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does anyone know the name of the juice company that he mentioned at 11:50?

Basically it means value investing is for short term horizon.

Heinz tomato is a fruit and veggie unlike apple which got bitten only if didn't we would not have to do all the hardwork to live and then live❤❤🎉🎉

Excellent lesson of which I've taken notes for my investment strategy

And behold, a man came up to him, saying, “Teacher, what good deed must I do to have eternal life?” And he said to him, “Why do you ask me about what is good? There is only one who is good. If you would enter life, keep the commandments.” He said to him, “Which ones?” And Jesus said, “You shall not murder, You shall not commit adultery, You shall not steal, You shall not bear false witness, Honor your father and mother, and, You shall love your neighbor as yourself.” The young man said to him, “All these I have kept. What do I still lack?” Jesus said to him, “If you would be perfect, go, sell what you possess and give to the poor, and you will have treasure in heaven; and come, follow me.” When the young man heard this he went away sorrowful, for he had great possessions.

Loved this presentation: convincing, articulate and without hyperboles. Great content! I am less convinced about the methodology though, which is basically fundamental analysis to the core. I believe we live in policy-driven markets where the Fed and the Treasury matter more than the company's balance sheet unfortunately.

This is an incredible thing to look into that I didn’t know existed. So this is completely different from owning stocks or no?

Please, give me answer for "increased % to our dividend due to currency depreciation of 700% in the last 15 years" in other words let us say i invested to a manufacturing company that pays 127% dividend. at that time, 15 years before, 1 fuc used to be 10 etb. now it is 1 fuc=70 etb. what should be the % of the dividend the company should pay for its shareholders this time?

Hi gross margin is the thing

Strange that we find volatility to be a problem rather than an opportunity, the owners of businesses that are not afloat on the stock market don't think of how much a portion of the business will sell for on any given day

He's infinitely smarter than I so I don't doubt he's right. But I don't understand that if it's as simple as that why not borrow even more and distribute it to the US citizens.... 😁

This aged well

Ben Graham also lived before the closing of the gold standard. The possibility of infinite growth priced in dollars was impossible without sucking capital from somewhere else. So selling was a very different thing back then. There is the risk that even though the government will always try to print its way out of it and everyone around the world, that they also mint only principal and not interest so economic collapse is theoretically possible. If you don’t think the government will come in and increase the money supply by even more after the collapse or that chances of collapse are particularly high you maybe could justify having some downside protection. Sort of the risk is that everyone realizes this now at all time highs and that there is another Great Depression or in Japan where they did everything modern monetary told them and it never recovered. I don’t think that’s likely but I don’t like the risk of complacency when people ignore the intrinsic value and focus primarily on extrinsic value or whatever you want to call growth potential.

Mr. Pabrai is AMAZING. So humble... Great moustache! Looks the KING of India! 🙂

Whats happened to his nose loooooooooooooooool

The Mercer family also bankrolled Breitbart News, unquestionably one of the most biased news sources with a major audience in the US. Robert Mercer is what you sometimes get when a genius engineer escapes higher education without seriously studying ethics.

This guy literally thinks god loves him. Wtf greedy fuck

We can’t compete with these rich fucks

ROCE FORMULA?

He sounds like joe biden. Get him off the stage

He keeps talking talking talking....

progressive....good luck getting a quote if you have a dozen policies. they don't make it easy

This is excellent

This is a terrible summary of the book... Ive read the whole thing and it leaves so very many things out.

The first smart phones came out in 2002 and laid a ton of groundwork for apple. People need to stop thinking apple created everything, you gullible consumers.

This is amazing content. Do you know where I could find the whole video? I'd love to watch it in full.

By YouSum Live 00:00:19 Cab driver's risky investment strategy. 00:01:31 Markets' inherent irrationality and volatility. 00:02:15 Concentrated value investing challenges. 00:03:55 Impact of market volatility on investment returns. 00:10:36 Active vs. passive investment strategies. 00:11:10 Importance of concentrated value strategy. 00:13:59 Shelby Davis' successful investment approach. 00:15:53 Investing in undervalued companies for returns. 00:19:11 Managing client expectations during underperformance. 00:19:53 Psychology of money and long-term investment. 00:20:31 Embracing market volatility for profit. 00:21:33 Concerns about passive investing and robots. 00:22:09 Stock picker's responsibility in reducing client anxiety. 00:23:00 Balancing market opportunities with client well-being. 00:25:54 Evaluating investment decisions based on projected returns. 00:27:30 Client understanding and appreciation in a crisis. 00:27:45 Importance of understanding client anxiety and needs. 00:30:14 Considerations for potential market shifts and inflation impact. By YouSum Live

Gold is real money

IEX monopoly no longer exists in pricing.

The company now worth around 600 mill dollars. Its a 30 baggers in 5 years. Good job

They won’t default, but they may devalue the bonds by destroying the currency. Which is looking to be more and more likely. As debt to gdp continues to grow the odds of a hyper-inflationary event grow. This is part of a part of the larger currency cycle. So, the ultimate question is whether or not bond rates will beat inflation, and at what point is it not worth the risk. Foreign nations are getting away from US bonds for a reason.

For 7% Return in company (ROIC=Net Income ÷ Invested Capital), the fair P/E is 7.

Warren was preaching Life on this one 💯💪

Three important qualities: integrity, wisdom, and vitality.

IEX is 50% down frm its peak. Opportunity ?

Thanks Mr Buffett.

Could this work with a company without growth (but without decline either, stable in nature) in the long term, BUT which continually buys back its shares at a low PE (cyclical company for instance)?

This is money!

I'd really appreciate your overview of the current Turkish market.

I'd really appreciate your overview of the current Turkish market.

Buffett has an emotioanl attatchment to Berkshire Hathaway, of course, however, he recommends that the average investor should own the market index as the best alternative.

this guy is hands down the quant king. He wrote beat the dealer which inspired every quant later born. Also his performance in hedge fund trading was as good or better than jim simons. simons didnt write any of the code I think, he literally was out on his yacht while his quants slave away over the codes

still looking for the customer's yachts 👀

China is worse when it comes to civil rights this don't be a hypocrite

Thanks Sir

Ted is so similar to WEB in the most natural way, it's almost spooky

Great presentation. But 5% qualifies as 'concentrated'? Hmm

Thats a very smart question, beeing ask by a guy names charlie warren 🤩

Hallelujah! Someone is SAYING IT! FINALLY! Sooo many people wait to get onboard a stock and miss out. TIME over TIMING!! If it’s truly quality, waiting for cheaper IS THE RISK when intending to hold for long-term Passive. Well done!