"We also have other analysts that I'll note like Mark Mahaney that highlights both of these companies as substantial buys today."

"The first thing I want to share with you are the 18 stocks that based on my assumptions are selling at or near their intrinsic value. That means these stocks could potentially have a 9% or higher return over the next 10 years. MasterCard DoorDash Airbnb Louis Vuitton, Alibaba, Paycom, T Rowe Price, Ulta Beauty, Target, Tractor Supply, Chipotle, Otis Elevator Company, Hershey Visa Poolcorp Disney Microsoft, and Adobe."

"I think Uber and Door Dash will be spectacular winners."

""Today on the Joseph Carlson show, I added two new stocks to the portfolio. They are Uber and Door Dash.""