Been following you for a year now and I have to say that the content you provide is hands down the best. Thanks Sven!

@Value-Investing

2 жыл бұрын

thank, really nice to hear!

Hi Sven, after trying to learn about the stock market for a year now, I have to say you are providing a great value and information. Greatly appreciated :)

In case it helps anyone else, I copied the spreadsheet to google sheets and then used the googlefiance operations =googlefinance(A4, "eps") where A4 is the ticker symbol. I then found a list of the russel 1000 and copied it into column A. I used Sven's operations and then had it compare the price today =googlefinance(A4, "price") with the green cell in Sven's spreadsheet (present value sum) then made another column where it divides that cell by the price today. You can do conditional formating in google sheets (under the format tab) and make it color the cell green if it is over 100%. Googlesheets will update each time you open it and run the operations, then you can scroll through and see if anything is showing up as green.

@sekroz896

2 жыл бұрын

Could you give a link to download this sheet? I would greatly appreciate it

@dsmudger

2 жыл бұрын

Does this mean you have (/had) to make your own estimates for growth rates and terminal multiple, each times three, for the best, worst and normal cases, for each of those 1000 companies? Or did you (/can-one), do that in a formulaic way? Like taking a mean or median of past growth rates, and then x0.75/x1.5.. Not sure off the top of my head how one might estimate terminal multiple, in a similar way however.

For this video I have been waiting 2.5 years druze moj... I have put mean while my own spreadsheet... I can send it to you...

Thank you for your content! You've provided a great introduction for your audience to get more pragmatic instead of just studying the markets and valuation methods. I would really appriciate more content like this, as seeing how you approach your research within Excel, would add huge value to my own investment analysis. I am at a stage where I actively read 10Ks and 10Qs to understand the company, its opportunities and its risks but am unsure how to take my research to the next level and begin modelling and documenting the research myself. I do however i appreciate this may be proprietary research or outside the scope of your audience. Thanks again Sven, and Merry Christmas!

@Value-Investing

3 жыл бұрын

thanks, will focus more on this as I am getting bored of just entertainment.

Amazing video, very helpful and useful!!! Thank you very very much!!!!!!!!!!!

Thank you for the value you add to this world.

This is the best value investing channel. I work as an analyst for a Investment Bank and get value here

Great video. Thank you !

Fantastic video introducing the aspects and factors of a DCF model. I believe the discount rate is the most challenging aspect of a DCF model. Cost of equity or WACC may be used if you are doing FCFE or FCFF. May you do a video about discount rates and real methods used in the industry and by some of the best valuation thinkers out there?

Thanks for all the value delivered over the years, for sure hard work to prepair , really helpful!

@Value-Investing

Ай бұрын

Glad it was helpful!

Another great video Sven. Could You please explain how to calculate value for stock which also pays dividend using Your excel spreedsheet ?

Hey Sven! Thanks for the video, the file and the efforts!! One of the best value investing videos I have seen!! I have a question regarding the calculation file. I am looking into the file and I see you multiply year2029 earning by PE. I was expecting 2030 to be multiplied by PE as we are discounting for 10 years. Can you explain why? Also I put the exact same values in the spreadsheet (you made available) and noticed cell N 7 has a different value than the video maybe you adjusted but can you tell me if any tweeks are needed? I am welcoming everybody's input on this

Great video as always thanks. When estimating future growth rates, just wondering why we use the % change in revenue as opposed to % net change in revenue, after all isn't EPS calculated using the net change? Thanks.

@Value-Investing

2 жыл бұрын

???

Thanks you! It is a great video!!!

This is crazy value you're giving here, thank you. Merry Christmas

One of your best Vedios, thanks 👌🏻

You just moved your channel a notch above the competition.

Thanks Sven! In a crazy market like this it's great to get a tool to help ground investment decisions. Keep up the excellent work!

Good content and thanks for the template!

love all your videos!! But a question why do you use EPS and not FCF? I thought companies could bend it a little ?

This video has a tremendous intrinsic value! Thank you for all your work, it's really teaching me how to explore the world of investing.

@Value-Investing

3 жыл бұрын

My pleasure!

Very cool stuff Sven can't wait to play around with the template provided. Kudos.

@Value-Investing

3 жыл бұрын

Have fun!

Thanks Steve...god bless you

Seems excellent. Thank you. I subscribed.

@Value-Investing

2 жыл бұрын

Thanks for the sub!

thank you for the template and the great explanation.. how do you come up with the terminal multiple??

@Value-Investing

2 жыл бұрын

again an estimation, the lower the better!

Amazing video 🔥🔥 Very well explained

@Value-Investing

2 жыл бұрын

Thank you 🙌

This is free. Thank You g 🙌🏿

Thank you so much for this, very nice introduction into the topic.

@Value-Investing

3 жыл бұрын

Glad it was helpful!

Hello! Great video! Is there a significant difference between using earnings per share or free cash flow per share? Thank you in advance!

this video is great!

OMG thanks Sven I was just reading your book and I was confused on the insintric value part and I was thinking in my head I wish he made a video on this, YES!

@Value-Investing

3 жыл бұрын

:-)

thank you once again from malaysia

I hope people realize and appreciate the level of education they're getting from you Sven. Cheers to you!

@tocaciulevente992

3 жыл бұрын

He is one of the bests! thanks Sven again!

Best Channel on KZread

Grande Sven! Adoro quando fai le interviste con Domenico in Italiano! Contenuti da Top KZreadr!

Great Video!!! 😀😀😀

Excelent work! I am really happy to have this tool Its going to help my investmente decisions.

@Value-Investing

2 жыл бұрын

happy to hear that!

Brilliant 👍! Great content Sven

One of the best videos !

Thank you Sven, very instructive video

@Value-Investing

3 жыл бұрын

Glad it was helpful!

Great video, Sven! You provide so much value to the people that want to learn

@Value-Investing

3 жыл бұрын

Thanks - hvala!

Grande Sven... Video di grande value...

@Value-Investing

2 жыл бұрын

grazie!

Amazing video as always! The only KZread channel i found so far with substance. Puno hvala!

@Value-Investing

3 жыл бұрын

hvala!

Very valuable 👌

Fantastic, thank you very much for the free calculator Sven!

Thanks Sven, terrific video and excel template!! Had a question - I thought for discounted cash flows, you typically take "free cash flow" as the starting point. Does taking an earnings-based number like EPS (instead of free cash flow) affect the accuracy?

@Value-Investing

2 жыл бұрын

I use different things depending on the company, but the results should be similar always!

@Thedrifter1

2 жыл бұрын

@@Value-Investing What if the company is cooking? They can't cook cash flow.

Appreciate. Thanks

This is super helpful!

Ti si kralj🔥♥️

Great video Sven! Thanks for sharing. Happy Holidays 🎄

Awesome content. Thanks a lot Sven!

@Value-Investing

3 жыл бұрын

My pleasure!

Fantastic video, Sven! Super useful spreadsheet, too!

Thank you! It is very useful for me.

@Value-Investing

3 жыл бұрын

Glad to hear that!

Damn this is amazing. You are doing this stuff for free. You need a patreon. Thank you for doing this for us.

@Value-Investing

3 жыл бұрын

thanks

@pankajverma8080

3 жыл бұрын

@@Value-Investing Was that 8% your expected return on the investment??? Plz clarify

@teddyface4972

3 жыл бұрын

@@pankajverma8080 It will be 8% annualized

@damianobottini2029

3 жыл бұрын

@@Value-Investing You are the best Sven

@SanjayChauhan-cg2zi

3 жыл бұрын

@@pankajverma8080 Yes Pankaj, the Discount rate is the actual returns what the investor expects from that particular investment. Warren used to use 15% as expected returns in a business ...

Thanks Sven for the template. i have question about your method of calculating intrinsic value. why we need to sum up the discounted rate of each year and discounted rate of terminal value.

@Value-Investing

2 жыл бұрын

depends on the company, will make a new intrinsiv value template soon

Here is the intrinsic value excel template - have fun and you can immediately use it as you watch the video: svencarlin.com/wp-content/uploads/2020/12/INTRINSIC-VALUE-CALCULATION-FORMULA-SVEN-CARLIN-2.xlsx

@peckess

3 жыл бұрын

thanks very much

@Erikkii

3 жыл бұрын

Thanks you so much for this. I earlier rested my efforts to make my own spreadsheet a while ago.

@realgest5369

3 жыл бұрын

Thank you very much Sven. Do you have something similar to evaluate junior gold mining companies/ Exploration gold companies? It could be intresting a video about that type of valuation.

@balazszentai3364

3 жыл бұрын

Thank you so much, Sven. I've been following your channel for two weeks and I I really appreciate your work. This is the best value investing KZread channel, especially for non-native English speaker viewers. Greetings from Hungary :)

@HaiTran-fi1uc

3 жыл бұрын

Hi Sven spreadsheet is in EUR, is this same for dollars as well or do we have to convert it from the intrinsic value number we get.

I actually listened to info about your course. Maybe first finance/stock youtuber that has made me interested

Great video!!!

@Value-Investing

3 жыл бұрын

thanks!

awesome video!! thanks sven

You are a genius thank you for sharing so many useful information

@Value-Investing

3 жыл бұрын

Glad it was helpful!

Excellent video.

@Value-Investing

3 жыл бұрын

Thank you very much!

Thank you very much ! very detailed.

@Value-Investing

3 жыл бұрын

Glad it was helpful!

Sven, what do you think about the Dhandho Investor formula? The only difference is in the terminal value’s multiplication factor: in this formula, they put 15 for a good business and 10 for a bad/not-so-good business

Hi Sven great news I got the promotion! Thanks for this video it was incredibly useful! Will start your free course over my time off!

Love ur channel ! Great work, learning so much, thank you !

Amazing video Sven Thank you!

@Value-Investing

3 жыл бұрын

Thank you too!

nice video ,thanks for your wonderful work sir, I have a question though regarding the intrinsic value calculator ,is the final intrinsic value in euros? dollars coz it says euros but input is in dollars.thanks

@Value-Investing

2 жыл бұрын

depends on the input :-)

I like how you point and say Warren

@Value-Investing

3 жыл бұрын

hehe!

Must have read my mind, was researching AMZN this morning.

Great stuff Sven as always, by chance do you have a video on how to value growth/unprofitable companies yet ? that would help a lot and many people would like it also I think

@Value-Investing

2 жыл бұрын

one day those should be profitable - so it is about potential earnings and the chance of hitting those

@Bogdanbmm

2 жыл бұрын

@@Value-Investing got it, fair and square ... just wondering how can one put that into an excel and do some basic modelling with it ? :P that would be very nice :)

Master , thank You

@Value-Investing

3 жыл бұрын

happy to help!

Thanks a lot

Sven great analysis! how do I get this model can somebody share this with me on the chat. Thanks Craig

Someone who is actually specialized in the field sharing knowledge to the green.... he is for real !

@Value-Investing

3 жыл бұрын

thanks!

Hey Sven, if I put the same numbers out of the Amazon sheet in the input cells in the empty sheet (2) in your latest excel file I get a different stock price. What’s the difference on these two sheets? Is the empty sheet the one to use?

Thank you sir.

@Value-Investing

3 жыл бұрын

Happy to hear that!

Thnk you Sven!!

Sven your material is fantastic. I am a big fan of your KZread channel and a few weeks ago I bought your book "Modern Value Investing" and I have loved it as well. Thank you for all the value you provide us!

@Value-Investing

3 жыл бұрын

Thanks! Great to hear!

Hi Sven, can you explain why you choose net income instead of free cash flow and why sometimes you delete the present value of cash flow / earning for the 10 year period and only leave with present value of terminal value? Thanks!

@Value-Investing

3 жыл бұрын

you have to think about the company, what it is doing with the money and how it rewards you!

Great content

@Value-Investing

3 жыл бұрын

Thanks!

Exactly what I’ve been looking for lately. Getting more into the actual numbers of understanding value investing.

Sven You are too good!

Really useful, thanks a lot!!

@Value-Investing

3 жыл бұрын

Glad it was helpful!

Nail It Again Sven, you have been working like crazy. Tks.

Amazing video Sven

@Value-Investing

3 жыл бұрын

Thanks!

Thanks a lot for the video amazing!!!

@Value-Investing

3 жыл бұрын

Glad you liked it!

Merry Christmas Sven! Thanks for sharing!

Thank you for making this. It's going to help a lot of people. Great video

@Value-Investing

3 жыл бұрын

happy to hear that

People have been waiting for this video for a years :)

Thank you very very much Sven. Best Christmas gift! This template is amazing!

@Value-Investing

3 жыл бұрын

happy to hear that!

Brilliant! I’ve heard a lot about DCF and heard Buffett’s definition many times but never really understood it until now. Thanks Sven!

@Value-Investing

3 жыл бұрын

Glad it was helpful!

Good day Sven! Thank you for the video!

Thanks for the great value you provided!

also, if time permits, can you show us techniques for valuing a company with decreasing(GM) or negative cashflow?

@Value-Investing

3 жыл бұрын

same, you estimate the value of the cash flows-)

Thank u .

Thank you very much. Do you think that I should calculate the discount rate a little bit higher than 8% in such times like nowadays with high interest rate? somewhat formula of: discount rate= 8%+(interest Rate) Hence today my discount rate will be 13%? (8%+5% interest rate)

super like and thumbs up. thanks Sven

@Value-Investing

3 жыл бұрын

Many thanks!

Thank you Sven. This is great.

Great video! I like it! I will be ordering your book soon. 👍 Did you use free cash flow in your spread sheet or net earnings? Do you personally always use 8% discount rate?

@Value-Investing

3 жыл бұрын

depends on the company - I personally use 10% or even higher:-)

@hugomeza2910

3 жыл бұрын

@@Value-Investing what’s your opinion on Phil Town on always a 15% discount rate?