Which value publications does he mention?

As time has progressed and time has elapsed, based on this presentation it’s no longer a 10 bagger, but a 20 bagger I’m not knocking the technology (I’m a fan) nor Cohodes (impressive research) yet in hindsight this was painfully hypey

I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance

Traduzione in inglese: To which capital is Mr. Smith referring? Total capital employed? Working capital? When he talks about cash, does he mean operating profit or free cash flow?

Too bad people these days don't care about real value, instead millions watching videos on try on clothes hauls. Terry, you're absolutely legend and I took lots of valuable information from your lesson!

Link to full vdo please

Time to DCA

Recognize patience as a significant advantage for value investors 0:00:06 Understand that having an information edge is generally not feasible 0:00:14 Identify the possibility of gaining an edge through better analysis of the same information 0:00:31 Acknowledge the importance of a long-term time horizon as a competitive edge 0:00:54 Learn from Jeff Bezos' strategy of focusing on long-term investments for competitive advantage 0:01:00 Realize the unintentional advantage of index funds' inability to sell, leading to long-term holdings 0:01:30 Notice the index funds' strategy of holding onto rising stars for extended periods as a successful investment approach 0:01:49

Analyze the mix of potential future outcomes and invest when there are more positive than negative possible future outcomes. 00:01:08 Assess the character of the investment environment; be cautious when there is high investor optimism and eagerness to supply capital, as this often correlates with cyclical highs and potentially unfavorable odds. 00:01:45 Invest when the odds are in your favor, particularly when there's a lack of optimism, high level of fear, poor recent market performance, widespread losses, excessive risk aversion, and reluctance to supply capital. 00:03:13 Recognize that being at or above the intrinsic value of the market doesn't guarantee immediate corrections but indicates a higher likelihood of a future decline. 00:04:06 Understand that higher risk does not guarantee higher returns; it simply increases the potential for higher returns, necessitating careful consideration and management of expectations. 00:10:44 Adopt a more cautious approach in today's investment environment, characterized by low returns and high risk, by being fully invested but with a conservative portfolio. 00:15:58 Consider a combination of accepting lower returns, reducing risk to prepare for downturns, and exploring special investment niches as viable strategies in a low return, high risk market. 00:18:22

To quote Nathan Rothschild's (hopefully metaphorical statement), 'buy stocks when there's blood in the streets'.

This guy stupid hahaha guess what babalu is at all Time lowww

Waiting for decades is the hardest part

Great lecture

6 months later and over $10 less per share. Noticed you haven't posted for 6 months too. Have you changed your mind or?

Morning is not a billionaire yet

So Pabia why did u sell micron ?

reysas has done a 40x

What interview is this from?

It came to pass just like he said, there & then. The recent decline, (I believe may have), hit bottom this past October 27, 2023. RIP Charlie T. Munger.

8:38 Buy below intrinsic value and sell above intrinsic value. 13:19 Summary!

Make that guap! BOOTY CLAP pon di flow now

GET IT. SICK IT BOY. GET IT. Yuh YUH!

Baba is at or near the bottom of the “worried wall”

Great vid!!

what a clown!!-.

The idea of intrinsic value... Suspicious.

Very calm, yet very dense information in a short time.

Three sounds high to me. Penny stock is closer to reality.

We need to remember that if as investors we can find one or two 100Baggers In Our Lifetime we have done really well.

Cause it's a scam stock

He sold his entire stake RIGHT after talking it up lol

Bought $500 calls

No one is addressing the office space-centered developments in London, NYC, and elsewhere in quantitative terms relative to the overall balance sheet and stock price recovery. That is a problem.

Why UAN in the title? He never mentioned UAN at all.

Nice..thanks...

Thankyou, Can you please tell which speach it's from?

Is it solar? Rechargeable?

It’s time to give up

umg after copyrighting every video known to mankind

i just used "without me" and fucking umg gived me copyright i said WHO IS THAT GAY BI-. (i cut the part of cause is the b word but il limit swears😅)

Thanks, Tom

I agree a lot of sell pressure @ 120

Please fix your audio, uneven, whuch you ould probably do by not wagging your head so much.. The microphone does not follow your voice. Became too tedious to dry and listen, i had to turn it off.

I should listen to this at least once a week from now on. Excellent explanation whose aim is to teach 👏👏

Underrated book! Definitely a must read for new or veteran investors alike

Beer swig at 2:07!

He sold micron

This guy is a fraud

if he's talking honestly he'd say that 90% of wealth managers dont beat markets and the whole profession and its suits are worthless compared to low fee ETFs that outperform them all over 10 years

This man is a wealth of knowledge.