Are You A Value Investor? 10 Questions

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Value Investing with Sven Carlin, Ph.D.

Value Investing with Sven Carlin, Ph.D.

Күн бұрын

Пікірлер: 127
@bensonng8563
@bensonng8563 3 күн бұрын
Thanks for sharing, Sven! I completely agree with Buffett that not everyone is born a value investor. Personally, I have been practicing value investing for almost 10 years and have introduced this approach to many others. However, I remain one of the few who continue to follow it. I also appreciate your assessment-while I am a value investor, there is certainly room for improvement.
@JimmyAloha-x2p
@JimmyAloha-x2p 9 күн бұрын
I Hit $12,590 k today. Thank you for all the knowledge and nuggets you had thrown my way over the last week .i started with 3k in last week2025 ..... now i just hit $12,590…
@JohnathanAgoura
@JohnathanAgoura 9 күн бұрын
How please can you explain because I've been making a lot of looses trying to make profit trading.
@JimmyAloha-x2p
@JimmyAloha-x2p 9 күн бұрын
Weekly trading is the best way of making money in the market due to lack of experience which resulted in loosing funds... But miss Melanie Lasser, restored hope shes a good woman
@NicholasAustin-v4r
@NicholasAustin-v4r 9 күн бұрын
Since meeting Expert Melanie Lasser., I now agree that with an expert managing your portfolio, the rate of profit is high, with less risk.
@RaySmith-l6k
@RaySmith-l6k 9 күн бұрын
Wow. I'm a bit perplexed seeing her been mentioned here also Didn't know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
@RichardsonPaul-v4j
@RichardsonPaul-v4j 9 күн бұрын
Since I became so rich in cryptocurrency I realise that crypto is the future cuz l invested 7k and made up to 36k as weekly profit I appreciate the help of this woman
@goofyvideos
@goofyvideos 9 күн бұрын
Nice opportunity for affirmation of our attempts to stay on the rails. Thanks for challenging us to reconfront the rules for successful value investing.
@Stamatis_Chrys
@Stamatis_Chrys 10 күн бұрын
An honest video Sven, thanks. I still need time to become a value investor, but I am getting closer.
@pongop
@pongop 9 күн бұрын
Very interesting video concept and much appreciated! I've learned a lot and become more of a value investor over the years because of your channel. Thank you so much for all your educational content.
@PrasantCroissant
@PrasantCroissant 4 күн бұрын
I would say i give myself 7. After following this channel since 2020 and learning and applying a lot, I'm still making mistakes. The emotional part is difficult because for a period I may be doing well, then gradually I might stray away from value investing mindset. Another difficult thing is to not look at stocks and stock price 😂 2022-2024 I would barely check my portfolio, maybe once a month, and now I'm checking multiple times a day. Funny enough I was more disciplined in that period and got a good return. Which brings me to the next challenge, focusing on performance vs pe ratio. I recently calculated I did good returns in the last three years so that number keeps popping up in my head 😂 And I tend to look at my unrealized gains % a lot - in order to decide whether to increase or sell a position. Unfortunately that also leads to anchoring and straying me away from staying focused on the business fundamentals rather than the stock. Thanks for the video Sven! A nice self reflection exercise which every value investor should do time to time.
@Value-Investing
@Value-Investing 4 күн бұрын
thanks for sharing:-) 7 is good!!! nobody said it is easy!
@ArvindBhave
@ArvindBhave 10 күн бұрын
Thank you Dr. Sven. Very helpful reminders 👍
@matteotardivo7010
@matteotardivo7010 10 күн бұрын
nice video sven ,good job. more video about investor sentiment and behaviour?
@ThomasLuke-u3v
@ThomasLuke-u3v 10 күн бұрын
I believe every Investor should start with ETFs for a solid foundation, then diversify across asset classes and maintain disciplined, regular investing to minimize risks and maximize growth.
@HoskinsShanellNicole
@HoskinsShanellNicole 10 күн бұрын
The market has gone berserk! Whether you’re a newbie or a veteran trader, everyone needs a sort of coach at some points to thrive forward.
@richardhudson1243
@richardhudson1243 10 күн бұрын
I’ve been using a coach for over 3 years and my portfolio has yielded from initial $500k to a ballpark estimate of $1.85m as of today. you should not make investment decisions without consulting with an FA
@JacobsErick-u8r
@JacobsErick-u8r 10 күн бұрын
Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?
@richardhudson1243
@richardhudson1243 10 күн бұрын
Melissa Terri Swayne a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
@LUCIASMITH-d1z
@LUCIASMITH-d1z 10 күн бұрын
Researched her accreditation on google. She seem very proficient, I wrote her detailing my Fin-market goals and scheduled a call.
@bernteinar906
@bernteinar906 8 күн бұрын
cool video
@fernandomizobuti
@fernandomizobuti 9 күн бұрын
9/10 not bad! I just doesn't know about Caligula's horse.
@noredbull1
@noredbull1 10 күн бұрын
Yes
@SebaTarth
@SebaTarth 10 күн бұрын
Great video, Sven. I'm a value investor at heart but look at Seth Klarman, one of the best value investors ever, delivering 4% annualized returns for the last decade, and have to wonder if maybe the formula/approach stops working at some point.
@pongop
@pongop 9 күн бұрын
Yes, history! "As I look back on it now, it's obvious that studying history and philosophy was much better preparation for the stock market than, say, studying statistics." -- Peter Lynch
@Biondic1
@Biondic1 8 күн бұрын
I have to admit that I fall on the first point. For example; It's not that I jump for joy like Cheerleaders, but as an optimistic person I feel satisfaction when my BABA shares start to grow and the current size of the position in the portfolio is such that it does not allow for further expansion of the position. And it would be even greater satisfaction to finally see significant growth in revenue and earnings per share in the BABA business. (If nothing else, at least they are "smarter" than Tim Cook and have bought back about 10 percent of their own shares in the last 4 quarters) 😂
@Apneistefou
@Apneistefou 10 күн бұрын
You are not talking about the pain of being contrarian we have to carry everyday. 😂
@AlphaMesco
@AlphaMesco 10 күн бұрын
I've just spent spent the last couple of minutes reporting stupid spam comments (meaningless but i still do it) but I just wanted to answer to question Nr. 3... Yes I think it will go to 500.000, too many people are believing in this and many more will be going in, i think there's still too few people in there... And I'll be happily see it going to 500.000 with me sitting out enjoying a couple of beers in the meantime! I too have a cryptofriend who brags and tell me "probably you don't like to make money"... Thanks for another video Sven... Cheers! 🍻
@dividendking3686
@dividendking3686 10 күн бұрын
So if you believe it, why not buy?
@AlphaMesco
@AlphaMesco 10 күн бұрын
@dividendking3686 Because i'm still waiting for someone to tell me what the value of BitCoin is... Everybody is saying 100.000 but that's the price... So the value remains at zero to me! And I don't put my hard earned money where i can not determine, at least approximately, what the value is... It's not that difficult, it can go to a billion, i simply don't care
@dividendking3686
@dividendking3686 10 күн бұрын
@@AlphaMesco I get it. To me bitcoin has zero value (maybe some pennies for the use of transaction). I don't believe bitcoin can hit 500k and I couldn't care less about the price. Just the comment you made sounded like you are bullish, but wouldn't buy. I'm not touching it 😅
@Andygb78
@Andygb78 10 күн бұрын
I recommend Sven Carlin as an advisor.
@evilhorde8151
@evilhorde8151 8 күн бұрын
remember, you are a value investor if you never make any gains but are ok no matter what happens. kinda like the person who doesn't invest in stocks ;)
@Value-Investing
@Value-Investing 8 күн бұрын
I make gains, but the mindset is opposite!
@thetjt
@thetjt 10 күн бұрын
Yes, I'm mostly value investor at heart... but it's maybe due to unwillingness for losing too much & trying to play it safe/conservative. I buy cheap acc etfs, not invested in single companies so far due "tax reasons". Although having a total of 20% in China & EM Asia isn't really that conservative... But what can I say, got them cheap... My aim is not really to make excess returns over indexes, but steady good enough returns over time.
@international_dividend
@international_dividend 9 күн бұрын
Don't worry, the Chinese stocks will soon make up only 10% of your portfolio
@thetjt
@thetjt 9 күн бұрын
@@international_dividend No worries about China, bought it a year ago at the market bottom... I guess you missed the opportunity because too scared?
@international_dividend
@international_dividend 9 күн бұрын
@thetjt I live in Hong Kong and have been DCAing into the Chinese market for more than 17 years as well as buying individual stocks. So try again. But good call you were too scared to invest in China before last year. We had 5 straight losing years before 2024 (can you imagine the fear mongering and panic if that happened to the S&P). Anyway, most Chinese stocks are down 60% in the last five years, and the market is still below 2007 levels by more than 30% (fact check if you want) ... but sure buddy, this time is different 😂
10 күн бұрын
There are people who think themselves value investors because they read a book once but they don't understand basics like how businesses operate or cyclicality. Had plenty of cringe moments with people looking at cyclical basic materials stocks trough the lenses of stalwarts like Coca-Cola or McDonalds.
@jackgoldman1
@jackgoldman1 10 күн бұрын
Bitcoin, speculation. Paid for rentals, rented out? Investing. Buy, hold, collect rent. Renter loses their job, pay rent or move. New renter has a job and pays rent. I have more control than over stocks. I get cash flow AND own the building.
@ReiPago
@ReiPago 10 күн бұрын
Bought some shadow cases 4 years ago for 0,17€ now they surpassed 1,20€, I thought that a rare case wouldnt drop and therefore the price would increase as supply lowered. I think I'm kind a value investor myself. 😂
@radosval
@radosval 10 күн бұрын
I know a lot of people who claim to have invested in Bitcoin and they like to talk about it. None of them are rich.
@AlanMwatson-xyz
@AlanMwatson-xyz 10 күн бұрын
It is hard to get rich by investing 1-2% of your wealth in something, however well it performs. The 1-2% allocation itself is already an admission that they are gambling. And if they are okay with bitcoin (which produces nothing and hence has no intrinsic value), then they should also be okay investing in other overvalued/unprofitable assets, which inevitably leads to losses, which doesn't help one become rich ether.
@user-pc9gz8be6w
@user-pc9gz8be6w 10 күн бұрын
2
@Agatha.wayne0
@Agatha.wayne0 10 күн бұрын
Recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios with the markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?
@DeclanJoseph-c4j
@DeclanJoseph-c4j 10 күн бұрын
Just ''buy and hold'' man. In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder
@JaneBlac-
@JaneBlac- 10 күн бұрын
Very true, you can be passively involved in the markets and still amass wealth-gains using an investment advisor. I first dabbled in stocks late 2019, just before the pandemic, and that same year gained over 150% with no prior investing experience, basically all I was doing was following directions of my advisor. We are working on a retirement ballpark of $3m and I’m certain my goal isn’t farfetched after subsequent investments and tremendous returns so far.
@SandraPhilips-p8m
@SandraPhilips-p8m 10 күн бұрын
this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
@JaneBlac-
@JaneBlac- 10 күн бұрын
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with Jessica Dawn Walters for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
@Tony-t6h5m
@Tony-t6h5m 10 күн бұрын
I just looked her up on the internet and found her webpage with her credentials. I wrote her a outlining my financial objectives and planned a call with her
@garnold-l5p
@garnold-l5p 10 күн бұрын
As an investment enthusiast, I often wonder how top-level investors are able to become millionaires through investing. I have a significant amount of capital to start with, but I'm unsure about the strategies and direction I should take to help me generate substantial profits like some people are this season.
@tanyabischoff
@tanyabischoff 10 күн бұрын
I’m not in a position to offer financial advice, but given the significant amount of capital you're working with, it would be wise to consult a financial advisor who can guide you in developing a strategy tailored to your goals and risk tolerance.
@StephenRobello
@StephenRobello 10 күн бұрын
I agree.Based on my personal experience working with an investment advisor, I currently have $385k in a well-diversified portfolio that has seen exponential growth. It's not just about having money to invest in stocks; you also need to be knowledgeable, persistent, and have the strength to hold on during market fluctuations
@MilaCruz-d5r
@MilaCruz-d5r 10 күн бұрын
This is incredible. Could you recommend who you work with? I really could use some help at this moment.
@StephenRobello
@StephenRobello 10 күн бұрын
My CFA, Laurel Ann Watkins, is a renowned figure in her field. I recommend researching her name online; you’ll find all her credentials and everything you need to work with a reliable professional. With many years of experience, she is a valuable resource for anyone looking to navigate the financial market.
@MilaCruz-d5r
@MilaCruz-d5r 10 күн бұрын
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
@jen-tance
@jen-tance 8 күн бұрын
AI stocks will dominate 2025. Reason I prefer NVIDIA is that they are better placed to maintain long term growth potential, provide a platform for other AI companies. I know someone who has made more than 165% from NVIDIA. I'll also take any other recommendations you make to enable me make additions to a $170K portfolio to enhance overall performance of my portfolio this year
@Never-ending_
@Never-ending_ 10 күн бұрын
It always botheres me when someone says "you shouldn't be happy when a stock goes up". Listen pal, I bought the stock because I expect a 4x in 10 years. If the market Gods gave me a gift and made it go up 50% in 3 months, (I'm going to reevaluate the company and) I'm going to sell the stock and buy another one, hopefully one that I bought before.
@Never-ending_
@Never-ending_ 10 күн бұрын
Also, if the stock does nothing for 4 years, you bought at the wrong time in the cycle, or you did not think about the posible catalyst that will push the stock to it's fair value. Your fault, be better next time!
@PonderDuke
@PonderDuke 10 күн бұрын
True it just depends on the situation you are in. In the beginning of the investment journey you want a good company to be cheap. When you are older you want to take out your monthly amount to live of off. So then you want to stock price to be much higher then you have bought it for of course. So that question totally depends on the situation. When you want to buy more you are happy when the price drops when you want to sell it you are happy that the price went up.
@mathewwilson9776
@mathewwilson9776 10 күн бұрын
The stock going up forces you to think more about alternatives, you have to trade more, pay more fees, pay more taxes... not much to be happy about. If you like the business and you plan on deploying capital for the next few decades, the ideal scenario (however comical it may sound) would be for it to trade near 0 until the day you have made your last contributon and then skyrocket. The stock going up tomorrow is the exact opposite of that: no time to accumulate a meaningful stake, no time to learn about the business, urge to find something else, taxes... If the stock does nothing for 4 years, but the business is good quality, keeps growing and you are getting a 10-20% yield from it, it doesn't get any better than that: I much prefer a 4x far into the future on 20% of my portfolio (since I had plenty of time to think, learn and accumulate) than a quick 50% on a marginal position,
@PonderDuke
@PonderDuke 10 күн бұрын
@ It's a good thing if the stock does nothing but the underlying value is going up. That means you get more returns when the market starts to realise it. In the mean time you can buy more for cheap.
@jackgoldman1
@jackgoldman1 10 күн бұрын
Gold and Berkshire Hathaway are TIED for 25 years from 1999 to today, both up 10X. LOL.
@marcg9118
@marcg9118 10 күн бұрын
Real question Sven : Can you be a value investor when you live in a country with 50% cumulative taxes on dividends (and 0% on capital gains)? A dividend yield strategy is simply impossible...
@yohjijames1413
@yohjijames1413 9 күн бұрын
For number 10- that’s ALL my stocks haha😢
@TheJermiester
@TheJermiester 9 күн бұрын
I found out that I am not a value investor lol
@user-vb8fr8vj9l
@user-vb8fr8vj9l 10 күн бұрын
^Hello, I am new when it comes to investing and i would really appreciate if I could get some tips about where it is worth to invest in (BTC, XRP, ETH, SOL etc.)
@MikeTommy-lu3pt
@MikeTommy-lu3pt 10 күн бұрын
Since I'm new to crypto trading and investing, having a professional guide is essential. Thankfully, i've had the opportunity to work alongside a respected crypto trader and analyst.
@MikeTommy-lu3pt
@MikeTommy-lu3pt 10 күн бұрын
She is Anita Fred
@JackMichael-fj1xc
@JackMichael-fj1xc 10 күн бұрын
@Gshzbz-lu8ub
@Gshzbz-lu8ub 10 күн бұрын
Isn't that the same Anita Fred that my neighbours are talking about, she has to be a perfect expert for people to talk about her so well
@LucyAndason
@LucyAndason 10 күн бұрын
Without a doubt! Anita Fred is a trader who goes above and beyond. She has an exceptional skill for analyzing market movements and spotting profitable opportunities. Her strategies are meticulously crafted based on thorough research and years of practical experience.
@jackgoldman1
@jackgoldman1 10 күн бұрын
My value investing is paid for real estate that pays me RENT. I don't trust stocks. I am forced to use stocks but I don't like being forced to use dishonest IOUs, dishonest stocks, for unknown future benefits.
@hansschmidt8292
@hansschmidt8292 10 күн бұрын
No, I‘m not. A good value investor has to spend most of his time whining and complaining about the terrible market bubble and shout crash 10 times a day. I‘m just trying to make money.
@mathewwilson9776
@mathewwilson9776 10 күн бұрын
Congratulations: you just answered 2 of the 10 questions without even knowing.
@hansschmidt8292
@hansschmidt8292 10 күн бұрын
@ You are welcome.
@RobertSchaefer-nl4xp
@RobertSchaefer-nl4xp 10 күн бұрын
How long I'll be dead in 30 years
@RobertSchaefer-nl4xp
@RobertSchaefer-nl4xp 10 күн бұрын
You better pump that ADM more my options expire in March
@henryngige
@henryngige 10 күн бұрын
*You work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $5K into trading from just few months ago and now they are multimillionaires*
@711-v3k
@711-v3k 9 күн бұрын
some do, but they don't stay millionaires for long, the gods of risk always come knocking
@InboundEdegem
@InboundEdegem 10 күн бұрын
This is honestly one of the weaker videos on this channel.
@DennisdeRuiterrrr
@DennisdeRuiterrrr 10 күн бұрын
Thank you for sharing
@mathewwilson9776
@mathewwilson9776 10 күн бұрын
The vast majority of people don't know what they are doing in the market. If you don't see the value in the video, I am afraid you sound like one of them.
@DaleLoy
@DaleLoy 10 күн бұрын
Just saw your videos and bought XAI709K yesterday.....its up 24% today talk about timing......Thanks
@KimWalls-g9d
@KimWalls-g9d 10 күн бұрын
Glad to see XAI709K leading the charge. One thing to note about XAI709K tokenomics that was glossed over is that usage of the XAI709K Network burns, lowering supply and well... You know the rest ;)
@JERAMYBianco
@JERAMYBianco 10 күн бұрын
XAI709K is unstoppable
@EhtelYager
@EhtelYager 10 күн бұрын
Trump is expected to mention XAI709K this week and the ICO is already almost sold out
@DeedeeHopper
@DeedeeHopper 10 күн бұрын
XAI709K has two of the largest Tesla shareholders already; most likely something is coming
@CansuGulsah
@CansuGulsah 10 күн бұрын
SUI and XAI709K is going to explode
@ZellaVanwinkle
@ZellaVanwinkle 10 күн бұрын
SOLANA DOWN, XAI709K UP 🏆
@LAZAROBlake-b6j
@LAZAROBlake-b6j 10 күн бұрын
Ronaldo would buy XAI709K
@MOHAMMEDMchugh
@MOHAMMEDMchugh 10 күн бұрын
XAI709K will be future CBDC backbone
@tomhanks6351
@tomhanks6351 10 күн бұрын
Hello Sven, I really like your channel and your videos and your approach. It is what I would like but I am new to this and still looking for where to start. youtube and chatgpt are a couple of places. That's how I found your channel. And at the same time its hard to not be tempted by stories like Nvidia and Bitcoin. I'm skeptical, I think there is a bubble. Will it pop today, tomorrow, in a year... which makes it very tempting to jump on the band wagon... which of course is what makes the bubble. Yes, I'm the greater fool! It's also not easy seeing a stock that has good fundamentals decline. Very quickly I'm wondering how far will it go down... how much will I lose...? And finally, is there no value to following charts and trends? Perhaps your message and those of value investors is that value investing trumps all other styles of investment?
@dividendking3686
@dividendking3686 10 күн бұрын
Sir, you need to calm down and stop your fomo. Good fundamentals and declining price is your best friend for the long term. Focus on earnings, cashflow and dividends, ignore the noise. Good luck to you
@TheJermiester
@TheJermiester 9 күн бұрын
@@dividendking3686 If the fundamentals are so good, then why would the stock be going down?
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