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About the Author: Richard Money

33 Comments

  1. A catalist of WBD could be a positive net income. As the intangable assets and the interest paymnets decline some people might see light at the end of the tunnel

    1. less depreciation of intangibles assets means less free cash flow. the depreciation saves taxes.

    2. @@Value-Investingwhy is this hard to figure out? Take what happened this year, how much they managed to pay down the debt and extrapolate years ahead if they keep doing the same thing until they don’t have to pay down the debt anymore. A few years after that, the dividend returns, a definitive metric to know it’s turned around.

    3. ​@@SuperTWIYyeh but debt repayments increase free cash flow. Servicing 40bn debt at 4% right now is costing 2 billion a year.
      And keep in mind they’re already as low as 3X free cash flow to begin with

  2. WBD could be interesting. I don’t mind waiting 3 years for a 3x, if I am comfortable with the business modell and risk (risk being permanent capital loss) 🙂

    Assuming one has patience then time horizon is our one MAJOR advantage over Mr Market – Mr Market is often WAY to focused on the short (to medium) term, so if we can focus on the medium (to long) term then we have an advantage that “noone” else has.

    Debt-repayment might lead to a trigger in a few years, but Mr Market will not focus on that until a year or so before WBD swaps from debt-repayment to something else (ideally they would start with dividends, but that might remain of the table?)

    1. I agree. Seriously considering getting back into WBD now. By the time it recovers, it will be too high. Patience is the only advantage us retail investors have over the big players.

  3. I knew WBA was a “stay away” broken company when they:
    1. Stopped cigarette sales
    2. Teamed with Theranos

  4. Nice – Sven is back talking about businesses. I prefer this rather than the last few videos you did.

  5. Sven, I’ve been watching for years. You’ve always said to not invest in turnarounds. This time is different?

  6. Hi Sven,
    I would like your opinion on two stocks. The one is Diageo. It’s at a historical low valuation, while revenue grows more than normally. The other is Baidu. Baidu has equity equal to the market cap of the stock, whatever they earn is for free. I would like to hear your opinion on those two. Thanks.

  7. *Amazing video, you work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $10K into trading from just few months ago and now they are multimillionaires*

    1. Waking up every 14th of each month to $210,000 it’s a blessing to I and my family… Big gratitude to Andrew Stella 🙌

    2. Hello , I am very interested. As you know, there are tons of investments out there and without solid knowledge, I can’t decide what is best. Can you explain further how you invest and earn?

    3. Same, I operate a wide- range of Investments with help from My Financial Adviser. My advice is to get a professional who will help you, plan and enhance your management skills. For the record, working with Andrew Louis Stella, has been an amazing experience.

    4. Hello how do you make such monthly?? I’m a born Christian and sometimes I feel so down 🤦‍♀️of myself because of low finance but I still
      believe in God

    5. I’m favoured, $90K every week! I can now give back to the locals in my community and also support God’s work and the church. God bless America,, all thanks to Ms Louis Stella 😊🎉

  8. You said you think that a XAI70K will outperform btc. What makes you think this? Are there macoeco, technical, fundimental, or valuation reasons for this?

  9. I buy XAI70K every chance I get, I believe in XAI70K vision and a lot of their goals are completed or getting completed including governance.

  10. Just swapped all of my last ETH and swapped it into XAI70K. Already up a little bit. Unfortunately I have some other junk staked which won’t free up for a while. Still now I am on the train!

  11. When I was in Vegas there was a Wallgreens across the street from CVS. CVS had better prices and more customers.

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