Value Investing Fundamentals & Current Market Conditions w/ John Huber (TIP634)

Рет қаралды 19,066

Күн бұрын

Пікірлер: 36

@WeStudyBillionaires 5 ай бұрын

📌 Check out this video next: kzbin.info/www/bejne/bpqkk4uprKiXf6M ⚠ IMPORTANT: Please beware of cyber scams and phishing attacks. We will never ask for your contact info in the comments section. Kindly report suspicious accounts you see below. Thank you!

@michaelsimpson2103 5 ай бұрын

Total agreement on Costco Love the stock Love the company Hate the P/E ratio

@brianbirnbaum9760 5 ай бұрын

Fantastic Interview. At around 35 minutes, he hits the nail right on the head about the biggest opportunity for retail investors these days. The short termism is so easily leveraged these days if you just have the patience and the bare minimum foresight.

@WeStudyBillionaires 5 ай бұрын

Thanks for watching, Brian! 💡

@QuantCompounding 5 ай бұрын

The Three Engines is a tremendous framework. Thanks for the pod

@WeStudyBillionaires 5 ай бұрын

Thank you for watching the episode! 💯

@ajits9390 5 ай бұрын

Great interview and lots of useful information shared. Thank you.

@WeStudyBillionaires 5 ай бұрын

Glad it was helpful! 💡

@fplbrunoo858 5 ай бұрын

First 10 seconds is literally how I see it. Price = p/e x EPS Price= P/e x Earnings / Total no of shares outstanding Can split Earnings further to Earnings = Revenue x Net Margin This helps identify the drivers of returns, be it margin increasing, revenue growth, multiple expansion or buybacks

@richullingfivefivefive1745 5 ай бұрын

That’s exactly how I see it as well! The PE ratio is an expectation where a value of 15 is roughly equal to expecting organic, mature growth at a reasonable cost of capital. The only difference for me is that his share buyback engine can also be compensated with smart capital allocation that generate consistent high Roic and Eva when the business is earlier in its business cycle. This capital allocation can also be expenses such as R&D or branding (btw these are great because they are tax shields). It’s important considering the stage of the business cycle in which your investment will land at the end of your forecast.

@WeStudyBillionaires 5 ай бұрын

Thanks for watching! 🙌

@mohlini1 4 ай бұрын

He's great!

@WeStudyBillionaires 4 ай бұрын

Thanks for watching! 🙌

@timlangford8678 5 ай бұрын

Great interview - inspired me to revisit historic PE ratios on some companies.

@WeStudyBillionaires 5 ай бұрын

Thank you for watching! 🙏

@ChristianSoschner 5 ай бұрын

Great points. I’d add a growing Cashflow from operations which results in a better cash position, short term assets or reinvesting in long term growth.

@WeStudyBillionaires 5 ай бұрын

Thanks for watching, Christian! 🙌

@Selfmadetitans 5 ай бұрын

THANKS GOD BLESS YOU BOTH

@WeStudyBillionaires 5 ай бұрын

Thanks for watching! 🎉

@akif11ali 4 ай бұрын

Does anyone know which fund manager Clay was referring to regarding detailed stock-thesis memorandums?

@clayfinck431 4 ай бұрын

Sohra Peak Capital 👍

@tomassousa9107 4 ай бұрын

Great video! Congrats!

@WeStudyBillionaires 4 ай бұрын

Thanks so much! 🙏

@neelaykamath5810 5 ай бұрын

Hi Clay, thanks for the amazing podcast... you mentioned at the end that there is one investor who shares his investment thesis in depth, could you please mention the name of the investor or the website where we can access those? Thank you in advance.

@clayfinck431 5 ай бұрын

The name of the site is Sohra Peak Capital Partners.

@Spectrum_Aerospacejet_Lab 2 ай бұрын

Buy at E/S>1 $/share, average volume>200k. shares, P/E lowest of the month.

@MrBALLER4LIFE2324 5 ай бұрын

3-3:30🙌🏿

@jesusson7536 3 ай бұрын

💯💯💯💯💯💯💯💯

@brianbirnbaum9760 5 ай бұрын

He definitely doesn’t understand the fact that Mag 7 are doing a lot more than just building data centers. Also the vast majority of that CapEx is GPUd and they are all working to build their own in house chips to wean off Nvidia.

@l4k 4 ай бұрын

Maybe that’s why he is not interested in investing in them rn, which is a smart decision by him. If you know better, maybe you can get higher returns than him.

@mrmo3379 5 ай бұрын

That metaphor base hit investing makes absolutely no sense. What is line drive supposed to mean and how does it relate to investing. Using weird metaphors like that just confuses people and leads to less understanding.

@AndrewLetendre 5 ай бұрын

He's saying to not swing for the fences, just focus on steady returns and those compound overtime.

@brianbirnbaum9760 5 ай бұрын

It makes complete sense. You just don’t understand it, which quite frankly is on you.