Abolish the Federal Reserve?
10:58
This ETF Has Zero Downside, Literally
19:04
Will Utility Stocks Soar in 2024?
52:34
BBAE MarketGrade Core Portfolio
1:01
Пікірлер
@WillHpowers95
@WillHpowers95 3 күн бұрын
Fairfax is more aggressive but has the best chance of berkshire like returns. The swaps prem did was brilliant, made billions. Outperformed berkshire for much of the recent past
@jamese3584
@jamese3584 3 күн бұрын
Fairfax Financial could be worth a visit next year
@user-kn9br8fd5n
@user-kn9br8fd5n 2 күн бұрын
一句没听懂
@WillHpowers95
@WillHpowers95 3 күн бұрын
not sure on those PE calculations. The only company trading that cheaply is Fairfax in Canada
@jamese3584
@jamese3584 3 күн бұрын
At least per Yahoo! Finance on June 3, Fairfax Financial trades at a 7.18 PE vs. 8.77 for MKL and 12.13 for BRK. So slightly cheaper than Markel.
@WillHpowers95
@WillHpowers95 3 күн бұрын
@@jamese3584 So I guess if you use ttm earnings that makes sense but it has a lot of noise. As of today for 2024 estimates it’s BRK: 22x MKL: 18x FFH: 10x
@gmog7857
@gmog7857 5 күн бұрын
Can you explain this CPSM in PLAIN ENGLISH without any WALSTREET JARGONS?.......If I invest $1000 for 1 year what do I get at the end of 1 year?.................
@pomp4401
@pomp4401 10 күн бұрын
CAN I GET A JOB?
@jamese3584
@jamese3584 8 күн бұрын
What type of job?
@pomp4401
@pomp4401 8 күн бұрын
@@jamese3584 Graphic Design for your B2B Marketing Materials and Presentations.
@pomp4401
@pomp4401 11 күн бұрын
LOL NO
@jamese3584
@jamese3584 11 күн бұрын
I think there's only one Berkshire. That said, the more Markel becomes "known" and respected, it's possible that Markel's multiple might creep up a bit (even if not close to Berkshire levels).
@unknowntech7
@unknowntech7 15 күн бұрын
Warren's net worth is 2.5 times the average American? Fact check needed!
@jcz136
@jcz136 17 күн бұрын
Agreed, so many people live beyond their means.
@l4k
@l4k Ай бұрын
And why does he trim?
@bbaepro
@bbaepro 29 күн бұрын
Trim what, exactly?
@l4k
@l4k 29 күн бұрын
@@bbaepro the position, like apple
@jamese3584
@jamese3584 28 күн бұрын
@@l4k He said b/c he feels the tax rate will rise in the future; that may be a part of it, but I feel the main reason is just that Apple (and many of the big tech stocks) have gotten expensive.
@angelalvarez212
@angelalvarez212 Ай бұрын
Thanks for sharing guys!! I'm learning a lot!!
@bbaepro
@bbaepro 29 күн бұрын
Thanks, Angel!
@jamese3584
@jamese3584 Ай бұрын
Vitaliy is a whole person; few investors are.
@kennethsuna
@kennethsuna Ай бұрын
Hey, that's me! Thanks so much for having me on. I had a blast!
@jamese3584
@jamese3584 Ай бұрын
Kenneth, you were great!
@MisesCelebrations
@MisesCelebrations Ай бұрын
LOVE the proposed law to jail the pres. and bank head if they print any new money!!!!
@codylim1
@codylim1 Ай бұрын
Finishing watching 1:44
@jani-6766
@jani-6766 Ай бұрын
Calc went wrong… 3,7 times. Not 37 times
@Otto72ish
@Otto72ish Ай бұрын
It's 1% a day compounded. 1.01 ^ 365 = 37.8. ie up 38x, but close enough
@gordonmichaels600
@gordonmichaels600 Ай бұрын
On paper it’s already bankrupt, well beyond bankrupt.
@MichaelAlex-bt1pn
@MichaelAlex-bt1pn Ай бұрын
it's refreshing to see a government taking bold steps to tackle longstanding issues.
@tiffsaver
@tiffsaver Ай бұрын
I wouldn't put too much faith in Javier. He's in bed with every single US organization from the criminal US bankers to the CIA. By doing business with them he just sold out the entire country to American corporate interests. Trust me, this guy is not the "savior" he appears and has already made enough corrupt backroom deals to insure the total obliteration of the country.
@jamese3584
@jamese3584 Ай бұрын
Yep, at least they're trying something different. Hope it works for them!
@tiffsaver
@tiffsaver Ай бұрын
@@jamese3584 It won't. Their new El Presidente is already in bed with the CIA.
@tiffsaver
@tiffsaver Ай бұрын
@@jamese3584 This is now my THIRD attempt to leave a comment where my posts have been banned. FREE SPEECH IN AMERICA IS DEAD.
@tbayley6
@tbayley6 Ай бұрын
More like an individual taking on a government though.
@christopherschultz6783
@christopherschultz6783 Ай бұрын
Promo*SM
@nutsallinyomouf
@nutsallinyomouf 2 ай бұрын
6000 sq ft is not restraint
@smitastic7030
@smitastic7030 2 ай бұрын
The rich folk around me would consider 6,000 sq ft a tiny house!
@nutsallinyomouf
@nutsallinyomouf 2 ай бұрын
@@smitastic7030 your pompous bubble is not reflective of the nation.
@samuelbudgets6312
@samuelbudgets6312 2 ай бұрын
It is if your worth 100+ billion
@samuelbudgets6312
@samuelbudgets6312 2 ай бұрын
Typical broke lib
@gregmartin1757
@gregmartin1757 Ай бұрын
it is if you could easily afford a 20000 sq ft house . He could easily live in a mega mansion if he wanted so yes i would call 6000 sq pretty modest for him .
@jamese3584
@jamese3584 2 ай бұрын
Thank you, Michelle!
@RKRK-ux5in
@RKRK-ux5in 2 ай бұрын
If someone invests $2000 when their child is born, will that be worth of $1 Million at the age of 35?
@themusic6808
@themusic6808 12 сағат бұрын
You would need to get 20% annualized returns over that 35 years to reach 1,000,000 which is over double the historical market average. So likely if you’re not consistently investing over those 35 years the answer is no.
@thinkthankchannel
@thinkthankchannel 3 ай бұрын
He's not going to give you stock recommendations for free. I run a small Hedge Fund myself, with less years of track record than this man's HF, and I understand why not. I back up many upside factors he underlines, great points of view and systematic approach. I understand why he is hyper-successful. But going back to why he won't share you free stock ideas, happens because it will hurt the clients we gathered. The main reason. Plus other reasons. Sometimes the client needs time to realize how good we are, perhaps client X is moving from 30% allocation of their net-worth, to a higher 55% of his savings instead, because he realized how good we are. If we were out there screaming about which stocks are in our top-tier watchlists, our value as advisors may plummet. We could stop the flow process that's causing those stocks to get so undervalued, and that will hurt our clients who will get in less cheaply. The stocks we purchased for ourselves and for current clients, but want to get more for them, or new clients. Clients that get in late, may be hurt if we talk too much. They may still be fine, but instead of holding 20 stocks, they would held 18 let's say, because we were loud mouth about 2 which got expensive, or stop decreasing in price. That decreasing the diversification, despite, the new clients probably would do great too anyways. At 18 stocks. Or at 8 but lower exit liquidity. We may talk about the stock to non-clients once we have more undervalued options for ourselves, and the stock already got more expensive. So we can exit at fair value or higher, instead of at a decent profit, once the revenue may go up, and the stock too. But not enough. If you want to support my business, we still accept smaller clients than the ones Mr. Abeyta is after. You can drop your phone number on my prospects processor in my website: KAHNCAPITAL (.(dot)) EU Wish you all the best, or lots of good luck, if you invest without idea of how, and without advisors. Thanks for reading.
@jeffreese7817
@jeffreese7817 4 ай бұрын
Insightful! I’ve been a fan of Roger since the 90’s. He’s the key factor in helping me retire in my 50’s. He’s helped bridge the gap in today’s world where it’s difficult to get meaningful actionable intel.
@bbaepro
@bbaepro 4 ай бұрын
Roger is great. All substance in a world that's mostly sizzle.
@actorjay
@actorjay 4 ай бұрын
He was reluctant to give a clear answer to the question in the title. I left scratching my head to be honest. OK, so don't invest in energy ETFs. But I should do what instead? Batteries and EVs? I'm still not sure after watching this. That wolf's smile at the end says it all for me. 🤔
@bbaepro
@bbaepro 4 ай бұрын
Thanks for the comment, Jay! We can press Simon a little more next time for specifics... he's a great guy so I'm sure he'll deliver ;-) Thanks for watching.
@checkdown3774
@checkdown3774 4 ай бұрын
Sweet vid broski. Ill be sure to drop a like.
@eztch9792
@eztch9792 5 ай бұрын
Loving BBAE so far! Great platform, but as a fellow user, I'd love some official how-to videos like your awesome "copy trade" tutorial. Makes things soooo much easier! Check out my similar guide here: kzbin.info/www/bejne/pqbEm3tja96kjac ** Copy the Pros & CRUSH the Market: Mobile COPY TRADING on BBAE! (EASY Tutorial)**
@eztch9792
@eztch9792 5 ай бұрын
Loving BBAE so far! Great platform, but as a fellow user, I'd love some official how-to videos like your awesome "copy trade" tutorial. Makes things soooo much easier! Check out my similar guide here: kzbin.info/www/bejne/pqbEm3tja96kjac
@KurtisHemmerlingP123
@KurtisHemmerlingP123 7 ай бұрын
Great video. Huge respect for Andreas and his legendary smallcap portfolios.
@andreashimmelreich3287
@andreashimmelreich3287 6 ай бұрын
Thank you Kurtis!!!
@snstyvr7597
@snstyvr7597 7 ай бұрын
Tilson is such a beast. Am grateful for his emails. Great interview.
@jamese3584
@jamese3584 7 ай бұрын
He's a force of nature. Smart, kind, and as productive as 10 men.
@jasonwhiteley3612
@jasonwhiteley3612 10 ай бұрын
With the S&P 500 trading more than 50% above its intrinsic Value I would expect Berkshire is much better value & is trading at a discount due Warren age while the share price could drop on Warren retirement or worse, management will likely buy more stock if share price falls to low.
@MarioN-mo3jq
@MarioN-mo3jq Жыл бұрын
*PromoSM* 😂
@ericyasunaga641
@ericyasunaga641 Жыл бұрын
Priceless and articulate insight based on over a quarter century of history! THANK YOU, Whitney!
@jamese3584
@jamese3584 Жыл бұрын
Whitney is rock solid 👍
@jtrealfunny
@jtrealfunny Жыл бұрын
Just getting started. I am glad for Doombergs business success, I wish the business got a brief description, is it a kind of boutique research house that gets funded through substack subscriptions? 13:30 Doomberg says, regarding banking consolidation, "I don't think we should just sleep walk into an economy where 6 CEOs get to decide who is credit worthy and who isn't". Right? Is there a fundamental flaw in saying about our banking industry: we will put you all in the same playing field but give the largest of you special classification and protections? 14:24 Doomberg just explained at length why the regional banks are especially important for the US economy. If you want to ask about a happy medium at least address his points. You're making him belabor it. If small business is the lifeblood of our economy, as we hear, and small banks can much much better serve small businesses because of human relationships, losing small banks will hurt. Doomberg lays it out in detail. I guess we are in long form. I'll try and relax through it.
@RowanGontier
@RowanGontier Жыл бұрын
Warren missed Amazon, Google, Facebook, most of Apple. Dumb decisions is maybe a relative concept.
@jamese3584
@jamese3584 Жыл бұрын
He missed thousands of other great investments, too. All investors do. I get what you mean but I think it would have been dumber for Warren to wade into areas he didn't understand. He's finally added people who do understand better, and IIRC, Apple has made Berkshire more money than any other investment.
@RowanGontier
@RowanGontier Жыл бұрын
@@jamese3584 apple has been a consumer company for a long time. Warren understood it perfectly fine. He just doesn't like companies less than 30 years old. Which has a wise aspect.
@Yazid8282
@Yazid8282 Жыл бұрын
jo
@jamese3584
@jamese3584 Жыл бұрын
My thoughts exactly?
@KevinKilgorepage
@KevinKilgorepage Жыл бұрын
carbon is GREAT for the environment ! FULL STOP .... STOP STARVING all of the vegetation !!!!
@jimmydee1130
@jimmydee1130 Жыл бұрын
Re: Banking. The Green Chicken is absolutely correct. We have done everything we can to kill small business in the past 3 years. It has destroyed the community fabric. Look at it this way - Your local credit union may sponsor your daughter's softball team. JP Morgan most certainly won't.
@bbaepro
@bbaepro Жыл бұрын
Thanks, Jimmy! I had been looking at this by comparing the US to other countries (that generally have far fewer banks), and seeing the decline in #s of America's banks (which originally grew in number due to protectionist regulations set up to ensure money didn't leave American farming communities). But per your point and Doomberg, perhaps that localization is a feature, and not a bug. The old piece I did in Forbes about this is here: www.forbes.com/sites/investor-hub/2023/03/24/will-americas-smaller-banks-die--and-should-they/?sh=65112e0c65c3
@brianferoldi3745
@brianferoldi3745 Жыл бұрын
Always great to chat with you, James! Thanks for having me.
@bbaepro
@bbaepro Жыл бұрын
Any time, Brian!