ETF reviews are always fun. We actually have about +30 topics queued up to cover for videos and have no shortage of new ideas. Right now we're mainly focused on a) what paying subscribers ask for and b) topics that can grow this channel to make the effort worthwhile. We don't run ads so we need to work twice as hard to grow our audience. We'll look to do an Apple video for sure!
Great video as usual, Joe! I was thinking to invest in Stoneco , but I did not even Buffet is great when it comes to the banking sector. Brazil is an interesting place to invest for portfolio diversification,
We're wary of all emerging markets. Unless you live or are a native of these geographies, it's tough to assess all the risks. We'll be revisiting StoneCo soon!
Good point. We read that "Buffett's interest in AmEx began in the 1960s, during the first wave of consumer credit via banks." However, "Buffett established his first large position in AmEx in 1991 with a $300 million purchase."
Could say that for a number of holdings he has (lower weighted stocks). Perhaps he dips his toes in the water with a small position, then uses that for access to management so he can conduct proper due diligence. He must be quite good at reading people.
all these companies were nice to buy 30 years ago, nowadays they have no longer any growth potential and Apple seems to be declining. It is no longer cool.
Well, that paragraph we dropped on Coke addresses this sentiment. It's often tempting to think that (we do at times), but sometimes quality companies have lots left in the tank.
thanks, if mr market doesnt start to recognize $stne 's execution for 5 qtrs in a row now, the accumulating ARR and the rapidly expanding stack of cash, and the macros of strong currency and lowering interest rates... well then I'll have to relearn everything about the market from the ground up. Hard to believe its still dancing in 11-12 range. Thanks for all your efforts@@Nanalyze !
@@MichaelBeirneVettedCapital The market hardly ever makes sense. Emerging markets are extremely risky, and that risk is probably being priced in. Will try to bump this up in the queue Michael. It's a fairly popular stock. Appreciate the appreciation! ;)
@MichaelBeirneVettedCapital I just looked up the valuation and Financials of it... wow, market misassessing it greatly? I don't know enough about the company to think of macro situations or anything not immediately obvious but it does appear from its basic metrics that its good value
@@Dementia.Pugilistica The efficient market hypothesis exists for a reason. Regardless of what perceived value might be here, we look at companies, not stocks. We'll look at the company again soon. It's on our long to-do list.
It's a running joke here at Nanalyze. Sometimes we'll refer to him as "St. Elon Musk" or "the man who shall not be named." The former joke surrounds the fanboys, the latter mocks the media for suddenly turning on him. My opinion FWIW is that he's probably the greatest entrepreneur that ever lived. What he has accomplished - regardless of Twitter, or Tesla's stock price, or blah blah blah - is mind blowing if we're honest with ourselves and look at the businesses he's built objectively. It's a shame he's being tar and feathered by the media and government when there are so many other morons out there we should be condemning. That's speaking for myself, not my company or other members of my team. I also suspect there's a probability greater than zero that he's an alien. 👽Joe P.
@@Nanalyze I couldn't have said it better Joe. BZ. He's up there with Carnegie (steel), Rockefeller (oil) and Ford (personal transportation). A true testament of what is possible for an entrepreneur in the nebulous of entrepreneurial capitalism. What he's doing with all of his pursuits is quite remarkable. It truly is exciting to watch.
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apple review would be cool, if you guys are out of ideas you could review dividend etfs or something
ETF reviews are always fun. We actually have about +30 topics queued up to cover for videos and have no shortage of new ideas. Right now we're mainly focused on a) what paying subscribers ask for and b) topics that can grow this channel to make the effort worthwhile. We don't run ads so we need to work twice as hard to grow our audience. We'll look to do an Apple video for sure!
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Great video with a resonating conclusion!
Very glad to hear your feedback!
More Warren Buffett, please!
Also, Li Lu would be cool!
Requests noted! ;) We have a pretty stacked queue but we always love us some Buffett.
Great content. Love you cover super investor Holdings 👍
Great to hear Borat!
Great video as usual, Joe! I was thinking to invest in Stoneco , but I did not even Buffet is great when it comes to the banking sector. Brazil is an interesting place to invest for portfolio diversification,
We're wary of all emerging markets. Unless you live or are a native of these geographies, it's tough to assess all the risks. We'll be revisiting StoneCo soon!
I thought Amex was one of Berkshire’s earliest investments going back to 1960s and it’s olive oil disaster
Good point. We read that "Buffett's interest in AmEx began in the 1960s, during the first wave of consumer credit via banks." However, "Buffett established his first large position in AmEx in 1991 with a $300 million purchase."
I believe he also holds paramount , don’t get the reason though
Could say that for a number of holdings he has (lower weighted stocks). Perhaps he dips his toes in the water with a small position, then uses that for access to management so he can conduct proper due diligence. He must be quite good at reading people.
all these companies were nice to buy 30 years ago, nowadays they have no longer any growth potential and Apple seems to be declining. It is no longer cool.
Well, that paragraph we dropped on Coke addresses this sentiment. It's often tempting to think that (we do at times), but sometimes quality companies have lots left in the tank.
Why was has berk then outperformed in the last 10 or 5 years too? Apple declining wtf:D visa/MC are great, stable and growing businesses.
@@Julian-rx1ob Buffett has mad skills
only american billionaires or worldwide?
The list we use for gauging billionaires at any given time would be "THE WORLD'S REAL-TIME BILLIONAIRES" from Forbes.
stne is interesting tho!
moreso every qtr...
It is, and we do have the Stone video in our queue ;) It's just really backed up right now.
thanks, if mr market doesnt start to recognize $stne 's execution for 5 qtrs in a row now, the accumulating ARR and the rapidly expanding stack of cash, and the macros of strong currency and lowering interest rates... well then I'll have to relearn everything about the market from the ground up. Hard to believe its still dancing in 11-12 range. Thanks for all your efforts@@Nanalyze !
@@MichaelBeirneVettedCapital The market hardly ever makes sense. Emerging markets are extremely risky, and that risk is probably being priced in. Will try to bump this up in the queue Michael. It's a fairly popular stock. Appreciate the appreciation! ;)
@MichaelBeirneVettedCapital I just looked up the valuation and Financials of it... wow, market misassessing it greatly? I don't know enough about the company to think of macro situations or anything not immediately obvious but it does appear from its basic metrics that its good value
@@Dementia.Pugilistica The efficient market hypothesis exists for a reason. Regardless of what perceived value might be here, we look at companies, not stocks. We'll look at the company again soon. It's on our long to-do list.
I heard Buffet has to hold Bank Of America due to structure of deal he did with them in financial crisis.
We didn't see any indications that he has to hold them. Around 70% of his position came from 10-year warrants that he exercised.
Company named for an investment Buffet is sorry he ever made.
Did not know, thank you for the info
#1 richest is Elon Musk. What is your beef with Elon?
It's a running joke here at Nanalyze. Sometimes we'll refer to him as "St. Elon Musk" or "the man who shall not be named." The former joke surrounds the fanboys, the latter mocks the media for suddenly turning on him. My opinion FWIW is that he's probably the greatest entrepreneur that ever lived. What he has accomplished - regardless of Twitter, or Tesla's stock price, or blah blah blah - is mind blowing if we're honest with ourselves and look at the businesses he's built objectively. It's a shame he's being tar and feathered by the media and government when there are so many other morons out there we should be condemning. That's speaking for myself, not my company or other members of my team. I also suspect there's a probability greater than zero that he's an alien. 👽Joe P.
@@Nanalyze I couldn't have said it better Joe. BZ. He's up there with Carnegie (steel), Rockefeller (oil) and Ford (personal transportation). A true testament of what is possible for an entrepreneur in the nebulous of entrepreneurial capitalism. What he's doing with all of his pursuits is quite remarkable. It truly is exciting to watch.
Laughed at 25% of Buffets caloric intake is Coke.
Warren was the wealthiest in the world at one time and he would have some shot again if he didn't give away tens of billions and lived a lot longer.