Josh’s guest on the podcast this week is Byrne Hobart (author of The Diff substack letter) who has just completed a comprehensive series of thought experiments on each of the largest technology stocks. After a conversation with Andrew Walker (Yet Another Value Blogger), Byrne set off to answer the question What could disrupt Amazon, Apple, […]

[embedded content] Subscribe! Join Michael Batnick and Downtown Josh Brown on this week’s edition of What Are Your Thoughts! In this episode: Michael says we’re experiencing a version of 1896, 1929, 1999 and 2006 all at the same time. It’s the craziest year ever. No, Robinhood traders aren’t moving the market. But they sure are […]

Here’s a key difference between Reddit and Twitter – the deleted Reddit threads remain standing. They’re like an empty corn husk with the cob removed. 91% upvoted. Then Zoom earned more money during the April quarter than they did during the entirety of the prior year. Then this happened: If investing were as easy as […]

How can you possibly understand the market without looking at the charts? How can you possibly gauge the activity and appetites of the buyers and sellers – the price setters – if you don’t study price itself? Of course you can’t. The only real question is concerning what time frames to pay attention to when […]

[embedded content] Subscribe to The Compound here! Welcome to Big Trends Monthly with Josh Brown and JC Parets of All Star Charts. We’re breaking down the latest monthly closing candlestick charts to reveal the most meaningful market moves around the world. Sectors as varied as Consumer Discretionary, Healthcare and Materials are making new all-time monthly […]

The legendary floor trader Art Cashin weighs in on the Tesla and Apple stock splits, which became effective today, in an emailed note. Excerpting a piece of it below… Let’s begin with stock splits.  I watched as several self-styled pundits on the financial media were beside themselves trying to explain how stocks were actually gaining […]

Warren Buffett is an investor who looks to buy future growth at reasonable valuations today. He prioritizes long-term cashflow generation, management quality, competitive position and return on capital when he buys a stock. He’s got two well-known investment lieutenants helping him make decisions, and they are also empowered with enough autonomy to make decisions of […]