We are in a financial bubble, I hope it will continue but I don't want to be on the wrong side of things if the bubble doesn't continue. To be in such a healthy financial position is only possible if you have a value investing method to things.
Worth investing has to do with not losing cash initially, because only not losing cash allows you to intensify no matter what which is the secret for protecting and increasing your wealth with time.
My passion is to look for low threat high reward financial investment chances. I use my accounting abilities and investing experience in order to discover fascinating investment concepts that provide the possibility to lead me towards my financial objectives.
If you are an advanced investor looking for in depth, independent stock analyses and investing ideas, here is my STOCK MARKET RESEARCH STUDY PLATFORM (business and sector threat and benefit analysis, my portfolios):.
STOCK EXCHANGE RESEARCH PLATFORM:.
Are you an investor that is simply beginning? Register for the FREE Stock Market Investing Course – a detailed guide to investing going over all that matters:.
Register for the monthly Worth Investing Quadrant Newsletter Update:.
I am likewise a book author:.
Modern Value Investing book:.
The below links are from third parties or channel sponsors where I get a fee from:.
I typically get inquired about brokers, here is a low fee broker, an international one that enables you to buy on worldwide markets, and likewise provides intricate services like alternatives for when your investing skills grow. For now, it is among the very best services I have actually discovered for global financiers, also based on your comments and inputs:.
Worth Investing Quadrant Video.
Intrinsic Value Video.
0:00 Worth Investing Framework.
3:26 Owner's Profits.
8:40 What can fail?
10:28 Meaning Value Investing.
13:48 Searching For Worth.
15:16 Mindset.
17:30 Know What You Buy.
Wealth Builders Club Secrets Revealed – Click Here to Discover the #1 Investment Resource!
greetings from Brazil! since 2020 I watch your content!
thanks!
Good point but I’d argue that Quality investing (great company at fair price) is also a safe way to survive a crash, not just value investing (fair company at great price). For some people the two are the same. If that’s what you mean, we’re on the same page 😊
It’s a story/narrative. There is no scientific proof, that something like a “great company” does exist.
that is also value :-)) But fair price is 10% usually, not lower!
Revamping the FREE Value Investing Course this winter, JOIN! A comprehensive guide to investing discussing all that matters: https://sven-carlin-research-platform.teachable.com/p/stock-market-investing
Excellent logic. Once you understand that all else being equal, it is an advantage for the stock price to fall. Then you understand value investing.
Thank you for the video, Dr. Carlin.
Question: why do you think Buffett got rid of Ulta? It doesn’t make sense to me…
Because beauty is short term😅
Sven is legit but thereare lots of scammers in the comments
sven is the one who suggested to buy Alibaba and Intel 3 years ago
In my opinion, XRP will be the biggest story to come out of the next bull run, the same thing I said during the announcement of elizzarda)
the first of your videos about the current bubble that i watched was 4/5 years ago, if i had followed your advise, i would have lagged the market by 50%. Guys, be humble, just buy index funds a go to sleep, the only bubble we are able to call is the one that has already happened!
SPY is up 90% over the past 5 years: that’s a 13.7% cagr. Last time he reported on his model portfolio, the performance was around 12%, and that was prior to the Liberty spinoff. Not too different. The difference is that his strategy can be executed 100% of the time, while the S&P500 (or any other index anywhere in the planet) has never returned anything from 30x earnings over a 10-15 year horizon.
@ he has no strategy, he makes DCF based on his on assumptions. A 12% return doesn’t only lag the market as you said, but it comes by taking greater risks, because you are not diversifying. Lower returns and higher risks, and if you are not as good as he is in making your dcf assumptions, following his advice is the right way to a financial disaster. Just buy the market guys, stop pretending to be warren buffet
How do you characterize a good business ? Constant high return on capital, a moat ? That appears to be no criteria for you.
Sven, while I invest in very different companies from you (except my bet on the food cycle), I am so thankful for your e-book for teaching me how to do my own analysis. I have done really well ever since. I have also learned that most wall street analysts simply follow the market, and their price targets don’t really mean crap.
Question? Does hard wiring pensions to stocks and Wall Street drive up the price to expensive prices forever? Always money coming in?
Great video. Thank you for your work, I have been improving my investment skills following your videos and analysis (mainly), and I am very thankful! I have questions for you. What resources can we use to analyze sector cycle trends? Can you do, someday, an overview on the shipping sector and discuss some investment ideas (disclaimer, I own Gigacloud)? Also, any new books to recommend on the investing (it’s been a while since your last video)?
I like irrational markets! Working on getting to 30% cash just like my Berkshire shares. It’s nice to make money every year, but not a requirement for success.
hi Sven, nice video as always, where do you see Google in your quadrant?
I do like the value investing mindset but I also don’t mind taking some risk (as 25 years old). So what about DCA’g into the market or top great business e.g GOOG, META, AMAZ etc if they go down or stay flat for 10 years? Isn’t better than 3-5% T-Bills or Dividend yields?
You have 7-10% yields in China from growing businesses that trade at 5-10x earnings, for instance.
7% yield + 5% growth is a 12% business return regardless of what markets do. Enough to compound. If (some) multiples normalize over the course of a decade, say they expand from 7x to 15x, that’s another 7% cagr for a near 20% total.
“I don’t mind taking some risk” translates into “quit thinking and just buy what everybody else is buying”. How did that go in the 2000’s ?
@Can you trust their numbers? Is there is a way to actually verify? In the US you know what you are buying and what are the risks. E.g Google a monopoly company that has the risk of regulation and competition and you buy at a price that fits the risk and reward. Easy!
Great content Sven! Keep going
🦾
Best channel on Youtube!
One of your best videos Sven. The value within is greater than many people will realize.
Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks… You must devise a strategy for survival.
We have been in a depression since 2008, the yield curve has already uninverted, global recession indicators are flashing alarm for well over a year, and absolutely nobody could pull us out of the hell coming regardless of party.
I’ve tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!
ASHLEY GARNER ABBOTT a renowned figure in her line of work. I recommend researching her credentials further… She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
I looked for the name online and found her page.I will get in touch with her,Thanks for the help I emailed and made inquiries. Thanks for the help
Value stock is a fast growing company bought at fair or better value. I dont know why people still struggle with this very simple concept.