Revealing My Investment Checklist ($THO Stock Example)

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  • Опубликовано: 18 сен 2024

Комментарии • 46

  • @InvestingwithTom
    @InvestingwithTom  2 года назад

    Get $20NZD when you deposit $100NZD or more with Hatch:
    hatch.as/InvestingWithTom

  • @dhirajmeenavilli5508
    @dhirajmeenavilli5508 2 года назад +6

    A possible addition to the checklist that I personally have near the top of my checklist is, "Do I really know why is it cheap?" And, "Who's the person on the other side of this trade and why are they selling me something of such great value?"

    • @InvestingwithTom
      @InvestingwithTom  2 года назад

      Nice! Have you already got a checklist in place?

    • @dhirajmeenavilli5508
      @dhirajmeenavilli5508 2 года назад

      @@InvestingwithTom Yea I have a couple of quantitative things on there as well, like checks on ROIC, shares outstanding and all that just so I don't skip over anything or forget. But also would you mind doing a delve into the question of why Thor is trading cheap. Because its history, growth, and everything seem like they're very star studded and it's a relatively large company. So what do you think the market is missing.

    • @InvestingwithTom
      @InvestingwithTom  2 года назад +1

      @@dhirajmeenavilli5508 I think it’s just general fears of a downturn. People are very short term minded

  • @jeremynewell9903
    @jeremynewell9903 2 года назад +2

    Thank you for the practical walk through. I have a checklist written out but I only tend to run through the exercise mentally. You've encouraged me to lay everything out and save it in a spreadsheet.

    • @InvestingwithTom
      @InvestingwithTom  2 года назад +1

      It’s quite nice to look back at. I usually save it away and then run the checklist again fresh when buying more

  • @sheming106
    @sheming106 2 года назад +1

    Nice one Tom, thank you! Do you also have a selling checklist?

  • @benjamincotte2139
    @benjamincotte2139 2 года назад

    Hello Tom,
    Little question out of the blue :
    Do you know why the FCF numbers reported on Yahoo Finance and Macrotrends are different for some companies (ex: Tesla) ?
    I can’t manage to find the answer on the web.
    NB: congratulations for all the nice videos you provide!

  • @pennguino9137
    @pennguino9137 2 года назад +1

    Thanks for this. Investing is a journey in collecting tools while building habits. When you look back after reaching your goal, you will be able to recognize the framework of the house you built.

  • @alexanderjamesmayer
    @alexanderjamesmayer 2 года назад +1

    Great video Tom. If you haven't already read through SRG's recent proxy statement, check out the "recent developments" section... They give a little more color on their estimated distribution range.

    • @InvestingwithTom
      @InvestingwithTom  2 года назад

      Thanks. Definitely sounds like the market is softening a bit

  • @elanocheretner8251
    @elanocheretner8251 Год назад

    Thanks for the video and the checklist, the recent videos you posted are really great. Keep up the great work! :)

  • @daverimes6869
    @daverimes6869 2 года назад

    Thanks for sharing Tom, great example and you are right, that the Checklist is personal and has to meet your own goals and situation. I like how you included pieces of information from other great investors into your list. I really like the would Warren do it question.

  • @jakemcfarlane8890
    @jakemcfarlane8890 2 года назад

    This is great! Thanks Tom

  • @henrymichal8522
    @henrymichal8522 2 года назад

    Good checklist Tom. Do you compare similar companies to ascertain possible competitive advantages?

  • @teamtony2111
    @teamtony2111 2 года назад

    really fantastic video

  • @11ballers
    @11ballers 2 года назад

    5% mutual fund rule is numnuts

  • @linusjacobsson2419
    @linusjacobsson2419 2 года назад

    Thank you for the video and more specifically the option to download the list. Will definetly use it. Cheers!

  • @teddaigle5495
    @teddaigle5495 2 года назад

    Tom, as always, you've provided really great insight. What resources did you use to research THOR?

    • @InvestingwithTom
      @InvestingwithTom  2 года назад

      The recent investor day would be a good place to start. Otherwise crack open some 10Q's and 10K's

  • @manemrob1510
    @manemrob1510 2 года назад +1

    Thank you Tom for sharing this with all your thought processes.

  • @TheMoatKing
    @TheMoatKing 2 года назад

    Thank you Tom!

  • @benjaminwhite2156
    @benjaminwhite2156 2 года назад

    You mainly use a pb ratio to value Thor. However do you account for their high levels of Goodwill. If so how?

    • @InvestingwithTom
      @InvestingwithTom  2 года назад

      I did an analysis of acquisition prices paid a while back and they were typically 6-8x (pre tax) earnings. So they're paying more than tangible assets (which creates goodwill), but to me it's genuine value. Further to that (just as an example), Thor made 4 acquisitions from 2014-2016 for a total of $2b. Those brands produced $118m in pre-tax profits (7x earnings average price) at the time. Those same businesses in FY21 generated $310m in pre-tax profits. So, the goodwill value is real IMO and they probably understate the value post acquisition as the brands keep growing

  • @RetroRanger
    @RetroRanger 2 года назад +1

    And I thought Guy Spier bought Thor after your pitch on the podcast xD

  • @daanzwerus3236
    @daanzwerus3236 2 года назад

    Hi Tom, thanks for the insightful video! Would it be possible for you to share the excel file you use?

    • @InvestingwithTom
      @InvestingwithTom  2 года назад +1

      Link is in the description for the template 🙂

  • @roundwheels
    @roundwheels 2 года назад

    Hi tom

  • @jinte1552
    @jinte1552 2 года назад

    Thank you Tom awesome! :D

  • @stealthven2352
    @stealthven2352 2 года назад

    What’s your Portfolio?

  • @dougnorton5204
    @dougnorton5204 2 года назад

    Hi Tom, when you say “Chick list” do you mean “Check list” or are you referring to a list of hot chicks? I used to compile lists like this when I was 15; however, I was surprised to learn of so many well known investors like Phil Town, still spending time pulling together lists like this. Thanks for your time.

    • @user-tw8ep3jw4z
      @user-tw8ep3jw4z Год назад

      I'm interested to know what the grown up version of you does when researching stocks

  • @AkaAka-xk7oj
    @AkaAka-xk7oj 2 года назад

    Tom your Twitter has been hacked you’re now a crypto scammer

    • @InvestingwithTom
      @InvestingwithTom  2 года назад

      There’s a plague of them unfortunately

    • @AkaAka-xk7oj
      @AkaAka-xk7oj 2 года назад

      No Tom your actual Twitter account regularly when you are not on it likes pornography and post Bitcoin tweets

    • @InvestingwithTom
      @InvestingwithTom  2 года назад

      @@AkaAka-xk7oj can you email an example plz? investingwithtom@gmail.com

    • @InvestingwithTom
      @InvestingwithTom  2 года назад

      I can’t see any of that in my likes or tweet history

    • @AkaAka-xk7oj
      @AkaAka-xk7oj 2 года назад

      Just sent email 👍