What are your thoughts on The Acquirer's Multiple and The Magic Formula to Beat the Market.
@mktwatcher2 жыл бұрын
Very Good Video Sven. These are excellent Tips for Value Hunters.
@Value-Investing2 жыл бұрын
Glad you think so!
@heikoderiese2 жыл бұрын
Can you put all the videos related to the book into a playlist on your KZbin channel?
@Value-Investing2 жыл бұрын
This is part of the Margin Of Safety book Summary By Seth Klarman Margin of Safety Playlist kzbin.info/www/bejne/iqKmi3eXrrmIn5Y
@artursvetozarov92942 жыл бұрын
@@Value-Investing are you planning to creat next videos? I don’t see the next video or it doesn’t display correct since it’s the last video in playlist. You have amazing content. You are the best!
@pennguino91372 жыл бұрын
Great content!
@Value-Investing2 жыл бұрын
thanks!
@xxIFNTxx2 жыл бұрын
Amazing content as always Sven.
@Value-Investing2 жыл бұрын
Much appreciated!
@MAchannel20242 жыл бұрын
Thumbs up b4 watching because I know u do qualify stuff. TY Sven
@Value-Investing2 жыл бұрын
Thanks!
@0619ricardo61902 жыл бұрын
wow so much useful information packed in 15 minutes, thanks Sven
@Value-Investing2 жыл бұрын
My pleasure!
@MGtoday2 жыл бұрын
Great job! keep up the good work
@Value-Investing2 жыл бұрын
thanks, will do!
@jakobskounielsen19202 жыл бұрын
Thanks for the video
@Value-Investing2 жыл бұрын
You bet
@ivailoruikov55582 жыл бұрын
Wonderful content, Sven 👍
@Value-Investing2 жыл бұрын
Many thanks!
@CarloCampus862 жыл бұрын
Thank you Sven! It's really helpful to listen to your daily lesson!
@Value-Investing2 жыл бұрын
Thank you! 😃
@artursvetozarov92942 жыл бұрын
Thank you for the amazing content. Please don't stop
@pongop2 жыл бұрын
Thank you for another excellent chapter summary with current examples!
@nil83302 жыл бұрын
Thanks
@giuseppegiannoni94692 жыл бұрын
Thank you Sven, great content. have you taken in consideration Amplifon (AMP) stock?
@Value-Investing2 жыл бұрын
I don't know about it.
@cervelo94652 жыл бұрын
I watched all, thank you.
@Value-Investing2 жыл бұрын
thanks!
@zareenwilhelm5811 Жыл бұрын
3:44 Please allow me to note, it’s cyclically adjusted - not psychically adjusted. (Those words are too similar wherever we’re speaking fast 😅)
@mehrdadmithra95912 жыл бұрын
Very consistent and useful as always , thank you.
@Value-Investing2 жыл бұрын
My pleasure!
@hamadahmad59092 жыл бұрын
Any thoughts about $ICE the own New York stock exchange
@Value-Investing2 жыл бұрын
thanks for suggesting!
@guilhermelana4058 Жыл бұрын
The sucker is going to go UP! Lynch, Peter. 😄
@Value-Investing Жыл бұрын
:-)))
@BullZArTiC2 жыл бұрын
WBD Update please!! Thank you!😇
@Value-Investing2 жыл бұрын
thanks!
@pieromalutta84572 жыл бұрын
Sempre ben druze Sven, grazie per il servizio
@Value-Investing2 жыл бұрын
grazie!
@danijelkraljdotcom2 жыл бұрын
Great Video! Looking forward to Amazon and Activision update. Are you still going to make a video about car companies?
@Value-Investing2 жыл бұрын
Yes, soon
@maxjames000772 жыл бұрын
Did we skip chapter 8? last i watched was 7 and this is chapter 9
@Brauni3062 жыл бұрын
Thank you Sven, very interesting as always when it is about "Margin of Safety". I would like to hear your thougts on Franchise Group Inc. (FRG), the CEO owns ~20% (for the point management incentive) of the company and they anounced a huge buyback program over the nex few years (~40% of current market cap), they also have a very attractive dividend which is currently covered by free cash flow. They own some very solid businesses which they franchise out or own the stores on their own. Currently they have a little bit of a problem with their furniture businesses and debt but in my opinion it looks manageable. They have a very good management team in my opinion and the stock price look very attractive at the current level.
@Value-Investing2 жыл бұрын
thanks for suggesting!
@hamadahmad59092 жыл бұрын
Hi what do you think of $FNKO after 60% sell off in one day just bc of earnings missed
@Value-Investing2 жыл бұрын
never heard about it, so no idea
@pongop2 жыл бұрын
I own both Funko stock and products! I have a small Pop collection =) I haven't been tracking FNKO so I wasn't aware that it dropped. Thank you for sharing!
@rosmeteniuc2 жыл бұрын
Hi Sven, What broker are you using ?
@RtoipKa2 жыл бұрын
Interactive brokers. I can share a link
@jackgoldman12 жыл бұрын
Seems most stocks are back to March 2020 prices or heading there. The air is let out of the tire before it pops. Fed wants the dollar to still be desirable by avoiding 100% "inflation". At my age, I am looking for security, in retirement, age 71. Protect yourself. Thanks Sven. You helped my buy in March 2020 but everything was a buy. I bought SLV, XOM and pulled out after they had nice profits.
@bighands692 жыл бұрын
You can still invest a proportion of your savings for the long term. Who knows you could live until you are 96 with is 25 more years which would take you up into the 2040s.
@chris76402 жыл бұрын
Sven thanks for the great content, what would you think if you found an interesting spinoff, but don’t understand the industry at all, I was looking at EHAB it’s a spin-off from encompass health hospice and home care , Good free cash flow, p/e 6, current ratio 1.4, long term liabilities are a bit high, and they are having issues with staff shortages and I guess risk are with insurance I don’t understand insurance risk. Thanks for your time
@Value-Investing2 жыл бұрын
ah, not a specialist of insurance kzbin.info/www/bejne/e37LoHZ7jriUbNE
@123koby2 жыл бұрын
Zamalo da danas kupim wbd
@N0obusMaximus2 жыл бұрын
16) Buy stocks in whatever country has the most accommodative interest rate policy. Turkey's central bank has rates at 10.5% while their inflation is at 83%. Incidentally, they have the best performing stock market in the world this year, up 48% in USD.
@jjsheets3302 жыл бұрын
A contrarian investor is a value investor.
@marcusulpius30582 жыл бұрын
a value investor is typically a contrarian investor, not the other way round
@Value-Investing2 жыл бұрын
:-)))
@davidemateria75552 жыл бұрын
Hi Sven. Is there a way of investing undirectly in China so to avoid in-country regulations? E.g. An Australian mining company mainly selling to China or something like that. Thanks!
@Value-Investing2 жыл бұрын
yes, starting with Apple selling iphones, iron ore, whatever they are buying.....
@unktzor2 жыл бұрын
@@Value-Investing Would Naspers/Prosus count for this? (Tencent stake)
@cervelo94652 жыл бұрын
Yes. Examples. Tesla will do a lot of their sales business in China. Company name Far Fetch will be very active in China but not a Chinese share. Need to look around for Western companies that do business in China. Or a Chinese ETF or Chinese fund, one example is the Krane Shares ETF for China tech. And as someone else has mentioned below, Naspers. Do as much reading and research as you can do, investment decisions should not be quick easy and simple. China is tricky and/or China to big to ignore. Myself I have one portfolio only for China. Risky with potentially high rewards. I added the Far Fetch also.
@johnristheanswer2 жыл бұрын
BHP , RIO TINTO to name two.
@valentinmatei78272 жыл бұрын
Ellen Stark is the key to robust profits. I'm currently tradíng with her also. Started off with a low amount and now my portfolio is unbelievable.
@emiliankrajci11722 жыл бұрын
Hi Sven, are you going also focus on earning on companies included in KZbin portfolio ? /I guess you told it :) / Lot of companies as INTC, META, WDB already reporting earnings so we are interesting . Thank you
@Value-Investing2 жыл бұрын
I don't see myself as a news outlet, but as an investor, so more of a long-term process here, trying not to be a news junkie! The focus is on fundamentals, those don't change with every news headline!
@RtoipKa2 жыл бұрын
@@Value-Investing report from company is where you get fundamentals from I guess
@hhomv39482 жыл бұрын
Hey Sven, what do you think of Generac Holdings inc ?
@Value-Investing2 жыл бұрын
don't know, haven't analyzed!
@RtoipKa2 жыл бұрын
As a client I think you are spending more time for YT then for research platform. A lot od covered stocks published their results and no update on platform.
@Value-Investing2 жыл бұрын
there is something very important when it comes to investing; the perception of time spent vs real value created. So, I am working to improve the quality, not quantity, it is a process. If it is not to your liking, so be it! All the best!
@RtoipKa2 жыл бұрын
@@Value-Investing yet the quantity of videos on YT went up 😉
@StanDupp63712 жыл бұрын
This reminds me of William O'Neil from IBD. He had a mutual fund in the 1980's that did so bad he shut it down, then he started another one in the 1990's and it did so bad he shut it down. He said in the the early 1990's the bull market was coming to an end. So he decided he could make more money when he started selling books and courses.
@joey772 жыл бұрын
Could alibaba long term call options, that expires in jan 2025, be a similar strategy to Klarmans convirtble bonds in Tesla? What do you think?
@Value-Investing2 жыл бұрын
I think it is a bit different!
@stephenkowalski24482 жыл бұрын
Stocks to buy? You know if it was short everything we wouldn't have worried about stocks to buy.... Buying was WRONG
@Value-Investing2 жыл бұрын
:-)
@omarpetrillo93892 жыл бұрын
Sven, the YT portfolio link does not works
@Value-Investing2 жыл бұрын
there is no such link? Just the one to the intrinsic table, that I have to update!