Peter Lynch’s “One Up On Wall Street” is my favorite investing book of all time. In this video we go through the 6 categories of stocks he talks about in the book, current examples of each one, signals of when to sell, and how I would categorize my own stocks using his categories.

00:00 Peter Lynch’s 6 categories for stocks

02:58 Stalwarts & Fast Growers

07:41 Cyclicals, Turnarounds, & Asset Plays

12:10 When to sell for each category

15:34 Where would I put my own stocks?

Taiwan Semiconductor is probably the most important AI company on the planet. It’s also the most recent addition to my portfolio. In this video we do a deep dive on Taiwan Semiconductor and their stock, talk about the things I liked and didn’t like, and why I waited until now to add it to my portfolio.

00:00 Understanding TSMC’s business

04:07 TSMC’s Revenue, Growth, and Comptetition

08:50 Risks & Opportunities

12:22 Operations & Valuation

18:30 Overall thoughts

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In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, the dividends I received, what my annual dividends are on a $324,000 account, what stocks I bought and sold, and the overall performance using Snowball Analytics portfolio tools.

00:00 Portfolio recap for October 2024

03:18 Dividend income

04:15 Stocks I bought and sold this month

10:22 Best and worst performers

12:36 Overall thoughts on the previous month

❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠⁠buildinvestlive.com/snowball⁠

Big Tech companies continue to report earnings and we break down 3 more companies from my portfolio

00:00 Amazon’s (AMZN) earnings

11:24 Big Tech vs Value

14:09 Meta’s (META) earnings

22:10 I made a change in my portfolio

23:38 Apple’s (AAPL) earnings

📊 Use the same research tool in this video and get 15%: https://buildinvestlive.com/finchat

Earnings have started, and we break down 4 companies from my portfolio that just reported. 00:00 Google’s (GOOGL) earnings 05:01 McDonald’s (MCD) earnings 09:28 Visa’s (V) earnings 12:35 MSCI’s (MSCI) earnings

📈 Get access to the same analysis used in this video and get $30 off: https://buildinvestlive.com/seekingalpha ✅ Get my ETF Comparison Sheet (updated quarterly): https://youtube.com/@mattderron/join

Pretty much everything you hear about credit scores on social media is wrong. In this video we break down the truth.

00:00 Are credit scores a scam?

06:17 Why are credit scores important?

10:09 How is your credit score determined?

14:57 How to get a good credit score?

Equifax: https://www.equifax.com/

Experian: https://experian.com

Transunion: https://transunion.com

American Express (AXP) is up over 80% over the last year, but they just reported earnings and dipped 3%. Is their amazing run over?

00:00 What did Amex report for Q3 earnings?

03:03 Amex’s revenue mix

08:39 Do I think Amex’s run is over?

📈 Get access to the same analysis used in this video and get $30 off: https://www.seekingalpha.link/2DGX6QC/2QZRGT/

📈 Get access to the same articles used in this episode and get $30 off: https://www.seekingalpha.link/2DGX6QC/2QZRGT/ There are new CLO ETFs on the way, and they kind of remind me of something. UnitedHealth dropped after earnings and it’s something we’ve talked about before. ASML earnings leaked and people assumed AI was dead…then TSM’s earnings told a different story. Lastly, Stanley Druckenmiller is just like us apparently. 00:00 Why I’m concerned about CLO ETFs 06:53 UnitedHealth earnings 10:09 ASML, TSMC, and AI demand 13:57 Druckenmiller is just like us