I like the quote, ‘always invest in the type of business an idiot could run, because eventually one will’
@HamishHodder5 жыл бұрын
Love that one from Buffett
@nelsonlee97515 жыл бұрын
Integrity and skills are very important part of management. Great video Hamish
@HamishHodder5 жыл бұрын
Thanks Nelson!
@vvolfflovv5 жыл бұрын
So glad you made this crucial video :) This has been the hardest part of the equation for me and gave me some great red flags to look for. When I was listening to a Fed Ex conference call last week, I really got the sense that the management felt like they didn't want to be bothered hearing their shareholders concerns and decided to hold off on investing my hard earned money.
@HamishHodder5 жыл бұрын
It's very off putting when a management doesn't care about the owners who essentially put them in those positions.
@scottscriticalmass5 жыл бұрын
I've always had a high opinion of FDX management, so surprised to hear that. I might need to give that a listen. Hmmm...
@vvolfflovv5 жыл бұрын
@@scottscriticalmass it's only one piece of a larger puzzle but that was the sense that I got from their q&a
@ingridgarcia35434 жыл бұрын
Very important the analysis of debt. I think it can give for an individual video.
@aleksandergrabovaj16372 жыл бұрын
Hey @Hamish Hooder, is there anything else new you've learned in these past three years that might be worthy remaking this video? Thanks for sharing all this good content!
@davidjohnevans1822 жыл бұрын
Good value Hamish.explanes his topic in simple well explained pointers to business analysis systems Highly recommend his video Knocked it out of the paek
@davidjohnevans1822 жыл бұрын
Park not peak ( sorry for my indescrection 😀
@borsenchannel89454 жыл бұрын
As always a great and above all informative video. You manage to solve my previous difficulties in analyzing stocks. Thanks for that
@nenditajaswal2 жыл бұрын
this video helped me with my university interview. thanks a lot!
@gedankentanken17595 жыл бұрын
Yes analysis components would be great. Could you analyze chipotle Mexican grill ?
@marcusarphaxad99805 жыл бұрын
This video was quite informative. Thank you for your efforts :)
@HamishHodder5 жыл бұрын
Thanks for watching Marcus :)
@cashflowyield3 жыл бұрын
Very good video, found it helpful. Thank you Hamish!
@mota77123 жыл бұрын
Hi are you planning to do any videos about how to calculate the rate at which a company burns its cash flow. Expecially when investing in companies that are at early stage and they are not have profits yet. Thanks I am learning lots from your videos 😊
@ZafarAhmed-tr8bq2 жыл бұрын
How to i get value investing class from colombia business school
@95404954043 жыл бұрын
Thanks for taking the time putting the videos together. Your assume
@6Firebird5 жыл бұрын
Good stuff as always. Interesting that Phil Town released a video in the last few days talking about managment. What is also noticed at the debt managment part: Who came up with this system? For 12 month we are doing assets/debt so we want a high number, for long turn we are doing debt/equity, so now we want a low number... Sure you get used to it, but why not do both the same way? You could also easily compare how much short term risk are they taking this year compared to their long term risk?
@SriHari-lo6ox3 жыл бұрын
Super and informative video ,nice to watch
@alexinvests4 жыл бұрын
Great info. Thanks for the video!
@jaroncorleone4 жыл бұрын
A lot of value here thanks
@edankon48584 жыл бұрын
Very helpful video! thanks vry much~
@geoffphillips5872 Жыл бұрын
Management ratings is long overdue,
@brainstormer25203 жыл бұрын
Perhaps, another area of poor management is poor acquisitions. If acquisitions are made into new areas, it could mean that the core business is deteriorating.
@gauravthadanii Жыл бұрын
Not necessarily, it can also mean that they just want to acquire the competition. look at google or meta.
@gavinli24433 жыл бұрын
Great video as usual
@AussieMoneyMan5 жыл бұрын
Great video Hamish. Great topic.
@HamishHodder5 жыл бұрын
Thanks :)
@burrellinvestments59524 жыл бұрын
hey I can't find the video where you told us a website we could look up any public company balance sheets... What was that website again?
@HamishHodder4 жыл бұрын
Quickfs.net
@burrellinvestments59524 жыл бұрын
@@HamishHodder thanks man!
@ashutoshagarwal92674 жыл бұрын
Hey hamish. I like your video. M from INDIA. really appreciate how you explain the topic. Is there any method also for valuation other than discounting ?
@Northstar20004 жыл бұрын
There is a few, 10 cap method, earning power value, payback time using relative value metrics like peg, pe, pb, PS etc
@ashutoshagarwal92674 жыл бұрын
Gemeplay whether we should use any of the above method for valuation ? Under what circumstances
@gauravthadanii Жыл бұрын
DCFf is probably the most realistic approach tho.
@deakin2105 жыл бұрын
Hi Hamish Really appreciate your work. Just wondering if you know any good websites to get the info to analyze company's? I know you use companys annual reports but this is a bit time consuming for me. I also saw in another comment you recommended quickfs, but my understanding is it's only for US companys. Do you know of any that do US and Aus companies? Thanks a lot
@HamishHodder5 жыл бұрын
I don't know of any free australian sites that offer 10 years of data. I usually go to Commsec for Australian data or I just manually find the data in annual reports on the company website.
@geoffphillips5872 Жыл бұрын
Society gives primary, secondary & tertiary students academic achievements via percentage marks & A,B,C etc. Why not the management personnel, especially of listed companies, based on their past performances and also with any prior management/board positions in other companies? Standard @ Poors have some of this datum, along with other ratings agencies.
@Northstar20004 жыл бұрын
Bro, your content is good, but you should totally change your name to Hamish Hodler for the memes also keep saying moat and I will subscribe
@AkshayKumar-yn3lj5 жыл бұрын
I cant believe how you managed to explain such a complicated topic so easily and make it sound simple. Thanks a bunch dude. Also take care man, the wound on your eye looks nasty.
@HamishHodder5 жыл бұрын
Glad you found it useful! It's a birthmark :)
@nthomp004 жыл бұрын
Phil Town Jr. / Warren Buffett Jr. 😂
@Jake65Kelly5 жыл бұрын
Another great vid Hamish. Please be mindful that some CEOs are women
@HamishHodder5 жыл бұрын
Thanks!
@Northstar20004 жыл бұрын
Why do these jokers like to talk in EBITDA multiples all the time, instead of FCF