Sequoia, the best VC fund, has made a nice discussion on the scenario which is very fascinating to me due to the fact that it is a venture capitalist perspective. However, the fundamentals of investing always look the exact same.
0:00 Sequoia Presentation
1: 23 The Macro
4:00 The Public Markets
7:01 History
7:38 How To Invest
8:24 Technique
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Veramente interessante druze Sven, grazie per il servizio
grazie!
Hi Sven.. I just wanted to tell you that I have been learning a lot from you. Watching your videos daily in my morning became my new routine.
Wonderful!
Great video. Informative content from a VC.
Glad you enjoyed it!
Awesome video Sven, could you please make a video continuing the topic on the previous one, the healthy living? Such as your diet and all the other healthy habits? Thanks.
will certainly do!!!
Powerful reminder for the long-term value investor.
Very interesting view from a VC .. thank-you for the video.
Glad you liked it!
Thanks Sven, nice summary. My thoughts:
When Sequoia, one of the biggest backers of successful tech in the world, tells its companies “look, the easy days of riding the free money until you can cash in your stock options are over; you have got to start showing a profit and decent margins to be able to survive” then you know things have changed, at least for now.
In other words, it’s about running your company by the same rules as everyone else. Cashflow is king.
Well said!
@Value Investing with Sven Carlin, Ph.D. hahaha, what do I know!! I never went to MIT or Wharton….
Mind you, I have distant family that have made lots of money in Silicon Valley, trust me, they have spent their entire lives pushing doors marked pull
I always appreciate when you share with us great presentations from JP Morgan, Sequoia or other such firms. As usual I receive a lot of value from you and your channel. Thank you Sven!
Wow, thank you!
Hi Sven. Thanks for the video! I just have a question relating to free cash flow. When finding intrinsic value, we’re essentially trying to find the present value of all the future owner earnings a business will produce in its lifetime. In a conventional Discounted Cash Flow model, we use Free Cash Flow and not Owner’s Earnings. As you know, included in the CAPEX amount (subtracted from Cash from Operations to calculate Free Cash Flow), is both Growth and Maintenance expenditure. However, when calculating Owner’s Earnings, you exclude Growth expenditure. How do you go about dealing with this dilemma? Do you know of a way to approximate the different kinds of expenditures?
That is why I have a growth rate, that one depends on the business …
A lot of stuff in here resonates with me. The video does a great job at explaining that there is no difference between ”growth” and ”value” investing relative to returns. It’s all about the price you pay. Great video Sven!
Wonderful!
Hey Sven, thanks for all the great work, I was late to yesterday’s video and so wanted to ask you please if you could maybe do an update on Barrick gold these years later, and maybe your opinions on other senior miners, thanks again
Great suggestion!
Hope all equities go down so I can buy the winners at value deals. Looking forward to what you uncover.
🙂
Brilliant, as always Sven. This didn’t come across my radar until your upload. I have shared this with my investment syndicate, with detailed notes. I am thankful, as always for your work. Thank you.
Thanks for sharing!
Sven, could you please make a video regarding a composition for a retirement portfolio? Ie: prioritize growth, value, dividends, certain sectors..
Much thanks
it is about the businesses you own, not about composition!
Sven, do you think it’s likely to be a recession, if so, when do you think? I feel 2023. Too many people are talking about recession this year, that to me means it wont happen this year, unless it’s 3/4.
anything can happen!
Thank you Sven.
I really enjoyed the presentation, however I would have liked the video to be longer, and instead have a slower pace and more in-depth. Especially since we can’t access the original presentation and read it for ourself.
To me this was the most interesting video in a while, and I watch everything you make!
Noted!
Inspiring presentation – thanks for sharing Sven!
My pleasure!
The value of this video is insane, well done Sven!
Hey sven, given how things are going, do you think shorting Italian long term gvt bd is a decent move, or it’s too early?
Really compelling stuff! Thank you Sven.