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Best interview of Dr. Damodaran!

BOTH ARE PUMP AND DUMPS . Beneficiaries of the pandemic pump

Great episode guys 💙

Thank you gentlemen

Not only does past performance have nothing to do with future results, but Clay is failing to simply look back one more decade. The ‘80s were basically as good as the ‘90s. So by his logic we have five massive years ahead of us before another bear market. Even longer if you take into account that the 2000s was one of the worst decades in market history. Also think it’s just painfully complacent. If you look at the market’s multiples without the top seven companies, it’s far lower. Those companies’ earnings are growing many times average. The market is really not that expensive. The last 14 years have no bearing on the future.

Did Mayer sell Dominion?

Loved the episode. Keep up the great work and temperament Shawn, Clay and Kyle. Cheers from Sydney.

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First

Also very little understanding of chip industry. Intel dominated for decades. Not a couple of years. They did NOT start to lag because of Nvidia. AMD took advantage of their lack of innovation. He’s kind of right about the industry’s competition but not at all correct about how often winners switch out. He just doesn’t understand it, and again instead of admitting that he thinks everyone should avoid it for false reasons.

I enjoy the content. Turning up the volume to hear the low volume speaking intro which is followed by insanely loud intro music is just infuriating. Other channels have figured out the complexity of volume control. It's not complicated and costs zero dollars. There's literally zero reason to keep it as it is other than to make people angry for an idiotic reason. Hey, you got some engagement though! Great job!

Yikes this is painful. He has no idea how much Meta’s investment is already paying off. And it’s mainly through the AI applications of the Metaverse and Llama.

Even when you ask Google if it is a monopoly, it confirms :).

" Institutional investors would not know intrinsic value if it kicked them in the face. They are sheep "

Thanks! Please review Blue Ocean Strategy as well.

great!

GreaT book! Great Talk!

In the last 10 years annually in real terms the US market grew +10%. Indian +4%. Despite the previous wonderful story Monish portfolio declined -3% with more than doubled volatility. “Past performance does not guarantee future results”.

The discussion about John Huber’s methodology of patience and discipline really stood out to me. Your emphasis on deeply understanding a company’s fundamentals before making investment decisions was especially compelling. I also appreciated your insight that it’s more important to ensure you’re investing in the right business than to focus on multiplying investments quickly-such a refreshing perspective in today’s fast-paced world.

Tech company has to invest in expensive human capital and the price of top talent will increased much faster then inflation and if you stop investing your technology will becone obsolete in a blink of eye and your moat destroyed faster than brick and mortar business..

@35:40 The bet: Pabrai is competing against himself. He says earlier that he should water the flowers. MA is a flower. Guy has patience. Pabrai doesn't. It's a recurring story from him (I've followed his channel extensively): he cuts his flowers and admits each time they were mistakes. Yet he keeps cutting the flowers. Good thing Guy is smart/lazy enough to hold like Buffett and Munger. MA and V are as good as GEICO.

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Rents are up 4.4% just in FY 2024 alone (Yahoo Finance report) yet my $2k REIT account has lost money year-over-year since 2021(only made an average of $250/4yrs) eventhough rents have steadily increased year-over-year, their REIT been flatlining at below rates (@ 1.5 - 2%)frm May '23 until now ( the flatlining was predicted by Stephan Graham 6yrs ago!). I withdrew my funds before it started to hit the initial investment. Withdrawals are done on a QTR by QTR schedule. Good luck if you think🤷🏿‍♂️ this is a good REIT move.🤦🏿👎🏿

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Charlie479 is Norbert Lou

Love this interview. Brian is so articulate and everything he says feels tangible (like something I can employ).

Bitcoin beats the market. Easy

Thanks

Thank you!

Murphy USA, TransDigm Group and Rollins fit the title the best. Monster Beverage, Old Dominion Freight Lines and Sherwin-Williams are a bit more known but on point as well. Among Buffett's picks Apple is extremely popular yet over the top. American Express, if grabbed at the GFC bottom, delivered greatly. Chevron is like Berkshire. All bit the broad market last 25 years (or less if not applicable). There are only Kroger and Coca Cola on the other side. The latter didn’t even cover the inflation from its 1998 peak.

❤As a bginer in trading it's usually hard. Please guys how can one navigate the financial market to make sure they stay profitable

Thank you so much for this amazing video! A bit off-topic, but I wanted to ask: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How can I transfer them to Binance?

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lol the video talks about hidden compounders but teqnion and odfl are very well known there’s no hidden edge as an investor here

Great video, thx! Are you aware of any ETFs that focus on compounders as the core strategy?

Why no Microsoft ans whats you outlook?

If you had to start investing all over again without past bias picks. What would two quality stocks you would like to hold for longterm?

Right. “A wonderful company at a fair price over a fair company at a wonderful price”… so contrary to our psycho…

Thank you!

Awesome video! Ty

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cool )

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Thanks for covering 🙏🙏

For some companies it is almost impossible to say where they actually are. Nvidia, as a mega cap, has (was?) been increasing its revenues faster than ever..

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Great episode. Only comment is that I don’t see how Starbucks is a company in decline. They plan to double their store count.

Soros is a currency manipulator and beyond corrupt