2 Buds Talk Stocks: Recent Episodes
2 Buds
Welcome to 2 Buds Talk Stocks! Nate and Mike are life long friends that enjoy talking stocks. We feel there is a niche to share our thoughts about stocks, money management, investment strategies, risk analysis, and investment news. There has never been a better time to start investing in the stock market and secure a sound financial future. Join in and learn with us as we discuss all things related to the stock market and investing on our journey to becoming better investors at 2 Buds Talk Stocks. All info presented/talked about is for discussion. Invest at your own risk.
Nate and Mike do a deep dive into gross operating margins, cash flow per share and other important metrics when conducting a valuation of a company. Things get a little intense when they discuss Paramount. Is Starbucks in trouble? Of course listener mail and so much more!
In this 2+ hour pod we cover over 25 stocks. Mike has moved on from Cisco, what did he buy? Nate reviews half of his dividend paying stocks in his portfolio. We even talk some Kung Fu movies.
End of the year pod. Both Mike and Nate beat the S&P 500, but which one did better? An epic 2 hour pod that dives deep into Nate and Mikes winners and losers of 2023. Listener mail, UFC talk and some “Office Space,” movie lines are discussed as well. Enjoy!
Nate and Mike reflect on the passing of Charlie Munger. Mike sells his entire position of Wells Fargo. Mike compares horses and the “magnificent 7.” Clocking in at 50+ minutes. This is an episode you don’t wanna miss.
Mike is excited about Cisco buying Splunk. Mike is NOT excited about Target. The guys talk about the IPO of Instacart. Are delivery services such as Uber Eats, Grub hub and Instacart the future or a fad? Is the Fedex dividend safe? All these questions are answered and so much more stock talk.
Epic long episode! Mike moves on from Cathie Wood. Campbell’s soup spends 2+ billion on a new acquisition. Nate has a new investing rule about companies and their cash flow. Of course the boys find some time to discuss issues with Disney. Freight discussion with Yellow filing for bankruptcy. An hour plus episode.
Summer edition! Tech stocks have been sizzling. Mike is up huge on tech, what stock does he buy to diversify? The debate over Starbucks in grocery stores gets intense. Visa or Mastercard…or both. Final thoughts with HBO’s “Succession.” And so much more stock talk in this hour plus episode.
Mike and Nate dive into some mailbag questions. Is the Johnson & Johnson spin off good for shareholders? Can Intel be saved? And why has Dr. Pepper never been spoken about on the pod? All of those questions are answered. A must listen!
Part 3 of our 3 part series of Nate’s dividend paying stocks for 2023. We even talk our favorite Starbucks drinks.
We continue discussing Nate’s dividend paying stocks that he owns, this is part 2 of 3. Things also get a little heated when Mike and Nate discuss Google. Also do a deep dive with what companies McCormicks own. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Nate breaks down his dividend paying stocks he will be adding to in 2023. This is Part 1 of a 3 part series. Mike and Nate also enjoy their favorite past time of bashing Ford and GE. A must listen for all fans of dividend paying stocks. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Nate and Mike are back from holiday break. Mike is adding Visa, Mastercard, United Health and Old Dominion to his portfolio. Nate sells a stock that has been part of his portfolio for quite some time. Is this the end of crypto for Mike? --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
I’m this episode, the boys do a deep dive into the great Bob Iger coming back to Disney. Who is Disney going to buy? We discuss the collapse of FTX. And so much more! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
With Halloween almost a month ago, Mike and Nate do a deep dive in candy. A buy, sell and hold of candy companies ensues. Listener mail covers best non-tech ETFs. They also discuss Kroger, Target, Nike, Amazon, Lululemon, and so much more.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Mike breaks down his 3 tips to survive a recession. Nate sells all of his position in a stock. We review Bill Gates portfolio. Mike talks about buying Caterpillar in ‘08 and how he bought a house from that investment…our apologies for Mike’s audio quality, it has been fixed.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Mike decided to purchase the almighty Berkshire Hathaway. Mike and Nate review some of the many companies that Berkshire owns. A discussion of beauty products and leggings unfolds as Lululemon and ULTA are discussed, which turns into the rise and fall of Under Armour. Then the pod ends with a discussion of energy stocks and ETFs.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Is Disney a buy, now that it surpassed Netflix for subscribers? Nate and Mike battle it out with Comcast. The boys do some “buy, sell and hold.” When doing “Twitter tweets,” the boys reflect the most profitable acquisitions of all time.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
One of the longest episodes yet, the boys dive deep into some stock talk that hits all sectors. Tech, consumer, growth, communications and EV are all different sectors discussed. The rise and fall of GE. Listener feedback and so much more.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Join Nate and Mike as they discuss the Elon Musk’s buyout of Twitter, producer Tom’s stock portfolio, which includes several never before talked about stocks, and a tasty discussion about salty snacks. Who’s the better brand spokesperson based on money earned, William Shatner with Priceline or Michael Jordan and Nike? Some buy, sell, hold and more on this weeks episode!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Mike has too much coffee (SBUX) and rattles off historical data for the S&P 500. Nate drops more of his stock wisdom. We talk FedEx, Docusign, Bitcoin and so much more.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Nate and Mike as they discuss weather they are beating the market, a formula you can use to track your performance vs the broad market, what they’ve been buying, a deep dive into Vanguards technology etf, and some words of wisdom from the late great Jack Bogle. Tune in for all this and more!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Nate and Mike review stocks that have been hit hard in 2022, tons of bargains out there and the boys review them all. If you want a good entry point into stocks, this is a must listen.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
We discuss the potential of Elon Musk purchasing Twitter. Does the disastrous quarter for Netflix give the perfect buying opportunity? Listener mail and a game of “buy, sell and hold.” This is a can’t miss episode.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Mike is realistic that he is not the best growth/speculative stock picker, so he discusses his way to have exposure to those stocks. Nate and Mike dive deep into Cathie Woods ARKK ETF. The boys review Tesla, Zoom, Teladoc, Square, Roku and much more. Star Trek and Blues Brothers are used as perfect analogies for the market. A must listen.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Join Nate and Mike as they discuss the recent Amazon ($AMZN) stock spilt, what stock splits are and why companies may split their stock. Nate goes over what could be a nice 10 stock portfolio that could rival the return of most broad indexes, and of course Mike gives his thoughts. Sectors include communications, consumer staples, discretionary, financial, healthcare, industrials, materials, real estate, technology, and utilities. All this and more!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Mike explains his new found love of “dollar cost averaging,” ETF’s. Mike talks about $VFH, $VIG, $VHT. Nate covers the rise and fall of the behemoth $GE. We talk Cisco, Disney, Splunk and cybersecurity. Nate uncovers a story of someone who bought Apple two decades ago.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Join Nate and Mike as they discuss all things related to the Dow Jones Industrial Average. With the recent announcement of Google’s ($GOOGL) 20/1 stock split could it be added to the Dow? If so, what stock could it replace? Nate abs Mike weigh in with their top 3 choices. This leads to stock talk about how the Dow has been performing and what other stocks could be added or removed from the Dow. Stocks included are consumer brands Nike ($NKE), Home Depot ($HD), Coca Cola ($KO), McDonald’s ($MCD), and WalMart ($WMT). Technology stocks Apple $(AAPL), Cisco $(CSCO), Microsoft ($MSFT), and a surprise stock. Plenty of Healthcare talk, and a couple Vanguard ETF’s that are well diversified. Most importantly, who owns the most Dow stocks, Nate or Mike? All this and more!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Mike details what to do with market volatility. The boys then break down PayPal’s recent disastrous quarter. Is PayPal now a buying opportunity or is the sell off legit? An epic “buy, sell, hold,” with CEOs. Mike and Nate also discuss Nvidia, Netflix, PayPal, and Spotify. Finally a comparison of how Apple and Spotify pay their artists.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Join Nate and Mike for their first discussion of the new year, as they talk interest rates, inflation, and market uncertainty that could lead to a choppy 2022. The two dive into a couple recent acquisition offers. Microsoft’s ($MSFT) bid for Activision Blizzard ($ATVI) and New York Times ($NYT) offer for sports website The Athletic. Also where your kids can invest, and what the kids are buying these days. Stocks include Roblox ($RBLX) Hanes ($HBI) and Domino’s ($DPZ). What are the biggest losers in Nate’s portfolio so far this year. Intuitive Surgical ($ISRG) and Sea Limited ($SE) are on the list. Mike has a stock on his watch list that he hopes continues to go down. A few rounds of would you rather and buy/sell/hold, and most importantly, what’s the best grapefruit soda? All this and more!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Hear Nate’s top picks for 2022. We also review some company’s market capitalization. This is an episode you do not want to miss.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Mike starts off with his stock picks of 2022. A very “on point” Nate guesses correctly 2 of the 4 picks. You do not want to miss this episode. Not spoiling the picks in description.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Join Nate and Mike for the second part of their discussion of stocks most off their 52 week high. The theme continues with more communications companies including Fox Corp ($FOX.A) and Disney ($DIS). Personal care products company Clorox ($CLX) and Dow Chemicals ($DOW). Financial companies American Express ($AXP) and Visa ($V). A couple rounds of buy, sell, and hold and some listener mail. All this and more!
Join Nate and Mike in the first part of a two part series as they discuss stocks more than 20% off their 52 week highs. No surprise many of these stocks like Penn Gaming ($PENN) Carnival Cruise Lines ($CCL) and Las Vegas Sands ($LVS) are in the travel and leisure industries. Communications stocks such as Discovery ($DISCK), Disney ($DIS) and Viacom($VIAC) have also been pummeled. A discussion about when a stock down could be a buying opportunity or a not. Activision Blizzard ($ATVI) has systemic culture issues, and Docusign ($DOCU) missed on earnings. A round of buy, sell, and hold, a Succession analogy, and more!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
We continue our talk from last episode as we discuss some more “duds or studs.” We talk Peloton, Zoom, Target, Microsoft and Rivian. Hear Nate’s take on Rivian, this is something you don’t wanna miss.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Join Nate and Mike as they discuss some “duds and studs.” We review Nvidia, Comcast, Cisco, Disney, PayPal, Charter, and so much more. This is PART 1 of our 2 part episode.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Join Nate and Mike for part of their hodgepodge of stock talk, including Shopify ($SHOP), Waste Management ($WM), Target ($TGT), DocuSign ($DOCU), Adobe ($ADBE) and more!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Join Nate and Mike for part one as they discuss the rumored Paypal ($PYPL) buyout of Pinterest ($PINS) that has since been abandoned by Paypal. Mike has a tasty new stock purchase in Portillo’s ($PTLO). All this and more!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Join Nate and Mike as they continue diving deep into the depths of Nate’s portfolio. We discuss Intuit, Booking Holdings, Bill.com, Monster Energy, Starbucks, Carmax and so much more!! Mike of course gives Nate a hard time on some of his holdings.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Join Nate and Mike as we discuss Nate’s top 10 holdings. AMAZON, APPLE, SHOPIFY, MASTERCARD and so much more. Nate tells us what stocks he plans to “trim,” and what stocks he plans to “add,” to. A must listen to episode.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Join Nate and Mike for their thoughts on sports betting, casinos, and gambling. The two breakdown their thoughts on Penn National Gaming ($PENN), Draft Kings ($DKNG), MGM Properties ($MGM), Wynn Resorts, ($WYNN), and way to play the field in newly public company Genius Sport Limited ($GENI), and more!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Join Nate and Mike as we have another contest. This time the buds pick 3 dividend paying stocks. Let the battle begin! We talk Waste Management, Starbucks, Nike, Cisco, Home Depot, Procter & Gamble, FedEx, UPS, Amazon and so much more. Also take a peak at Bill Gates portfolio, does he have some of the same picks that the buds have?
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Join Nate and Mike in their first of a multi part series on dividends. The two discuss some basics on what a dividend is, why a company may or may not pay a dividend, why as investors we like dividends, some our recents buys, and of course a round of buy sell and hold. All this and more!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Join Nate and Mike as the compare $SQ and $PYPL. A battle for the ages. Nate gets fired up about $T. Do they actually agree on where they see digital currency heading? Interesting game of “buy, sell and hold,” with Circuit City/BestBuy/AT&T. Mike goes to the balance sheet with $V, $SQ, $PYPL and $T. We find out the stock that is Nate’s “bane of his existence,” and so much more.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Join Nate and Mike as they discuss how stand up comedians are very similar to stocks, Boston Beer Company ($SAM) stock drop in the recent weeks, and a stroll down memory lane with a story about Microsoft ($MSFT) and Chipotle ($CMG).
Mike finds himself owning a company he doesn’t think fits his investing strategy. Things get a little heated when Mike and Nate discuss the likelihood of Facebook becoming a company with a 4 trillion market capitalization. We also discuss the huge gains that Amazon, Apple, Netflix and Google have had and so much more.
Join Nate and Mike in the third part of their ETF discussion as they wrap $EATZ with restaurant talk about Chipotle ($CMG) and McDonald’s ($MCD). All this and more!
Join Nate and Mike as they continue their 3 part series on ETFs. Are you hungry for stocks with huge gains? We dive into “tasty,” restaurant stocks in the $EATZ ETF. We review Chuy’s ($CHUY), Texas Roadhouse ($TXRH), Domino’s ($DPZ), Starbucks ($SBUX) and much more. An interesting game of “which would you rather own,” unfolds when we discuss Guns N’ Roses royalties and a certain restaurant stock. We dive into the perfect “Disney Day,” for $DIS investors and so much more.
Join Nate and Mike as they continue their ETF series. They start their discussion with Vanguard’s $VOX. This ETF includes all communications services companies in the S&P 500. The two all the usual suspects in $FB, $GOOGL, $DIS, and NETFLIX. They also go deeper into Internet Service Provider $CMCSA. Next they discuss a newer ETF $SUBZ, that focuses on the streaming services space. Talk includes $ROKU, $FUBO, $MTCH, and $AMZN. All this and more on this episode!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Join Nate and Mike as they take a stroll down memory lane and discuss the market capitalization of Apple ($AAPL) then and now. Microsoft ($MSFT) became the second company to reach $2 trillion. Will Amazon ($AMZN) or Google ($GOOGL) be the next? Facebook ($FB) is knocking on the door to become the 5th company to $1 trillion.
Mike found a website, www.etf.com, to get information on ETF’s (Exchange Traded Funds). You can search by popular companies, sector, and, industries to find ETF ideas. This leads to a discussion of expense ratios, and a couple ETF ideas.
The Ecofin Digital Payments Infrastructure Fund ($TPAY) has several fintech companies that Nate and Mike discuss including Afterpay, Docusign ($DOCU), Square ($SQ), Paypal ($PYPL), MasterCard ($MA), Visa ($V), American Express ($AXP), Lending Club ($LC), and crypto exposure.
The other ETF they dive into is, VanEcks eSport fund ($ESPO), which focuses on video games. Stocks included in the top 10 of the funds holdings are, Activision Blizzard ($ATVI), Nvidia ($NVDA), SEA Limited ($SE), Nintendo ($NTDOY), and Netease ($NTES).
Nate is a fan of both of these spaces, as many of the stocks talked about have multiple paths to profitability. The two wrap up with a would you rather, and a teaser to next weeks continuation of ETF talk. All this and more!
Join Nate and Mike for the second installment of their first ever two part podcast. The second part picks up with a discussion of boots on the ground research in former high flyer Michael Kors, and continues with a convenience store staple of the Midwest, Casy General Stores ($CASY).
This leads to a discussion about sectors and industries, and specifically grocery and discount stores. A round of buy, sell, and hold with Costco ($COST), Target ($TGT), and WalMart ($WMT). No surprise, Nate and Mike have a difference of opinion.
Apple ($AAPL) and Amazon ($AMZN) have been moving sideways for several months now, but this could be a good time to use the dollar cost average approach, and add to your positions.
Facebook ($FB) has been a monster performer for Mike since buying at the IPO. He doesn’t feel great about owning a company that doesn’t align with his views, but did he sell or does he need more encouragement from Nate?
This leads to a deep discussion on ESG (Environmental, Social, and Governance) investing. As investors we have the opportunity to help shape the world. Two funds that address this are the Vanguard Social Index Mutual Fund ($VFTAX) https://investor.vanguard.com/mutual-funds/profile/VFTAX and Rachel Robasciotti’s Social Justice ETF ($JSTC) https://www.adasinaetf.com/.
Neither Nate or Mike are fans of the large banks, but fintech is an interesting space and a way to get exposure to cryptocurrency. A round of would you rather with Madtercard ($MA), Visa ($V), Square ($SQ), and Paypal $(PYPL) ensues.
Are sport franchises like publicly traded companies, are coaches the CEO’s, and would Phil Jackson be the G.O.A.T of CEO’s? Are ride sharing and food delivery companies like Uber ($UBER), Lyft ($LYFT), Grub Hub ($GRUB), and Door Dash ($DASH) a lot like airlines such as United ($UAL) and Southwest ($LUV)? What are Mike’s thoughts on Total Recall? All this and more!
Join Nate and Mike as they close out their discussion on tobacco maker Altria ($MO). Now that Nate has closed out his position what has he used the proceeds to buy?
They revisit the dot com boom and bust and companies like Amazon ($AMZN) and Booking Holdings ($BKNG), formerly Priceline.com that survived. Dollar Cost Averaging into a basket of dot com stocks during the early 2000’s could’ve well outperformed the broad market.
What can a companies market capitalization tell us about their prospects for growth, and how can we compare like companies market caps to get an apples to apples comparison?
Nate and Mike are both fans 5 Guys burgers, but only one is a fan of privately held In-N-Out Burger. Will they ever go public, and does it make sense to go public or stay private? Take a stroll down memory lane as they recount Mike’s flyer on The Spicy Pickle, and what he learned. All this and more!
Join Nate and Mike as they discuss a couple blue chippers. At the height of the 80’s General Electric ($GE) not only brought good things to life, but their stock was unstoppable. The same could be said for tobacco makers, Phillip Morris ($PM) and Altria ($MO).
This is why we don’t marry the stocks of the companies we invest in, and we have to be able to sell if our original thesis has changed, or we don’t feel good about owning companies that make products we don’t align with our values.
Mike sells $GE and $PM and invested in Google ($GOOGL). Now that Mike holds the F.A.A.N.G, Facebook($FB, Apple ($AAPL), Amazon ($AMZN), Netflix ($NFLX) and Google, he may be looking to change it to just AANG.
$MO was Nate’s first ever stock purchase, and he has owned the stock for over 14 years, but has serious reservations about the social aspect about being part owner of a company whose product kills people. Does this make him a hypocrite, and can Mike help him see the light?
$PM was the king of spin-offs, having spun off companies like Nabisco, Best Foods, Mondelez ($MDLZ), Kraft and Heinz ($KHC). This leads to a discussion of the 5 music group spin-offs.
Netflix and Disney ($DIS) are leaders in the steaming space, and Nate also talks Roku ($ROKU). Amazon recently purchased MGM Movie studios. Is the nearly 9 billion they paid worth it, and more importantly what are the best movies in MGM’s library? All this and more.
Join Nate and Mike as they wrap up their discussion of the Dow 30 with a couple addendums, and then discuss if dividends are a double taxation. The AT&T ($T) Time Warner Discovery ($DISCA) deal has made headlines. What does this mean for AT&T, their aspirations as a media conglomerate, and is the end of Ma Bell as a blue chip dividend stalwart? They discuss if Comcast ($CMCSA) is a better investment option in the media space, as well as some of their biggest investment mistakes including selling Microsoft ($MSFT) and Tesla ($TSLA). Mike is looking to add to his portfolio, and Google ($GOOGL) is on the short list, but there is a front runner, and it could have ties to the Tin Can Trust. What can it be? Tune in and find out for this and more!
Join Nate and Mike as we get into some good old fashion Dow 30 stocks. What ever happened to The American Can Company, and where are Navistar and Good Year Tires now? Sears was once an iconic retailer and an earlier version of the everything store, Amazon. Join our discussion of stocks from now and yesteryear and how they can help us on our quest to be better investors.
Join Nate and Mike as 2 buds discuss the God father of value investing, Ben Graham, his formula for calculating intrinsic value, and leaving a margin of safety. Using Google, YouTube, and Finviz.com to better understand valuation and balance sheets. The recent Berkshire Hathaway annual meeting, comparing VTI to Berkshire stock over the last 20 years. Has Buffett lost his edge? We discuss Medifast, Penn Gaming, Peleton, Zoom, and most importantly, after 5 years of Netflix debate something has changed.
Join Nate and Mike as 2 Buds talk Grateful Dead, Dollar Cost Averaging, Bitcoin, earnings, give props to our Canadian listener, talk Dominos pizza, Shopify, air travel, Disney, Netflix, CAGR’s, and if action movie stars were Dow Jones Industrial Average components.
Join Nate and Mike as they discuss their thoughts on Bitcoin and cryptocurrencies, as well as their continuation of the 50 stocks with the highest cagr (compounded annual growth rate) over the last 15 years. As well as how a stocks market capitalization relative to its industry peers can be a tool to gauge potential growth.
Join Nate and Mike as they discuss Top Golf, Johnson & Johnson, and stocks with the highest cagr's over the last 15 years. As well as tackling the age old question how to get started in investing and asset allocation.
Join Nate and Mike as they discuss all things in the leisure industry, including gyms, music, food, and movie stocks.
Join Nate and Mike as they discuss the new etf BUZZ, and how you can make a diversified portfolio of stocks based on the top holdings in the fund.
Join Nate and Mike as they discuss dividend aristocrats, brokerage accounts that offer fractional shares, UTMA/UTGA accounts for children, low or no commissions, old school telecom, index funds, Bitcoin and much more!