Mohnish said something like “If you see a cow, you don’t have to weight it to tell that it is big and fat”. That made sense regarding valuations.

@lunarmodule6419

Жыл бұрын

Love the analogy!

@shamanthsharma611

Ай бұрын

The same sentence was said by Warren buffet in 1995 annual meeting

There was nothing to comment but i wrote a comment coz it helps the youtube algorithm so i did it

@Milziade490ac

2 жыл бұрын

That may be the most useful comment i have read all year.

@caseytanner9887

2 жыл бұрын

Out here doing the lord’s work

@blakewilliams222

Жыл бұрын

u commented the shit outa that comment too

@tahdpierre

Жыл бұрын

This is also a comment on your comment. (•‿•)

@mountassirel7447

Жыл бұрын

Comment of the year

Man carry on like this, your videos are incredibly helpful

Very useful and well explained, both by Mohnish and you. Thank you for your valuable work!

Monish explains Buffet’s philosophy so well. It is great to know that his legacy will continue on.

I love your intro motion graphics! Great video as always

Love this channel! The temperament is so key.

@lunarmodule6419

Жыл бұрын

True!

Great video! At first I didn't really know how to look at the management part but now I understand where I can start.

Thank you for this interesting and helpful video. I like how you broke down value investing into four basic parts. One note about Tesla -- they have yet to make an affordable car. So I think they haven't achieved their master plan goals yet.

Absolutely fantastic breakdown of Warren Buffett's value investing principles! This video does an exceptional job of distilling Buffett's approach into four key steps: understanding the business, recognizing a durable competitive advantage, evaluating management integrity and skill, and buying at a discount. It's enlightening how the narrative ties these elements with real-life examples and interviews, particularly highlighting Monish Pabrai's adoption and success with these strategies. The lesson here is crystal clear: investing isn't just about throwing money at stocks; it's about thorough understanding and patience. This method teaches us to focus on businesses we understand deeply, recognize their competitive moats, scrutinize their management, and ensure the price is right. It emphasizes that great investments aren't made daily; they come from waiting for the right opportunities where the value is undeniable. This is not just investing; it's a disciplined approach to building wealth over time.

Very good. Your videos are great very honest and sensible. Keep it coming

Great content! Learning a lot !

Thank you very useful information. God Bless!

Thank you for the careful, rational information so needed right now!

Outstanding channel! Thank you.

your channel and this video are awesome

Very good content, thanks! Have a great day!

Thank You for your valuable videos!

amazing and extremely clear video

thx mate

Great video, but one thing that I'm really not sure about, is how many stocks should we aspire to hold in our portfolio? Do we settle for 5 stocks, or do we invest a little in 20 different ones instead?

I’m new in the market of stocks and etfs. I’ve watched a lot of different videos and yours by far are the most educational and easiest to understand! Thank you

@lunarmodule6419

Жыл бұрын

I have been investing for a while and this kid is good. I like him.

Well done, well video, well content, well educating, well everything

Overall your best video.

Thanks for this.

I've been watching videos about investing every single day for a month, and this is one of the few where I feel like I'm not getting ripped off by someone with an agenda.

Great video in short and clear

Thank you so much!

Fantastic video!

Thanks bro

Bro you're doing a great job in no cost charges. Really appreciate your Hard Work ❤❤🤞🤞

Amazing value provided 👍🏾

Great video as always. But please remove that token background music going forward - its on EVER video 😂

Man. That was a really great video!

Where is the link to your course?

Great advice

As a newbie (2 years in doing research every day), the hardest for me is number 3. Due to my lack of experience with business, trying to find the organic motives of management is incredibly hard for me. Stock dropping 30% is easy for me to stomach. When there’s something to do with the management, I become wary.

@ibnbhai

Жыл бұрын

same here. Been in the investing world since like thee age of 14

@StockMarketAsmr

Жыл бұрын

@@ibnbhai are you doing well in your investing ? Or no

Great and its a learning video indeed❤

For the last 8 months I have been navigating the world of investing, and at 26 years old I have determined most of my $ will be a s&p index. Finding a great company at a discount seems to be very difficult.

@DS-hw5cc

2 жыл бұрын

I do the same and only buy individual stocks when I find a no brainer. Rest of my cash goes to sap 500 or asx 300

@UziGameGP

2 жыл бұрын

Well in theory a company that will grow 20% next year is at discount this year. Of course you want to buy at the lowest point in the year but essentially you want to invest in companies that will grow 10-20 years.

@epbrown01

2 жыл бұрын

Personally, I'd skip the insistence on a discount and consider growth potential as part of "value." When I bought 200 shares of NVDA at $100, that wasn't considered a discount; it's $300 now. If I had waited for a dip below $100/share, I'd STILL be waiting.

@frostsmaker8966

2 жыл бұрын

@@epbrown01 It is 3 times now,... capital gain? or still waiting,... for 1100%? Hohohohoho,...

This video is great!

Perfect video of investing

Thanks for making this clip. It was perfectly times for where I’m at in my investing journey.

good vid.

Hi Brandon, I have a video content suggestion... Where to invest some savings I won't need in the near future (let's say, in 5 years)? Thank you

anyone have the link to this Mohnish interview? TIY

I would say in investing, your petience is directly proportional to your returns.

Good contents

As a non professional, is anything within my circle of competence? Seems like this video convinced me I’m better off in funds and etfs.

There are few men who are expert in trading i count Richard Mark as one because of his unique trading strategy

super!

My challenge with the circle of competence is I'm a minimalist. I'm not really brand loyal to anything. However it has led me to look at generic brands and services that are unavoidable for any lifestyle. Everyone needs to eat and have a place to live, and everyone will eventually need some form of standard non-emergency, non-life-threatening healthcare or general care. I don't know anything about highly technical specific disease research or innovations, but I do know that people need to have affordable generic medications and proceedures for common health concerns.

@Shisharoo23

2 жыл бұрын

Kinda how I am too.

WARIO took Mario's advice and became an investor lol

I was just thinking about this the other day. I thought, "I should invest in things that everyone uses without even thinking about it." So I thought about the most popular brand of toothpaste, the most popular laundry detergent, the most popular brand of razor blades, etc. Turns out they were all products of one company!

@jwa7378

2 жыл бұрын

Procter and Gamble

@mateus8676

Жыл бұрын

Exactly, this is how you should invest. I've had McDonald's in my portfolio for years now. I know that the golden arches are a significant part of children's lives nowadays. Cost leadership is one of their main advantages, but many also don't know that McDonald's owns the land and every building outright, and most of their revenues come from the franchisee's building lease payments rather than selling food. Also as one of the largest real estate holders in the world, they can operate at a significantly higher margin than their competition because in many cases KFC, A&W, Baskin and others have their stores setup on McDonald's land, making other large chains a McDonald's client through leasing. A fantastic strategy. Oh, and also when was the last time you passed by a McDonald's and saw it empty? Yeah😂

My new year's resolution is going to be to look after my health by not looking at my disastrous portfolio every few hours

Monish is the bridge between Warren Buffet and Peter Lynch. Three wise men

9:47 key tip for management.

Well can you and should you increase your circle of competence?

@Shisharoo23

2 жыл бұрын

You wouldn't have one unless you grew it at some point, right? Making strategic pivots or simply learning new things is highly recommended.

Why do each of us has to become a value investing expert ? Is the company value an absolute reference or is it subjective to each investor's opinion ? So why don't we just see a "value" index or etf that every one could buy ? Otherwise is it just luck ? one person in a billion can have 20 consecutive lucky bets ? Or does value investing gets dilliuted as soon as it is an index shared with everyone or broadcasted by an influence ? provocative questions, but excellent video, thanks a lot for it !

Also from businesses deal that connected to recession

Just like you go to Atlantic for gamble the promoter marketing show signs along the road way you could earn big if you gamble

The over price in earning and the under price for buying it is not the friendly as you think in the exchange that the millionaires did know along with politicians and Business CEO and businesses owners

The Oracle 💯

Where is information about the 8hr course for investing please?

I would like you to do a real analysis on a company so we can learn as well step by step

Any stocks you are looking into?

Great video! For those looking to learn how to invest A Teenager’s Guide on how to Invest Like Warren Buffett and Charlie Munger is a good place to start.

Copying another person is one thing but to understand why that person did it is another.

Hi, I have got a question about the 10 year time span. Why do we always you 10 Years to calculate Intrinsic value? if you hold the company for lets say 15 years, it's intrinsic value will go up. I've spent quite some thinking on this subject and don't really get where the magic number 10 is coming from.

@wuziwu8148

9 ай бұрын

The only thing special about 10 years it marks a decade. The more information (time/track record) the security it has the better if you're a long-term, buy-and-hold investor. Knowledge is power.

The investing the companies performance no one show you how. But it is need to check in every day. Rather than hold investment and forget

Trust me do yourself a favor and take Brandons learning course. Very valuable. I loved it.

How do you look at Tesla inside this model of investing

Don’t bother stock picking just DCA into S&P 500 and be done with it.

@Charles50Kal

2 жыл бұрын

Buffett is 20% return annually tho

@antilogism

2 жыл бұрын

​@@Charles50Kal Great point. Taking the whole of S&P's existence it does only 9.8%. I-Series bonds will do nearly that, no state taxes and low risk to boot. If 9.8% is all I wan't I'm going I-Series! S&P's is a bit like Vegas---if camping on it blindly. From 1928 to 1955 it made nothing! Same with '55 to '74. '74 to '83 is similar. So many long periods of awful returns makes it gambling that the market will keep streaking upward in whatever time-frame you will need your money.

Take the projections of management with a grain of salt, especially with penny and upstart no profit companies.

Wow

Great video. It's sort of ironic that your example for Number 3 was Elon Musk, as he's the number one reason I don't see staying invested in Tesla. He has accomplished his objectives, but there's an aura of shadiness to everything he says, and often he's just plain lying.

I’m a big value investor although I don’t have a huge account. I always prepare a three statement DCF for a business I’m modeling. It worked for me and is the only logical way to make investment decisions.

@three_two_one5127

2 жыл бұрын

It is not the only logical way to make investment decisions and it only shows that you have no knowledge about finance whatsoever

Thank you ❤ for your videos

Is a good idea to invest money every week 20 or 10 pounds or once a month is more good than weekly

@default878

2 жыл бұрын

@@capiche2759 Okay thank you

I've always invested using technical analysis. I used value investing approaches after reading a few of Graham's books and dove into Alibaba and I've lost too much money on my first value investment 😂 To be fair, Graham did say don't invest in any companies that don't pay dividends so I broke that rule.

@konradvonmarburg7733

2 жыл бұрын

Did you cash out? You only lose money if you cash out or if the company goes belly up. I don;t personally hold any Alibaba since it is a Chinese company, but I don't think Alibaba will go belly up.

@mmocny

2 жыл бұрын

I also invested in BABA but am worried it may have be a "value trap" :P Before Amazon there were plenty of popular retailers (e.g. ebay) that went flat/down for YEARS (until the recent covid market rally). BABA is in the right sector and in the right country and has right price/value gap, but still seems to have ebay type of potential... I mean, theory about may happen aside, every time I try to use their products (albeit as a foreigner) I am disappointed with the product.

@konradvonmarburg7733

2 жыл бұрын

@@mmocny Did you ever read any Ayn Rand? I don't agree with her entire philosophy (Objectivism) but she was on point that 1. Don't invest in companies with a communist dictatorship in place. 2 Don't invest in companies that have unions. :)

@mmocny

2 жыл бұрын

@@konradvonmarburg7733 yes I've read multiple of her books. I also was born in a communist country and my whole family knows intimately will how communism really works. So: I don't consider her opinions to be valuable here at all.

@konradvonmarburg7733

2 жыл бұрын

@@mmocny My father managed to escape communist Hungary in the 60s and made it to Canada. Not investing in a publicly traded company in a communist dictatorship is probably not a good idea. Investing in a company with a strong union is also probably not a good idea. She was more of a philosopher, not a financial advisor, but these points, in her books, make absolute sense.

But with the circle concept... Everyone would look into social media, Netflix and phones stocks! No wonder these stocks are so heavily bought. I really think someone can learn relatively quickly about markets they don't know much about. And so create for themselves a new "competency".

1:08 I would switch 1 and 2

👍🏼

Very good for dumbies like me !

This shows simply the whole problem in valuation… how does he determine coke is worth 15 times earnings? He’s says that like one should know or assume that.

Long term to help millionaires do better all time

Hi

i'm both a value and growth investor and there are Great stocks out there! the trick is to diversify enough to where you actually minimize risk I made my first million from repositioning my stocks using a full service broker so i invested and re-invested my profits.

@harrisahmed3066

2 жыл бұрын

do you by any chance do referrals on your broker ?...i could really use one

@martinbelanger9963

2 жыл бұрын

@@harrisahmed3066 sure! she goes by Rita Wildrin Mora, you can search her up to connect with her

@Flip2Flower1

2 жыл бұрын

Yeah, I’m really gonna give my money to someone who makes 13 google accounts and spams various videos to make it look like they are all different people propping up some fake thieving investor. NOT

@devcrown9392

Жыл бұрын

Warren buffet doesn’t diversify to minimize risk.

In order to earn big

The investment as you run the retail you must have profits to spend in daily the crook keep our monies and promises in return with recession frequently

Indians as usual All time Smart. 😎❤. Proud to be Indian.

I don’t know my dog invests in me very well too ,it is the biggest dog investor I don’t know

I'm intrigued by the visionary nature of this content. A book with akin themes I read brought clarity to my life. "Dominating Your Clock: Strategies for Professional and Personal Success" by Anthony Rivers

All hail the KZread algorithm

I love your videos but using Elon musk as an example of a CEO who delivers on things he says is strange. I think he's the king of over promise under deliver. A lot of people have mentioned how hes way too overly optimistic. He made the cars but all of the other false promises he has sort of sit strangely in this conversation

@pongop

Жыл бұрын

I agree. Tesla has yet to make an affordable car.

11:30 Don't tell anyone.

It is not the friendly stuff that the few investors from 100% investors get involve only 2% per wealthy the 98% lost principle from investment that you believe legal matter protect you

Why should you or I spend time researching value investing companies, when we can just do an internet search on recent Warren Buffett purchases?

Good one

I’m assuming that this is targeted for hedge funds and other large billionaires since this isn’t the cigar butt approach

My p0rtfolio is plummeting significantly, I’ve lost about $320k within a few months and I'm not confident about picking st0cks anymore. Are there really no other options for me to gain from the stock market?

@corrySledd

8 ай бұрын

Well the bigger the risk, the bigger the reward and such impeccable decisions are better guided by professionals.

@AUstinnesc

8 ай бұрын

How do I Find this Lady?

@AUstinnesc

8 ай бұрын

Thanks, I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get.