Lessons from Tesla Short Squeeze: What Are Your Thoughts? (with Josh and Michael)

The Compound and Friends

Josh Brown

Investing, Business News, News, Business

4.7 • 2.2K Ratings

🗓️ 4 February 2020

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this edition of What Are Your Thoughts, Michael Batnick and Josh Brown discuss: * YouTube revenue growth is on fire, but who gets the money? * Netflix vs Cable Subs - crossover imminent! * The short squeeze in Tesla stock is probably the largest in the history of the stock market. * The stock market is recovering from its worst week in a while * What should investors make of the Coronavirus that seems to be roiling cross-border trade with China and the rest of the world? * Amazon earnings * Michael and Josh on the Super Bowl, did the right team win? 1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Okay, what's up I'm downtown Josh Brown.
0:02.0	Welcome to an all new, what are your thoughts?
0:04.8	Michael doesn't know what I'm going to ask him about.
0:07.0	I have some ideas.
0:09.0	You might be able to guess this week,
0:10.7	but I don't know what you're going to ask me.
0:12.1	So stick around, let's see what happens.
0:15.8	Okay, can I go first? Go ahead. Okay, the first one I want to ask you about,
0:19.7	we're going to, we're going to start with Google Alphabet reported earnings last night.
0:27.0	For the first time ever, they broke out YouTube revenue, which I thought was interesting given how much time we've been spending on YouTube.
0:35.0	So they did $11 billion in ad sales on YouTube in 2018, and they said last year it was like 15 billion.
0:42.0	So a lot of growth growth a lot of money
0:44.0	being made apparently but then they said that most of the money goes to the
0:48.2	content creators will you surprise well they didn't but they didn't
0:51.2	break out what percentage was they didn't say but they
0:53.5	said most was so is most like 60% or 90% oh maybe it's there it depends on the
1:00.4	Creator I don't know so 11 billion to 15 billion pretty good it's pretty
1:06.1	fast growth yeah they bought it for a billion dollars YouTube or 1.6 or
1:11.9	something so it's So it's pretty astonishing.
1:15.0	Pretty good.
1:16.0	And then they get into the cloud revenue, they're on a $10 billion run rate in cloud.
1:21.0	I was surprised how far behind they still are versus Amazon is 40 and
	...

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