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Retired physician describes how he invested his way to financial independence

Retired physician describes how he invested his way to financial independence

Fox Business Clips
Analyzed Watch on YouTube Requested On
Video return
+1.18%
Calls
3
Buy / Sell
3 0
Published

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Entry is the asset's closing price on the publication date. Current is the last close on record.

  1. 01 CAT NYSE BUY -15.69%
    Entry $814.81 01 Aug 2026
    Current $687.00 23 Oct 2026
    Result −$127.81
    vs. index −17.4% SPY +1.7% over the same days

    Cite this call Watch source video * †

    Surrounding source transcript
    …Y SO I WAS DOING PAPER TRADING AND WHATNOT AFTER ABOUT FOUR MONTHS I WAS LIKE THIS IS GREAT, I'M SWITCHING EVERYTHING. I DUMPED MY MUTUAL PHONES AND WENT TO STOCKS AND THE REST IS HISTORY. >> NOW YOU'RE UP 20%. SOME OF THE TRADES YOU HAVE, CATERPILLAR, DELL, MICRON AND RECENTLY NAMES HER PULLING BACK, YOU'VE GOT TO BE LICKING YOUR CHOPS. >> ALL OUR GREAT FUNDAMENTALS, WHICH IS WHY I KEPT THEM, AND I STARTED TO REALIZE THEM STUFF THAT COMES UP IN THE "WALL STREET JOURNAL" IS TRYING TO GET YOU TO SELL AND GET SCARED BECAUSE THE FUNDAMENTALS A GOOD. >> THE MENTALITY OUT THERE…

    CATERPILLAR, DELL, MICRON AND RECENTLY NAMES HER PULLING BACK, YOU'VE GOT TO BE LICKING YOUR CHOPS.

    AI-extracted context "NOW YOU'RE UP 20%. SOME OF THE TRADES YOU HAVE, CATERPILLAR, DELL, MICRON AND RECENTLY NAMES HER PULLING BACK, YOU'VE GOT TO BE LICKING YOUR CHOPS."

  2. 02 DELL NYSE BUY +12.60%
    Entry $405.37 01 Aug 2026
    Current $456.44 23 Oct 2026
    Result +$51.07
    vs. index +10.9% SPY +1.7% over the same days

    Cite this call Watch source video * †

    Surrounding source transcript
    …Y SO I WAS DOING PAPER TRADING AND WHATNOT AFTER ABOUT FOUR MONTHS I WAS LIKE THIS IS GREAT, I'M SWITCHING EVERYTHING. I DUMPED MY MUTUAL PHONES AND WENT TO STOCKS AND THE REST IS HISTORY. >> NOW YOU'RE UP 20%. SOME OF THE TRADES YOU HAVE, CATERPILLAR, DELL, MICRON AND RECENTLY NAMES HER PULLING BACK, YOU'VE GOT TO BE LICKING YOUR CHOPS. >> ALL OUR GREAT FUNDAMENTALS, WHICH IS WHY I KEPT THEM, AND I STARTED TO REALIZE THEM STUFF THAT COMES UP IN THE "WALL STREET JOURNAL" IS TRYING TO GET YOU TO SELL AND GET SCARED BECAUSE THE FUNDAMENTALS A GOOD. >> THE MENTALITY OUT THERE…

    CATERPILLAR, DELL, MICRON AND RECENTLY NAMES HER PULLING BACK, YOU'VE GOT TO BE LICKING YOUR CHOPS.

    AI-extracted context "NOW YOU'RE UP 20%. SOME OF THE TRADES YOU HAVE, CATERPILLAR, DELL, MICRON AND RECENTLY NAMES HER PULLING BACK, YOU'VE GOT TO BE LICKING YOUR CHOPS."

  3. 03 MU NASDAQ BUY +6.62%
    Entry $823.03 01 Aug 2026
    Current $877.55 23 Oct 2026
    Result +$54.52
    vs. index +4.9% SPY +1.7% over the same days

    Cite this call Watch source video * †

    Surrounding source transcript
    …Y SO I WAS DOING PAPER TRADING AND WHATNOT AFTER ABOUT FOUR MONTHS I WAS LIKE THIS IS GREAT, I'M SWITCHING EVERYTHING. I DUMPED MY MUTUAL PHONES AND WENT TO STOCKS AND THE REST IS HISTORY. >> NOW YOU'RE UP 20%. SOME OF THE TRADES YOU HAVE, CATERPILLAR, DELL, MICRON AND RECENTLY NAMES HER PULLING BACK, YOU'VE GOT TO BE LICKING YOUR CHOPS. >> ALL OUR GREAT FUNDAMENTALS, WHICH IS WHY I KEPT THEM, AND I STARTED TO REALIZE THEM STUFF THAT COMES UP IN THE "WALL STREET JOURNAL" IS TRYING TO GET YOU TO SELL AND GET SCARED BECAUSE THE FUNDAMENTALS A GOOD. >> THE MENTALITY OUT THERE…

    CATERPILLAR, DELL, MICRON AND RECENTLY NAMES HER PULLING BACK, YOU'VE GOT TO BE LICKING YOUR CHOPS.

    AI-extracted context "NOW YOU'RE UP 20%. SOME OF THE TRADES YOU HAVE, CATERPILLAR, DELL, MICRON AND RECENTLY NAMES HER PULLING BACK, YOU'VE GOT TO BE LICKING YOUR CHOPS."

Full Transcript
MAMMOTH. [LAUGHTER] >> PHENOMENAL. MY NEXT GUEST IS A RETIRED PHYSICIAN WHOSE OVERALL ACCOUNT HAS JUST ABOUT DOUBLED THE S&P THIS YEAR, ANTHONY WITH US, DOCTOR ANTHONY, HOW IS IT GOING? WHAT YOU THINK ABOUT THE WOOLLY MAMMOTH? >> AN OUTRAGEOUS STORY. [LAUGHTER] >>>> LET'S TALK ABOUT YOUR STOR, EVERYONE HAS AN AMAZING STORY AND I STARTED MY JOURNEY TRYING TO CONVINCE PEOPLE TO START BUYING STOCKS, OWNING STOCKS BECAUSE WE ARE ALL IN THE STOCK MARKET AND I WANT EVERYONE TO BENEFIT FROM IT. >> WHEN I STARTED MY PRACTICE IN THE 80s, IT WASN'T LIKE NOW STOCKS AND NEWSPAPER, CALL YOUR BROKER AND I JUST DIDN'T HAVE THE TIME SO I SETTLED TO GO INTO MUTUAL FUNDS SO THE FIRST BROKER I HAD WAS A NICE GUY, HE GOT SICK AND ENDED UP DYING. >> YOU CAN HELP THEM? [LAUGHTER] >> HE WAS -- HE WASN'T MY PATIENT SO I COULDN'T HEAR HIM. [LAUGHTER] THERE'S ETHICS AND OUR PROFESSION. [LAUGHTER] >> WITH THE MONEY UP. [LAUGHTER] >> HE SIGNED ME THIS OTHER GUY, HE SEEMED PERSONABLE AND THAT WITH HIM FOR A FEW YEARS AND ONE DAY CALLED ME UP AT THE END OF THE YEAR END SAYS COME ON DOWN AND I'LL BUY YOU LUNCH AND I HAVE MY OWN AIRPLANE SO I FLEW DOWN TO JERSEY TO TALK TO HIM AND HAVE LUNCH AND HE TOLD ME HOW GREAT I'M DOING, 18% THIS YEAR AND I SAID THAT'S GREAT. WENT HOME AND CANCELED MY ACCOUNT AND SHIFTED THE MONEY TO SOMEONE ELSE AND CALLS ME UP THE NEXT DAY, WHAT HAPPENED? I CAN'T AFFORD HOW GOOD YOU ARE, BECAUSE I LOST MONEY. FIFTY TO 75000 ON YOUR ACCOUNT AND TELLING ME I MADE 18% GAIN SO YOU DON'T KNOW WHAT YOU ARE DOING SO I SWITCHED IT AND STAYED IN MUTUAL FUNDS AND WHEN I RETIRED I STARTED LOOKING AT THINGS AND I'M SEEING 12, 10%, DEPENDING ON THE HERE AND I SET UP IN WATCHING YOU ON TV AND READ YOUR BOOK AND I SAID LET ME TAKE A JOB AT THIS, SO I SIGNED UP FOR THE STOCK INVESTING COURSE IN THE FIRST I WAS LEERY SO I WAS DOING PAPER TRADING AND WHATNOT AFTER ABOUT FOUR MONTHS I WAS LIKE THIS IS GREAT, I'M SWITCHING EVERYTHING. I DUMPED MY MUTUAL PHONES AND WENT TO STOCKS AND THE REST IS HISTORY. >> NOW YOU'RE UP 20%. SOME OF THE TRADES YOU HAVE, CATERPILLAR, DELL, MICRON AND RECENTLY NAMES HER PULLING BACK, YOU'VE GOT TO BE LICKING YOUR CHOPS. >> ALL OUR GREAT FUNDAMENTALS, WHICH IS WHY I KEPT THEM, AND I STARTED TO REALIZE THEM STUFF THAT COMES UP IN THE "WALL STREET JOURNAL" IS TRYING TO GET YOU TO SELL AND GET SCARED BECAUSE THE FUNDAMENTALS A GOOD. >> THE MENTALITY OUT THERE SHORT-TERM IS THAT AND I THINK IT'S HER EVERYONE AND FEAR ALSO SELLS. LET'S TALK ABOUT THIS CASH, YOU'VE TAKEN A COUPLE OF TRIPS OF A LIFETIME, TALK TO US ABOUT THIS. >> I WAS SITTING AROUND THE HOUSE AND THERE WAS A COMMERCIAL, THEY DO TRIPS TO ANTARCTICA SO I LOOKED AND I WAS LIKE IT'S PRETTY EXPENSIVE AND I SAID IT'S A ONCE-IN-A-LIFETIME, THREE WEEK TRIP AND FLEW DOWN TO ARGENTINA AND GOT THE BOAT AND WAS OUT THERE ALMOST THREE WEEKS AND TOOK GREAT PICTURES, IT WAS A GREAT TIME

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