In this segment of Smart Money, Gurmeet Chadha, Managing Partner & CIO, Complete Circle Consultants, tracks major investment themes for FY24. Listen in.

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00:00 Performance Update
04:35 Amazon Free Cash Flow Influx
10:16 Netflix Gets Analyst Upgrades
15:50 Google Is Simply Undervalued
17:28 Microsoft Is Relatively Expensive
19:25 Adobe Impresses Me
20:05 Salesfoce’s Pivot to Profits
24:38 Apple Shouldn’t Buy Disney

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I am not a professional investor and have never claimed to be. I’m an amateur investor sharing my experience of what I’ve learned, where I have had success, and where I’ve had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call “compounders”. I view my investments as businesses, not as stocks. Before creating content on YouTube full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, and timeline, and overall circumstances.

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