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My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
you should do more of these comments reviews. Just like what my teacher used to say: "If someone is confused, or has a question, the likelyhood that others are also confused is high".
Netflix is the first stock I ever tried to buy. I had just got married and we tried it out because we couldn’t afford cable. I thought it was insanely awesome and went to the bank to figure out how I could buy shares. They told me to slow down and got me into a shitty mutual fund instead. Still one of my biggest regrets!
Currently I'm just being smart and frugal with my money, I'm in the green 47% over the last 23 months and l've accumulated over $70K in pure profits from DCA’ing into stocks, ETFs, dividends and futures. However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait.
Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are a lot of wealth transfer in this downtime if you know where to look.
This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.
Well, I chose Sharon Ann Meny as my advisor after her interview on CNBC In 2020. She is SEC regulated with offices in the US and quite frankly a genius with portfolio diversification.
Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.
Most investors can’t seem to wrap their heads around the fact that any metric based on price is not a value metric. It’s a public perception metric at a given moment-that’s it. It tells you nothing about value of the business. In fact, incorporating price into a value metric actually nullifies its direct usefulness as a value metric. It isolates the context of that value by incorporating the fundamentally arbitrary and unpredictable nature of market price. Even pricing metric trends like a ten year historical PE tell you nothing about valuation on their own. Now yes, these metrics can be incredibly useful in valuation research, but again, not without further value-based context. Valuation is not a formula. It’s a context-aware perspective.
(NYSE:ARR) is a high-yield mortgage REIT paying monthly dividends. The stock has a dividend yield of about 14%, as of August 14. If the stock has increased sharply because the business is performing exceptionally well, it could still be a bargain. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
Thank you for the lead, searched her full name and at once spotted her consulting page, she seems highly professional having over 12 years of experience. amazing!
I’ve had majority of my holdings in tech stocks and irrespective of market changes, I’ve done pretty well especially with apple’s P/E(price to earnings ratio) gaining over 30% this past decade, now my questions is what stocks do you think will be the next apple in terms of growth for the next decade.
Because Apple has surpassed the competition, it may be difficult to locate the next Apple inside the tech stock industry. It is best to look beyond technology stocks.
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation
Annette Christine Conte is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
She appears to be a true authority in her profession with over two decades of experience. I looked her up on the internet and skimmed through her site, very professional. already sent her an inquiry hoping for a response soon.
Joseph, the retailers aren't price gouging. It's the suppliers that are price gouging. Look at record profits for food conglomerates like PepsiCo and Proctor and Gamble. They make 50%+ gross margins. Look at meat processors like Cargill and Tyson Foods. These industries have become historically highly concentrated in the past few years
Very much disagree with you there as well. Even moving up the chain, these companies are not gouging. S&P 500 is up 91% over the past 5 years. Kraft Heinze is up 38% over the past 5 years. It's underperformed the market. Mondelez is up 30%, it's underperformed the market. Pepsi is up 32%, underperformed. Coca Cola is up 27%, underperformed. You can look at almost any of the supplier consumer staple companies, and none of them are doing all that well. If they truly had such an unfair advantage, and were so opportunistic, and they had the ability to raise prices without concern, shouldn't their stock move up? I invest in companies that are monopolies. Google, Apple, Microsoft, FICO, Mastercard/Visa, S&P Global, Moody's, those are monopolies. Consumer goods and conglomerates are not monopolies, they don't have monopoly pricing power, they all compete with a million Chinese competitors that will undercut them at any chance.
Companies learned during covid, when supply was hard to come by, they experimented with raising margins to make the same profits. The change worked, and now companies have higher margins than before because it cools down their operations to produce as much and consumers are buying enough to make it worth it.
@@JosephCarlsonAfterHours have you noticed what happened to margins during 2021? How is that not price gouging?... they noticed the immense liquidity flooding the economy because of all the stimulus and took advantage of it. So companies like retailers are in good part responsible for some of the inflation that went on.. They are not price gouging now because indeed they can't.. inflation destroyed the 30-40% lower income consumer so now they certainly can't On the Netflix and valuation point... I think your qualitative analysis in absolutely top notch and that's why i follow this channel like clockwork.. but i also believe you highly underestimate valuation and/or multiple expansion risk on many of your bets.. though I agree those are amazing companies
Moronic to mentions meat processing companies and say they’re price gouging. They arent price gouging, it just so happens that raising and killing animals is very expensive considering almost nobody is psychotic enough to want to do it for a living
I appreciate your comments on using one metric to value companies. Anyone buying individual stocks should make an effort to understand how to value their stocks accurately, because it takes time, effort, experience and a bit of intuition. I've been watching you and Daniel Pronk for about a year now and my biggest takeaway is that valuing companies is both an art and a science and takes real effort and skill. I still buy some individual stocks, but I mostly stick to index funds until my kids are older and I have more time to devote to understanding businesses.
@@morehn I personally think it's vaporware. QSR stock with a 400 PE? Their growth is fully dependent on them increasing store count by 20+% annually, an unsustainable growth rate. But it's the high P/E I'm interested in Joseph's take. Is it growing fast enough to warrant it?
@@Nick-gj6je fair question, but I just follow the charts, since the big money should figure the details out and their decisions should be evident in the chart
@@morehn it feels like most of the market is chasing momentum. It’s a valid strategy for sure, I’m just not fast enough to play that game. CAVA though, the only bull case I hear is that “it’s the next CMG” which I think is quite the assumption.
@@Nick-gj6je that's why I find the breakout and then buy on the retest. It's all wyckoff strategy and price action. I'll never buy in the middle of an upmove.
Passive Income Port: m1.finance/QlF00-skXlxc Story Fund: m1.finance/hnvLbOUeGAJH Keep in mind that the target allocation is not necessarily what the current allocation is.
Yes with decent competiton, law of supply and demand works better unless they get together to set prices.Price fixing occurs when there are a small number of companies in a particular supply marketplace, commonly referred to as an oligopoly. These businesses offer the same product and form an agreement to set the price level. *And great info ab fwd PE ratio and valuation.
As an investment enthusiast, I often wonder how top level investors are able to become millionaires off investing. I do have a significant amount of capital that is required to start up but I have no idea what strategies and direction I need to approach to help me make over $400k like some people are this season.
I believe the safest approach is to diversify investments especially under professional; guide. You can mitigate the effects of a market meltdown by diversifying their investments across different asset classes such as stocks, etfs etc It is important to seek the advice of an expert.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
Thanks for sharing your experience! I’ve been managing my portfolio myself, but it’s not working out. Do you have any recommendations for a good investment advisor? I could really use some help.
My CFA, Judith Lynn Staufer, is a renowned figure in her field. I recommend researching her name online; you’ll find all her credentials and everything you need to work with a reliable professional. With many years of experience, she is a valuable resource for anyone looking to navigate the financial market.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
Markets look like 2015-16. Probably going back to all time highs, but will probably go sideways until fed signals rate cut, Recently sold 25% of my $285k portfolio comprising of plummeting stocks that were recommended by certain financial RUclipsrs, quite devastating!
not their fault, the stock market seems to be more of a casino for gamblers now than a place for investors. even if you were averaging down on ailing companies, its your duty to properly research, buying the dip does not guarantee a rebound or get advice from a financial counselor.
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
Hi Joseph, Could you please make a video on how you do qualitative analysis on stocks. The quantitative aspects on Qualtrim are amazing. But how do you research the qualitative factors of a company?
@@seniorkevin yeah I know, the compounding video. Those slides are amazing, but I was wondering what sources he uses to determine the MOAT of a company. Does he read the news, 10ks, etc.
I think you should talk more about the PE ratio. Everyone just claims that's a good buy because of low PE, but like you said, it's not enough to decide if the company is a good buy with a low PE. THANKS
It also doesn't help Ford that they've spent months trying to sell Broncos for $100k and Mustangs for $80k. Every day those suckers sit on the lot costs the dealers money. Horrible strategy that will take them many years to recover. If you're in the market for a car though...standby. Wait for the dealer discounts...they're coming. Look at the days on lot...some cars are sitting for MONTHS.
If you believe in the efficient market hypothesis and everything is priced in how could any stock be undervalued or overvalued every stock is simply perfect at any point in time
Loved the last few minutes of the video where you went into the PE and valuation. Would like to see more of that type of commentary, not only on good stocks but how you set expectations on valuation.
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
“Lucinda Margaret Crist” is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
in finland we have one of the biggest (if not biggest) elevator companies in the world. and it has cooperated with AWS to build an work assistant for elevator repairmen and installers and they recently tested it, and all blue collar installers liked it and found it helpful, and 100/100 testers want to continue to use in the future
I'll need help if I'm going to make it through this. The ETF and stock markets are still pretty volatile. What's left of my $170,000 portfolio now isn't looking good; how can I capitalize on the market?
Many people are still getting fantastic returns on their investments during this time. Simply maintain a strong sense of reality or ask for professional assistance.
Agreed, the role of advisors an only be overlooked but not denied. I was shocked that I made more money with investing than hard work, not even my CEO income. Earning ''return on investment'' fetched me millions within a space of 5 yrs.(But I still enjoy working)
My CFA Carol Vivian Constable, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
no bs! curiously copied and pasted her name on the web, her site came up at once, she seems highly professional and well matched for the job.. thanks for putting this out
29:28 hi! Sorry, Nvidia is growing earning by 112% a year. Netflix only by 16%. NVIDIA's profit margin is above 50%, sometimes 63%. Net profit margin. How much is that of Netflix's? So, yeah, I'd rather go for Nvidia 😅
Considering a young short term minded person with constant need for cash, are these stocks still worth owning? I am new to all of these and have incurred so much losses in so little time, I am beginning to think I am not doing what is good for me but good for others
I feel for you but remember this is not necessarily permanent. The market changes! People must realize that the market is a zero sum game, comes with lots of risks and you could potentially lose all. Secondly, what works for A must not necessarily work for B and you shouldn't be a bandwagon investor. Always make more thorough inquiries before putting your money somewhere or better still, use a finance expert (that way, you give little room for error and get tailored investments). Made my first million earlier this year after losing a lot to RUclips inspired trial and error investing.
...Very sound and realistic. I have been into this for sometime now and though I won't say I have lost a fortune, I have squandered quite a lot... You mentioned using pros, if its not a problem. do you mind telling if you used one and recommending how to get a good one? I could definitely use the help of one right now... Thanks...
Yeah I use one, as keeping up with trends can be challenging if it's not your main job-especially when you’re working a 9-to-5. For the expert, I’m not sure if I’m allowed to provide specific details here, but it’s a good idea to start by checking out options from reputable firms with strong track records. Also, ensure that the person you’re considering is properly licensed. I use Eckrich, Allen-Michael, and hes good I don't know if he's currently taking on new people
I disagree about your price gouging comments, but I think that many investors share your sentiments about that subject. It is a touchy one, and it seems to be effective at generating comments and video traffic right now. Ultimately, it takes more than a profit margin percentage metric and looks at supplier stock prices to accurately identify if price gouging is happening. Love the general stock analysis otherwise, keep up the good work!
Every car manufacturer will have fully autonomous cars for both private and commercial use. It will become commodity. Car brands will not control taxi without driver market, just like they don't control today taxi with driver market today.
Hey Joseph, could you explain the difference between the different margin rates and when to use them depending on the type of company? Still a little confused on operating margin, etc
for me it is also the customer network that is the valuable thing here. the self-driving cars will just be a supplier-part in the equation from my point of view
In regards to price gouging, I would point to not the retailers, but the upstream suppliers such as PepsiCo. Their CEO was vocal in their ability to raise prices.
Many consumer goods companies did actually price gouge, either by raising prices way beyond inflation, or through so called "shrinkflation", making the customer pay the same price for (much) smaller portions. This has gone so far that in Europe, a number of retailers actually went "to war" with them, banning products by Mars, for example, because they didn't accept their pricing. However, I agree that retail is mostly blameless in this, due to the low margins, even if there are a few exceptions.
The issue I have is, don't tell me we need to raise prices when the dividend has been going up for TGT 54 years- raised for 54 years not just paid. Have you looked into stock buybacks? CEO's pay? So really the prices NEED to go up? Utilities always get rate increases but 100's of presidents in the companies making millions, high dividends that are raised every year. ED=51 years of raising. Everything can be perfect for a company but once that is figured into the price of the stock what do they do for next quarter? Cut every penny of expense for any public company, what happens after they is in the price, next quarter or YOY?
12:48 that's a dangerous line there. The complaints about fees are loud, you are putting a lot of value in people not being fed up enough to change their spending habits. Not to mention restaurants opening their own apps or partnering with other vendors to power a website
The thing is that people are either lazy to do their own valuation task or they just want one single ratio to tell them that. Do your own due diligence and then make the decision. Very good stuff Joseph thanks 👌🏻
Thanks Joseph. I follow a lot of investing channels and yours have emerged overtime as the one channel I most look forward to updates from. Keep up the good work!
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement. I'm seeking to invest $200K across markets but don't know where to start.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
Jessica Lee Horst' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Didn't an egg producer just lose a case for price gouging? In fact, did they also get found guilty of taking actions that caused addition price inflation which they then benefit from? Perhaps the retailers are not price gouging (unless they are colluding/price fixing which happens - see the generic drug market from 2010-2019 and the DOJ investigation). But the producers can be price gouging. Look at the price of oil/gas and how long it took for prices to reduce at the pump relative to the drop of the commodity as opposed to how quick the pump price rose when the commodity rose. Things that make you say HMMMMM.🤔
Can you explain why both WMT and TGT beat profit and revenue expectations handily after they started reducing their prices and providing more value to their customers? The point of this price gouging claim was that the CEIs and CFOs of these companies were on record during their earning calls bragging that they had pricing power and were able to raise prices on their customers. If the price of everything has gone up including their costs, would these grocery stores not be racking up loses or decreased profits?
In a previous video you said you would talk about MA and it's reduction in staff. But I don't remember seeing that commentary. I'd like to know what you think. Thanks.
I don’t think the retail stores themselves are gouging, but I look at the massive, record-breaking profits from companies like General Mills and Tyson, and I say that those companies are gouging.
Interesting. General Mill’s gross margins were 41% in 2010. They were less than 35% in 2024. Tyson’s gross margins were 7.9% in 2022, went negative in 2023 and are near zero now. People should really not listen to politicians. Do your research. You’re being played. 23% inflation in four years. But, you keep believing that it has nothing to do with how the government adds to the money supply.. It IS greed, but not “corporate greed.” It’s the politicians that can’t stop spending your money. Now, be a good constituent and make sure you vote!
Joseph, I would like to know your opinion on gold mining companies. RGLD, FNV. Love your content, you have taught me many new things. Keep up the great work, we all appreciate the hell out of you.
The issue behind comments like yours highlights Netflix’s biggest problem. The idea that there’s “nothing watchable” is idiotic given the sheer scope of the selection, but that scope means it is easy to miss things that would appeal to you.
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Katherine Flores.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
Great clarity on the overfocused almighty fwdpe....I know you constantly show how to value stocks and anyone paying attention should know but a short vid showing the process might be nice for people to refer to or just nice for you to respond.....see link! Nice analysis as always!
I don't know about those smaller retail stores, but I have noticed that at Sam's Club that they raised their price of meat per pound. They also shrunk their ham, but the price did not increase. If the wholesale company is doing it, then why wouldn't the smaller retail stores like Wal-Mart and Target not be doing it as well. That is one point that I do not agree with.
Have noticed prices has gone up quite a bit at Target since they remodeled the stores which has been before the pandemic. Have not shopped there for a while, only recently started shopping there again. I like most of the shoppers shopped in Walmart and Costco instead.
The number of times you read people on seeking alpha quoting PE ratios when assessing whether they should invest in a growth company is ridiculous. Growth investing is not the same as value investing, where PE becomes more relevant.
IMO I don't think that Waymo is ever going to recoup it's investment for a VERY long time, if it ever does, for one reason. It's methodology to solving self driving will make it impossible for them to ever scale it out to work nationwide, let alone globally. That makes it suited to JUST robotaxi's in narrow geofenced areas, which is going to make it impossible for them to tackle any other economic opportunities with self driving vehicles (which IMO are much more numerous and lucrative then a taxi market). Waymo is simple never going to be capable of driving you from anywhere on the East Coast of the US to anywhere on the West Coast of the US.
Why don't you consider FICO next time it trades down? I have a big respect for you Joseph. But you continuously mention that it ran away from you, you looked at it when it was 700$ a share. But imagine that argument for not buying GOOG, AMZN, MSFT and so on. I researched the company, saw your videos and so on. And on the last dip i used the technical indicators to setup a limit buy around the 39 week EMA. It's part of my strategy to enter a good company. And this time it worked great.
You don’t know what the future growth rate of Netflix is or the future growth rate of Ford. Ford could exceed growth expectations and Netflix’s growth rate could disappoint. In that case, Ford almost certainly is way undervalued compared to Netflix.
Uber: Considering that 1.9b out of those 4.7b in FCF are stock-based compensation, yes it is expensive with respect to actual cashflows. Doordash: the company is not profitable. The company lost 560m in FY23. Then they add 1.1b in stock-based compensation EXPENSE, another 1b in accrued EXPENSES, some amortization and voila, cashflow positive... Dear Charlie Munger, please rate these businesses on a 1 (gambling) to 10 (investing) scale. In doing so, if you could, please refrain from insulting anybody: the YT algo doesn't like it :)
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My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
you should do more of these comments reviews. Just like what my teacher used to say: "If someone is confused, or has a question, the likelyhood that others are also confused is high".
Was it the English teacher ? * likelihood *
@@johnristheanswer🤓🧢
Netflix is the first stock I ever tried to buy. I had just got married and we tried it out because we couldn’t afford cable. I thought it was insanely awesome and went to the bank to figure out how I could buy shares. They told me to slow down and got me into a shitty mutual fund instead. Still one of my biggest regrets!
Don't be results oriented with your regrets. 😅
Currently I'm just being smart and frugal with my money, I'm in the green 47% over the last 23 months and l've accumulated over $70K in pure profits from DCA’ing into stocks, ETFs, dividends and futures. However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait.
Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are a lot of wealth transfer in this downtime if you know where to look.
This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.
Mind if I ask you to recommend this particular advisor you using their service?
Well, I chose Sharon Ann Meny as my advisor after her interview on CNBC In 2020. She is SEC regulated with offices in the US and quite frankly a genius with portfolio diversification.
Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.
You're getting more sophisticated by the day good progress joseph !
Joe Kernen on CNBC constantly cutting the guest off and asking stupid questions.
Yes. I hate him, he thinks he is so privileged.
It’s what he does. Daily. 🤷🏾♂️
He's effective and thought provoking...whether you/anyone likes him or not.
Kernen’s the worst, hard to watch his segments
@@TonyTrupp you’re in control of the remote brother.
Most investors can’t seem to wrap their heads around the fact that any metric based on price is not a value metric. It’s a public perception metric at a given moment-that’s it. It tells you nothing about value of the business. In fact, incorporating price into a value metric actually nullifies its direct usefulness as a value metric. It isolates the context of that value by incorporating the fundamentally arbitrary and unpredictable nature of market price.
Even pricing metric trends like a ten year historical PE tell you nothing about valuation on their own.
Now yes, these metrics can be incredibly useful in valuation research, but again, not without further value-based context. Valuation is not a formula. It’s a context-aware perspective.
Excellent comment- well said.
Yep...spot on! So take gains constantly... don't be greedy and use stop loss!
(NYSE:ARR) is a high-yield mortgage REIT paying monthly dividends. The stock has a dividend yield of about 14%, as of August 14. If the stock has increased sharply because the business is performing exceptionally well, it could still be a bargain. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
Thank you for the lead, searched her full name and at once spotted her consulting page, she seems highly professional having over 12 years of experience. amazing!
I’ve had majority of my holdings in tech stocks and irrespective of market changes, I’ve done pretty well especially with apple’s P/E(price to earnings ratio) gaining over 30% this past decade, now my questions is what stocks do you think will be the next apple in terms of growth for the next decade.
Because Apple has surpassed the competition, it may be difficult to locate the next Apple inside the tech stock industry. It is best to look beyond technology stocks.
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation
Annette Christine Conte is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
She appears to be a true authority in her profession with over two decades of experience. I looked her up on the internet and skimmed through her site, very professional. already sent her an inquiry hoping for a response soon.
Joseph, the retailers aren't price gouging. It's the suppliers that are price gouging. Look at record profits for food conglomerates like PepsiCo and Proctor and Gamble. They make 50%+ gross margins. Look at meat processors like Cargill and Tyson Foods. These industries have become historically highly concentrated in the past few years
Very much disagree with you there as well. Even moving up the chain, these companies are not gouging.
S&P 500 is up 91% over the past 5 years.
Kraft Heinze is up 38% over the past 5 years. It's underperformed the market.
Mondelez is up 30%, it's underperformed the market.
Pepsi is up 32%, underperformed.
Coca Cola is up 27%, underperformed.
You can look at almost any of the supplier consumer staple companies, and none of them are doing all that well. If they truly had such an unfair advantage, and were so opportunistic, and they had the ability to raise prices without concern, shouldn't their stock move up?
I invest in companies that are monopolies. Google, Apple, Microsoft, FICO, Mastercard/Visa, S&P Global, Moody's, those are monopolies. Consumer goods and conglomerates are not monopolies, they don't have monopoly pricing power, they all compete with a million Chinese competitors that will undercut them at any chance.
@JosephCarlsonAfterHours great response
Companies learned during covid, when supply was hard to come by, they experimented with raising margins to make the same profits.
The change worked, and now companies have higher margins than before because it cools down their operations to produce as much and consumers are buying enough to make it worth it.
@@JosephCarlsonAfterHours have you noticed what happened to margins during 2021?
How is that not price gouging?... they noticed the immense liquidity flooding the economy because of all the stimulus and took advantage of it.
So companies like retailers are in good part responsible for some of the inflation that went on..
They are not price gouging now because indeed they can't.. inflation destroyed the 30-40% lower income consumer so now they certainly can't
On the Netflix and valuation point... I think your qualitative analysis in absolutely top notch and that's why i follow this channel like clockwork.. but i also believe you highly underestimate valuation and/or multiple expansion risk on many of your bets.. though I agree those are amazing companies
Moronic to mentions meat processing companies and say they’re price gouging. They arent price gouging, it just so happens that raising and killing animals is very expensive considering almost nobody is psychotic enough to want to do it for a living
I appreciate your comments on using one metric to value companies. Anyone buying individual stocks should make an effort to understand how to value their stocks accurately, because it takes time, effort, experience and a bit of intuition. I've been watching you and Daniel Pronk for about a year now and my biggest takeaway is that valuing companies is both an art and a science and takes real effort and skill. I still buy some individual stocks, but I mostly stick to index funds until my kids are older and I have more time to devote to understanding businesses.
PS: Thanks for the SCHG advice a while back. It's now my favorite index fund.
You are quickly becoming my favorite show on RUclips. Calm, well thought out, articulate.
Thank you for the explanation at the end. I (and probably many others) found it useful.
CNBC is really unsufferable. 90% of their moderators are not able to let the guest finish a single sentence before interrupting again.
Love you Joseph!
Joseph, what’s your take on CAVA?
I like it but I prefer to buy in the demand zones.
Cava already broke out.
@@morehn I personally think it's vaporware. QSR stock with a 400 PE? Their growth is fully dependent on them increasing store count by 20+% annually, an unsustainable growth rate.
But it's the high P/E I'm interested in Joseph's take. Is it growing fast enough to warrant it?
@@Nick-gj6je fair question, but I just follow the charts, since the big money should figure the details out and their decisions should be evident in the chart
@@morehn it feels like most of the market is chasing momentum. It’s a valid strategy for sure, I’m just not fast enough to play that game.
CAVA though, the only bull case I hear is that “it’s the next CMG” which I think is quite the assumption.
@@Nick-gj6je that's why I find the breakout and then buy on the retest.
It's all wyckoff strategy and price action.
I'll never buy in the middle of an upmove.
Can we get updated links to your portfolio? The ones in the bio seem to not reflect your latest holdings.
Passive Income Port: m1.finance/QlF00-skXlxc
Story Fund: m1.finance/hnvLbOUeGAJH
Keep in mind that the target allocation is not necessarily what the current allocation is.
@@JosephCarlsonAfterHours why no POOL anymore?
@@OB470y he never bought pool. He just said he was interested in it and said he would probably buy i. but never purchased it.
@@OB470y we dont want to talk about pool
@@JosephCarlsonAfterHours Thank you!
Thank you Joseph.
Yes with decent competiton, law of supply and demand works better unless they get together to set prices.Price fixing occurs when there are a small number of companies in a particular supply marketplace, commonly referred to as an oligopoly. These businesses offer the same product and form an agreement to set the price level.
*And great info ab fwd PE ratio and valuation.
As an investment enthusiast, I often wonder how top level investors are able to become millionaires off investing. I do have a significant amount of capital that is required to start up but I have no idea what strategies and direction I need to approach to help me make over $400k like some people are this season.
I believe the safest approach is to diversify investments especially under professional; guide. You can mitigate the effects of a market meltdown by diversifying their investments across different asset classes such as stocks, etfs etc It is important to seek the advice of an expert.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
Thanks for sharing your experience! I’ve been managing my portfolio myself, but it’s not working out. Do you have any recommendations for a good investment advisor? I could really use some help.
My CFA, Judith Lynn Staufer, is a renowned figure in her field. I recommend researching her name online; you’ll find all her credentials and everything you need to work with a reliable professional. With many years of experience, she is a valuable resource for anyone looking to navigate the financial market.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
Markets look like 2015-16. Probably going back to all time highs, but will probably go sideways until fed signals rate cut, Recently sold 25% of my $285k portfolio comprising of plummeting stocks that were recommended by certain financial RUclipsrs, quite devastating!
not their fault, the stock market seems to be more of a casino for gamblers now than a place for investors. even if you were averaging down on ailing companies, its your duty to properly research, buying the dip does not guarantee a rebound or get advice from a financial counselor.
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
my partner’s been considering going the same route, could you share more info please on the advisor that guides you.
I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.
Thank you for video. Great work
Hi Joseph,
Could you please make a video on how you do qualitative analysis on stocks. The quantitative aspects on Qualtrim are amazing. But how do you research the qualitative factors of a company?
He has a deep dive powerpoint slides with a checklist. Follow that one and good to go
@@seniorkevin yeah I know, the compounding video. Those slides are amazing, but I was wondering what sources he uses to determine the MOAT of a company. Does he read the news, 10ks, etc.
I think you should talk more about the PE ratio. Everyone just claims that's a good buy because of low PE, but like you said, it's not enough to decide if the company is a good buy with a low PE. THANKS
This was superb!
Great video. Would love to hear your current thoughts on CP.
Great video Joseph. Very informative!
I went in heavy on target over the past few weeks. Glad you mentioned it
Great information, particularly on Netflix and P/E ratios
It also doesn't help Ford that they've spent months trying to sell Broncos for $100k and Mustangs for $80k. Every day those suckers sit on the lot costs the dealers money. Horrible strategy that will take them many years to recover.
If you're in the market for a car though...standby. Wait for the dealer discounts...they're coming. Look at the days on lot...some cars are sitting for MONTHS.
If you believe in the efficient market hypothesis and everything is priced in how could any stock be undervalued or overvalued every stock is simply perfect at any point in time
Stock pickers don't believe in it. Or not in a fully efficient market at least
Hey Joseph, curious if you sold or still own Snowflake (SNOW) in your smaller/growth focused portfolio? Thanks.
Loved the last few minutes of the video where you went into the PE and valuation. Would like to see more of that type of commentary, not only on good stocks but how you set expectations on valuation.
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
“Lucinda Margaret Crist” is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
Thx for contents ! 🙂
in finland we have one of the biggest (if not biggest) elevator companies in the world. and it has cooperated with AWS to build an work assistant for elevator repairmen and installers and they recently tested it, and all blue collar installers liked it and found it helpful, and 100/100 testers want to continue to use in the future
Damn Joseph, last 5 minutes was an absolute banger of a mic drop my man. Just straight up dunking on the haters, love to see it.
I'll need help if I'm going to make it through this. The ETF and stock markets are still pretty volatile. What's left of my $170,000 portfolio now isn't looking good; how can I capitalize on the market?
Many people are still getting fantastic returns on their investments during this time. Simply maintain a strong sense of reality or ask for professional assistance.
Agreed, the role of advisors an only be overlooked but not denied. I was shocked that I made more money with investing than hard work, not even my CEO income. Earning ''return on investment'' fetched me millions within a space of 5 yrs.(But I still enjoy working)
Could you possibly recommend a CFA you've consulted with?
My CFA Carol Vivian Constable, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
no bs! curiously copied and pasted her name on the web, her site came up at once, she seems highly professional and well matched for the job.. thanks for putting this out
Thanks Joe
Great presentation!
Was in Arizona for a few days and the robotaxi Jaguars were everywhere. Saw at least 5 every time I went out.
Thanks for your discussion about foward PE. Let's go NFLX!!
One very minor correction: Amazon has over 750k robots. Almost certainly will cross a million soon. Very, very bullish on Amazon.
Who builds the robots Amazon uses?
@@rogersmj I think their Sequoia robot is made in-house, and their Digit robot is made by Agility Robotics. Not 100% sure though, so don't quote me.
Was not ready for the gray hoodie today 🤯
29:28 hi! Sorry, Nvidia is growing earning by 112% a year. Netflix only by 16%.
NVIDIA's profit margin is above 50%, sometimes 63%. Net profit margin. How much is that of Netflix's?
So, yeah, I'd rather go for Nvidia 😅
22:03 the value of the dollar went down that is why everything went up right?
Considering a young short term minded person with constant need for cash, are these stocks still worth owning? I am new to all of these and have incurred so much losses in so little time, I am beginning to think I am not doing what is good for me but good for others
same here bro
I feel for you but remember this is not necessarily permanent. The market changes! People must realize that the market is a zero sum game, comes with lots of risks and you could potentially lose all. Secondly, what works for A must not necessarily work for B and you shouldn't be a bandwagon investor. Always make more thorough inquiries before putting your money somewhere or better still, use a finance expert (that way, you give little room for error and get tailored investments). Made my first million earlier this year after losing a lot to RUclips inspired trial and error investing.
...Very sound and realistic. I have been into this for sometime now and though I won't say I have lost a fortune, I have squandered quite a lot... You mentioned using
pros, if its not a problem. do you mind telling if you used one and recommending how to get a good one? I could definitely use the help of one right now... Thanks...
Yeah I use one, as keeping up with trends can be challenging if it's not your main job-especially when you’re working a 9-to-5. For the expert, I’m not sure if I’m allowed to provide specific details here, but it’s a good idea to start by checking out options from reputable firms with strong track records. Also, ensure that the person you’re considering is properly licensed. I use Eckrich, Allen-Michael, and hes good I don't know if he's currently taking on new people
Time in the market. Your outlook is too short. Plan in at least 7-10 years
I disagree about your price gouging comments, but I think that many investors share your sentiments about that subject. It is a touchy one, and it seems to be effective at generating comments and video traffic right now. Ultimately, it takes more than a profit margin percentage metric and looks at supplier stock prices to accurately identify if price gouging is happening. Love the general stock analysis otherwise, keep up the good work!
I really enjoy your videos. Sensible stuff..
Every car manufacturer will have fully autonomous cars for both private and commercial use. It will become commodity. Car brands will not control taxi without driver market, just like they don't control today taxi with driver market today.
Joseph, which subscription services do you use, like Value Investor's Club and Seeking Alpha?
$TTD love to see your breakdown
Nice video JC
Alex UK
Hey Joseph, could you explain the difference between the different margin rates and when to use them depending on the type of company? Still a little confused on operating margin, etc
Why can't UBER pivot to driverless when the time comes? They already have the customer infrastructure
They absolutely can and I’m 100% sure they have their eyes on the prize already.
Exactly what I was thinking
for me it is also the customer network that is the valuable thing here. the self-driving cars will just be a supplier-part in the equation from my point of view
This
In regards to price gouging, I would point to not the retailers, but the upstream suppliers such as PepsiCo. Their CEO was vocal in their ability to raise prices.
Love it!!!
Many consumer goods companies did actually price gouge, either by raising prices way beyond inflation, or through so called "shrinkflation", making the customer pay the same price for (much) smaller portions. This has gone so far that in Europe, a number of retailers actually went "to war" with them, banning products by Mars, for example, because they didn't accept their pricing.
However, I agree that retail is mostly blameless in this, due to the low margins, even if there are a few exceptions.
Joseph, what’s your view of LNG? Seems like it meets a lot of the quantitative benchmarks your discuss
The issue I have is, don't tell me we need to raise prices when the dividend has been going up for TGT 54 years- raised for 54 years not just paid. Have you looked into stock buybacks? CEO's pay? So really the prices NEED to go up? Utilities always get rate increases but 100's of presidents in the companies making millions, high dividends that are raised every year. ED=51 years of raising. Everything can be perfect for a company but once that is figured into the price of the stock what do they do for next quarter? Cut every penny of expense for any public company, what happens after they is in the price, next quarter or YOY?
Joseph is a professional roaster. That was a brutal take down.😂
Mark is the best in the business when it comes to internet picks
Do you think Dollar general stock will benefit from the rise of DD?
12:48 that's a dangerous line there. The complaints about fees are loud, you are putting a lot of value in people not being fed up enough to change their spending habits. Not to mention restaurants opening their own apps or partnering with other vendors to power a website
Joseph, the retail companies are not price gouging. The food companies (Coke, Pepsi, kellog) are the ones that are gouging.
What do you think about NIO?😅
The thing is that people are either lazy to do their own valuation task or they just want one single ratio to tell them that. Do your own due diligence and then make the decision. Very good stuff Joseph thanks 👌🏻
Solid picks for growth stocks! These three seem promising for anyone looking to invest in high-quality opportunities. Appreciate the recommendations!
Thanks Joseph. I follow a lot of investing channels and yours have emerged overtime as the one channel I most look forward to updates from. Keep up the good work!
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement. I'm seeking to invest $200K across markets but don't know where to start.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
impressive gains! how can I get your advisor please, if you don’t mind me asking? I could really use a help as of now
Jessica Lee Horst' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
Didn't an egg producer just lose a case for price gouging? In fact, did they also get found guilty of taking actions that caused addition price inflation which they then benefit from? Perhaps the retailers are not price gouging (unless they are colluding/price fixing which happens - see the generic drug market from 2010-2019 and the DOJ investigation). But the producers can be price gouging. Look at the price of oil/gas and how long it took for prices to reduce at the pump relative to the drop of the commodity as opposed to how quick the pump price rose when the commodity rose. Things that make you say HMMMMM.🤔
Thoughts on bullish viewpoint of Uber when considering TSLA also has a strong case for autonomous driving?
Can you explain why both WMT and TGT beat profit and revenue expectations handily after they started reducing their prices and providing more value to their customers?
The point of this price gouging claim was that the CEIs and CFOs of these companies were on record during their earning calls bragging that they had pricing power and were able to raise prices on their customers.
If the price of everything has gone up including their costs, would these grocery stores not be racking up loses or decreased profits?
In a previous video you said you would talk about MA and it's reduction in staff. But I don't remember seeing that commentary. I'd like to know what you think. Thanks.
He has. Watch his other channel 👍
He talked about it. And said he’s not worrying about it.
I don’t think the retail stores themselves are gouging, but I look at the massive, record-breaking profits from companies like General Mills and Tyson, and I say that those companies are gouging.
Interesting. General Mill’s gross margins were 41% in 2010. They were less than 35% in 2024.
Tyson’s gross margins were 7.9% in 2022, went negative in 2023 and are near zero now.
People should really not listen to politicians. Do your research. You’re being played. 23% inflation in four years. But, you keep believing that it has nothing to do with how the government adds to the money supply.. It IS greed, but not “corporate greed.” It’s the politicians that can’t stop spending your money. Now, be a good constituent and make sure you vote!
Stick to your investment philosophy and keep doing what you're doing. I really enjoy all your commentary and very unbiased opinions
Joseph, I would like to know your opinion on gold mining companies. RGLD, FNV. Love your content, you have taught me many new things. Keep up the great work, we all appreciate the hell out of you.
I was recommended BTG as a growth stock.
really like balance sheet of FNV
now if only Netflix had content that was watchable
I also like Prime Video much more than Netflix.
Emily on Paris is amazing
I had it for one month and then dumped it. Boring. Peeps must have sad lives to spend time on it.
The issue behind comments like yours highlights Netflix’s biggest problem. The idea that there’s “nothing watchable” is idiotic given the sheer scope of the selection, but that scope means it is easy to miss things that would appeal to you.
I like Netflix
Joseph do you plan to add portfolio tracking/analysis to Qualtrim ?
Joseph you just rolled outta bed! But thanks for all of these videos and education
When are you going to start your own
fund?
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Katherine Flores.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
You trade with Katherine Flores too? Wow that woman has been a blessing to me and my family.
I'm new at this, please how can I reach her?
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much
Great clarity on the overfocused almighty fwdpe....I know you constantly show how to value stocks and anyone paying attention should know but a short vid showing the process might be nice for people to refer to or just nice for you to respond.....see link!
Nice analysis as always!
people can't afford door dash, they will be out of business in a couple years. People can't afford to eat out either
I don't know about those smaller retail stores, but I have noticed that at Sam's Club that they raised their price of meat per pound. They also shrunk their ham, but the price did not increase. If the wholesale company is doing it, then why wouldn't the smaller retail stores like Wal-Mart and Target not be doing it as well. That is one point that I do not agree with.
It's the manufacturers that are pushing prices.
Hi Joseph, I agree with your safe investments. But if you have 5% cash you can invest in a risky asset, which one would you invest?
Have noticed prices has gone up quite a bit at Target since they remodeled the stores which has been before the pandemic. Have not shopped there for a while, only recently started shopping there again. I like most of the shoppers shopped in Walmart and Costco instead.
Dude, prices have gone up everywhere for everything the past 4 years.
Than you
The number of times you read people on seeking alpha quoting PE ratios when assessing whether they should invest in a growth company is ridiculous. Growth investing is not the same as value investing, where PE becomes more relevant.
PE is always relevant? If you're paying 500 PE for a company that grows 20%, you're overpaying. Period.
I didn't know Joseph was a gangsta. Putting the naysayers in their place
Mercado Libre seems to be the better choice compared to Amazon..., what is your take ?
IMO I don't think that Waymo is ever going to recoup it's investment for a VERY long time, if it ever does, for one reason. It's methodology to solving self driving will make it impossible for them to ever scale it out to work nationwide, let alone globally. That makes it suited to JUST robotaxi's in narrow geofenced areas, which is going to make it impossible for them to tackle any other economic opportunities with self driving vehicles (which IMO are much more numerous and lucrative then a taxi market). Waymo is simple never going to be capable of driving you from anywhere on the East Coast of the US to anywhere on the West Coast of the US.
Why don't you consider FICO next time it trades down? I have a big respect for you Joseph. But you continuously mention that it ran away from you, you looked at it when it was 700$ a share. But imagine that argument for not buying GOOG, AMZN, MSFT and so on.
I researched the company, saw your videos and so on. And on the last dip i used the technical indicators to setup a limit buy around the 39 week EMA. It's part of my strategy to enter a good company. And this time it worked great.
I only use Uber Eats. Never used DASH
You don’t know what the future growth rate of Netflix is or the future growth rate of Ford.
Ford could exceed growth expectations and Netflix’s growth rate could disappoint. In that case, Ford almost certainly is way undervalued compared to Netflix.
Uber: Considering that 1.9b out of those 4.7b in FCF are stock-based compensation, yes it is expensive with respect to actual cashflows.
Doordash: the company is not profitable. The company lost 560m in FY23. Then they add 1.1b in stock-based compensation EXPENSE, another 1b in accrued EXPENSES, some amortization and voila, cashflow positive...
Dear Charlie Munger, please rate these businesses on a 1 (gambling) to 10 (investing) scale. In doing so, if you could, please refrain from insulting anybody: the YT algo doesn't like it :)
Hello, I was wondering which efts you recommend for EU people? Schd and schg i cannot have since im not a us citizen
My top pick was meta too. If ya got meta questions , it’s my biggest bet