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josephcarlson
josephcarlson

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Ask Me Anything (Discord)

If you have questions, topics, news, or anything you want me to discuss ask it in the "ask me anything" chat! I'll do these videos more frequently in the future.

Ask Me Anything (Discord)

Comments

I tried to connect to QUALTRIM and I can't.

זומר פיש

ניסתי להתחבר לקולטרם ואהי לא מצליח

זומר פיש

I tried to connect to discord but it doesn’t work please help.

3z Md

I'm a new member. I wish Fidelity could integrate Qualtrim (or similar capabilities) so one didn't need to maintain data in two places. For the information and functions that overlap, Qualtrim is much clearer and easier to use than what the Fidelity brokerage site offers. It took me a while, though, to figure out how to properly format and upload a CSV file containing the basic data. The stumbling blocks included (1) figuring out that Qualtrim expects only 3 specific columns of data (2) figuring out that Qualtrim apparently cannot parse UTF-8 CSV content. But man, there are so many great features (and also not a lot of useless clutter). I do hope your moat does not get *so* strong that monopoly pricing power goes to your head.

tomkeenan@mac.com

HI, I am a new member, I was not able to find the exclusive episode for booking. com. Please if you can help, i would really appreciate it. Thanks

jaiveer sohi

I joined June 29, 2024 and am still trying to get on the Discord channel. Please send me an invire. Thanks

SRMI JB

Guys - is this page active in May 24? I joined Patreon and all I’m getting is old stuff from 22 - any suggestions. There doesn’t seem to be a team to contact. Please help

Jay Kay

How and where can I see the latest video's? Thank you

STANLEY

Hey Joseph - what you think of UAL? Seems to be undervalued with good balance sheet and attractive margins. Travel demand also looking good.

Deep Swy

I am not able to search stocks on qualtrim,

Adriana Costiuc

I try to sign in it’s asking about old password and the new password and can’t log in

Adriana Costiuc

I can’t figure out how to join the discord

Miki Seifu

How do I get to the qualtrim where I can look up stocks

PK Luck

What is your thought on ADP, the payroll company?

Useph Spearman

Why do you think millennials are so attracted to QYLD? Why do they feel it is a better investment than QQQ? Do they not understand its an ETF for people who are willing to sacrifice growth for short term income.

Jon

What is your take on CRM? I haven't heard you discuss it much. The metrics are still looking good for the stock .... do you think it will come back eventually when the market turns?

cliff castle

I joined recently and have stock in different markets such as TSX, STO, DAX. Will these ever be supported in Qualtrim?

Henrik Åberg

I just joined tonight, and I'm a Canadian investor. Although I have US stocks, I'd like to know when or if Qualtrim can support the TSX. Please advise if this is on your roadmap.

Jim Robidas

Hi Joseph, For most Insight searches, the cash & debt figures at the top approximate the latest figures in the graphs (06/30/2021). But for MasTec Inc (MTZ) the cash figure at the top under balance ($ 423.12m) is about twice that of the latest figure in the graph ($237.27m) . Does this difference reflect time when the figures were generated with the balance figures at the top being more recent? Since debt figures are similar, could the extra $200m for cash under balance be the result of new share issues or a huge increase in net income for Q3 2021?

John Green

Hey John. That’s because apple did a 4 to 1 stock split. So the number of shares actually did increase that much! I’m the future qualtrim will have better labels to show you when a company has a stock split. But you can see a similar thing happen with Tesla.

Joseph Carlson

I enjoy your YouTube postings and joined Patreon about an hour ago. My first Insights search was AAPL. It shows an increase in shares outstanding from about 4B to 17B on 09/31/2020. Dividend decreased from about $.8 to about $.2 at the same time. What happened?

John Green

Yes, you can hit the little edit icon and change the number of shares, or you can delete the holding all together.

Joseph Carlson

When we sell off the share, do we just delete them from the holdings?

Matt Tan

To access the software sign up here: https://qualtrim.com/user/register Make sure to use the same email as you used for patreon, then it will link your accounts. The qualtrim account will stay active as long as you're an active patron. You can also join the discord server if you want more support and instructions! https://discord.gg/cQF6HZSj

Joseph Carlson

how do I access the dividend tracker

Chris


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