MicroStrategy Madness; Buffett's New Buy + 13F Season; Are We In a Stock Market Bubble? (DPZ, MSTR, ABNB, PCOR, ASML + More)

Chit Chat Stocks · Nov 24, 2024 · 1h 7m

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:

(04:26) Tech Earnings and Market Sentiment

(11:15) Regulatory Challenges for Big Tech

(17:26) Insights from 13F Filings

(23:21) Buffett's Cash Management and Future Strategies

(29:15) NMI Holdings and Investment Strategies

(33:50) Understanding Earnings Multiples

(35:19) Navigating Frothy Markets

(36:17) The Streaming Wars: A Closer Look

(44:32) Market Valuations and Portfolio Adjustments

(47:49) MicroStrategy's Bitcoin Strategy

(57:10) Small Cap of…