Host, Joseph Carlson Show (YouTube)
Media
3 dated public stances tracked since 2023-05-30, most recently 2023-05-30. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Joseph Carlson's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Joseph Carlson is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2023-05-30 | MSFT | bullish | -2.1% | +14.8% | +30.6% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| MSFT | 1 | | 1 bullish | 2023-05-30 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2023-05-30
long CANADIAN PACIFIC RAILWAY / long UNION PACIFIC
basket
Chris Hohn · video
Class 1 railroads (CP, UNP) are monopolistic businesses with consistent and growing free cash flow that have underperformed in 2023 but Carlson expects that to reverse
“they haven't had a bid this year but I think that will change”
The Best Unknown Investor Alive
2023-05-30
long S / long VISA
basket
Chris Hohn · video
Credit rating agencies (SPGI, Moody's) and payment networks (Visa) operate as duopolies or near-monopolies with deep pricing power and wide moats that Carlson personally holds alongside Chris Hohn
“Chris and I also share a love for the credit rating and credit processing business”
The Best Unknown Investor Alive
2023-05-30
MSFT
bullish
Chris Hohn · video
Microsoft is a monopoly software business with high barriers to entry that can sell recurring products without manufacturing overhead, making it one of the best compounders available
“Microsoft I believe is a monopoly company with very high barriers to entry”
90d -2.1% · 180d +14.8% · 1y +30.6%
The Best Unknown Investor Alive
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