Show and guests
A discussion on The Compound’s What Are Your Thoughts, hosted by Josh Brown and Michael Batnick. Original English title: Josh’s “Dirty Dozen” Stock Charts | WAYT?.
Key points
- Anthropic’s S-1 is good news, and the market’s interpretation of it is worth watching 3:44
- Comparing Amazon with Alphabet and Microsoft is key to understanding the cloud business and the AI trade 25:30
- AWS’s growth rate and Amazon stock’s performance over the past five years are important evidence for assessing its moat 28:00
- Starting with the first chart, Brown’s “Dirty Dozen” charts examine, one by one, the individual stocks and sectors he is watching most closely 43:34
Background and notes
This article organizes the portions of this episode of The Compound discussing Anthropic’s S-1, Amazon’s earnings and the “Dirty Dozen” charts. The subtitles cover 0:00–59:14 (the full length is 59:14); this article organizes the portions discussing Anthropic’s S-1, Amazon and the charts. The views and timestamps are paraphrased from the original subtitles; each timestamp marks the start of the corresponding passage.