Terry Smith's 2024 Guide to the Magnificent 7 Stocks
HTML-код
- Опубликовано: 14 мар 2024
- 🌟 Dive into the insightful analysis of Terry Smith's views on the 'Magnificent 7' companies and explore their impact on the future of investing.
🚀 Unravel the dynamics of market valuation, innovation, and the relentless cycle of capitalism with us.
🗣️💬 Join the conversation as I share my journey with Meta, reflecting on the challenges and opportunities posed by market changes and tech evolution. Hear my personal commentary, inspired by the likes of Joseph Carlson, on navigating the volatile tech landscape.
🔎🌐 I'll also shed light on lesser-watched companies with potential, moving beyond the crowd to uncover hidden gems like Reysaş and TAV Airports.
🔔✨ If you're keen to broaden your investment horizons and get unique insights into navigating the tech-heavy stock market, you've come to the right place. Subscribe and ring the bell to stay updated with my latest explorations and analyses in the world of finance.
This content is crafted for entertainment and educational purposes only. While I share my personal investment journey and perspectives, I am not a licensed investment advisor. It's crucial to conduct your own research and consider professional advice for investment decisions. Content interpretations vary, and all insights should be considered as part of a broader investment strategy.
👍 If you like our content, don't forget to like, subscribe, and share your thoughts in the comments below. Your engagement helps me grow and continue bringing valuable insights.
#TerrySmith #magnificent7 #LunchInvesting
Hey everyone, thank you for watching my video. I hope you found it informative and helpful. If you did, please give it a thumbs up and subscribe to my channel for more content like this. I really appreciate your support and feedback. Also, feel free to leave a comment below with any questions or suggestions you have. I’ll try to answer them as soon as possible. Thanks again and have a great day!
Joseph Carlson's Meta Video : ruclips.net/video/-wTmJpW2BCw/видео.html
FundSmith 2024 : ruclips.net/video/PYXtFKFsI0U/видео.html
Thanks for the video
. Nice reysas and tav ads in the end
Thanks for posting
Great video men. Looking forward to more vids like this!
Keep the *biz model* in mind. 6 out of 7 of the mag7 (except TSLA) of 2023 have a biz model exclusively or predominantly driven by data. Not only since 2023 but at least since 10 yrs. Such companies are not/less confronted with the typical restrictions of 'traditional' biz models: commodities/energy, production/labor, storage/shipping of products, selling in mature markets with a lot of competitors. For them the sky's the limit if they could invent new services based on data... allowing to deepen their moat and allowing for $bn of cash (and no or negligible debts). A new service could be rolled out on a global scale basically during 1 night assumed there's some kind of network infrastructure available. From my point of view that's the big difference to former times/cycles. 🎉
So Goldman Sachs & Co. came out with a “Super Seven” list of tech names it called “core holdings” for a volatile market. Only one of these companies were in the top 20 by market cap in 2000. Some company or some writer's opinion on what stocks to hold in 2000 is not the same as The magnificent seven today.
Agreed, these seven today look much stronger as I mentioned in the video however there is no company in which you can pay any price and be fine.
That is in the genes of technology companies. They are fast paced and changing fast, and the ones cannot adapt to these will end up being decimated. That's one of the reasons that Warren Buffet does not like technology companies.
I wish I could buy TAV in US. No trading volume on US exchange.
Teradyne is still a great stock, even though it's not well known
Amazon is best one here by far for future value but nvidia is no slouch don't bet against it.