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Grindr was a miss

Great video. Thoughts about it now?

Did you end up buying any aml shares 10 months on?

I'm buying bumble atm and there FY is on the 27th excited to see there numbers. Found it to be a lot more cheap in terms of growth EV/GP/RG

decent video. just wish you weren't whispering ? makes it hard to hear and understand.

I agree! 👍

INTEL CEO just paying lip service, do not trust what he said, 5 notes in 4 years is impossible, it took intel 6 years to move from 14nm to 10nm, if you look at intel's track record, it is impossible for intel to achieve that goal, it takes time, now, TSM has prepare more capacity for AMD, NVIDIA, so that they can gain more market share from intel, betting on INTEL 's manufacturing is very risky, their foundry will keep losing money, since they are not able to manufacturing advanced chip at scale like TSM, I will just bet on TSM and NVIDIA, FOR INTEL, IF intel wants to save cost, intel will have more chips sourced to TSM, TSM will be the real winner

what's the major risk?

Paypal is a company I yearned to own when it was at a market cap of over $330B, but then I learned about capital allocation and return on capital (ROC). The reason their margins are contracting is because they have been on an acquisition spree, buying up their competitors (of course at very high valuations). Problem is, their competitors have lower pricing so they are essentially digging their own grave, securing poorer returns rather than differentiating themselves with a better platform.

Can you speak more clearly?

THANKS FROM AUSTRALIA

Great video. I agree that this company's growth and growth opportunities are impressive, but it has been undervalued by any DCF calculation for so long that you have to ask yourself whether the market is applying a permanent discount to this stock given the very real currency risks it faces. That would be my main sticking point.

The decline should taper off at some point. People will always have nicotinic acetylcholine receptors in their bodies.

They have some risks such as retailers like lidl copying their items chipping away at mkt but marketing has been good enough to keep a cult following not just in medical field and the stickers that go on crox is another good mkt tool

Cheap for a reason. Dead money for 15 years

REITS and banks are gonna take a big hit. Good deals are coming up.

Thank you for sharing, it looks like the interest rates may be pausing now across the main economies, If the economies remain strong, this sounds good for the sector.

thankyou this is very helpful: bought low but it gone lower but probably better to keep and add.

Started a position a couple of days ago, it should be good for a 1x in the short term (6 - 12 months), unless everything goes to crap, i.e. the looming depression everyone is expecting.

Hi, the stock market at the moment offers excellent value with share prices being low, giving the dividend % a real boost. Currently (24/8/23) at 8.75% and £2.21 per share. PHNX and M&G also excellent value and before the xdividend date. Looking at picking up a few shares. Take care M.

Not sure about boohoo for retirement portfolio 😂 do you think boohoo will be around in 30-40 years time? Haha

Hi, i am curious what you think about this company after the Q2 update. Did this change your investment thesis?

Just bought 2500 shares. Will add more if it falls to $15 again. What a deal. I saw that Greg Alexander has 30% of his whole portfolio in this business

Dead stock for now

I see red flags.

It’s like covered called ETF like UK’s QYLD, it’s not a growth ETF but an income one. Plus we can’t get SCHD in uk unless you wanna take top 10-20 stocks and turn them into portfolio

ENPH will be a cornerstone to my portfolio along with Tesla. Bought my first shares at 145 second set at 135 will be buying at 125 I will buy to the floor. Solar is the future penetration at 5% in North America and 10% in Europe the runway is massive and the need for cheap energy will only increase in our modern society.

Another excellent analysis, thank you so much!

The dividend is garbage relative to high inflation because that's what you get for investing in everything at once.

Good video. How do you buy SCHD from the UK?

Nice video. Which ETFs do you like better?

Dividend stocks are 99% of the time a waste of your hard earned money. There will be a select few that may do well but generally if they're paying a dividend they have little room for growth and can't figure out a good way to reinvest their money. Plus people forget that dividends are cut all the time; if you want a guaranteed yield you shouldn't be buying stocks, you should be buying Bonds or CDs.

First time watching your channel. Great content, no fluff, straight to the point. You also have a calm relaxing voice. Look forward to more content from you.

Great vid! Could we get another portfolio update pal?

I really do not understand the low viewer count of your channel, because all videos are very well structured and really interesting stuff. I hope you keep up the good work!

Another excellent and well structured analysis, thank you!

Really interesting!

hold your horses, it could be a value trap. The naira has crashed 50%; their largest market will become the smallest one by next quarter. You're only looking backwards at previous years, but the upcoming year will be terrible. You should estimate the impact of naira crash on the valuation

they are still expanding to india, that's great, the only thing that bothers me is the debt, but they have such a great cash flow that they can pay them off all the time

is O - Reality Income stock currently a buy and hold or a sell?

Good video - I see Shares outstanding going up and up though (400M-600M in past year) -what do you make of that?

Bought 2k shares at $9.25 and sold a bunch of 2025 Jan covered call options at $8, $10, and $12 strike prices. Also sold some 2025 Jan cash secured puts at $8, $10, and $12. Hopig to collect some premiums during 10% up and down price swings. The dividends, if any, sure will help.

Another excellent video, thank you! I hope your channel gets the attention it deserves

I already hold airtell in my isa and i may add more as it does look cheap as chips.😊

The local currency in Nigeria (Naira) has almost halved in value against the US Dollar in the past month.

Promo`SM

Just found your channel - fantastic content and great process - thank you for this. Can I ask what website or software is at 7:07 with the FCF numbers?

Thank you for your analysis, however the borderline whispering was difficult to listen to. Speak normally.

Im 40% down at the moment , you have given me hope

Here is why I bought Aston Martin stock: 1.) They are the second fastest car in Formula 1 currently, way better than Mercedes (!!!) AND Ferrari! 2.) It's currently the fastest F1 brand you can actually buy a car from 3.) Its the car that James Bond drives 4.) Volvo just made a 300 Million $ investment 5.) Mercedes owns 10% 6.) Aston Martin owner Lance Stroll is not only the richest man in the F1 Circus, he is also very charismatic and looks like a Bond Villain 7.) Eventhough the stock keeps rising, it is still totally undervalued and miles away from it's ATH. 8.) Their car fleet is not only selling well but amongst the super sports cars they have the most interesting products 9.) Thanks to Fernando Alonso being constantly the second fastest car in the grid, Aston Martin keeps staying in the media by a sport watched globally. 10.) The brand was founded over 100 years ago!