@lemax2980 Thank you! My thoughts around individual company analysis are that there are so many companies out there, I only want to do deeper dives on ones that seem like a reasonable enough price now based on a quick financial review. However, I can always do a deeper dive on any company, if you wish! Appreciate you!

​@@Actuarialvalueinvesting4-lw5fvthank you. I can totally understand brother 👍 love your quick screening through the income statements.. Also it would be great if you could help us with a list of stocks you believe would be great for long term investment at current prices, justifying your analysis. Individual videos are also really cool, but consolidating good stocks into buckets will be really helpful for beginner investors like myself to get an initial quick start into long term investment, such as stocks which you personally feel would be good valuation at current prices and have strong fundamentals.

@@lemax2980 I appreciate the comment! I will work on posting this into the new year. Best wishes into the new year!

Actually, going to assume that they return 1.8 to shareholders……so buy price of 63

Annually

@@davidford8539 I think when I do my deeper dive, I am going to compare them with Bookings. I view them from a consumer standpoint as similar, but bookings is a much larger company that grew more over the last 10 years AND has significantly higher ROIC AND margins. I need to understand why they differ so much, how they actually make their money, and if Expedia can move into the way bookings runs.

@lemax2980 This will be coming out in the next two weeks!

@brianrachmat3492 I would say that is currently a solid average to be in at given my preliminary analysis. I haven't done a deep dive yet on the business, but I will have to look into the $10B acquisition in 2022. I will work on doing a deep dive into this business to better answer this question.

Do you think this stock can triple by 2026?

@@Tay04723 A triple might be aggressive for one year from now, but they say they are really going to hit their stride during 2026 so by the end of 2026 I believe it is possible as long as the need for marine infrastructure is a tailwind.

@davidford8539 I think those are reasonable assumptions! The margins are a bit tough for me, given that the FCF is consistently much above NI and they jumped much larger from COVID. I am partway through deeper research and plan on posting that shortly. I condensed the margins a bit more as well from my initial analysis.

@Jim-m3z I try to incorporate the balance sheet in both my capital allocation (Could be % increase in revenue from the short-term reinvestments or share repurchases) as well as P/E or P/FCF if they consistently have large variance between market cap and enterprise value. I think if you do not explicitly count for it in capital allocation, then the P/E and P/FCF should be adjusted to be based on EV. IT is definitely important to keep net cash in perspective. In this example, InMode has more than $700M in cash/short term investments with no short term or long term debt. This should be taken into consideration because they could sell the short term investments and immediately hand then money to the share holders as a dividend, which directly affects stock price. They could also buy back that amount in shares, which should also affect the stock price. For most company's, I look at this figure and try to incorporate into capital allocation, as you can assume greater than 100% capital allocation due to cash like products on hand. You are absolutely correct! Happy to discuss in further detail if desired, and we can have a more in-depth chat about appropriateness.

@BryanHarvey-k4n I do not have a patreon, but I accept most suggestions and give my email out to anyone who wants to chat about companies or really just anything! Haha, I actually do ride the Peloton about once a week. I enjoy a good mix of workouts! Let me know if you want to discuss anything, and I will supply my email.

@BryanHarvey-k4n I will add it to the Queue. Expect it to come out in the next two weeks!

@MountainGoater I will work on it and send out a video shortly!

@nicolasparra8000 I will review the company more in-depth and work on putting out a video within the next week.

@Omahaneb6 The below is an in-depth video review of the company. There are two things I need to figure out before investing, even given the review saying it is a buy. The first is what is going to happen with the convertible debt. I need to see if there will be a massive dilution or whether they will get paid from cash and cash equivalent. The second is to create your own perspective about whether AI tools like ChatGPT and Gemini are going to take over paid for subscription learning services, like Chegg. Nobody knows the answer to that question, but you have to come up with your own projection based on heavy research. I believe any positive cash producing business can be worth something, but I need to answer as best I can the questions I have surrounding the future of positive FCF. kzbin.info/www/bejne/qqK4iICNq9FkmJo

@davidford8539 wonderful insight!

@saffihify I will review the company this week with hopes of dropping an in depth video by the end of the week.

We chilling. Long-term play

@freddiegraves9730 Email is probably the best way to chat. That email is [email protected]. Glad to chat about anything!

@annguyenhoang9623 The revenue growth, margin, and terminal P/E assumptions can be seen at the end of the video. If you are looking for better understanding the model itself, and how it calculates the value, that can be viewed at the link below: kzbin.info/www/bejne/iYa0hqirYspoY8k

@ZEBETAL I appreciate it, Kevin! And I will take a look. Expect an analysis before mid November.

@andreiv3627 I think it is a reasonable enough price to do some further research to be confident in your own assumptions. For me, I will not be getting into it until it is a little bit lower. However, I do think this is a promising company with, usually, consistent business metrics, which make assumptions a little easier.

@BryanHarvey-k4n Feel free to contact me at the email below. [email protected]

@Tay04723 I will work on some of these. I do not do banks or any company that does not have cash flow. I do not have a confident way of calculating valuation for these companies. For the ones that are not, I will review!

@BryanHarvey-k4n Absolutely!

@ks351 That is absolutely an important question! I am no expert in the tankers freight market, but I do have some thoughts and knowledge on the subject. Domestically, the demand for oil and natural gas products may dampen due to the popularity of renewal energy sources that can create "infinite" energy with less impact to the world. However, the demand internationally is still likely going to increase well into the future. I believe the demand for "easy" fuel options will likely have solid demand into the future due to its current "cheapness" compared to other options for the average country. With company valuation over the next seven years, I think I am fairly confident with demand not being dampened internationally in that time period. Now if we were valuating it over 20 to 30 years, that is something that I do not confidence in.

@bexbatyrbek I was born and raised in Minnesota, so the Canada of the US I guess.

@@Actuarialvalueinvesting4-lw5fv nice! Love ur channel and best wishes from Ontario haha

@@Actuarialvalueinvesting4-lw5fv the reason I thought u were Canadian is because u had a neutral accent and u also reviewed a bunch of Canadian stocks

@aaditvaish Good luck! IT can definitely be a good way to talk to like-minded individuals and for others to hopefully learn new things! You are absolutely correct! In my deeper dive video, I did touch on that. Even my deeper dive analysis does not go super into acquisitions, as I save that, competitor analysis, and further history review until it still looks like a buy after that deeper level analysis. Below is the deeper dive video if you feel like watching. kzbin.info/www/bejne/qqS6c2h4pNl_j9k