Hi Tom: I just discovered your channel and I loved the video “How to calculate the intrinsic value”. You explain the concept brilliantly. I've been looking for the link to the template you mention in the video, but I haven't been able to find it. Is there any way to get it, even if I have to pay for it?

This is one of best demo video for boot-camp style of doing the work for those who enjoy doing it. Late 40s in finance/IT profession. I watched this video first video first almost a year ago. Then, when I wanted to do this boot-camp-calculation, I could not find this video. Spent numerous hours/days/weeks in try finding this video again, I could not. Finally, I found it today serendipitous. Very happy in finding this video again !

Hi Tom, Just revisiting this old favourite and keen on your thoughts.. As the stock based comp is a real cost would you say the cost to repurchase of shares is beneficial to shareholders when done correctly and the cost of this should be adding back in to the business's net cash for the purposes of the DCF? E.g. The dreaded 'BABA' currently has TTM FCF of ~ $14B, has issued $2.6B of shares however has repurchased $23B of stock over the TTM. Would you add this $23B form stock repurchases back into the net cash for purposes of the calculation or ignore it as it has reduced the overall share count? Cheers

$5.5M in loss opportunity cost from not buying 1500 shares, but why did Charlie say he missed out on $200M? What are we missing?

Are you going this year, mate? I’m probably going to be there, would be great to buy you a pint! 🍺

How did he buy the stock? Did he need a special brokerage to buy it?

Dropping a comment in 2025 to say hello Tom! Hope your investing journey is still kicking in high gear! Cheers 📈 🙌

Using Guy Spear words, Nick Sleep has balls of steel! 😅

us inflation never was at 8.6% recently

Please I am newbie and still learning. I'm trying to understand which crypto to invest in and looking for professional help.

Hahaha your the new Zealand warren buffet 😆😂😂😂 but you pick terrible stocks!!! Forterra is a way better stock too 🤭🤭🤭

Where did you go?? I recently found your channel and I personally love it!!!! It's the only channel that I found that looks at study cases based on total market cap value vs balance sheet/ bonds/ future income. I've been watching non stop these last 2 days. I think you're doing the study cases really great and would love more content. You hit the proper way to do security analysis spot on!!

Tom where are you???

Nice video coverage keeping up with current trends and strategies can help traders stay ahead of the curve and make informed decisions, It is important for beginners in trading and investing to understand that success in these fields requires technical analysis, emotional maturity, and self-discipline. Thanks to steve michael steele insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead

Who is that unit walking around Costco at 3:33

What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.

what about trading american markets stocks and futures , from new zealand . do you pay capital gain tax?

A DCF is better

As always, great video, Tom. Looking forward to part 2 when you come out of KZbin retirement.

Great video Tom. I’ve watched this video several times and always come out with more knowledge. You’re the man!

Where have you been Tom?

Selecting a good broker without expert advice is tricky. I’ve worked with professionals to ensure I make the right picks and avoid losses, it's been a total game-changer in managing my investment

Please provide update on this counter.

Louisa Ferry

What happened to him

How do learn how a specific business works? Mohnish pabrainin his book talks about three companies and one of being an oil company Frontline. He said he researched how the business in oil tankers work etc. where do you go to research this as i tried googling all day and it came back with zero results.

But how do we invest in other world stocks? If i want to buy a russian or turkish stock can it be done through one broker like IBKR

Superb

Top❤

Not clear for the 2nd part(Tom DCF), it will be good if you provide example calculation for the 2nd part.

When people say corporations are greedy, we can infer three truths about Costco: 1. Costco passes savings on to consumers as a matter of principle. 14% limit 2. They pay their employees well 3. Customers benefit from the savings, so Costco will continue to grow while other corporations go out of business. Capitalism works as long as you have competition and a goal to provide greater value.

when I run a CAGR on BYDDY from 2008 until today, I get just under 20%. Sound right to you?

Took 10 years to materialize that value when BYD spiked up (2011 - 2021). Yikes.

Now how in the world is one supposed to know if Russian oil paper stock certificates? This stuff sounds so obsure.

The list: 1. Does it have a low P/E? 2. Is it a good business? ROIC, book value analysis, subtract things like real estate, goodwill, etc... 3. Who is running it (management) and how much do they own? check for things like lawsuits, voting rights 4. What was missed? Unseen, unique risks. Read Moody's or ValueLine to start screening

With buyback, You’re ownership goes up. Each share owns more of the company after they reduce existing shares. Share repurchases are better in my opinion. But if you don’t like that buy dividend stocks or growth stocks.

You not making vedios?

The issue with Korean companies...there's a lot of em that have negative enterprise value. Huge cash levels, real estate etc...but you as a shareholder will never see it. Koreans run their companies for their family. Not shareholders. At least that's what I hear from some Korean investors

So, it was a net-net strategy? Also, is Valueline still used for this stuff? or are there other screeners (e.g. online)?

I'm 54 and my wife and I are VERY worried about our future, gas and food prices rising daily. We have had our savings dwindle with the cost of living into the stratosphere, and we are finding it impossible to replace them. We can get by, but can't seem to get ahead. My condolences to anyone retiring in this crisis, 30 years nonstop just for a crooked system to take all you worked for.

Berkshire see's OXY like a coupon paying bond. OXY pays a 1.24% dividend yield and 5.9% buyback yield. Combined providing shareholders a yield of 7.1%. In addition, its rumored that Chevron may acquire OXY due to their positioning on the Permian basin.

I need a book to become rich and acquire the skills to become a billionaire.

HE’S BACK

whats your networth and age

You cannot beat anything by just buying companies somebody else buys. They have probably bought at a lower price than you and for genuine long term reasons.

Selecting a good quality business is not a complex process. Valuing a business is not complex either. What is complex is separating human emotion that influences selection such as I like what a company is because they make great phones, cars and so on.

The value line datas don't show "earnings steadily tracking up at 30% a year". There were several down years, others with much faster growth. A PE ratio of 15 with 30% annual growth would still be very attractive.

You just don't find such valuations anymore

Currency devaluation are fine for exporters in US dollars such as oil companies

Your calculations don't take in account at all the cost of extraction, how long it would take and of course the debt level. That's certainly not hos he made his decision.