Not people that are up 1,000% already.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

This has got to be people that missed it and are like, this is my chance.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Some buyers did.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

I'm so glad you brought this up because this is literally the way that I'm personally experiencing this market.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

I have companies that chart off companies that had outstanding quarters like Amazon and Uber, and they sort of went up.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

right?

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

But then I have companies that didn't even miss or maybe missed a little or whatever, or gave like a bullish outlook, but it wasn't as bullish as expected and went down 20%, 30%.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

I've been murdered this quarter in two names, Shake Shack and Toast.