Thanks Hamish! I've been listening a lot to Phil Town's InvestED podcast and I love how I can also watch your videos and it helps round out my understanding. Keep it up! (support from Australia :D)
Hamish, please please please please please stay as humble as your are as you grow. You are amazing my friend, and you seem to have a very successful channel brewing, because I'm sure I'm not speaking alone when I say this is some life changing information that you are so neatly delivering. Thank you! I wish you good luck and good skill throughout all your investing ventures. Btw: When is your lead by example going to open back up? I would love to apply!
Another great video with quality content! I'm a nut on ROIC and look for companies with growing ROIC or at the very least stable. If I see a ROIC in decline, it's a warning sign to me and I often will sell first and ask questions later. It's worked well for me so far. Your other 2 signs are important as well in my opinion, with transparency my #2 followed by founders on BoD (that's very difficult for older companies though). Cheers...
Brilliant video! I'd only add that it's nice to see that the management has been successful in the past in a similar field. For example, you'd like to see someone who created a great silver company in Canada who's running a gold miner in USA. You don't want to invest with a former German retail CEO who is now mining crypto currency in China. Also, thanks for opening my eyes about the ROIC. I'm not using it atm - will fix that. For those wondering where to look it up, you can find it on Morningstar under Full Key Ratios Data or CNBC under Profile. Yahoo Finance don't seem to have that stat. I prefer Morningstar, as they have it for the last 10 years.
Hi I wanted to ask you where do you find the information about manager selling the stocks of the company which they are working for. Also do you know any way to look at if the main investors a company are selling their shares of the company they are investing in. Thanks
What if the ROIC is low but the EPS is really high? I am currently looking at Heidelbercement but they only have an ROIC of 3% but a 10 Year CAGR on EPS of 30%? So is a low ROIC an immediate no buy for you or are there other things that can "make up" for a low ROIC? Thanks, great video
good video Hamish.I would definitely rather have a high ROIC instead of a sales pitch or pictures of supermodels standing next to CEO's . Figures don't lie. Any chance of doing another Intrinsic Valuation? I was hoping of I/V on a random Blue Chip Aussie share if possible. Cheers mate.
Listening to this on my way to work. Keep up the great content Hamish!
Yep, it's all in the ROIC... Totally agree mate!
Thanks Brandon!
Thanks for your video Hamish
Thanks Hamish! I've been listening a lot to Phil Town's InvestED podcast and I love how I can also watch your videos and it helps round out my understanding. Keep it up! (support from Australia :D)
Hamish, please please please please please stay as humble as your are as you grow. You are amazing my friend, and you seem to have a very successful channel brewing, because I'm sure I'm not speaking alone when I say this is some life changing information that you are so neatly delivering. Thank you! I wish you good luck and good skill throughout all your investing ventures.
Btw: When is your lead by example going to open back up? I would love to apply!
Hey man, just a tip with the thumbnails. You could make the writing slightly bigger so it's easier to read :)
Thanks for the tip!
Thanks for your insights.
Another great video with quality content! I'm a nut on ROIC and look for companies with growing ROIC or at the very least stable. If I see a ROIC in decline, it's a warning sign to me and I often will sell first and ask questions later. It's worked well for me so far. Your other 2 signs are important as well in my opinion, with transparency my #2 followed by founders on BoD (that's very difficult for older companies though). Cheers...
100% agree! thanks for watching Scott
Brilliant video! I'd only add that it's nice to see that the management has been successful in the past in a similar field. For example, you'd like to see someone who created a great silver company in Canada who's running a gold miner in USA. You don't want to invest with a former German retail CEO who is now mining crypto currency in China.
Also, thanks for opening my eyes about the ROIC. I'm not using it atm - will fix that. For those wondering where to look it up, you can find it on Morningstar under Full Key Ratios Data or CNBC under Profile. Yahoo Finance don't seem to have that stat. I prefer Morningstar, as they have it for the last 10 years.
I agree! Thanks for watching
Hi I wanted to ask you where do you find the information about manager selling the stocks of the company which they are working for. Also do you know any way to look at if the main investors a company are selling their shares of the company they are investing in. Thanks
What if the ROIC is low but the EPS is really high? I am currently looking at Heidelbercement but they only have an ROIC of 3% but a 10 Year CAGR on EPS of 30%? So is a low ROIC an immediate no buy for you or are there other things that can "make up" for a low ROIC? Thanks, great video
Looks like they're manipulating their financials
hey hamish could you tell me your favorite investment books?
Hey Mark! My favourite stock market books are The Intelligent Investor by Benjamin Graham, and any of Phil Town's books: Rule 1# or Payback Time.
good video Hamish.I would definitely rather have a high ROIC instead of a sales pitch or pictures of supermodels standing next to CEO's . Figures don't lie. Any chance of doing another Intrinsic Valuation? I was hoping of I/V on a random Blue Chip Aussie share if possible. Cheers mate.
Thanks Henry! Yeah sure, I'm planning on doing a few more full analysis videos in the coming weeks.
Where is the best site to find the roic info
It is really an absolute rarity to hear anything other than the latest sales increases in a letter from the management board...
Aussie Aussie Aussie 👍👍
P Chauhan Oi Oi Oi!
Thanks for your video Hamish