15 Ways To Find Stocks To Buy | Margin Of Safety Chapter 9

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Value Investing with Sven Carlin, Ph.D.

Value Investing with Sven Carlin, Ph.D.

Күн бұрын

Пікірлер: 90
@harikrishnanchandramohan4209
@harikrishnanchandramohan4209 Жыл бұрын
What are your thoughts on The Acquirer's Multiple and The Magic Formula to Beat the Market.
@mktwatcher
@mktwatcher 2 жыл бұрын
Very Good Video Sven. These are excellent Tips for Value Hunters.
@Value-Investing
@Value-Investing 2 жыл бұрын
Glad you think so!
@heikoderiese
@heikoderiese 2 жыл бұрын
Can you put all the videos related to the book into a playlist on your KZbin channel?
@Value-Investing
@Value-Investing 2 жыл бұрын
This is part of the Margin Of Safety book Summary By Seth Klarman Margin of Safety Playlist kzbin.info/www/bejne/iqKmi3eXrrmIn5Y
@artursvetozarov9294
@artursvetozarov9294 2 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!
@pennguino9137
@pennguino9137 2 жыл бұрын
Great content!
@Value-Investing
@Value-Investing 2 жыл бұрын
thanks!
@xxIFNTxx
@xxIFNTxx 2 жыл бұрын
Amazing content as always Sven.
@Value-Investing
@Value-Investing 2 жыл бұрын
Much appreciated!
@MAchannel2024
@MAchannel2024 2 жыл бұрын
Thumbs up b4 watching because I know u do qualify stuff. TY Sven
@Value-Investing
@Value-Investing 2 жыл бұрын
Thanks!
@0619ricardo6190
@0619ricardo6190 2 жыл бұрын
wow so much useful information packed in 15 minutes, thanks Sven
@Value-Investing
@Value-Investing 2 жыл бұрын
My pleasure!
@MGtoday
@MGtoday 2 жыл бұрын
Great job! keep up the good work
@Value-Investing
@Value-Investing 2 жыл бұрын
thanks, will do!
@jakobskounielsen1920
@jakobskounielsen1920 2 жыл бұрын
Thanks for the video
@Value-Investing
@Value-Investing 2 жыл бұрын
You bet
@ivailoruikov5558
@ivailoruikov5558 2 жыл бұрын
Wonderful content, Sven 👍
@Value-Investing
@Value-Investing 2 жыл бұрын
Many thanks!
@CarloCampus86
@CarloCampus86 2 жыл бұрын
Thank you Sven! It's really helpful to listen to your daily lesson!
@Value-Investing
@Value-Investing 2 жыл бұрын
Thank you! 😃
@artursvetozarov9294
@artursvetozarov9294 2 жыл бұрын
Thank you for the amazing content. Please don't stop
@pongop
@pongop 2 жыл бұрын
Thank you for another excellent chapter summary with current examples!
@nil8330
@nil8330 2 жыл бұрын
Thanks
@giuseppegiannoni9469
@giuseppegiannoni9469 2 жыл бұрын
Thank you Sven, great content. have you taken in consideration Amplifon (AMP) stock?
@Value-Investing
@Value-Investing 2 жыл бұрын
I don't know about it.
@cervelo9465
@cervelo9465 2 жыл бұрын
I watched all, thank you.
@Value-Investing
@Value-Investing 2 жыл бұрын
thanks!
@zareenwilhelm5811
@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 😅)
@mehrdadmithra9591
@mehrdadmithra9591 2 жыл бұрын
Very consistent and useful as always , thank you.
@Value-Investing
@Value-Investing 2 жыл бұрын
My pleasure!
@hamadahmad5909
@hamadahmad5909 2 жыл бұрын
Any thoughts about $ICE the own New York stock exchange
@Value-Investing
@Value-Investing 2 жыл бұрын
thanks for suggesting!
@guilhermelana4058
@guilhermelana4058 Жыл бұрын
The sucker is going to go UP! Lynch, Peter. 😄
@Value-Investing
@Value-Investing Жыл бұрын
:-)))
@BullZArTiC
@BullZArTiC 2 жыл бұрын
WBD Update please!! Thank you!😇
@Value-Investing
@Value-Investing 2 жыл бұрын
thanks!
@pieromalutta8457
@pieromalutta8457 2 жыл бұрын
Sempre ben druze Sven, grazie per il servizio
@Value-Investing
@Value-Investing 2 жыл бұрын
grazie!
@danijelkraljdotcom
@danijelkraljdotcom 2 жыл бұрын
Great Video! Looking forward to Amazon and Activision update. Are you still going to make a video about car companies?
@Value-Investing
@Value-Investing 2 жыл бұрын
Yes, soon
@maxjames00077
@maxjames00077 2 жыл бұрын
Did we skip chapter 8? last i watched was 7 and this is chapter 9
@Brauni306
@Brauni306 2 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-Investing
@Value-Investing 2 жыл бұрын
thanks for suggesting!
@hamadahmad5909
@hamadahmad5909 2 жыл бұрын
Hi what do you think of $FNKO after 60% sell off in one day just bc of earnings missed
@Value-Investing
@Value-Investing 2 жыл бұрын
never heard about it, so no idea
@pongop
@pongop 2 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!
@rosmeteniuc
@rosmeteniuc 2 жыл бұрын
Hi Sven, What broker are you using ?
@RtoipKa
@RtoipKa 2 жыл бұрын
Interactive brokers. I can share a link
@jackgoldman1
@jackgoldman1 2 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.
@bighands69
@bighands69 2 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.
@chris7640
@chris7640 2 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-Investing
@Value-Investing 2 жыл бұрын
ah, not a specialist of insurance kzbin.info/www/bejne/e37LoHZ7jriUbNE
@123koby
@123koby 2 жыл бұрын
Zamalo da danas kupim wbd
@N0obusMaximus
@N0obusMaximus 2 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.
@jjsheets330
@jjsheets330 2 жыл бұрын
A contrarian investor is a value investor.
@marcusulpius3058
@marcusulpius3058 2 жыл бұрын
a value investor is typically a contrarian investor, not the other way round
@Value-Investing
@Value-Investing 2 жыл бұрын
:-)))
@davidemateria7555
@davidemateria7555 2 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-Investing
@Value-Investing 2 жыл бұрын
yes, starting with Apple selling iphones, iron ore, whatever they are buying.....
@unktzor
@unktzor 2 жыл бұрын
@@Value-Investing Would Naspers/Prosus count for this? (Tencent stake)
@cervelo9465
@cervelo9465 2 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.
@johnristheanswer
@johnristheanswer 2 жыл бұрын
BHP , RIO TINTO to name two.
@valentinmatei7827
@valentinmatei7827 2 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.
@emiliankrajci1172
@emiliankrajci1172 2 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-Investing
@Value-Investing 2 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!
@RtoipKa
@RtoipKa 2 жыл бұрын
@@Value-Investing report from company is where you get fundamentals from I guess
@hhomv3948
@hhomv3948 2 жыл бұрын
Hey Sven, what do you think of Generac Holdings inc ?
@Value-Investing
@Value-Investing 2 жыл бұрын
don't know, haven't analyzed!
@RtoipKa
@RtoipKa 2 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-Investing
@Value-Investing 2 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!
@RtoipKa
@RtoipKa 2 жыл бұрын
@@Value-Investing yet the quantity of videos on YT went up 😉
@StanDupp6371
@StanDupp6371 2 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.
@joey77
@joey77 2 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-Investing
@Value-Investing 2 жыл бұрын
I think it is a bit different!
@stephenkowalski2448
@stephenkowalski2448 2 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-Investing
@Value-Investing 2 жыл бұрын
:-)
@omarpetrillo9389
@omarpetrillo9389 2 жыл бұрын
Sven, the YT portfolio link does not works
@Value-Investing
@Value-Investing 2 жыл бұрын
there is no such link? Just the one to the intrinsic table, that I have to update!
@zgreg427
@zgreg427 2 жыл бұрын
Grifter
@Value-Investing
@Value-Investing 2 жыл бұрын
???
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