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June 2022 Issue: Ulta Beauty (NAS: ULTA)

As market volatility picks up, many investors are on the lookout for defensive companies which are growing well and trading at reasonable valuations. This makes sense at a time when economic risks are on the rise.
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Good morning, everyone! It’s Dylan Jovine here from Behind the Markets, and I’m excited to dive into the latest insights from Warren Buffett's portfolio. Today is February 18th, and as we dissect the recent SEC filings, we’ll uncover what one of the greatest investors in history is up to in this market environment. I find it fascinating to examine the moves of seasoned investors, especially when their strategies align with the changing tides of the financial landscape. In the fourth quarter of 2024, Buffett made some significant decisions, continuing his trend as a net seller. With approximately $6 billion worth of stocks sold, it's clear he’s being cautious in a market that remains at record highs. While he has maintained his stake in Apple, we’ll talk about his sales of shares like Bank of America and Citibank, along with his recent purchase of Constellation Brands, which has drawn attention following some controversial advertising choices. Why is he betting on this stock after a near 50% drop? We'll explore that! Beyond the numbers, I’ll also touch on the broader market dynamics, including the rise of meme stocks like Palantir and the aggressive valuations of major tech players. Plus, I’ve got a special stock to highlight that Buffett is buying heavily into; one that may surprise you. This company operates in an unnoticed monopoly space, poised for incredible potential. So buckle up, and let’s get into the nitty-gritty of Buffett’s portfolio and what it might mean for us! ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LjBIVDdJZkhuSWh3

Dylan Jovine | Buffett Continues to Sell Stocks

Good morning everyone, it's Dylan Jovine from Behind the Markets. Today's video is a little lighter than usual, but I wanted to share a funny story from my younger years growing up in Queens—about the time Donald Trump flipped me off. Yeah, you heard that right! I grew up just a mile away from Trump, and our paths crossed in an unexpected way when I was heading into Trump Tower one evening. Long story short, there was a crowd of protestors outside, Trump pulled up in his limo, and in the chaos of the moment, I got caught in the crossfire of a classic Trump move. It’s a silly story, but it goes to show that no matter how big someone gets, those of us from Queens all share that same relentless, never-back-down attitude. And if there’s one thing I respect, it’s a fighter who never quits. Hope you guys enjoy this little throwback from my Wall Street days. Let me know in the comments—have you ever had a run-in with a famous figure? See you tomorrow! ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3Lk81MzY3dEo3QS1J

Dylan Jovine | The Time Trump Flipped Me Off

Good morning, everyone! Dylan Jovine here from Behind the Markets. Happy Valentine’s Day! If you’re listening early, don’t forget to grab something for your special someone before it’s too late. Now, let’s dive into the huge geopolitical shift that Defense Secretary Pete Hegseth announced during his trip to Europe this week. The U.S. is no longer prioritizing European security—our focus is now firmly on China. This marks a seismic shift in U.S. foreign policy and ends decades of post-World War II defense strategy centered on Europe. Hegseth made it clear: scarce resources mean we have to face stark realities. China, with its 1.4 billion people and rapidly growing military, is our primary concern. And with Xi Jinping openly stating that China will invade Taiwan by 2027, the clock is ticking. This is the Davidson Window, the period before 2027 when China has the upper hand—and the Trump administration is scrambling to change that balance. One way they’re doing it is through a game-changing new weapon—so advanced that CBS News called it a completely new type of weapon and the New York Times said it's almost impossible to stop. We’ve just updated our detailed report on this weapon inside Breakthrough Wealth. Many believe this tech is behind some of the recent UFO sightings, and it’s about to redefine modern warfare. If you’re serious about investing in the future of defense technology, you need to check out our latest research in Breakthrough Wealth. This is where we dive deep into how cutting-edge technology is transforming warfare and highlight the companies leading the charge. Don’t miss this opportunity—get the report now before we take it down! ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LlVJTHpOd1h3eXNz

Dylan Jovine | U.S. Shifts Focus to China: The Secret Weapon Redefining Modern Warfare

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June 2022 Issue: Ulta Beauty (NAS: ULTA)

As market volatility picks up, many investors are on the lookout for defensive companies which are growing well and trading at reasonable valuations. This makes sense at a time when economic risks are on the rise.
Learn More

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