My holdings are manageably geared towards capital growth. The yield interest on my dividend portfolio's remits 23k in passive income each month. It takes time and the magic of compounding for colossal rewards. it great to see!

WHEN YOU DISCOVER THAT YOUR FAVOURITE KZbinR DID A VIDEO ON YOUR FAVOURITE BOOK! GO CROATIA! 🎉🎉🎉

it's really a sad situation when owning otc stocks is better option than trying to deal with the general market

Explanation please: wouldn’t it be easier to just buy Berkshire shares? What advantage is there to follow “Value investing with Seven” advice versus Berkshire? Just an honest question Sven. Thanks!

Thanks for the video. You didn't mention the additional risks investing outside the US. For example poor securities regulation and corruption increases likelyhood of fraud and insider trading. In extreme cases, the local stock market may be so distorted by the players with unfair edge (ex. utilizing insider information) that it's impossible to have an edge over the market via fair means. Some might not think about this.

Hi Sven. Can you do an update on Cisco stock now that is has come down to $46. Is it back to value?. Regards.

Hi Sven. What is your opinion on Nutrien at the moment seeing as it dropped alot in recent months? New video on Nutrien please : )

how is this emerging market etf called (that is mentioned in the video)?

Aperam was one of the stocks you evaluated during your Amsterdam stock exchange analysis. You said you will take a closer look under a price of 30, it is 26 now. What is your opinion on the current price? Also the steel price changed quite a bit since your last analysis. Might be a cyclical opportunity.

Can berkshire really use all that cash should the opportunities arise or is it needed for the insurances businesses?

Going $100. Patience is the key.

I admire your depth of knowledges and analytics! Now that the SQM codelco deal has been signed, do you agree that SQM stock can be sold for ~ $75 in 2027?

Hey I'm invested in Sirius, because based on their ROIC and their actual price it seems pretty undervlued (even though growth might be in 0-2% range for the current years) Berkshire investing a lot in Libertius tracker stock is actually good news regarding the constant falling price of sirius. What i dont understand tho is why is berkshire adding so much liberty tracking stock and at the same time selling around 8.8% of their sirius xm holdings. If they speculate on the 8.4 share conversion and the long term value it doesnt seem in line trimming sirius xm at the same time (maybe tax benefits?). I know that a lot of investors played the risk arbitrage game, but i dont think berkshire invested because of it that rather because of the good FCF to price ratio.

Could you do a video on the valuation of the McDonalds stock? It recently traded close to its 52 weeks low and it is one of the greatest brands, I'm curious to know it fits into the category of "buy great companies at fair prices".

Nasdaq annual average return is 20%

Hello Sven. The only thing that i dont really like with the emerging markets is that getting information that you can 100% trust isn't that easy. US as you mentioned are easier on the news and you can calculate easier risks, i personally find China market very interesting , so if you can make any videos about interesting companies there would be very much appreciated.

Price is what you pay. Value is what you get.

part of the problem is when you shove emerging market (value) stocks into a value calculator. What you get out is a lot of gibberish. I ran one of the stocks through and what i got what i got out is that at 1% growth rate the next 5 years the stock is undervalued by 400%

3 years later, the stock is down over 50%

Amidst this market downturn, the idea of buying stocks is tempting. What do you think? I'm considering investing over $200k. Any thoughts on alternative strategies during this period of volatility?

thank you Sven!

I do agree with the principles of value investing. What I do not agree with is how you assess value. You simply look at the P/E and if it is 'low' you buy then sell when the P/E is high. That is NOT value investing. That is trading. Even deep value investor Ben Graham was willing to buy high P/E and hold for long-term if the fundamentals remain strong (Geico). But during his time, buy and hold businesses were rare and it was not unusual for businesses to get disrupted and go bankrupt. As Professor Aswath Damodaran says, P/E only shows relative price but durable cashflows determine value.

Great content as always. Eagerly waiting for your videos and analysis. By the way, I remember that you mentioned Cembre in the past. Now lately I found one similliar but bigger company in the same sector. Did you ever heard for $ATKR? Trading at very low PE level, compared to overall US market. Quite good margins, low debt, dividend yield is low OK. Would love to hear your opinion. Not necessary a video analysis, just quick opinion in a comment.

2:55 Sven, the sea of stocks when one is up and other is down lets the investors to pick a good company. Even you sometimes you say it is under valuated by stock market for some reason. Then sell in a year or sooner bc it got 40% or more up. Then pick another, and so on. This is also investment strategy. I clearly do not understand your strategy bc you are saying I buy and hold forever - no exit.

Hmmm if Sven is "capitulating" on overvaluation thesis... this is the best time to go short, and the markets will surely crash this week.

Sven, Phillips is up 40% since this video so is it now a sell?

Sven, I am a subscriber to your videos from about a year and I have to say that this is one of the few comments that I am writing in KZbin. I think that very few people are ready to do their own research and are willing to have a different view on the US stock market and value investing. I believe you produce quality analysis in every video that I have listened. It is evident that you are great investing professional and I honestly believe that in our "trend world", contrarian investors like yourself will be able to find 10 baggers in the long term more easily, compared to the generic approaches (blindly following short term trends). Keep up with the good work!

Your title is blasphemy!

If you invest in value, but in single stock you kill compounding also if single company goes bust (bankrupt)...

3 years later 60% down ouch

a lot of the Emerging market indexes have gone up 5 to 7x during the same time period just not in dollar adjusted terms. the Jakarta index is up 7x bovespa and NSE 5x in local currency in the past 15 years

The other part of it is emerging growth isn't cheap either

Great Video Sven. Wondering if you could do a review on General Mills. Thanks!

Warren Buffet bought Chubb (CB) - compelling?

Sven, can you please recommend 2 books for learning how to value invest?

Sven, can you please recommend 2 books for learning how to value invest?

what i want is an evaluation of indo foods

Part of the problem is what was illegal 25 or 30 years ago is now standard practice in the industry

How old is your average viewer? Most ppl don't realize things can ever go wrong. We are living in a great booming world economy - stocks never go down, real estate will never ever go down (who even remembers 2008? It will never ever happen....again). I even think the inflation helps the cause too

Great video. Buffet always has cash, in 2006 he had 46 billion or so but the lowest he went from what I can find is around 24 billion in 2007-2008 so not even 1/2 was deployed, in 2020 he went from 146 billion before COVID to 106 billion so not even 1/3 was deployed. He always adds more cash over time as well, maybe some balance with his investments, or as he thinks risks rise over time since the last economic cycle or maybe due to risk of taxation, he specifically talked about risk of rising US taxes in the future in the last talk he had. I think overall it is a mistake to think that Buffets 200 billion cash right now is a bet not-on the USA as he has 800 billion invested in the USA so if anything it is a hedge or a war chest combination of some sort.

Valu investing is only part of reality. Other part is psychology of masses. Thats why crypto is been so good in the last times

If you are searching return, Deep Value is a total mess. Low IRR and low MoM for long term periods. Other thing is seeking value approach in high liquidity stocks.

"To the man with a hammer, every problem looks like a nail". Value investing doesn't work well when the stock market is efficient and on a high swing: there are possibly no value investment opportunities that offer good enough margin of satety and better risk-adjusted return compared to market. The great merit of value investing is however that it's somewhat easy to understand the situation where it doesn't work well.

How about starting a position in a good overvalued company like Microsoft and DCA my way into it? And of course, if it dips, I'll buy more

The reason value investing can fail is that it is rarely a scalable and non-cyclical investment. In addition, entry barriers are low without a monopoly.

what I want to see is an evaluation of actual Indonesian stocks. First Pacfic is not an Indonesian stock

Maybe a few Tesla fan boys, not too many

The US market is trending at a high PE. This only means that investing in an SPY will probably be effected by a market crash due to its high PE. Still, it is the average PE and one can find some US companies which will still do good even after a crash - but you must wait for a 50% downfall and you must have the stomach not to sell. You should have the courage to buy when the value of the stock market is low. Cash is not king when you have 0-3m treasury funds with a 5.5% return (SGOV). I sold half of my stocks a year ago and purchased treasury bills. The other half are still in stocks with 50% US, 40% China and 10% elsewhere. Investing in the US only is risky as well.

@2:40 Part of why Berkshire has such a large nut is they have a sizing issue. You can't just look at what Berkshire is doing and gauge the market. The pool of stocks that they have to choose from is so small for them to even try to move the needle with.

Seems to me that staying faitful to a school of investing is the hard part for the majority of average investors. Value investing works, trading works, daytrading also works for some people. How well we understand and act within a frame is the key. If you are good at "hit and run" why not, and if you are good at value investing the same.