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Thanks for the vid Sven!
Quick Question: in your opinion, does a IFRS-GAAP course is enough to read European financial reports for investing purposes?
Thanks
Recently watched a video with UK investor Terry Smith, who pointed out that return on capital employed is one of the most key factors, along with whether the sector has room to grow, plus a moat. Yes Amazon has room to grow and has a moat, but Google’s moat is arguably better, it can still grow and it’s ROCE is WAY higher. It’s just in a better sector than Amazon is.
✍️✍️👆Tʜᴀɴᴋꜱ Fᴏʀ Wᴀᴛᴄʜɪɴɢ
ꜱᴇɴᴅ ᴍᴇ ♜Wʜᴀᴛꜱᴀᴘ ᴍᴇꜱꜱᴀɢᴇꜱ Wɪᴛʜ Tʜᴇ 🛍 ✙𝟣𝟪0𝟫𝟥𝟤𝟧𝟪𝟨𝟣𝟪.
I have been an Amazon shareholder since 2005 and am considering liquidating my position to find opportunities elsewhere. Not a fan of Alphabet either but strongly considering more shares of Berkshire Hathaway, Costco, or Proctor & Gamble. I am at the point where I am far more worried about losing what I have than growth hence I require a much more modest rate of return.
lol scared much
@Ethan Olson grow up
@Ethan Olson a this moment it’s not so overpriced, just look at the current market, in fact last time I checked the msci world index it had a PE of around 17
@C Rohmer haha not scared just know when I have enough.
@Albin index fund investing makes zero sense to me. I would rather just own a few companies that I am pretty certain will do well regardless and just go from there. I am not interested in beating the market or whatever at this point. I am still young and have far more than I ever thought I would in life. Owning 5-6 companies makes the most sense to me. The reason index fund investing never has appealed to me is because you are buying so much junk. You do not need to pick the next Tesla, Apple, Google, or Amazon to beat the market just buy something good and eventually you will win.
Sempre ben druze Sven, grazie per il servizio
✍️✍️👆Tʜᴀɴᴋꜱ Fᴏʀ Wᴀᴛᴄʜɪɴɢ
ꜱᴇɴᴅ ᴍᴇ ♜Wʜᴀᴛꜱᴀᴘ ᴍᴇꜱꜱᴀɢᴇꜱ Wɪᴛʜ Tʜᴇ 🛍 ✙𝟣𝟪0𝟫𝟥𝟤𝟧𝟪𝟨𝟣𝟪.
Why would you value Amazon and skip over the unit economics of AWS? I would argue AWS is worth more than half of the market cap.
Valuation, like beauty, is in the eye of the baholder:-)
I own both these stocks and Google has much better fundamentals. We forget that Amazon is essentially a retailer. Most retailers have thin net margins normally around 2 to 3%. Amazon also holds stock, rents warehouses, so their sga will be much higher than a software company.
Excluding Aws which is now a big component
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ꜱᴇɴᴅ ᴍᴇ ♜Wʜᴀᴛꜱᴀᴘ ᴍᴇꜱꜱᴀɢᴇꜱ Wɪᴛʜ Tʜᴇ 🛍 ✙𝟣𝟪0𝟫𝟥𝟤𝟧𝟪𝟨𝟣𝟪..
I dont think of amazon as a retail business, but more of a service business which offers multiple products to sell you their subscription. This creates a loop of sort where you are insetivilsed to purchase with them. So the margins from retail should not matter as long as its not generating a loss. But the main reason i hold amazon is aws, that business alone is worth as much as the current market cap and for now at least the moat is enormous, if you are a large company the switch cost and time would be so painful that reasons behind such decision should be extremely severe
Personally I think it’s better to just avoid these mega caps that are followed by millions of people and professionals. An individual investor has zero edge no information to bring to the market it’s down to luck at this level
✍️✍️👆Tʜᴀɴᴋꜱ Fᴏʀ Wᴀᴛᴄʜɪɴɢ
ꜱᴇɴᴅ ᴍᴇ ♜Wʜᴀᴛꜱᴀᴘ ᴍᴇꜱꜱᴀɢᴇꜱ Wɪᴛʜ Tʜᴇ 🛍 ✙𝟣𝟪0𝟫𝟥𝟤𝟧𝟪𝟨𝟣𝟪..
I appreciate you and your content < Technical Analysis is good but I find It truly baffling that major crypto youtubers just look mostly at pure T.A and completely ignore the bigger narrative of why BTC is pumps/pumped and why the future outlook will be even rosier than it seems. It's kinda irresponsible to ignore the fact that each ETF launch so far has caused a major dump at the peaks of BTC. We were already on shaky footing with historically low volume and almost pure whale pumps, narrowly avoiding a long-term bear market. More emphasis should be put into day trading as it is less affected by the unpredictable nature of the market. I have made over 24 btc from day tradng with Karen Gauvin insights and charts. She’s been one step ahead of other analysts…
Always backup your trading with a good strategy, else the bear market will hit you so hard, and you might wake up losing your saving, that’s crypto for you.
Everyone needs more than a Basic Income to be Financially Secured in this present time that there’s an Economic Decline.
I’ve got 14.3 btc already. Been with the team for two months now and they’re really ambitious and engaging.
Nice info, i appreciate your concern this will help a lot especially to the young bitcoin investors who have no or lesser knowledge on how bitcoin market works.
What impresses me most about Karen Gauvin is how well she explains basic concept of winning before actually letting you use her trade signals. This goes a long way to ensure winning trades.
Comparing profit margin is not really the best way to compare these business imo
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ꜱᴇɴᴅ ᴍᴇ ♜Wʜᴀᴛꜱᴀᴘ ᴍᴇꜱꜱᴀɢᴇꜱ Wɪᴛʜ Tʜᴇ 🛍 ✙𝟣𝟪0𝟫𝟥𝟤𝟧𝟪𝟨𝟣𝟪..
Well, that’s basically the less profitable part of Amazon. AWS, advertising and 3rd party are the key aspect. But in some way it’s more a risky bet than Alphabet, that’s true
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ꜱᴇɴᴅ ᴍᴇ ♜Wʜᴀᴛꜱᴀᴘ ᴍᴇꜱꜱᴀɢᴇꜱ Wɪᴛʜ Tʜᴇ 🛍 ✙𝟣𝟪0𝟫𝟥𝟤𝟧𝟪𝟨𝟣𝟪..
It’s the less profitable, but also the biggest part…
Googles Revenue comes 80% from Advertising while Amazon has a diversified Business Model.
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Sven, as a customer I would like you to do updates on companies that you cover and/or have in your portfolio. Many of them reported in the last days/weeks and no update. I don’t even know if you know because you didn’t even send information that you have seen results. Currently even though we pay, we still need to do this ourselves. Instead you make videos to sell access to your platform. It shouldn’t be like this.
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ꜱᴇɴᴅ ᴍᴇ ♜Wʜᴀᴛꜱᴀᴘ ᴍᴇꜱꜱᴀɢᴇꜱ Wɪᴛʜ Tʜᴇ 🛍 ✙𝟣𝟪0𝟫𝟥𝟤𝟧𝟪𝟨𝟣𝟪..
Last time I kindly asked him to focus on us customers instead of youtube he replied„anyway cancel your subscription and thanks for everything“.
@Kilian Kröner ok if I get a refund.
I agree everything but the High Amazon valutation Is because Cloud. It Is a very High margin business and Amazon Is the world leader atm.
Anyway I still prefer buy Google because he has Cloud too 😂
Great 👍 reach out for more insight ᴡʜᴀᴛsᴀᴘᴘ✙𝟏𝟑𝟑𝟔𝟗𝟔𝟐𝟖𝟏𝟎𝟔
Interesting comparison, I largely with you Sven, i think margins are very important. Having said that, the ChatGBT beta impressed me! If Google doesn’t react quickly with an alternative to that, those big Google profits could be in danger in the future. That’s a risk that wasn’t there before. For Amazon i got my own theory. To got me interested in the stock, i want the retail business for free and in AWS business at 30 times 2022 operating profit. Therefore at 685B$ market vs 953B$ at today prices. So it need to drop from 93$ to 66$! 🔻
Always great to get your knowledgeable tips and point of view Sven, keep them coming, thank you 👍😁
Hi Sven nice video as always . Why do you think Munger does not think the same about Costco also, which is also a retailer.
Fully agree Sven! I sold Amazon last year February, but did hold Google and kept buying more here and there. I think AWS components is too often overvalued as it would “compensate” for the rest of the business …Azure is surely bringing profits to Microsoft but there is hell of a lot of other source of profits besides the cloud.
Out of curiosity Sven, why are you looking into Italian market? Looking at Schiller P/E, it is overall overvalued while, instead, the FTSE 250 could have a lot of opportunities and it’s in a green side and a lot of negative sentiment coming from Brexit headwinds, the disaster of Liz Truss, etc. What I’m reading is that At the end of 2022, the FTSE 250’s CAPE ratio was 18.7. Over the last 30 years, CAPE has had an average value of 25.
HI Sven, On what thesis we consider Google as overvalued ? For tech stock 20-30 PE is common. Did we ever saw PE going below 15