As I said earlier, I opened a position in this in 4Q 2022, much before the super investor. Does that make me much smarter than Mohnish Pabrai? 😂😂 Just kidding!
@@wernerschonenberger3038 Hindsight is always 20/20 with regards to everything. What you are feeling here is loss aversion (Loss aversion is the observation that human beings experience losses asymmetrically more severely than equivalent gains).We all are going to make many more mistakes in the future and those can never be avoided. No one can predict the future. You should pat your back for the 300% gain.
monish works to find multi baggers. given your analysis, this could double within ten years of DCF... its not a skyrocket. if monish went all in Coal busnesses, its means that he has something in mind....BUT WHAT?????
Great video. Can you do a video on Kraft Heinz Co stock? It's at about 60% discount to when Warren Buffet bought it and pays out consistent dividend. Right now it's at 5% dividend ratio.
As I said earlier, I opened a position in this in 4Q 2022, much before the super investor. Does that make me much smarter than Mohnish Pabrai? 😂😂 Just kidding!
😂 Only time will tell. 🤞
Opened a position in spring 2020 at about 4$/share and sold half of it with a 300% gain! What a bloody mistake ... 🙊🤪
@@wernerschonenberger3038 Hindsight is always 20/20 with regards to everything. What you are feeling here is loss aversion (Loss aversion is the observation that human beings experience losses asymmetrically more severely than equivalent gains).We all are going to make many more mistakes in the future and those can never be avoided. No one can predict the future. You should pat your back for the 300% gain.
monish works to find multi baggers. given your analysis, this could double within ten years of DCF...
its not a skyrocket.
if monish went all in Coal busnesses, its means that he has something in mind....BUT WHAT?????
so today 9/10 2024 , the price is $188, do I buy more?
I'm buying, coal and ng are near the bottom.
Great video. Can you do a video on Kraft Heinz Co stock? It's at about 60% discount to when Warren Buffet bought it and pays out consistent dividend. Right now it's at 5% dividend ratio.
Thank you so much. 🙏 It is an interesting idea. I will certainly look in to it.
@@BaldInvestor Looks very interesting to me.
I've been an AMR shareholder for over a year. Felt like a lonely trade until Monish. Welcome!
Why did you invest in it? What drew you to AMR?
Excellent analysis, buddy.
Glad you think so! Thank you.
Great video, how intrinsic value was calculated? Thanks
I'm glad you like it. I use DCF with 10% discount rate and 2% perpetual growth.
Great analysis, thank you. Looks to be up ~100% since around Q2 2023.
Thank you. 🙏
Awesome video, if Mohnish Pabrai is buying this stock, I want to know. Thank you!
Thank you. I'm glad you like it.
The fact that you are touting it means that it is probably fully valued.
Hi. Maybe you will consider making a film about also metallurgical company from eastern europe like Grupa Kęty they will pay about 8% dividend
Thank you for the idea. I will take a look at it.
Good video. I still have them somewhat undervalued despite the big run up
Can you analyze Consol energy CEIX also? Thanks.
I will add it to my list. Thanks for the idea.
Great video. Can you do a video on Maersk Moller?
I'm glad you like it. 😊 Thank you for the idea, I have Maersk on my list.
The price is already at $339
Mohnish is going to hold some heavy coach bags.
What is the best way to find out as soon as possible when Pabrai buys a stock for his portfolio?
Dataroma or TIKR are good places to look.
Great stock
this video is so great, i've been brought to the point of swearing. thanks for this!
Keeping our emotions inside is not good for us, so I hope that swearing was helpful. 😂 Thanks
This analysis is weak and the DCF model at the end is lame
Why do you write $1000 as $1.000? Using decimal points like this is kind of confusing
I just like the way it looks. 😉 But you are right, I have to change it.
Up over $100 over your highest target.
Near 100 bagger from covid lows in two and half years.. wow
10 bagger
AMR/not impress me
Cyclical company
Definitely. It's fun to analyze them, but much harder.