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I'm a Chris Mayer worshipper just like you guys. Lumine Group's TTM FCF grew from 1M to 144M in 7 quarters... That's a C(A)GR of 104% per quarter... It has a P/FCF ratio of 13 (super low)... I have some in my portfolio, it went up a lot but the FCF (so the DCF value) grew so much more that it's cheaper (more undervalued) than it was when I bought it nearly a year ago despite a close to 100% profit... The 50 days MA is at 32$, I'll buy more and more if it dives deeper. My DCF calculations valuation is between 68$ and 89$ per share when I use annual growth rates of 15% and 20% (extremely conservative). We know the business model, we know the CEO, I think we are blessed to be in the presence of such an opportunity.
Not a clue who Chris Mayer is. It doesn't look cheap. Best time looks like end of last year. What is the -2.8 billion profit that occurred in the year ending 12/23.
This is a great presentation on good investment thinking. My only question/ comment is that I always hear touted that one should not ‘Time the market.’ Yet, some of the most successful investors did and do. Templeton saved his money and waited but severe crashes to go in and buy good companies. Buffett has a huge cash pile and has held off big bets and, as he states, is waiting for blood in the streets since current valuations are so high. Isn’t this a form of market timing? I would love to hear your thoughts on this. Thanks Nathan
your pesto sauce reminds me of peter lynch's cajun cleanser. I read "one up on wall street" in 1992 and the stuff i learned there is more valuable than the fancy strategies i've learned since.
1:17:47 Don't really agree with this logic. Unprofitable businesses can quickly become very profitable and growing earnings per share; if you can identify when an operating leverage inflection point is happening a lot of money can be made. Case in point: Amazon went from negative cash flow to making over 28 billion in free cash flow Q4 2023 in a single year.
An unprofitable company can always get more unprofitable. Amazon has been profitable in the pass and amazon was sinking billions back into their company making them unprofitable on purpose.
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"How well do you know what you own". I think this is key to stop worrying about daily market fluctuations.
Thanks for reminding us basic investing rules again..
Hoped you found it valuable! 💯
I'm a Chris Mayer worshipper just like you guys. Lumine Group's TTM FCF grew from 1M to 144M in 7 quarters... That's a C(A)GR of 104% per quarter... It has a P/FCF ratio of 13 (super low)... I have some in my portfolio, it went up a lot but the FCF (so the DCF value) grew so much more that it's cheaper (more undervalued) than it was when I bought it nearly a year ago despite a close to 100% profit... The 50 days MA is at 32$, I'll buy more and more if it dives deeper. My DCF calculations valuation is between 68$ and 89$ per share when I use annual growth rates of 15% and 20% (extremely conservative). We know the business model, we know the CEO, I think we are blessed to be in the presence of such an opportunity.
Not a clue who Chris Mayer is. It doesn't look cheap. Best time looks like end of last year. What is the -2.8 billion profit that occurred in the year ending 12/23.
This is a great presentation on good investment thinking.
My only question/ comment is that I always hear touted that one should not ‘Time the market.’ Yet, some of the most successful investors did and do.
Templeton saved his money and waited but severe crashes to go in and buy good companies.
Buffett has a huge cash pile and has held off big bets and, as he states, is waiting for blood in the streets since current valuations are so high.
Isn’t this a form of market timing?
I would love to hear your thoughts on this.
Thanks
Nathan
Where do you guys look for the stock price data of BRK before the 1980?
So much wisdom on this episode. One of the best ever
Thank you, Frederico!
Thank you so much for watching! 🙌
your pesto sauce reminds me of peter lynch's cajun cleanser. I read "one up on wall street" in 1992 and the stuff i learned there is more valuable than the fancy strategies i've learned since.
Thanks for watching! 🙏
when you sold nvida at $220 last year :D devastated.
Aritzia doesn't check in my investing criteria if you want I can tell you why.
39:35 agreed
I want to high school with him, kits, lol, great guy
A bit of too much repetition in long monologue rambling by the host👎
1:17:47
Don't really agree with this logic. Unprofitable businesses can quickly become very profitable and growing earnings per share; if you can identify when an operating leverage inflection point is happening a lot of money can be made.
Case in point: Amazon went from negative cash flow to making over 28 billion in free cash flow Q4 2023 in a single year.
An unprofitable company can always get more unprofitable. Amazon has been profitable in the pass and amazon was sinking billions back into their company making them unprofitable on purpose.
Some stealers makes mistakes on my comments below ,not my mistake to talking they're ...