Пікірлер

• 
  @WillHpowers956 күн бұрын

  11 and a quarter? why is he quoting in fractions, what year is this?

• 
  @stoneschanify7 күн бұрын

  You were right

• 
  @hiatuz35128 күн бұрын

  $BABA looks great in 7/2/2024. I'm buying leaps, $BIDU too

• 
  @AndreasScherzler-sk8md10 күн бұрын

  A very useful inside how to tackle the ambiguity of estimating the intrinsic value!

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  @mrretired271521 күн бұрын

  The earnings were 15m per year and the market cap was 25? Or 25m? He really needs to sort out his woeful mic

• 
  @mrretired271521 күн бұрын

  Start with the A,s. Or did he say AA’s

• 
  @myna461626 күн бұрын

  Sir, I have been going through your videos. I am a senior citizen. Can you name value investor's club or such filter in India that I can start with. Regards.

• 
  @guilhermelana405829 күн бұрын

  Credits do the amazing Peter Lynch, who come up with the analogy of flowers and weeds. Buffett called him to ask permition for use this analogy.

• 
  @JackMT86Ай бұрын

  Get a new mic

• 
  @mrretired2715Ай бұрын

  Tesla will be biggest in 10 years

• 
  @Joe-zz3vxАй бұрын

  This aged poorly

• 
  @aperson11812 ай бұрын

  Which value publications does he mention?

• 
  @nonamell20092 ай бұрын

  As time has progressed and time has elapsed, based on this presentation it’s no longer a 10 bagger, but a 20 bagger I’m not knocking the technology (I’m a fan) nor Cohodes (impressive research) yet in hindsight this was painfully hypey

• 
  @moreno34612 ай бұрын

  Traduzione in inglese: To which capital is Mr. Smith referring? Total capital employed? Working capital? When he talks about cash, does he mean operating profit or free cash flow?

• 
  @MX45513 ай бұрын

  Too bad people these days don't care about real value, instead millions watching videos on try on clothes hauls. Terry, you're absolutely legend and I took lots of valuable information from your lesson!

• 
  @tkz39923 ай бұрын

  Link to full vdo please

• 
  @mysandwichlife4 ай бұрын

  Time to DCA

• 
  @ReflectionOcean4 ай бұрын

  Recognize patience as a significant advantage for value investors 0:00:06 Understand that having an information edge is generally not feasible 0:00:14 Identify the possibility of gaining an edge through better analysis of the same information 0:00:31 Acknowledge the importance of a long-term time horizon as a competitive edge 0:00:54 Learn from Jeff Bezos' strategy of focusing on long-term investments for competitive advantage 0:01:00 Realize the unintentional advantage of index funds' inability to sell, leading to long-term holdings 0:01:30 Notice the index funds' strategy of holding onto rising stars for extended periods as a successful investment approach 0:01:49

• 
  @ReflectionOcean4 ай бұрын

  Analyze the mix of potential future outcomes and invest when there are more positive than negative possible future outcomes. 00:01:08 Assess the character of the investment environment; be cautious when there is high investor optimism and eagerness to supply capital, as this often correlates with cyclical highs and potentially unfavorable odds. 00:01:45 Invest when the odds are in your favor, particularly when there's a lack of optimism, high level of fear, poor recent market performance, widespread losses, excessive risk aversion, and reluctance to supply capital. 00:03:13 Recognize that being at or above the intrinsic value of the market doesn't guarantee immediate corrections but indicates a higher likelihood of a future decline. 00:04:06 Understand that higher risk does not guarantee higher returns; it simply increases the potential for higher returns, necessitating careful consideration and management of expectations. 00:10:44 Adopt a more cautious approach in today's investment environment, characterized by low returns and high risk, by being fully invested but with a conservative portfolio. 00:15:58 Consider a combination of accepting lower returns, reducing risk to prepare for downturns, and exploring special investment niches as viable strategies in a low return, high risk market. 00:18:22

• 
  @user-is9ls6gg8z5 ай бұрын

  To quote Nathan Rothschild's (hopefully metaphorical statement), 'buy stocks when there's blood in the streets'.

• 
  @TheKarldav5 ай бұрын

  This guy stupid hahaha guess what babalu is at all Time lowww

• 
  @vallusladion47645 ай бұрын

  Waiting for decades is the hardest part

• 
  @korgond5 ай бұрын

  Great lecture

• 
  @GeneralAdvice5 ай бұрын

  6 months later and over $10 less per share. Noticed you haven't posted for 6 months too. Have you changed your mind or?

• 
  @mysandwichlife4 ай бұрын

  I'm about to start DCAing.

• 
  @watulukamedia67246 ай бұрын

  Morning is not a billionaire yet

• 
  @ostrich99996 ай бұрын

  So Pabia why did u sell micron ?

• 
  @harryy0006 ай бұрын

  reysas has done a 40x

• 
  @benjaminberuh69256 ай бұрын

  What interview is this from?

• 
  @JebbAdams7 ай бұрын

  It came to pass just like he said, there & then. The recent decline, (I believe may have), hit bottom this past October 27, 2023. RIP Charlie T. Munger.

• 
  @candyfloss1847 ай бұрын

  8:38 Buy below intrinsic value and sell above intrinsic value. 13:19 Summary!

• 
  @theintelligentcompounder7 ай бұрын

  Make that guap! BOOTY CLAP pon di flow now

• 
  @theintelligentcompounder7 ай бұрын

  GET IT. SICK IT BOY. GET IT. Yuh YUH!

• 
  @theintelligentcompounder7 ай бұрын

  Baba is at or near the bottom of the “worried wall”

• 
  @AD-wb5eg7 ай бұрын

  Great vid!!

• 
  @ditolum8 ай бұрын

  what a clown!!-.

• 
  @jarinorvanto43018 ай бұрын

  The idea of intrinsic value... Suspicious.

• 
  @jarinorvanto43018 ай бұрын

  Very calm, yet very dense information in a short time.

• 
  @JeffersonMartinSynfluent8 ай бұрын

  Three sounds high to me. Penny stock is closer to reality.

• 
  @desireelewis11008 ай бұрын

  We need to remember that if as investors we can find one or two 100Baggers In Our Lifetime we have done really well.

• 
  @mitch85758 ай бұрын

  Cause it's a scam stock

• 
  @yappydabbad93239 ай бұрын

  He sold his entire stake RIGHT after talking it up lol

• 
  @pedroabreu17548 ай бұрын

  I mean i did wrong, no reason to sell, he got scared because of the exposure to real estate BN is reducing their real estate portofolio, only holding the great ones

• 
  @user-em1ci6hb3y9 ай бұрын

  Bought $500 calls

• 
  @aconsideredmoment9 ай бұрын

  No one is addressing the office space-centered developments in London, NYC, and elsewhere in quantitative terms relative to the overall balance sheet and stock price recovery. That is a problem.

• 
  @vikasjaiswal30949 ай бұрын

  Why UAN in the title? He never mentioned UAN at all.

• 
  @keystonekabes8 ай бұрын

  He did when he discussed his fertilizer plants. He just didn’t call out the ticker. Btw it’s under 80 a unit now. Good time to buy.

• 
  @bradelliot10279 ай бұрын

  Nice..thanks...

• 
  @deepak2012able9 ай бұрын

  Thankyou, Can you please tell which speach it's from?

• 
  @ask_why0009 ай бұрын

  Is it solar? Rechargeable?

• 
  @guidedbygreen14802 ай бұрын

  Consumer electronics

• 
  @albertmanzo6899 ай бұрын

  It’s time to give up

• 
  @joshuelsanchez.9 ай бұрын

  umg after copyrighting every video known to mankind

• 
  @serafimhacker9 ай бұрын

  i just used "without me" and fucking umg gived me copyright i said WHO IS THAT GAY BI-. (i cut the part of cause is the b word but il limit swears😅)