@joecarlsonshow Google because thereโs more uncertainty and fear in their search business causing a greater sell off than Amazon allowing for higher potential returns. That being said, Amazon is my largest position, Google is top 5.
Investment Philosophy: Owning stocks not to make a quick profit, but with the intention of compounding over a longer period time horizon.
If i am not comfortable buying $100k worth of shares, I will not make the investment.
@joecarlsonshow Valuation of Costco is also high. Why donโt you slim Costco? Why Apple?
They have the greatest brand loyalty of any company to ever exist. Theyโre a free cash flow/share buy back monster. iPhone users are due for a new iPhone every few years and most Americans wonโt switch