Stocks the Gurus are Buying for 2022 (as they DROP!)

  Рет қаралды 11,275

Stock Compounder - Brad Kaellner

Stock Compounder - Brad Kaellner

Күн бұрын

Пікірлер: 130
@presley492
@presley492 2 жыл бұрын
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless
@presley492
@presley492 2 жыл бұрын
what i think you need is a Financial Adviser, who can help you get in and out of any stock you buy at any time and you'd sure be in Profit
@presley492
@presley492 2 жыл бұрын
MARISSA SAPONARE, That's whom i work with
@presley492
@presley492 2 жыл бұрын
No she's not!...You can just put her name on google and you will be directed to her website and drop her your message.
@shashigurufocus1880
@shashigurufocus1880 2 жыл бұрын
Thanks for redoing the video again Brad. That's dedication
@sherwinlouie2191
@sherwinlouie2191 2 жыл бұрын
Thanks Brad! Appreciate your content and your insights. Very timely and helpful.
@Reciprocation_of_goodwill
@Reciprocation_of_goodwill 2 жыл бұрын
Nice one Brad. You are always trying to provide investors value. Good on ya.
@wernerschonenberger3038
@wernerschonenberger3038 2 жыл бұрын
Great video, a pleasure as always! Did you look into DRIB (1stDribs) that was mentioned in Bonsai Partners Q4 letter? Sounded tempting to me 😀 especially after the late price drop 😎
@kcho6064
@kcho6064 2 жыл бұрын
Can't find Drib ticker. What's the name of the company?
@wernerschonenberger3038
@wernerschonenberger3038 2 жыл бұрын
@@kcho6064 1st Dribs
@kcho6064
@kcho6064 2 жыл бұрын
@@wernerschonenberger3038 1stdibs u mean?
@wernerschonenberger3038
@wernerschonenberger3038 2 жыл бұрын
@@kcho6064 you're right 🙊
@kcho6064
@kcho6064 2 жыл бұрын
@@wernerschonenberger3038 lmao 😂. I was looking for dribs for awhile
@carlmannhard8051
@carlmannhard8051 2 жыл бұрын
FB is trading at a P/FCF of around 10. It's trading at the valuation of a dying textile mill. I'm adding as much as I can while its down.
@hodoprime
@hodoprime 2 жыл бұрын
That’s crazy. Especially when you see that they are one of the biggest R&D and Capex spenders in the world. If they reduced that to “maintenance” levels, I could see FCF multiple being closer to 5.
@carlmannhard8051
@carlmannhard8051 2 жыл бұрын
@@hodoprime Yeah, I'm trying to poke a hole in my thesis but I just can't. One of the key things I look for in an investment is shares going down but sales going up. FB is one of the prime examples of this. Basically, they grow organically without a single dollar reinvested for growth. All of that cash flow either goes to the shareholder (buybacks) or R&D. The fact that people now spin this as a negative is really making me scratch my head
@hodoprime
@hodoprime 2 жыл бұрын
@@carlmannhard8051 I do think there are some short-term stuff could go lower the price with perceived competition from Truth Social. Also, if there is a recession, we could see some short-term reduction in advertising spend from their customers. I don’t think these are a threat in the long-term though.
@carlmannhard8051
@carlmannhard8051 2 жыл бұрын
@@hodoprime Yeah for sure. Lets hope it stays cheap for some time. One of the hardest things for me to learn in this bear market is that growth rates also slow down on top of a market sentiment shift. FB really surprised me though with the violence of the drop on the IOS news. I'm not so worried about the IOS changes though. They have been in effect for some time now and it didn't stop FB from having a record growth year in 2021.
@seo3324
@seo3324 2 жыл бұрын
Hey Brad, great video as always. I think you should take a look at TME- Tencent Music, Prem Watsa bought a very small stake last quarter and I think it is a great play long term with TenCent. Stock is down 60% since IPO. Spotify owns 8% ownership as well. They are competing in this field.
@praveshchopra8698
@praveshchopra8698 2 жыл бұрын
Very Good Video Brad, Great Insight & roundup of Guru Buys!
@aiinvi
@aiinvi 2 жыл бұрын
Great Effort Brad! Appreciate your analysis.
@Camille_Boomer77000
@Camille_Boomer77000 2 жыл бұрын
Hasbro and Coinbase interest me the most. I already own FB so just holding and watching here. Peloton that's a maybe because Phil Town has been talking about it in his podcast made the business intriguing to me.
@UsmanAli-ve6tq
@UsmanAli-ve6tq 2 жыл бұрын
Thanks Brad. Very informative!
@TheBuckonator
@TheBuckonator 2 жыл бұрын
I really appreciate these videos, all the links you gather together are really helpful! There was a deep dive on fiserv with bill nygren on the millenial investing podcast that came out 1st feb. Still way to complicated for me but it was super interesting !
@jacksonjack4005
@jacksonjack4005 2 жыл бұрын
Hello Mrs Maria is legit and her method of works like magic I keep on earning every single week with her new strategy.
@williamsclarke4786
@williamsclarke4786 2 жыл бұрын
Wow, I'm just shock someone mentioned expert Mrs Maria I thought I'm the only one trading with her, she helped me recover what I lost trying to trade my self.
@justinberger9994
@justinberger9994 2 жыл бұрын
I think I'm blessed if not I wouldn't have met someone who is as spectacular as expert Mrs Maria, I think she is the best broker I ever seen.
@lewis7054
@lewis7054 2 жыл бұрын
Thanks for introducing me to Mrs Maria, Mrs Maria has changed my financial status for the best. All thanks to my aunty who introduced her to me .
@recharddavid4654
@recharddavid4654 2 жыл бұрын
I've never seen someone as perfect as Mrs Maria, she knows how to analyze trade,and with her strategies she has earn me $16,250 in 18 days of working with her.
@Charles-sv9du
@Charles-sv9du 2 жыл бұрын
Oh sure ✝️④④⑦⑧⑥⑧⑦④③②④⑥
@khanjones9390
@khanjones9390 2 жыл бұрын
Thanks for the re-up
@Dylan-baerber3486
@Dylan-baerber3486 2 жыл бұрын
I came here to learn how to invest after listening to a guy on radio talk about the importance of investing and how he made $960,000 in 4 months from $160k, somehow this video has helped shed light on some things, but I'm still confused, I'm a newbie and I'm open to ideas.
@SimonKelly7836
@SimonKelly7836 2 жыл бұрын
Having monitored my portfolio performance which has made a jaw dropping $470k from just the past two quarters alone, I have learned why experienced traders make enormous returns from the seemingly unknown market.
@JoreDEJuan
@JoreDEJuan 2 жыл бұрын
Interesting. I have a lump sum doing absolutely nothing at all in my bank account, I wanna get something started with it. You seem to be doing excellent for yourself, how do you achieve this?
@Dylan-baerber3486
@Dylan-baerber3486 2 жыл бұрын
@@SimonKelly7836 Hello Do you trade on your own?
@SimonKelly7836
@SimonKelly7836 2 жыл бұрын
@@Dylan-baerber3486 Hi. Am trading with expert Mrs Mitchell Roland, a regulated broker in the US. Met her sometime early last year at a startup funding event. She had some interesting things to say about the state of algorithmic trading today.very obviously I'm seeing the results.
@Dylan-baerber3486
@Dylan-baerber3486 2 жыл бұрын
@@SimonKelly7836 That's impressive. Are you giving her your money or the money stays in your trading account? What's really the idea behind copying trades.
@mikeharris2033
@mikeharris2033 2 жыл бұрын
A few of them seem to be buying Salesforce (Rob Vinall, Josh Tarasoff etc.) But no one seems to be interested in salesforce despite the price dropping way lower than when these guys bought it or topped up. Not sure why no one is interested in this company.
@ValueHurts
@ValueHurts 2 жыл бұрын
Somebody needs to explain this
@evancoles
@evancoles 2 жыл бұрын
I have tried and failed to understand sales force many times. I dont get it, I dont buy it. There are no called strikes.
@linusjacobsson2419
@linusjacobsson2419 2 жыл бұрын
Hasbro for stability (hopefully) and SMLR for compounding. I already own SMLR and i will be reading every single word twice of the upcoming q4 report 🤞. Have you found anything interesting since beyond your last video on the company?
@MarkChant123
@MarkChant123 2 жыл бұрын
This video was great, thanks!
@ValueHurts
@ValueHurts 2 жыл бұрын
Thanks for this Brad! Excellent stuff…
@Spanishexpat12
@Spanishexpat12 2 жыл бұрын
What a great channel, please keep up the good content!
@kidze73
@kidze73 2 жыл бұрын
been waiting for this. big thanks.
@introinvest3543
@introinvest3543 2 жыл бұрын
Thanks Brad. I am interested in POSH as a bargain hunter pick. FB as a shameless cloner, COIN as a crypto play and FISV which is inside my Circle of Competence. Great video, Thanks for sharing these insights.
@spartacuspro88
@spartacuspro88 2 жыл бұрын
How does FISV compare to GPN (Global Payments Inc)?
@MrPinoCavallo
@MrPinoCavallo 2 жыл бұрын
Is this a re-upload?
@princesangeluniyal
@princesangeluniyal 2 жыл бұрын
Great video! Love the research
@matthewhammond859
@matthewhammond859 2 жыл бұрын
GTLB, CPNG, HAS, WIX, AMZN, FB are close watches for me.
@cv0669
@cv0669 2 жыл бұрын
FISV being bought but a lot on dataroma in the past 4 quaters...
@tankalvin1444
@tankalvin1444 2 жыл бұрын
IAC looks interesting thanks
@karamsulaiman6605
@karamsulaiman6605 2 жыл бұрын
I can see why Moncler is big in China. It's a luxury brand that sells clothes that mirrors high-street like Balenciaga. Except their clothing is much more beautiful and isn't horrible like Balenciaga.
@MrYufu221
@MrYufu221 2 жыл бұрын
Li Lu is my favourate one to follow expecially in the China space.
@matthewhammond859
@matthewhammond859 2 жыл бұрын
But we don't get to see his holdings in china and he sold out of all of his ADR's
@filb
@filb 2 жыл бұрын
Ironic that Munger has China's most controversial stock while his friend Lu has US most controversial stock. Goes to show that they don't care what people think about these companies, the way investing should be...which is to ignore the noise.
@matthewhammond859
@matthewhammond859 2 жыл бұрын
@@filb it's not ironic. But yes I agree with your point.
@filb
@filb 2 жыл бұрын
@@matthewhammond859 Well ironic in a sense that Munger has shares with Lu's country's most controversial stock and Lu has shares with Munger's country most controversial stock.
@moneywithian2852
@moneywithian2852 2 жыл бұрын
He has a gigantic brain, like Ben Graham’s
@janoz06
@janoz06 2 жыл бұрын
Thanks for the video
@lulo478
@lulo478 2 жыл бұрын
Great Value!
@filb
@filb 2 жыл бұрын
Interesting to see Munger and his good friend Lu investing in a controversial company for the US and China. They ignore the noise, the way investing should be. I loved Munger's answer on a guy's fear of China in his last interview with yahoo. This guy is a legend and is not afraid to say what's on his mind in an age where we cancel people if they don't agree with the masses.
@susymay7831
@susymay7831 2 жыл бұрын
How do you know they both hold Alibaba? Li Lu does not own the U.S. ADR: BABA.
@filb
@filb 2 жыл бұрын
@@susymay7831 No you are not getting what I am saying, Lu has Facebook (a company that the media likes to hate) and Munger has Baba (a company the media shits on too).
@susymay7831
@susymay7831 2 жыл бұрын
@@filb Yes, I now understand Thank you.
@beadcomhan2
@beadcomhan2 2 жыл бұрын
Thnx, from Holland ;-)
@Milziade490ac
@Milziade490ac 2 жыл бұрын
Hey Punch Card investor, check Punch Card Capital.
@natjason1853
@natjason1853 2 жыл бұрын
My life totally changed since I started with S 3,000 and now I make $ 16,450 every 11 days.
@natjason1853
@natjason1853 2 жыл бұрын
@Gold Peters investing with Mrs Renee Lynne Baggay has been a profit oriented trade.
@Soniaobioma-
@Soniaobioma- 2 жыл бұрын
@@natjason1853 I have heard a lot about investments with Mrs renne lynne and how good she is, please how safe are the profits?
@rosed.vogelsang2989
@rosed.vogelsang2989 2 жыл бұрын
after watching so many KZbin tutorial videos about trading I was still making losses until Mrs Renee Lynne Baggay started managing my investments now I make $21,560 weekly.
@samantharichards7934
@samantharichards7934 2 жыл бұрын
@@rosed.vogelsang2989 I have really heard a lot about her,how can I contact Mrs Renee Lynne Baggay
@rosed.vogelsang2989
@rosed.vogelsang2989 2 жыл бұрын
十໋①⑧⑤⑧③⑥⑨①⑤⑨⑦
@nurseanissa4990
@nurseanissa4990 2 жыл бұрын
While bitcoin’s wild price movements might seem random, they are often driven by the same fundamental catalysts as in the traditional markets. Some claim bitcoin is impervious to shocks that affect global finance; it’s a hedge against things like inflation and a sure bet against tides of uncertainty. Moves within traditional finance can boost or burn bitcoin’s price because they determine how easy it is for financial epicenters like Aaron Addison to invest in bitcoin.../Keeping all this in mind, it is important to trade with the right strategy when going into the crypto world. Aaron Signals has been doing a great job reviewing all chart, trade and techniques on BTC which has enhance the growth of my portfolio to 11 BTC lately.....
@nurseanissa4990
@nurseanissa4990 2 жыл бұрын
his Te le gr am...📧📧 @A_aaron7
@luckyjeffs9971
@luckyjeffs9971 2 жыл бұрын
If only some people would be patient to understand that Bitcoin isn't going anywhere, instead it's taking over the globe
@kennedylucas4833
@kennedylucas4833 2 жыл бұрын
Aaron's method has proven to be far more useful than I had anticipated when I first started.
@donnafischer1011
@donnafischer1011 2 жыл бұрын
There is an opportunity for newbies and some old holder to capitalize on, It's quite a shame people can't see this, tradlng is everything right now.
@brianmoeller3541
@brianmoeller3541 2 жыл бұрын
I got a chance to benefit from his services a few months ago and it has been a very smooth experience...
@lucasliam6012
@lucasliam6012 2 жыл бұрын
I believe < that the inflation is already priced in crypto market since the end of last year. These manipulative rats are always 2 steps ahead of everybody because they are market makers. I hope I’m wrong and they won’t keep dumping it on retail investors as always. Those who hold the longest will profit the most, I trade and hold profits keep up the great work! and also Seth Leonard has been doing a great job reviewing all chart, trade and techniqueson BTC which has enhance the growth of my portfolio from 1.74BTC to 8.9 BTC lately.
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