Видео

I have a super puff!!

Thank you 👍👍

Great episode but something went wrong with your mic.

I fully support the movement to challenge big companies that prioritize profit over quality. Their products often lack integrity and are made with the cheapest ingredients. In contrast, small independent businesses focus on excellence and prioritize customer satisfaction, valuing quality over mere profit.

Growing up as a Canadian ROE focused investor has made me a better investor in US markets. I think we are taught to read fundamentals and attend earnings calls with a more critical mind.

What is your view on Berkshire cutting its Ulta stake? I'm not in the US nor I understand much about make-ups and how competitive is the sector (including online stores)

Could you please expand on the lengthy explanation your dad gave about the catalyst of HPS? 27:55

Very interesting because the perspective of a client :)

Very interesting, thank you

Hey great vdo. It would help if next time you put in a simple timestamp on each topic so it's easier to follow. Thanks!

keep up the good work. Really enjoy it.

Thanks for the advice !!

Then Terry Smith says to focus on ROIC/ROCE and not earnings. These discussions are important in our development of our yardsticks. It can get maddening when things start conflicting XD

Thank you guys!

Not correct but I know what you meant in this video. The absolute value still acts the same with compound interest. Charlie was simply stating that the way money compounds is much more noticeable once you reach $100K. You do not need to adjust this for inflation to understand the valuable lesson of compound interest. Compound interest doesn’t magically start all of sudden it’s always accumulates. It’s just much more noticeable at the $100K figure. Hope this helps

Haha can't acquire if the competition won't sell. If only that were the same for all industries

Good video, keep at it you will get views that you deserve

Super informative!! Thanks guys

Ozempic in a can. Sounds like a plan guys! Drink sector is so interesting. Hard to believe any brand has any pricing power with the array of drinks out there. Hec even McDonalds came out with a whole new beverage line.

Thank you guys.

I'm with you guys on the BABA hold worry train and considered selling myself. But, then after learning the opportunity cost- sell when you find something 50% better and the fact that China was in a recession with a chance to get better- I held. And like you guys am surprised at the rally that's happened in the past 2 wks. Amazing to hear on your energy stock opportunity. It is a sector I'm interested in figuring out too, but haven't yet. I think due to marketing of green vs not green energy discussion adds to the volatility which is a great opportunity.

Good discussions. Thanks for sharing.

Thank you!

Good to see you guys have updated it, learn a lot from each episode, thank you!😃😃

Thanks for sharing that destination analysis! Pure gold right there!

He's not the Jordan of the UFC, more like the Rodman😊

You 2 look like you're absolutely in love...geeez Can you'all stop staring into each other's eyes?😂 barf! Just kidding - it's a beautiful thing. Never heard of these companies, awesome. Thanks

I am going through the textbook no. 2 and its taking forever!

I am currently reading the book. It is fascinating saga of the 3 generation.

Francis has some great quotes!

Power packed information on Mrs B ......💪🏻🧘

Thanks.

where u read the speech? no link?

Thank you as always for the valuable information.

Yea, I think this quote was one that confused me too! I think Warren is talking that 'ideally' you want one you can hold forever. But given that the average lifespan of a firm in the S&P is less than 20 years (referencing 100 baggers by Chris Mayer) I think this is a quote we have to take with a grain of salt. Competition is constantly evolving and so we must be flexible and adjust should the story change. I think this quote can trip the investor hugely and cause anchor bias.

Francis has some great quotes

Is a great strat, especially for net nets which is what Ben Graham and Warren did early on in his career.

You guys are great.

Balls of steel to use leverage

Dudes on Wall Street wouldn’t know what female consumers want if the consumers told them straight up 😂

Good stuff.

This isn't how I conduct my own shopping preferences, but we've had some pretty polarizing times in recent years, and some people take sides with their wallets. I'm curious if getting directly invovled in hot button politics hurt or hindered their bottom line.

Tbh I think brick and mortar stores are way underrated these days. And I think they’ll make a huge comeback!! Lmk if you agree!!!

Where can we see your positions?

Really enjoyed this, looking forward to watching you break down other investors in more of your videos