@joecarlsonshow I bought apple in 2011 with my $3000 graduation money. Jobs died, “android taking over.” Stock fell hard. I sold. Now worth $50k excluding dividends.
Problem with $WBD is brand dilution. You have this AMAZING HBO brand, known for culture changing shows (Oz, the wire, Sopranos, GOT) and you put it next to the absolute trash like Flip or Flop or My Big Fat Fabulous Life. Brand dilution. 10 years from now I think Apple owns HBO.
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@joecarlsonshow I really enjoyed the portfolio breakdown of bill ackman and michael burry. I’d enjoy more of that, hearing about different stocks and strategies outside your portfolio. Also enjoyed the episode a long time ago about why you weren’t in palantir and nvidia. Bear cases on hypestocks