Market Bytes

I Tried Google's NotebookLM and it Blew My Mind

07 Oct 2024

Contributed by Lukas

Google NotebookLM Generations - DOJ vs Visa https://youtu.be/GL4M1PVVaRw I tried Google’s NotebookLM and it was pretty amazing. In this video I wal...

How Much My Portfolio Earned in September ($310,000 Account)

03 Oct 2024

Contributed by Lukas

In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, the dividends I received, what my ...

I’ve Been Tracking My Portfolio Performance Wrong

30 Sep 2024

Contributed by Lukas

I’ve been sharing my portfolio performance each month for over a year, and over the last couple of weeks as I’ve researched it I’ve realized tha...

I Read The Full DOJ Complaint Against Visa. Here’s What I Found

26 Sep 2024

Contributed by Lukas

I read the full 70 page Department of Justice complaint against Visa, Here are my thoughts as a 15 year payments professional. FYI, I’m a shareholde...

Will Walmart’s Real-Time Payments Actually Matter?

23 Sep 2024

Contributed by Lukas

Walmart just announced they’re implementing real-time payments straight to your bank account. What does this mean for the card networks? I use my 15...

Is Salesforce (CRM) being disrupted by AI?

19 Sep 2024

Contributed by Lukas

Salesforce (CRM) dropped 20% after their Q1 earnings report in May, with many people saying that AI will totally disrupt their business as well as Sof...

AI’s Not in a Bubble w/ Dr. Ankur Crawford

16 Sep 2024

Contributed by Lukas

There’s been a lot of talk recently about AI being in a bubble. I had the opportunity to talk with Alger EVP and Portfolio Manager Dr. Ankur Crawfor...

This Might Be the Best Bargain in Big Tech

12 Sep 2024

Contributed by Lukas

Big Tech is popular again and everyone is talking about how Google (GOOG/GOOGL) and Amazon (AMZN) are the obvious buys. But I think the biggest bargai...

This is How Data Can Help You Understand Stocks

09 Sep 2024

Contributed by Lukas

If you’re an investor who does fundamental analysis, you believe that digging into a company’s financials and data can give you an edge in underst...

Cloudflare: Tech Stock with an Edge

05 Sep 2024

Contributed by Lukas

Cloudflare is a company you’ve probably never heard about but indirectly use every day. It’s also the most recent addition to my portfolio. In thi...

How Much My Portfolio Earned in August ($302,000 Account)

02 Sep 2024

Contributed by Lukas

In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, the dividends I received, what my ...

Nvidia Earnings: Is the Party Over?

30 Aug 2024

Contributed by Lukas

Nvidia (NVDA) just announced earnings, and some people think it’s time to panic. Lululemon (LULU) also reported, finally giving us a glimpse into ho...

Rate cuts are on the way. Now what?

26 Aug 2024

Contributed by Lukas

Interest rate cuts are on the way, according to Jerome Powell. What does that mean for stocks? Also, one stock I sold in January is up over 40% YTD, w...

Forget Recession, Focus on This Instead

22 Aug 2024

Contributed by Lukas

For the last year or so everyone’s been talking about recession, but lately it seems like most think it’s not going to happen anymore. In this vid...

The Market is Overpriced, But Does It Matter?

19 Aug 2024

Contributed by Lukas

According to a Wall Street Journal article, the stock market is overpriced. But what does that mean…and does it actually matter? In this video we br...

Answering Comments: Am I Buying SBUX again?

15 Aug 2024

Contributed by Lukas

Once again we are answering viewer comments... 00:00 Buying SBUX again 03:55 Selling Top Picks 08:52 ULTA & LULU 11:09 Acceptable Overlap 12:44 P...

Is Caterpillar’s (CAT) run over?

12 Aug 2024

Contributed by Lukas

Earnings season keeps going, and I am selling another stock. In this video we go through earnings reports for one stock in my portfolio (CAT) and 2 mo...

How Much My Portfolio Earned in July ($283,000 Account)

07 Aug 2024

Contributed by Lukas

In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, the dividends I received, what my ...

Buffett sells Apple and what is the Yen carry trade?

05 Aug 2024

Contributed by Lukas

Markets were as volatile as ever this morning as Berkshire announced they sold half of their Apple (AAPL) position as well as the Yen carry trade star...

Has Big Tech Signaled a Market Top?

02 Aug 2024

Contributed by Lukas

Big tech earnings are in, and some think it’s a signal that the top of the market is in as the markets are selling off.  In this video we go throug...

This Market Doesn’t Make Sense. Here’s Why.

01 Aug 2024

Contributed by Lukas

Earnings season is in full swing but the market is making little sense. Stocks with poor earnings are going up, stocks with great earnings are going d...

This is How I Evaluate Share Buybacks

29 Jul 2024

Contributed by Lukas

We frequently talk about share buybacks and how they can be good for shareholders. But how can we tell the value we’re getting from those share buyb...

Stock Earnings Have Started. Is it Time to Worry?

25 Jul 2024

Contributed by Lukas

Earnings season has started, and four of my portfolio companies have already announced. In this video we go through their earnings reports and dig int...

The Most Important Part to Being a Successful Investor

22 Jul 2024

Contributed by Lukas

In this video we talk about the most important part to being a successful investor with 3 stories from my life that shaped my perspective. 00:00 Stor...

How I’m Approaching Stocks for the Rest of 2024

18 Jul 2024

Contributed by Lukas

With political uncertainty ramping up in the U.S. as the election gets closer, it’s good to take a look at how we should be preparing as investors. ...

The Truth about Social Security and Investing

15 Jul 2024

Contributed by Lukas

The Wall Street Journal just published an article about the concerns that Gen Z and Millennials have with Social Security, and if you look online you ...

This is a Critical Part of Valuing Stocks

10 Jul 2024

Contributed by Lukas

When a popular stock goes down a lot like Nike and Starbucks have done recently, you frequently hear people say “it’s trading so cheap, what an op...

This is Why META Keeps Winning

08 Jul 2024

Contributed by Lukas

META’s stock is up over 50% YTD and over 80% over the past year. In this video we break down what’s going on with Meta’s stock, 4 areas of stren...

How Much My Portfolio Earned in June ($291,000 Account)

03 Jul 2024

Contributed by Lukas

In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, the dividends I received, what my ...

What Walgreens and Nvidia tell us about Analyzing Stocks

01 Jul 2024

Contributed by Lukas

The market continues to see big swings with well-known stocks like Nike and Walgreens dropping over 20% in a single day. The analysis and opinions on ...

Here’s the Issue with These Common Investing Myths

14 Jun 2024

Contributed by Lukas

When it comes to investing everyone wants to tell us what the “right” way to do things is, and we see it every day with common investing quotes an...

Are Apple’s Plans Enough to Bring Growth Back?

12 Jun 2024

Contributed by Lukas

Everyone has been saying that Apple (AAPL) is behind in AI. Well this week at their Worldwide Developer Conference (WWDC) they finally announced some ...

Lululemon's Growth Story is Intact...For Now

07 Jun 2024

Contributed by Lukas

After weeks of negative news and a falling stock price, Lululemon (LULU) reported earnings this week and…it was actually pretty good. So in this vid...

Grading My Best and Worst Stock Analysis

05 Jun 2024

Contributed by Lukas

An important part of doing stock analysis is to go back and see how your analysis turned out, especially for stocks that you didn’t actually buy. Ot...

How Much My Portfolio Earned in May ($279,000 Account)

03 Jun 2024

Contributed by Lukas

In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, the dividends I received, what my ...

This is What Investors are Missing About AI

31 May 2024

Contributed by Lukas

AI related stocks just keep going up, and more than ever people are saying it’s a bubble that’s going to pop. In this video we talk about what inv...

This is Why I Stopped Using Price Targets

29 May 2024

Contributed by Lukas

When talking about stocks people frequently ask “what’s your price target for this stock” or “what is the intrinsic value for this stock” bu...

Nvidia Does It Again, but is LULU a Lemon?

24 May 2024

Contributed by Lukas

Nvidia (NVDA) just reported earnings and beat expectations again, but there was something in their outlook that may signal a future slowdown. Also, Lu...

Forget the Numbers, This is What Investing is About

22 May 2024

Contributed by Lukas

When it comes to investing, it’s easy to get caught up in the numbers. Am I beating the market? Am I saving enough? Am I spending too much on coffee...

META is a Cash Flow Machine

20 May 2024

Contributed by Lukas

META dropped 15% after their most recent earnings call, even though the business seems to be going strong. So strong, that I added it to my portfolio ...

The Future is Going To Be Weird and Amazing

17 May 2024

Contributed by Lukas

Both OpenAI and Google had major AI demos this week. In this video we break down what they announced and what it means for our likely amazing and some...

What I Expect From Nvidia’s Earnings

15 May 2024

Contributed by Lukas

Nvidia (NVDA) reports earnings next week and it will surely be a closely watched event. They have beaten earnings estimates by double digits each of t...

Is McDonald's (MCD) Still A Good Stock?

13 May 2024

Contributed by Lukas

McDonald’s (MCD) is the oldest holding in my portfolio, but hasn’t performed that well over the past year or so. With concerns over the economy, t...

Answering Comments: Why Not Just Buy The Index?

08 May 2024

Contributed by Lukas

In this video we’re answering more viewer comments 00:00 You’re so lucky 02:00 A new investor 04:34 Why not just index? 09:28 Differing opinions ...

Why Did Warren Buffett Sell Apple (AAPL)?

06 May 2024

Contributed by Lukas

Warren Buffett just sold 13% of his Apple stock over the past quarter, but why? Both Apple and Amazon reported earnings last week that seemed to be we...

Is Starbucks (SBUX) a Buy After Earnings?

03 May 2024

Contributed by Lukas

Starbucks (SBUX) just released earnings that were pretty terrible. Their earnings call and CNBC interview were also pretty poor. The stock dropped 17%...

How Much My Portfolio Earned in April ($268,000 Account)

01 May 2024

Contributed by Lukas

In this video we walk through my entire dividend growth portfolio to reveal how much my portfolio earned over the last month, the dividends I received...

Google’s Earnings are Even Better Than You Think

29 Apr 2024

Contributed by Lukas

Earnings season is in full swing, and three more of my portfolio companies have already announced. One is Google which jumped to over 10% after announ...

What Actually Happened to MSCI?

26 Apr 2024

Contributed by Lukas

Earnings season has started, and two of my portfolio companies have already announced. One is MSCI which decided to drop almost 14% in a single day, a...

Does This New Book Mean Trouble for Amazon?

24 Apr 2024

Contributed by Lukas

A new book called the Everything War aims to uncover troubling examples of Amazon’s business practices and competitive nature. In this video we go t...

This is How I Find New Stocks to Research

22 Apr 2024

Contributed by Lukas

In this video we walk through the Seeking Alpha Stock Screener and how to create custom screens that help you find new stocks to research. 00:00 Seek...

3 Signs the Economy is Worse Than We Think

19 Apr 2024

Contributed by Lukas

CPI came in hotter than expected last month, but in general people believe the economy is doing better than expected. But there are 3 signs I saw that...

The Best Place For Your Cash: Savings Accounts, Money Markets, or CDs?

17 Apr 2024

Contributed by Lukas

A common question in personal finance and investing is where should we put our cash? Whether it’s an emergency fund or even cash we’re holding to ...

Ranking My Best and Worst Stock Decisions

15 Apr 2024

Contributed by Lukas

I try to be really transparent on this channel sharing my portfolio progress every single month as well as all my buys and sells. But rarely do we eve...

The Big Takeaway from Amazon’s Shareholder Letter

12 Apr 2024

Contributed by Lukas

Amazon CEO Andy Jassy released his letter to shareholders and it had a big takeaway about Amazon’s future. In this video we go through his letter an...

This Is The Worst Stock I Ever Bought

10 Apr 2024

Contributed by Lukas

We’ve all had stocks in our history that turned out bad. Maybe they didn’t fit our goals or expectations. Maybe they were a good company but a sto...

If You Think Investing Is Scary, Watch This

08 Apr 2024

Contributed by Lukas

Investing is scary for the majority of people. But what if I told you that NOT investing might be even scarier? In this video we break down why doing ...

This Is How Robinhood Can Afford Giving You 3% Back

03 Apr 2024

Contributed by Lukas

Robinhood just announced their 3% cash back card and people are wondering if it’s too good to be true. In this video we break down what the card is ...

How Much My Portfolio Earned in March ($273,000 Account)

01 Apr 2024

Contributed by Lukas

In this video we walk through my entire dividend growth portfolio to reveal how much my portfolio earned over the last month, the dividends I received...

This Has Crushed Nvidia and Bitcoin in 2024

27 Mar 2024

Contributed by Lukas

Get 25% off of Seeking Alpha Premium until 4/3/24: https://buildinvestlive.com/seekingalpha Check out my new Discord! - https://buildinvestlive.com/co...

Is SCHD still worth it in 2024?

25 Mar 2024

Contributed by Lukas

SCHD is one of the most popular dividend ETFs out there, but its performance versus the broader market has some SCHD investors wondering if it’s sti...

I Finally Dug Into NVIDIA. Here’s What I Found.

21 Mar 2024

Contributed by Lukas

NVIDIA has driven the sentiment in the market for at least the past year. It’s also up over 200% and has outpaced the S&P 500 by 7x over that ti...

This Is Why Financial Education Matters More Than Ever

18 Mar 2024

Contributed by Lukas

Financial scams are everywhere. No matter where you go on the internet or social media apps, people are constantly trying to separate you from your ha...

Retail Investors Are Back, What Does It Mean For Markets?

13 Mar 2024

Contributed by Lukas

In 2021 stocks and bitcoin were at all-time highs, and retail investors poured money into the markets. That didn’t end so well. Here we are again in...

This Is The Only ETF That Most People Need

11 Mar 2024

Contributed by Lukas

As investors we spend a lot of time doing research, analyzing performance and valuation, and trying to understand the financial news. But did you know...

Is the Apple (AAPL) Era Over?

06 Mar 2024

Contributed by Lukas

Apple’s stock has been struggling in 2024 and all the news surrounding it has been negative. Is Apple’s Era actually over? In this video we talk t...

How Much My Portfolio Earned in February ($264,000 Account)

04 Mar 2024

Contributed by Lukas

In this video we walk through my entire dividend growth portfolio to reveal how much my portfolio earned over the last month, the dividends I received...

4 Takeaways From Berkshire Hathaway’s 2024 Annual Letter

28 Feb 2024

Contributed by Lukas

Read Warren’s most recent letter here: https://berkshirehathaway.com/letters/2023ltr.pdf Warren Buffett released his Berkshire Hathaway annual lett...

People Under 40 Don’t Like Dave Ramsey. Here’s Why.

26 Feb 2024

Contributed by Lukas

The Wall Street Journal had an article about how People Under 40 don’t really like or relate to Dave Ramsey. As I was reading it, I felt like there ...

These Two Stocks Just Got Added To My Portfolio

21 Feb 2024

Contributed by Lukas

I added two stocks to my portfolio last week. One is at a 40 P/E and the other already almost doubled over the past year. What am I doing? In this vid...

This is the Real Reason Picking Stocks Is So Hard

19 Feb 2024

Contributed by Lukas

Investing in individual stocks is hard. But did you know that finding and picking stocks to buy is probably the easiest part of the process? In this v...

Stocks Drop On Inflation Worries, But Will It Continue?

14 Feb 2024

Contributed by Lukas

Stocks dropped after the latest CPI report indicated that the battle with inflation might not be over, and rate cuts by the Fed might be delayed. In t...

My Hershey’s (HSY) Outlook Has Changed. Here’s Why.

12 Feb 2024

Contributed by Lukas

Hershey (HSY) reported earnings last week, and while the market seemed to like their 15% dividend raise and increased share buybacks - the rest of wha...

Answering Comments: Why am I such a FOMO investor?

07 Feb 2024

Contributed by Lukas

In this video we’re pouring a drink and answering viewer comments 00:00 This is why I blur out names 01:50 A real value investor 03:36 Is trimming ...

How Much My Portfolio Earned in January ($260,000 Account)

05 Feb 2024

Contributed by Lukas

In this video we walk through my entire dividend growth portfolio to reveal how much my portfolio earned over the last month, the dividends I received...

This Stock Soared After Missing Earnings

31 Jan 2024

Contributed by Lukas

Earnings season has started and that means we should prepare for big price movements and misleading headlines. I had 2 stocks in my portfolio that mis...

This Peter Lynch Tactic Can Make You A Better Investor

30 Jan 2024

Contributed by Lukas

One the things I learned from reading Peter Lynch is that every stock has a story, and as an investor part of what I need to do is understand that sto...

This is Why Stocks Are Going Up

24 Jan 2024

Contributed by Lukas

Since the end of 2023, the stock market has been on a nice run. Most think it’s due to the market pricing in future rate cuts - but based on the dat...

This Stock Is Cheaper Than It Looks

22 Jan 2024

Contributed by Lukas

Some stocks just don’t work with traditional valuation methods. Even using basic metrics like Price to Earnings (P/E) ratios can be impacted by how ...

Is This ETF the Best for Dividend Growth?

17 Jan 2024

Contributed by Lukas

Dividend ETFs are extremely popular, but how do you choose the right one? In this video we break down some of the most talked about dividend ETFs, eva...

Bitcoin ETFs Are Here, But Should You Buy?

15 Jan 2024

Contributed by Lukas

Bitcoin ETFs were finally approved last week and it has investors curious if they represent a good entry or alternative to investing directly into bit...

This Could Be Really Bad for Investors

10 Jan 2024

Contributed by Lukas

In this video we talk about a growing tax narrative that could be terrible for investors, the growing opinion that streaming is actually worse than ca...

Don’t Fall Into This Trap with Stocks

08 Jan 2024

Contributed by Lukas

In this episode we talk about what the financial news is telling us to expect in 2024, talk about what went well and not so well for my portfolio in 2...

These Are My Top 4 Stocks for 2024

03 Jan 2024

Contributed by Lukas

In this episode we break down my top 4 stocks for 2024. 00:00 Criteria I use for my top picks in 2024 00:58 Hershey (HSY) 06:41 Valero (VLO) 11:21 Vi...

How Much My Portfolio Earned in December ($254,000 Account)

01 Jan 2024

Contributed by Lukas

In this episode we walk through my entire dividend growth portfolio to reveal how much dividend income I made over the last month, what my annual divi...

The Fed Just Pivoted. Or Did They?

18 Dec 2023

Contributed by Lukas

The Federal Reserve just had their FOMC meeting last week and the markets rallied as they held rates steady and signaled that there would be 3 rate cu...

Can You Really Time the Market?

13 Dec 2023

Contributed by Lukas

Is it really possible to time the market? If you listen to people online, most will say that dollar cost averaging (DCA) is the only way since timing ...

Answering Your Most Asked Questions

11 Dec 2023

Contributed by Lukas

The channel has grown a bunch over the past 6 months, including the amount of comments, emails and messages I get about stocks, ETFs and myself. In to...

3 Simple Rules for Success in Life and Investing

06 Dec 2023

Contributed by Lukas

Charlie Munger recently passed away at the age of 99. A legendary investor known for his wisdom and one-liners, Charlie left behind many great nuggets...

How Much My Portfolio Earned in November ($245,000 Account)

04 Dec 2023

Contributed by Lukas

In this episode we walk through my entire dividend growth portfolio to reveal how much dividend income I made over the last month, what my annual divi...

Is the Bull Market Back for Stocks?

29 Nov 2023

Contributed by Lukas

According to some analysts, the bull market is back for stocks. In this episode we talk about what people are predicting, what it means for retail inv...

Is Caterpillar (CAT) Worth Buying?

27 Nov 2023

Contributed by Lukas

Caterpillar is a global leader in the sales and manufacture of heavy machinery. Not to a mention a stock that has 30 years of consecutive dividend gro...

Is Seeking Alpha Premium worth it?

22 Nov 2023

Contributed by Lukas

Every investing website tries to get you to pay for premium features, but as an everyday investor is it worth it? In this episode we break down Seekin...

This is the Biggest Obstacle to Being a Successful Investor

20 Nov 2023

Contributed by Lukas

Studies show the biggest obstacle to being a successful investor is literally ourselves. We’re the problem everyone. In this episode we talk about h...

Everybody’s Wrong about Picking Stocks

15 Nov 2023

Contributed by Lukas

When it comes to picking stocks and stock analysis, there is one thing that is always true. Everyone’s wrong. In this episode we talk about why ther...

Revisiting PayPal, Disney, and Crocs after Earnings

13 Nov 2023

Contributed by Lukas

PayPal, Disney, and Crocs have been beaten down by the market in 2023. As earnings season wraps up we revisit these 3 stocks after earnings to see how...

Is Texas Roadhouse (TXRH) a Growth Stock Worth Buying?

08 Nov 2023

Contributed by Lukas

Texas Roadhouse is the fastest growing restaurant chain in America, and their stock has easily outperformed the S&P 500 in total return over the p...

How Much My Portfolio Earned in October ($230,000 Account)

06 Nov 2023

Contributed by Lukas

In this episode we walk through my entire dividend growth portfolio to reveal how much dividend income I made over the last month, what my annual divi...

What to expect from Apple (AAPL) earnings this week

01 Nov 2023

Contributed by Lukas

Apple is reporting Q4 earnings this week and investors have a lot of questions. After starting the year up 57%, Apple has dropped over 12% since Augus...

Is Coca-Cola Still Worth Buying? KO Stock Analysis

30 Oct 2023

Contributed by Lukas

Coca-Cola is one of the most recognizable brands in the world and their stock has paid and increased dividends for 60 straight years. But Coca-Cola ha...