Пікірлер
@ASenseofCapital 4 ай бұрын
I'm still early in the learning curve but I guess I prefer to not cut the roses, if possible. Currently, roughly 45% of my 7 shares portfolio is HIMS stock due latest price developments. It somehow doesn't feels right but I want to grant this stock to get as big as it can be due its own power.
@arangotan 6 ай бұрын
Hope you’re doing well Tom!
@fongstar 7 ай бұрын
This guest is fantastic. What a smart man.
@Enslinjaco-eh3ni 9 ай бұрын
$CDLX shares outstanding increased by more than 15% since this video was released. Management is milking this company dry while shareholders foot the bill. Top 5 executives took home more than $35mn in total comp last year while stock price languished.. probably related.
@grahamchester2683 10 ай бұрын
Tom I hope things are ok for you. I miss your excellent video’s. Cheers Graham
@gauravthadanii 11 ай бұрын
an extremely insightful interview. Monsoon seems calm, thoughtful and has really great values, must have got them from dad.
@investorvarsity Жыл бұрын
Great video Tom, I have also done a summary of the investing approach of Guy Spier in the video: kzbin.info/www/bejne/b5OxaGevaKl4q7c
@hawtwax Жыл бұрын
Hi Brett, I have done a complete 180 turn on my previous comment and I owe you an apology. After more research into you and KPG, I am a real believer in the business and in your leadership. In fact, I am now a shareholder in KPG. I look forward to sharing in the future success of business.
@danielsprenger643 Жыл бұрын
Fantastic inverview. You both are great. Greetings from Germany. Best, Daniel
@MarkJones-nq7gd Жыл бұрын
Have also been trading with her, the profits are secured and over a returns of investment directly to my wallet
@KellyTran-xp5py Жыл бұрын
Yes! That's exactly her name (Ms jenn fish) 1 watched her interview on CNN News and also many people recommend highly about her and her trading skills ,she's an expert and I'm just starting with her .from Brisbance Australia 🇦🇺
@Chrisdavis13009 Жыл бұрын
Same here with the total portfolio of $106,400 made from my investments with Ms Kathy Fan trade platform, I'm totally convinced she's the best expert broker I ever worked with, her strategies are magical, she's such a blessing to me especially in this current dip.
@NancyDahome Жыл бұрын
Great content and I thank you for breaking it down!!! despite the unstable crypto market, l'm still glad I can smile back at my portfolio of $82,700 made from my $6k weekly trade within a short period of time
@jackwilliamburgess Жыл бұрын
Great clip. Working out maintenance CapEx vs Growth is a key investor input and differentiator. Espically for technology focused companies who include a large portion in R&D, expenses in the income statement, even though this likely includes a lot of growth CapEx.
@JuanBattaglia45 Жыл бұрын
Tom & Guy. I love that couple. Great thinkers, and great people.
@fantastikfanatic1900 Жыл бұрын
The fruit does not fall too far from the tree.
@jeremynewell9903 Жыл бұрын
Thanks Tom. I met Mesut today and my first impression is that he is a great guy. I am thinking of joining him and Digby on the Talas journey "as a minnow" ...and no, I'm not sharing the password
@doriandefonce8243 Жыл бұрын
'Promo SM' 😌
@luis_g_77 Жыл бұрын
Great lessons!
@friedrichowl Жыл бұрын
That explains his subpar performance! On top of that, a meaningful part of his portfolio is in businesses where OTHER managers invest his money for him. Berkshire, Prosus, Exor. If Guy Spier is only willing to make 3-5% positions and is hesitant to buy more shares because he is afraid, that speaks miles for his competence and the understanding of the investments. Buying Berkshire, cloning Berkshire (BYD) is what everybody is able to do if he uses a bit of his brain. Charging hefty amounts of performance fee for THAT is not understandable to me.
@friedrichowl Жыл бұрын
Additionally, he SEVERLY underperformed the SP 500 for the last 20 years, only if you take the full time frame into consideration (Inception 1997), he beat the market. I am very sorry for his investors, he now takes some money out to buy "a couple of homes", if id get 15-20% of every return north of 5-6%, id buy a couple of homes too haha!!
@jameswalker366 Жыл бұрын
Performance isn’t just absolute returns. What has Guys compounded annual return been? What’s his Sortino ratio? What’s the max drawdown been?
@friedrichowl Жыл бұрын
@@jameswalker366 Compound annual return around 8-9%, interest rates have been quite low during the last 20 years for the majority of time, i dont know about the max drawdown but it doesnt matter to me!
@jordinner Жыл бұрын
M&M’s with his face on him. You gotta love Buffett 😂
@theinvestingwithtompodcast Жыл бұрын
Check out the full episode with Guy, here: kzbin.info/www/bejne/qqPEeZRmjJacbNU
@theinvestingwithtompodcast Жыл бұрын
Check out the full episode with Hamish, here: kzbin.info/www/bejne/aIe1paekp9d7mZY
@hman2912 Жыл бұрын
This interview hasn't aged well... For now
@arangotan Жыл бұрын
You guys are great. If you’re ever in Seattle beers are on me
@KshPa-hb3qf Жыл бұрын
Can someone please explain what she meant when she said alignment of interest? (While explaining her criteria of picking stocks)
@hristolakov3563 Жыл бұрын
So that should mean that once netflix ends the growth stage, its earnings power should go up, when the majority of the content has been 90% amortized? It is what i always thought too, but never was able to gain enough confidence in the actual earnings power and the returns on incremental content spending.
@theinvestingwithtompodcast Жыл бұрын
Check out the full episode with Hamish, here: kzbin.info/www/bejne/aIe1paekp9d7mZY
@clarenceboddicker7708 Жыл бұрын
When will Jd and baba moon?
@adammac6386 Жыл бұрын
Genuinely one of the best podcasts I've listened to. My father also developed dementia early on, so I relate to a degree but can't imagine trying to steer a family business from the brink. Congrats to him. Top bloke.
@theinvestingwithtompodcast Жыл бұрын
Sorry to hear about your dad. I'm sure Digby will appreciate the kind words about the episode :)
@digbysummerhill3154 Жыл бұрын
🙏
@aumpatel4510 Жыл бұрын
Awesome interview Tom, I was really interested in Matthew Petersons Fund, and thank Digby for talking about it. Could I know what the password for the Turkish fund talas is, as I contacted the group, and they haven’t gotten back. Also, do we know what Digbys thoughts on AgeSa are, and how he feels about it compared to anadolu hayat Thank you so much!!!
@shtookaralph5205 Жыл бұрын
Hey Tom! Have you booked Berkshire's trip for next year ? I'm planning on going next year, and I'd love to meet up !
@theinvestingwithtompodcast Жыл бұрын
I’ll be there. See you in the line hopefully!
@Reciprocation_of_goodwill Жыл бұрын
how do you even invest into turkey? like what kind of broker would you need? XD
@digbysummerhill3154 Жыл бұрын
If you search for equities turkey ADR I am sure you will find the list. Note you should research the difference between owning an ADR and stock directly as it is different. So you need to research the companies and then also research if ADR's are right for you. Many brokers in the UK and Europe will let you buy ADR's
@jacksonpun2531 Жыл бұрын
Very inspiring ! My first lucky stock was apple too ! haha
@lenraake4964 Жыл бұрын
Thank you for the interview, Tom! What he went through with his family’s company must have been insane. A really inspiring guy.
@theinvestingwithtompodcast Жыл бұрын
He certainly is
@digbysummerhill3154 Жыл бұрын
Thanks for having me Tom.
@theinvestingwithtompodcast Жыл бұрын
Thank YOU!
@jeremynewell9903 Жыл бұрын
Hey Digby, how did you invest as a Brit? Did you need to fill out the W-9 form? I am Canadian so we don't have a U.S. Tax #
@digbysummerhill3154 Жыл бұрын
For my personal investing account yes I do. For the busienss it's slightly different
@jeremynewell9903 Жыл бұрын
@@digbysummerhill3154 thanks Digby, I've figured out that as Canadians we need to fill out a W-8BEN form for individuals and a W-8BEN-E form for corporations.
@lunchinvesting Жыл бұрын
What a fantastic episode, Tom! I was so thrilled when you asked my question, I had the same reaction as Leo in ‘Once Upon a Time in Hollywood’ when he saw himself on screen 😁 Will look deeper in to Arçelik and Anadolu Hayat, somehow those were easy pass for me.
@lulo478 Жыл бұрын
Great Podcast! Would be interesting to hear what he thinks about the UK stock market atm. Seems like theres much uncovered value as well.
@digbysummerhill3154 Жыл бұрын
I agree the UK as a whole certainly appears to have opportunities..I have been looking at some micro and small caps.
@ErikM528 Жыл бұрын
This is a really moving interview, Thanks Digby for sharing your experience what an amazing story and thank you Tom for putting this together.
@theinvestingwithtompodcast Жыл бұрын
Thanks for the kind words :)
@luis_g_77 Жыл бұрын
Great guest. Very honest and humble.
@theinvestingwithtompodcast Жыл бұрын
Digby is the man :)
@luis_g_77 Жыл бұрын
Looking forward to listening
@menash07 Жыл бұрын
Why no one had asked Munger directly this question? It would be great to have Munger on the channel 😊
@theinvestingwithtompodcast Жыл бұрын
Need to get that guy's number!
@theinvestingwithtompodcast Жыл бұрын
I hope you enjoy the episode! Be sure to show Digby some love in the comments :)
@RolfStumpfRailMedia Жыл бұрын
I am ready for round three :) Thanks Tom and Toby, this one really resonated with me! I have to check out the books. And on another note, the Gautam Baid had his own experience with high-cost producers which he is telling about in "The Joys of Compounding". From two Indian Graphite producers he chose the most profitable & efficient but the high-cost producer's stock soared instead.
@luis_g_77 Жыл бұрын
Great value!
@theinvestingwithtompodcast Жыл бұрын
I see what you did there
@justinbeghly1435 Жыл бұрын
Did Reysas split?
@BrandonRodriguez283 Жыл бұрын
Always good to hear a pro like Peterson talk
@theinvestingwithtompodcast Жыл бұрын
Check out the full episode with Tobias, here: kzbin.info/www/bejne/joekmKB9lK-peK8
@theinvestingwithtompodcast Жыл бұрын
Check out the full episode with Tobias, here: kzbin.info/www/bejne/joekmKB9lK-peK8
@jameswalker366 Жыл бұрын
Great video, however please fix the audio levels. Very quiet.
@theinvestingwithtompodcast Жыл бұрын
Noted! Thanks for watching :)