I love videos like this Paul + Mo! Give us more investor education in easily digestible manner. Thanks
@every_day_dad_1550 Жыл бұрын
Because of this channel my 2 quick look aspects of a company are FCF and shares outstanding. If FCF is going up and SO is going down then I'll dive deeper.
@EverythingMoney Жыл бұрын
Thars great thanks for learning with us .AP
@michalmasiak713 Жыл бұрын
It would be interesting to see valuation of NVR...
@daveclark6324 Жыл бұрын
That's an amazing example with NVR. Thanks for sharing 👍
@EverythingMoney Жыл бұрын
Glad you liked it!AP
@sscr1p7 Жыл бұрын
What do you ratio free cash flow with? One company might have 1b fcf and another 1m but the size of the businesses are different. After rationing it with something what is the right %?
@dexinvictus6103 Жыл бұрын
Price to free cash flow > price to earnings
@Mircose Жыл бұрын
Bring Seph back!
@gordonzhang1829 Жыл бұрын
kinda miss that beard guy who was not given a proper acknowledgment
@apa182 Жыл бұрын
Did they ever say why he's out?
@KingJack86 Жыл бұрын
@@apa182 nope
@str8jaz Жыл бұрын
Difference of artistic opinion
@EverythingMoney Жыл бұрын
Thanks for the comment , maybe one day .AP
@Carlito-im9zr Жыл бұрын
I would Love to See a Video in Unilever Thanks from Europe
@DewlayLomo Жыл бұрын
Great video
@marcusalexlee299 Жыл бұрын
Having success in your businesses and investments is a great feeling especially when you’ve had fails or losses in the past years. And this not for promotional purposes but I recommend a strong handed professional like Expert Matej for your investment management
@peezpeez1317 Жыл бұрын
Good companies can generate low or negative fcf because they're investing heavily to grow their future profits. cash flow is more useful to check the quality of a company's profits. e.g, a company should turn all its operating profits into operating cash most of the time. FCF valuation is useful in analysing an asset heavy company that has no plan to grow its business. Its large depreciation and minimal CapEx will generate a lot of fcf. e.g., A stock selling at $10 with EPS $1, PE 10 but generated $2 fcf because of large depreciation and low CapEx. HP might be a good example, a mundane company in a slow growth sector that generates lots fcf. fcf is not that important for fast growth companies as they consume cash to grow.
@EverythingMoney Жыл бұрын
Shure may actually not apply to all companies but for shure is an important pillar to look at .AP
@barryallen6927 Жыл бұрын
And when economy is not all hunky-dory, like rising interest rate, those companies you mentioned with no FCF will go broke because they have no cash to operate the business.
@peezpeez1317 Жыл бұрын
@@barryallen6927 yes, are right. they would have to stop growth, cut back on Capex and find new revenue sources to survive like Netflix.
@MrChad8891 Жыл бұрын
I do miss Seph. Hope he's doing well.
@qwer01230 Жыл бұрын
Lyft is a buy buy buy!!! Over sold 🎉
@EverythingMoney Жыл бұрын
Go for it .AP
@user-sc6td1wf7n Жыл бұрын
I’m going to ignore the value that this video provides and just complain that INTEL and BABA went down! I blame others when stocks go down, even when Paul said not to copy him, because I am a SHORT TERM MINDED POOR LOSER