@11:18 Book Value is a company's netwoth (Assets - Liabilities = BV or Owners Equity). Think of it like your personal networth. The more Assets u acquire with less debt/Liabilities, the wealthier u become.
Well theoretically yes. In practice - does a company that is more capital intensive worth more than its asset light peer? If they are both making the same profits but one with much more assets - is it worth more? I would say that if anything it's the other way around...
Yes! I am adding it to my upcoming requested stocks video :) but I don't know if I'll have a lot to say about it, it doesn't have enough history for me.. Will try :)
I think it's a good company, but not exceptional. I would also need a lower price to buy it. And what about the impact of electrification of the automotive fleet on future growth?
Why not exceptional? Would love to hear your opinion :) I wouldn't know how transition to EVs would impact GPCs sales and product mix but I'm not in a hurry to burry gasoline vehicles yet...
Ok, no, I still don't like it enough... With new EPS estimates it's still above 14 non-GAAP EPS and 17 GAAP. Also the sudden expected gap between GAAP and non-GAAP is suspicious
@11:18 Book Value is a company's netwoth (Assets - Liabilities = BV or Owners Equity).
Think of it like your personal networth. The more Assets u acquire with less debt/Liabilities, the wealthier u become.
Well theoretically yes. In practice - does a company that is more capital intensive worth more than its asset light peer?
If they are both making the same profits but one with much more assets - is it worth more? I would say that if anything it's the other way around...
Can you make a video of Carrier Global
Yes! I am adding it to my upcoming requested stocks video :) but I don't know if I'll have a lot to say about it, it doesn't have enough history for me.. Will try :)
I think it's a good company, but not exceptional. I would also need a lower price to buy it. And what about the impact of electrification of the automotive fleet on future growth?
Why not exceptional? Would love to hear your opinion :)
I wouldn't know how transition to EVs would impact GPCs sales and product mix but I'm not in a hurry to burry gasoline vehicles yet...
What do you think of DVN?
Hi, nothing much. It has very unpredictable earnings and I have no idea as to where oil will go in the future...
Down to 117!
Whoa! INTERESTING! Thank you for the update!
Ok, no, I still don't like it enough... With new EPS estimates it's still above 14 non-GAAP EPS and 17 GAAP. Also the sudden expected gap between GAAP and non-GAAP is suspicious