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@briancarroll0
@briancarroll0 Күн бұрын
I normally enjoy your videos but never usually comment much, but Brandon here sells scam courses on how to pick stocks. He is literally amongst some of the worst KZbinrs around who charges hundreds of dollars for a dozen hours of content vs promoting a couple dozen books from actual successful investors to his audience. I understand you’re trying to grow your network but this shouldn’t be the person you go to. This guy makes more money selling shovels than mining gold.
@leonkowski7748
@leonkowski7748 6 сағат бұрын
Delete the words “worst” and “scam”. Replace “pick” with “value”. 😂 Brandon means well. He makes more money by you watching his KZbin and the courses you are referring to are what people have asked him for time and time again. If you put in the 12 months making it, why can’t you monetise it? I would… I think you will find here that Matt is teaching himself by talking to and teaching others.
@amith2947
@amith2947 2 күн бұрын
Amazing video Matt!!!! I would like to work with you, my investment ideas aligns so well with yours. Do you have any internship position available?
@VatsalNahata
@VatsalNahata 8 күн бұрын
Way to go Matt 🔥😁
@rob_sqrd
@rob_sqrd 9 күн бұрын
Partnership investment is how much?
@PetersonCapitalManagement
@PetersonCapitalManagement 8 күн бұрын
Hi Rob, We have our zero management fee class for accredited investors with a $2m commitment and an exception class with a very low 0.9% mgmt fee for commitments between $250k-$2m. LPs move to zero management fee when accounts exceed the $2m minimum. Does this answer your question? If this is of interest please email me and Andrew for more details. [email protected] and [email protected].
@arigatoinvestor
@arigatoinvestor 10 күн бұрын
Thank you so much for coming to share your insights Matthew! My followers and I learnt so much from you!
@PetersonCapitalManagement
@PetersonCapitalManagement 8 күн бұрын
Thank you, Chloe! It’s always a pleasure connecting with you and your followers!
@saffihify
@saffihify 20 күн бұрын
Thank you It's very interesting.
@armands_veide
@armands_veide 24 күн бұрын
Hi Matt! When you sell the ITM Put and it expires worthless what are your actions in case you still want to capture the dividend? Are you buying the stock? Or on last week are you rolling the Put in the money? Or you just move to the next equity and do not capture the deividend of traded stock?
@PetersonCapitalManagement
@PetersonCapitalManagement 24 күн бұрын
We just move forward.
@stefanobjb
@stefanobjb 26 күн бұрын
Thank you Matthew for posting always such a great and valuable content. The value investing strategy enhanced by SDC resonates to me so much that I wish I could be a professional investor to give you all my money 😅. Is there a way to have shared periodically your updated matrix of companies? Idea would be for us to do our own due diligence on your pre-screened list. Thanks again for publicly sharing such amazing and valuable knowledge.
@leonkowski7748
@leonkowski7748 29 күн бұрын
Beautiful lesson Matt
@offbeatscratcher
@offbeatscratcher Ай бұрын
It’s a great business. The conference calls are always good too. It’s like they have more money than they know what to do with.
@MM-123-
@MM-123- Ай бұрын
Congrats on BABA! The calls must have paid big for unit holders - well done!!
@mikeace3106
@mikeace3106 Ай бұрын
Totally idiot without really understanding red China. In Communist China, it is not even a market oriented economy, all property or companies are virtually owned by the ruling communist party
@pareshdamani9940
@pareshdamani9940 Ай бұрын
hi views on Meituan n target price tq
@ganeshr4371
@ganeshr4371 Ай бұрын
How is investing in Low Volatility International Equity Fund ? is this a good idea in remaining 2024 and 2025 ?
@ganeshr4371
@ganeshr4371 Ай бұрын
How is investing in Low Volatility International Equity Fund ? is this a good idea in remaining 2024 and 2025 ?
@jeremynewell9903
@jeremynewell9903 Ай бұрын
I dont know who would be buying the put options at those premiums but the call options look to have been a smart move based on whats been happening over the past couple weeks.
@DavidMM255
@DavidMM255 Ай бұрын
Amazing insights! Thank you Matthew! 🙏🏼
@mawean
@mawean Ай бұрын
Hi Matt, not timing the market, but it seems you’re timing your videos perfectly… 😁 Congrats on your decision to enter BABA it these very low prices! 👍
@benscott8940
@benscott8940 Ай бұрын
Please keep up the youtube matthew, all the way from New Zealand, love your content
@PetersonCapitalManagement
@PetersonCapitalManagement Ай бұрын
Thank you, @benscott8940.
@Wilsonanna-ii2gg
@Wilsonanna-ii2gg Ай бұрын
I'm new to investing, and I've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have.
@-wr7iz
@-wr7iz Ай бұрын
As a beginner, it's essential for you to have a pro or a very good trader to keep you accountable.
@-wr7iz
@-wr7iz Ай бұрын
Someone like expert Mary Patricia Hester
@LisaJackson198
@LisaJackson198 Ай бұрын
Omg! Mary's strategy has made winning trades a regular occurrence for me as well! It's a huge milestone when I think back on how it all started.
@-qj3h
@-qj3h Ай бұрын
Amazing! I'm so surprised to see Ms. Mary being mentioned here under this comment!
@Thoma36-up3
@Thoma36-up3 Ай бұрын
Trading is difficult, I'd spend the five grand on education for trading. It's not easy. Investing is different, that's easier. Short term or long term gain is the question.
@kirubhakarangnanabalan1602
@kirubhakarangnanabalan1602 Ай бұрын
Isn’t this called the wheel strategy in options trading? I mean, obviously the analysis behind finding the right stocks is different here. But the actions itself looks to me this is wheel strategy. Anything different there?
@PetersonCapitalManagement
@PetersonCapitalManagement Ай бұрын
Hi @kirubhakarangnanabalan1602. You got it. As we illustrate in the 2024 Annual Meeting transaction diagrams, we are indeed running an enhanced wheel strategy with a dividend in the middle.
@kevenkoshie540
@kevenkoshie540 Ай бұрын
so more than 3 doubles every 10 years ... mind blowingggg
@kevenkoshie540
@kevenkoshie540 Ай бұрын
hey matt could you pls make videos about the monte carlo backtesting
@leonkowski7748
@leonkowski7748 Ай бұрын
Again Matt well said!
@benscott8940
@benscott8940 Ай бұрын
well said matthew
@fatcammal
@fatcammal Ай бұрын
thank you so much for posting this
@scottiebumich
@scottiebumich Ай бұрын
You may want to consider parsing out your dividend recapture strategy from your fund. And if you simply role that dividend recapture strategy in an actively managed ETF you should be able to get a larger AUM plus charge a flat fee and should be shielded from taxes
@Ausuomi
@Ausuomi Ай бұрын
My understanding is that it only works with relatively small amounts of capital. That’s why the opportunity exists in the first place.
@PetersonCapitalManagement
@PetersonCapitalManagement Ай бұрын
It can scale
@PetersonCapitalManagement
@PetersonCapitalManagement Ай бұрын
Thank you, @scottebimich. What do you think about. Economy one of the founding partners? we are considering if we can launch with $10m or more…. We are painfully patient.
@rajibear77
@rajibear77 Ай бұрын
You need to remove your performance fees and just have a management fee. Also since inception PIFI has not beaten or close to the S&P 500. What are the reasons for having which a delta in performance of nearly 4.7% p.a. You should just move to a closed ended structure and as you performance improves the NAV you will gets a bigger amount in fees.
@arigatoinvestor
@arigatoinvestor Ай бұрын
This is so brilliant! ❤
@andrewkiesow3205
@andrewkiesow3205 Ай бұрын
Any detailed discussions/questions around Daily Journal in this year's meeting that haven't been released yet? Or was DJCO not covered or asked about in detail this year? Curious about any insight you may have into their stock portfolio changes, as well as if JTI's revenue forecasts are still roughly on pace for the $100M mark (or so) by 2030.
@PetersonCapitalManagement
@PetersonCapitalManagement Ай бұрын
Thanks for your thoughtful question, @andrewkiesow3205! There was a discussion around $DJCO during the Q&A session this year. While there were no major surprises, the equity adjustments appear strategic, signaling long-term intent rather than a full portfolio liquidation, which aligns with their ongoing commitment to expanding technology growth initiatives. Revenue projections appear on track to surpass our 2030 estimates made in 2020, aiming for the $100M mark by 2030. Much of this revenue is dependent on the successful implementation of new contracts over the next five years. Under CEO Steven Myhill-Jones, $DJCO continues to move decisively in the right direction.
@DavidMM255
@DavidMM255 Ай бұрын
I really admire Matthew! He's full of wisdom and he's just starting! Thanks for giving us the opportunity to hear you, it's really an honor 🙌🏼
@PetersonCapitalManagement
@PetersonCapitalManagement Ай бұрын
Thank you, @DavidMM255! That’s exactly what we are trying to do.
@ablcsteve
@ablcsteve Ай бұрын
Great content! One question if you don't mind: in your dividend capture strategy, I understand that the optimal combination from backtesting is to sell ITM put and sell OTM call. My question is: doesn't OTM calls have less chance of being exercised? Even if you can sell another call, this might unnecessarily increase your holding period, which defeats the purpose of this "quick" turnaround strategy? Any insights would be appreciated!🥰
@PetersonCapitalManagement
@PetersonCapitalManagement Ай бұрын
Thanks @ablcsteve. You can write calls that expire each Friday and may be able to earn 1%. It will work well for you using ITM calls also.
@AndySwaenepoel
@AndySwaenepoel Ай бұрын
Thank you for uploading this. Totally agree.
@leonkowski7748
@leonkowski7748 Ай бұрын
Beautifully said Matt
@PetersonCapitalManagement
@PetersonCapitalManagement Ай бұрын
Thank you, @leonkowski. A friend recently suggested Buffett’s experience holding KO too long after its 90s surge may have influenced his decision to trim Apple, allowing him to reallocate into newer, smaller and faster-growing opportunities.
@stevewellman3154
@stevewellman3154 Ай бұрын
Buffet’s conceit is of a happy, prosperous avuncular soul. He has no soul. He is a profit of utter darkness.
@PetersonCapitalManagement
@PetersonCapitalManagement Ай бұрын
@stevewellman3154 that’s an impressive poetic take! If Buffett's a "profit of utter darkness," I guess we can be thankful he's using his powers to pick stocks instead of summoning the apocalypse. 😄
@mawean
@mawean 2 ай бұрын
Hi Matt, thanks for sharing! As always, quite an interesting presentation giving further insights into your thought process and some of your holdings. One question regarding BABA: My understanding is that the splitting is no longer pursued after they changed the management board. Is this correct and what do you make of that?
@PetersonCapitalManagement
@PetersonCapitalManagement Ай бұрын
Thanks @mawean. Agreed that Alibaba’s new leadership, Eddie Wu and Joseph Tsai, have postponed the splits and IPOs to shift focus from immediate restructuring to strengthening core operations, especially cloud computing. Difficult IPO markets in China are also influencing and delaying the spin-offs, as management waits for better conditions. We use the financials from each business line to determine the value. The physical separation should act as a catalyst for price increases whenever it occurs, because the market will recognize some of the hidden value. Delaying the BABA spin-offs also provides another meaningful advantage as BABA continues its enormous share buyback strategy at considerably undervalued prices. As you know, this tax efficient return of capital is highly attractive to shareholders.
@arigatoinvestor
@arigatoinvestor 2 ай бұрын
Thanks for sharing your amazing insights! ❤
@PetersonCapitalManagement
@PetersonCapitalManagement Ай бұрын
@arigatoinvestor, thank you for being such a thoughtful and passionate and insightful moderator! It was such a pleasure for everyone.
@bendimiero380
@bendimiero380 2 ай бұрын
Hi Andrew!
@leonkowski7748
@leonkowski7748 2 ай бұрын
He’s back! You beauty!
@PetersonCapitalManagement
@PetersonCapitalManagement 2 ай бұрын
Thank you, Leon!
@slawekm6543
@slawekm6543 2 ай бұрын
Hi there, any update on DJCO? Thank you.
@PetersonCapitalManagement
@PetersonCapitalManagement 2 ай бұрын
We are long term owners of DJCO and they are moving strongly in the right direction. Great firm, business model, and management team. We have many legacy videos on the DJCO thesis. You way enjoy Andrew Wilkinson new book: Never Enough: From Barista to Billionaire Here a question from the 2023 Q&A: kzbin.info/www/bejne/jZPZlH-aeKdpgposi=a7XAfCSSrYwugx_a
@shtookaralph5205
@shtookaralph5205 2 ай бұрын
Great stuff Matthew ! Huge fan of your work and Talas, Hoping to meet you next year's on my first Berkshire trip !
@PetersonCapitalManagement
@PetersonCapitalManagement 2 ай бұрын
Thank you @shtookaralph5205. It would be wonderful to meet you at Berkshire in May. Please send me and Andrew an email if you would like an invitation to our private event at the Omaha Press Club.
@Eline_Meijer
@Eline_Meijer 4 ай бұрын
kinda bullshit
@olganatzowski
@olganatzowski 4 ай бұрын
Are you still bullish on SRG at these price levels given the remaining assets up for sale that would indicate single digit payout to shareholders as to its current liquidation value?
@PetersonCapitalManagement
@PetersonCapitalManagement Ай бұрын
Nope, not bullish today. We sold for about $11 with nearly 100% gains over a couple years and are still watching the valuations closely in the event that there becomes an opportunity. You can explore our dividend distribution expectations, timeline and significant valuation detail in our recent analysis on KZbin presented in the Annual Meeting posted this month
@crishernandez7085
@crishernandez7085 5 ай бұрын
So 29$ a share it is
@eddiealfano
@eddiealfano 5 ай бұрын
Yike, i hope you didnt get stuck with Lumen! Great example of why this strategy has risks.
@BuggyBabycouk
@BuggyBabycouk 7 ай бұрын
I'd believe this strategy if you actually showed it being executed in practice because I dont think you'd acheive any of the metrics you suggest in reality
@PetersonCapitalManagement
@PetersonCapitalManagement Ай бұрын
Hi @Baggybabycouk. Please continue following our progress. We recently have provided much additional detail including full transaction diagrams. You can always try it out yourself.
@Lonelywarrior77
@Lonelywarrior77 8 ай бұрын
If this is your proprietary/preferred strategy, why is it not a secret??
@jeremynewell9903
@jeremynewell9903 10 ай бұрын
Sam Walton said that the single best business decision that he ever made was to incentivise his employees with equity in the company.
@jeremynewell9903
@jeremynewell9903 10 ай бұрын
I appreciate Matt's reasonings on why a fund manager wouldn't traditionally want to talk about current positions.
@matthewng820
@matthewng820 10 ай бұрын
Are u concerned at all that you use a 10x revenue multiple to value Journal Tech? Even Constellation, the mecca of VMS is only valued at 7x revenue....10x seems like a bit of a stretch
@eddylauterback1312
@eddylauterback1312 10 ай бұрын
The new young CEO will make some big changes. Sorry to lose Charlie but 99 is time to retire despite his brilliant mind