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Dollars and Sense
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Добавлен 3 янв 2021
Welcome to Dollars and Sense. I hope you will join me on my personal finance journey, evaluating companies and finding value in hidden places. BiWeekly videos explaining everything from financial ideas to deep dives into specific companies to really get an idea of their value.
Subscribe for breakdowns of the best companies in the world
Subscribe for breakdowns of the best companies in the world
The Rise and Fall of a Wall Street Icon
Today we delve into the past, present, and future of one of the most fascinating men in finance, Carl Icahn.
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Просмотров: 301
Видео
Google Is Dying...
Просмотров 955Год назад
Today we explore the company that is looking to kill the titan of search. Microsoft has been making moves, from acquiring a large position in OpenAI and their flagship ChatGPT, as well as using their technology to power their rebrand of Bing. CHANNEL PARTNERS: Join Me on CommonStock ➤ share.commonstock.com/share?inviter=dollarsandsense Get Smarter Every Day (for free) with Refind ➤ refind.com/?...
Disney, A Company In Crisis
Просмотров 6 тыс.Год назад
Today we dive into Disney and the newest activist investors' challenge to the House of The Mouse. Nelson Peltz has several grievances with Disney from poor capital allocation to its collapsing cash flows. But it would seem Disney has a firey response of their own. LINKS MENTIONED: Nelson Peltz Activist Presentation ➤ restorethemagic.com/ Disneys Respons ➤ bit.ly/3HzgFW6 CHANNEL PARTNERS: Join M...
Dollars and Sense FY2022 Presentation
Просмотров 134Год назад
Today we look at the performance of my portfolio as well as the growth of the channel over the last year. LINKS MENTIONED: FY2022 Presentation ➤ bit.ly/3Zc2Pks Hidden Asset Research ➤ hiddenassetresearch.substack.com/ CHANNEL PARTNERS: Join Me on CommonStock ➤ share.commonstock.com/share?inviter=dollarsandsense Get Smarter Every Day (for free) with Refind ➤ refind.com/?invite=34ae0d5bf6 Get Som...
Why You Should (Probably) Buy Bonds
Просмотров 499Год назад
Today we talk bonds, government bonds. This crucial topic should be on every investor's mind as the interest rate landscape is rapidly changing, all led by the federal reserve. As we conclude we discuss why every investor should have bonds in their portfolio, even if it's not for the returns... My Research Newsletter Hidden Asset Research ➤ hiddenassetresearch.substack.com/ CHANNEL PARTNERS: Jo...
Duolingo Has A Problem...
Просмотров 390Год назад
Today we look at the green bird app and dive into the company's past, present, and future by exploring potential new verticals and some concerns I still have around valuation. My Research Newsletter Hidden Asset Research ➤ hiddenassetresearch.substack.com/ CHANNEL PARTNERS: Join Me on CommonStock ➤ share.commonstock.com/share?inviter=dollarsandsense Get Smarter Every Day (for free) with Refind ...
Spotify, An Unstoppable Machine
Просмотров 182Год назад
Today we are looking at the music streaming mega-titan Spotify, how it rose to number 1 and where the platform is headed in the future. My Research Newsletter Hidden Asset Research ➤ hiddenassetresearch.substack.com/ CHANNEL PARTNERS: Join Me on CommonStock ➤ share.commonstock.com/share?inviter=dollarsandsense Get Smarter Every Day (for free) with Refind ➤ refind.com/?invite=34ae0d5bf6 Get Some...
How I Outperform Hedge Funds | My Portfolio
Просмотров 1,7 тыс.Год назад
Today we are covering a subject I haven't really touched on on this channel, My Portfolio. Along with the overview of all my positions I also talk about some of the factors that make up my process for investing in companies. My Research Newsletter Hidden Asset Research ➤ hiddenassetresearch.substack.com/ CHANNEL PARTNERS: Join Me on CommonStock ➤ share.commonstock.com/share?inviter=dollarsandse...
How Roper Transformed Its Business into an Empire
Просмотров 1,2 тыс.Год назад
Today we are talking about a company that may be familiar to an older generation. Roper used to be well known for home appliances but has since completely overhauled its business and is now a tech company. Today we dive into the history and the future of this serial acquirer. My Research Newsletter Hidden Asset Research ➤ hiddenassetresearch.substack.com/ CHANNEL PARTNERS: Join Me on CommonStoc...
Texas Roadhouse is Building a Legendary Brand
Просмотров 722Год назад
Today we look at Texas Roadhouse and how the company is building a $100 Billion dollar brand. Utilizing not just the main Texas Roadhouse chain but also two other smaller restaurant concepts the company is incubating to become billion-dollar brands as well. My Research Newsletter Hidden Asset Research ➤ hiddenassetresearch.substack.com/ CHANNEL PARTNERS: Join Me on CommonStock ➤ share.commonsto...
disrupt Is Lying To You...
Просмотров 22 тыс.Год назад
disruptTV is misleading investors... Disrupt Financials ➤ disr.pt/financials/ Disrupt WeFunder ➤ wefunder.com/disrupt "In return, my team and I will use that capital to grow the business" ➤ ruclips.net/video/tDif-Ts7jmE/видео.html "This valuation was arrived at internally" ➤ ruclips.net/video/KyAhTRRGoI0/видео.html My Research Newsletter Hidden Asset Research ➤ hiddenassetresearch.substack.com/...
Interesting Investing Ideas [Vol. 1]
Просмотров 162Год назад
Today we have Three Interesting Investing Ideas. The result of coming across some really interesting companies that I just couldn't find enough info on to make a full video. My Research Newsletter Hidden Asset Research ➤ hiddenassetresearch.substack.com/ CHANNEL PARTNERS: Join Me on CommonStock ➤ share.commonstock.com/share?inviter=dollarsandsense Get Smarter Every Day (for free) with Refind ➤ ...
Will Coinbase Survive Another Crypto Winter?
Просмотров 956Год назад
Today we are talking about the rise of one of the largest crypto exchanges ever. Coinbase. We go through the history of the company as well as the broader history of the crypto space overall. After a short look at the financials of the company we try and figure out if Coinbase stock is worth your hard-earned money. My Research Newsletter Hidden Asset Research ➤ hiddenassetresearch.substack.com/...
Recession-Proof Your Portfolio with Costco
Просмотров 358Год назад
Today we are talking about the titan of commerce that is Costco. We explore the rise of the company through the 80s along with the numerous recessions the company has powered through all the way up to today where Costco is again at the top of the retail mountain. My Research Newsletter Hidden Asset Research ➤ hiddenassetresearch.substack.com/ CHANNEL PARTNERS: Join Me on CommonStock ➤ share.com...
BEAT Inflation with this Real Estate Stock
Просмотров 3882 года назад
Today we are exploring the limitless REIT that is STORE Capital. Going back to the beginning and seeing how the founder's vision led to a company that is rapidly buying up every building in the US. We also explore how STORE Capital is not only dealing with but also benefitting from inflation. Join Me on CommonStock ➤ share.commonstock.com/share?inviter=dollarsandsense Follow Me on CommonStock ➤...
Google Is Changing The World | Company Breakdown
Просмотров 4082 года назад
Google Is Changing The World | Company Breakdown
Boston Omaha Stock Analysis | The Next Berkshire?
Просмотров 1,9 тыс.2 года назад
Boston Omaha Stock Analysis | The Next Berkshire?
Why AMD will DOMINATE tech for years to come
Просмотров 2662 года назад
Why AMD will DOMINATE tech for years to come
Three HIGH POTENTIAL Small Cap Stocks to Watch
Просмотров 2902 года назад
Three HIGH POTENTIAL Small Cap Stocks to Watch
Why You NEED to Start Investing RIGHT NOW!
Просмотров 1442 года назад
Why You NEED to Start Investing RIGHT NOW!
Alta Fox Calls out Hasbro! | Demands Wizards of the Coast be Spun Out
Просмотров 4052 года назад
Alta Fox Calls out Hasbro! | Demands Wizards of the Coast be Spun Out
An Undervalued Healthcare Titan | CVS Stock Analysis
Просмотров 9642 года назад
An Undervalued Healthcare Titan | CVS Stock Analysis
An Uncertain Future? | Netflix Stock Analysis
Просмотров 1292 года назад
An Uncertain Future? | Netflix Stock Analysis
A Forgotten Disruptor | GoPro Stock Analysis
Просмотров 4672 года назад
A Forgotten Disruptor | GoPro Stock Analysis
The KING of Doughnuts | Krispy Kreme Stock Analysis
Просмотров 5622 года назад
The KING of Doughnuts | Krispy Kreme Stock Analysis
An eCommerce Empire | Shopify Stock Analysis
Просмотров 2862 года назад
An eCommerce Empire | Shopify Stock Analysis
A Business on Fire | AT&T Stock Analysis
Просмотров 9152 года назад
A Business on Fire | AT&T Stock Analysis
lol ever rewatch these and reflect on your opinions ?
every once in a while I will go back and watch a few old videos and it is surprising to me how much I agree with my past self while having a much deeper understanding of the concepts I tried to explain years ago.
They aren't dumping tens of billions Anywhere! LOL
Lol
this is a great video but idk why you pitch your voice down in it
I think it's just a bad habit I have developed over the years ¯\_(ツ)_/¯
Google Gemini is kicking ass
If you own shares of a privately held company, and the company is doing well, then you will do well. But if a publicly traded company does well, nothing requires that company’s stock to do well. That is why it is so important to look at how the stock performs over time. Not just over 5 or 10 years but over 20 or 30 years. If you only focus on the company’s balance sheet, and overlook the actual stock’s long term performance history, you will likely be disappointed by the results.
Intel’s stock stayed at around $30 for over 15 years after the tech bubble burst. And is still below where it was when the bubble burst in 2000. Cisco has not done much since then either. Even though both have good fundimentals and look good on paper. I avoid stocks have long periods of stagnation in their history even if they look good on paper.
I understand the sentiment but Amazon took 15 years to even reach its '99 high. NVDA took 16, AMD took 20 years, and there are tons more examples. If you avoided all these because of long periods of stagnation you would have missed out on most of the returns of the whole market.
@@dollars-and-sense Amazon went down from $3 when the tech bubble burst to a low of about .38 cents two years later but for the next 20 years all it did was go higher and higher with one hickup during the 2008 recession. AMZN did not look good on paper though. Which is my point. If you were only going off of fundimentals you would have bought CSCO or INTC. But if you were oging off of how does the stock do, you would have gone with AMZN and done much better.
@@dollars-and-sense Taking a long time to reach the high does not necessarily mean there was a long period of stagnation. ROP, TDY, V, are some examples that did not have long periods of stagnation, at least as far back as the charts will let me see, but just steadily increased over time, so you could sell at a reasonable gain at any time. No decade of pain waiting for it to shoot up, or for it to go back up to where you bought it.
Didn’t age well😂
SLV doesn't even hold physical silver. It is a financial scam that will one day blowup and have no value. A far better alternative is PSLV. Same with gold. GLD vs PHYS.
Google is doomed
There's no justification for calling this the 'next Berkshire' just because it's got omaha in its name and the owner is a distant relative of Warren Buffett. These guys ain't no Buffett...
This video aged well, at what price did you sell your position?
This is some good content, thank you!
Thank you for the comment and the kind words!
Hope you give us more content
will do.
This is one of the best companies out there and I'm in shock barely anyone is talking about them. I hold a few shares and I'm gonna make this the 2nd largest position on my growth portfolio
Fair enough.
You were right! Also great time to buy cheap right now, 8/24/2023. $22! You made this call! Must feel great.
Glad to see u back!
glad to be back!
If more CEO's were designers, the company would care more about it's users, instead of just financial gain. Some of their business practices are unethical and greedy, like planned obsolescence, to make you purchase the more expensive options.
$80!?! 😂
Damn this video didnt age well lol
true. Still my largest position though.
Hope they go bancrupt, injecting poison in the mind of minors
Autodesk just fukked over its permanent license holders.
I honestly believe this company has so much more to offer I’ve experience within the packaging industry been buying shares in this company for well over a year now
Interesting.
The AI will remain useless so long as it has restrictions quickly being absolutely and completely replaced by AI without those restrictions.
Capital leases on properties are basically just long term rental contracts
Disney is a dead rat crawling. They are facing a forced purchase of the remainder of Hulu and facing criminal felony charges of securities fraud. I live in Florida but refuse to visit Disney parks or watch Disney movies or streaming and I'm not alone. They destroy whatever IP they acquire! It's a disaster.
I forecast a Vega Pinto K Car nightmare of an EV company that could burn people alive, forever! Unreliable mfg+worse+even worse reliability+ brand new technology in EVs? Lmao 🤣 It's gonna be bad, real bad. Great investment potential for those betting against.
Well I speck for all of us when I say, that we miss the Original Charm and Magic of Disney and what it represents because if Walt Disney was alive today, he would be furious and disappointed. The major issues is Disney *Believing* they ran out of ideas when as Walt said “As long as their Imagination in the World Disney will never be Completed”. Their problem is poor leadership with lack of creativity, forcing diversity into remake classics intend of making original movies, lack of magic of animation like 2D or inventing new animation and again lost of charm and magic, the kind that brings you joy, imagination and art. Even these remake classics, are a disaster because of the race swapping, dark themes and trying to use CGI to bring back the original charm makes the films look unnatural and too realistic or even making them too serious or unfriendly to children like in remake Mulan, Jungle Book, Lion King, Maleficent and even Alice in Wonderland. What Disney needs help, like being more inventive in animation (maybe do some 2D), explore the world of story for inspiration or even Disnifying other fairytales, create more diverse stories from other cultures, races, Neurodiversities, careers and backgrounds and finally stop comparing or selling the company to others because Disney is special for bringing light, magic and art to the world and most importantly listen to fans and their stories instead of Marketing
Where are the videos? Don’t give up
The next video that comes out will be the best one yet. Just taking a while.
If only they could turn a consistent profit
true
💙💙
Honestly microsoft will take over. edge is already better than chrome and people haven't realized it yet. google hasn't really done nothing for years but sit on their ass which is why their browser is so far behind in features.
Impressive video! Thanks! Yes inflation is a real concern. I think inflation will stay for some good years. If this is the case. Will the company keep their prices the same? Maybe not!
Politics is what's killing Disney (like everything else it touches), they've made it clear by now that they will be focusing their efforts to quadrupling down their efforts on putting politics, and degeneracy, over entertainment and cater only to niche audiences and activists, not the apolitical general audience because of their misguided belief that "entertainment should be for everyone" yet failing to realize that sometimes the word "everyone" doesn't really mean "everyone", hence why the phrase "you can't please everybody" exists. This is the path they've chosen. These are the guns they chose to stick with. This is the hill they want to die on. There is no salvation for Disney this time, only their downfall. The mouse's severed head will be used as an example for all to see what happens when a jester deserts his place and tries becoming a politician.
Stellantis cars are cheaper than VAG
huh. Nice
Disney is creatively bankrupt. For all I care they go bankrupt financially as well. It's just a woke activism company now.
This isn’t like meta verse was. This is something way bigger. I think this will change the way you search or look something up. We will win but this is a slippery slope. Watching AT4 complete a beautiful Essay in seconds was great but will kids in school just copy and paste? Watching AT4 Print out LEGAL documents faster than ever was cool. But if someone was to get the wrong idea does that open the pot up to scamming? Crazy stuff.
Ai is the new bubble.
True
Lol no. It’s like saying electricity it will only go up. And automation. No more jobs Only Only fans
3 steps. 1- wait for the dip 2- buy shares 3- hold both companies will have their momentary dip. Google because is "late" and microsoft because google will make a xpto AI. In the end both will create a even bigger moat in their business.
agree but I think Microsoft might be the better buy overall. Got a little more diversification of revenue.
nah u crazy
I agree
Crazy to think that this is just the start of AI. Let's hope it won't end by a Russian nuclear missle hitting Ukraine.
i hope they get nuking then the war and all the billions of dollars being given to zelensky (stolen from the world) will stop
slava unkraina
слава украина
слава украина
But there imploding Disney is using the rong strategy with woke and if they don't change and stop woke and write good entertainment instead of woke entertainment
Let them fail!
Since 2021 Disney stock valuation lost half, approx $180 billion dollars, keep up the good work guys
what a ridiculously misleading statistic lol
@@mattjones137 I suppose that's your "feeling"? What is a "statistic" 😂
Disney has made some really bad choices with its franchises. Star Wars was managed so badly that even I, who was a diehard fan that began at premiere night in '77, ended up disliking all of it and don't want to spend a dime on anything they offer.
I love this company! Purchased 51 shares in last month!
I actually sold my shares a little while ago. Still like the company but valuation is a bit much for me!
chapek is the lee harvey oswald of disney
After what Disney has done to Star Wars if I was a Disney share holder, I'd be voting for Peltz on that issue alone.
Quality and dependability will determine the outcome. It takes a few years with a new product to see how well it's going to perform. So far I'm not impressed with the Fiat platform used for Jeep. Hopefully it will improve with electric vehicles. Time will tell.
Yeah it seems the first rollout of the rebrand is pretty rough. Some good stuff but we will see.
Let it burn