We continue with our summaries of the very best investing book out there, Margin of Security by Seth Klarman! This is chapter 6 going over:
0:00 Margin Of Safety Chapter 6
2:58 Waiting For The Right Pitch
6:37 Organization Valuation
9:29 Margin Of Safety
15:52 Crashing Market
18:08 Efficient Market Hypothesis
20:54 Worth Pretenders
Margin of Safety Playlist
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We’ll all be value investors in 2023
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Can you explain that a little bit further? π
@MyFinancialJourney everything will be so cheap next year because of this recession! So it will seem like all stocks are good values
Super πͺ
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Sven, can you post videos for books two chapters a week? This way we can learn about the books at double the speed and you can make more content slightly easily.
Also, just to add, love your video, you are too good.
Then he would half the number of videos. Not a great move for a content creator.
You do the work Sven
more content slightly easily??? Do you know how much work goes into this and preparing it???? :-))) I wish I could!!!
@Value Investing with Sven Carlin, Ph.D. thanks again Sven, I appreciate all you do.
It would be nice to have your commentary on the recent comments by Davin Einhorn on value investing.
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Great video Sven!
Value investing is a much better long term strategy than trading on technicals but I can’t help but feel that it’s just a different way of timing the market, in the end value investors are trying to time the market to buy when the fundamentals are great and the price is right.
This is an observation rather than a criticism, in the end all strategies try to time the market one way or another.
Its timing the company not the market π
Youβre not timing the market or youβre doing value investing wrong. Youβre using different criteria to value a stock. Youβre not simply buying or selling based on the price the market is giving you.
No wonder that book is impossible to get, it’s filled with gold! – Thanks for your summary!
He said wait for the right pitch. The word is pitch. 3:12
π½Interest rates are going higher in the US. Very good for value investing. π
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Sven, can you do a video on CMCSA?
Theyβve been going by up for months
@WorkInProgress what?
Hi Sven thanks for this book summary and everything you do. I think it would be a great idea making a video about very concentrated portfolios and no diversification in stocks, like Munger or Li Lu’s 4-5 stocks, Pabrai just 1 even Buffett 50% apple. Saluti!
How much is the value component of sp500 ?
what happened to Sven’s demo 1,000,000 portfolio? losing money?
Sven has to update on it, add more stocks, but given what is going on it is likely in the red :-)))
Thanks Sven for summarizing this great book. Ineed knowing when to realise losses is as necessary as difficult for anyone. This year is proving specially tough on this aspect. These days I find that low PE ratio stocks are generally cheap for a reason, and good stocks aren’t cheap yet. Definitely a challenging year from which to learn a lot π
Sempre ben druze Sven, grazie per il servizio
If a stock is removed from an index does that make it a potential buy? I mean all of the mutual fund managers and index fund managers will have to sell putting pressure on the price.
Thanks Sven! That said, knowing that the stock market is a zero sum game, if the S&P is flat for the next 10 years and meanwhile someone is making 10x… who’s losing? Buffet, Klarman, Smith, Burry, Munger, Ackman, LiLu or Dalio ? Like they say, if you’re at the poker table and you don’t know who the sucker is, that means it’s you. Anyway, great summary π