Пікірлер

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  @HerculesCummings-z9v3 күн бұрын

  Hello Andrew. Excellent presentation. Can you clarify for me if we should use covariance and variance to calculate Beta against the market or do we need to use unlevered asset beta to figure out a company's levered equity Beta? Or am I just confusing methods and they are used for different purposes? Thanks!

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  @abdullh_sareem627715 күн бұрын

  The market maed price not you 😅

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  @닝닝닝20 күн бұрын

  Thanks for the vid

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  @samuelbarnes924329 күн бұрын

  I would say yes. Its been heading that way for a while.

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  @jhh1451Ай бұрын

  The charter is still that big

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  @faisalbilal1107Ай бұрын

  Dump

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  @slimilacraft7676Ай бұрын

  Thank you

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  @gerard40392 ай бұрын

  Malcolm X for me is one of the greatest men if not the greatest for me in the 20 century …. Yup … the US is stile afraid of his name ….

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  @Andrew_Stotz2 ай бұрын

  I just started re-listening to the speeches of Malcolm X, 30 years after I first listened to them. What I missed in my youth, was his astute analysis of politics and the role of the black vote in deciding the outcome of elections.

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  @gerard40392 ай бұрын

  @@Andrew_StotzI am more interested in his opinions of the right to defend yourself , you see the US always tried to present Martin Lutherking as the black saviour ? Liberator because as he said if a white men hit you in one chick give him the other one !!! While Malcolm X said to hit him back … yup … so yea , as a Muslim I don’t pay to much attention to race but yes we can say black peoples today are awful in general , they kill each other , they had become like the white men they hated so much but again Malcolm x explained that by the terms house Nig.er and field Nig-er … yup … do you see , it’s the individuality , I noticed they event in Arabs when it come to Islam ,they try to use it to control , like it’s theirs !!!! God said there is no difference between a black or white of foreigner or local , the only difference is the strength of their faith in god …. So you see , most people are scarred from real justice … god bless Malcolm x

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  @vidya0142 ай бұрын

  ROA = Return on the entire capital ROIC = Return on the invested portion of entire capital

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  @Andrew_Stotz2 ай бұрын

  with ROA, I wouldn’t say it’s the entire capital, because a portion of ROA could be funded by accounts payable, for example. Which I wouldn’t classify as capital.

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  @vidya0142 ай бұрын

  Whether it is payable goods or bank loan owed, as long as you haven't re-payed, there are borrowings. They are capitals.

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  @nateNT9024 күн бұрын

  Finally somebody who sees it like I see it. Nice to see.

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  @vidya01424 күн бұрын

  @@Andrew_Stotz those are included in the entirety. You have to change your mindset. Entire Equity + entire liabilities = entire capital = entire asset. ROA = Return on entire asset = return on entire capital

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  @vidya0142 ай бұрын

  MagicPE Merit Scores = ROIC * E/P

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  @vidya0142 ай бұрын

  MagicPE & MagicPEG

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  @raghukodagali2 ай бұрын

  to compare tesla with BYD is to compare Apple Iphone with huwawei mobile... common. what are we even comparing about???

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  @Moamen1972 ай бұрын

  When it comes to quality, I agree that Tesla might be a bit better than BYD but I don't think by far. But, how about thinking about it in another way! Like, how about if Tesla lost the major EV market (China) to BYD completely like what happened in the most recent quarter? How about saying that people are accepting the slight differences in favor of a lower-cost EV? Finally, why would Tesla go and lower prices in China if BYD is not a competitor?

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  @hebatorad18902 ай бұрын

  Thank you

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  @Andrew_Stotz2 ай бұрын

  You're welcome

• 
  @Blackwidow5592 ай бұрын

  Starts from 10:20

• 
  @MonacoPoker2 ай бұрын

  Vidéo start at 01:02

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  @r83rafael3 ай бұрын

  I have been fired last month, and now i am persuing a carrer as a web designer, got my first client but not enough to keep the ´´lifestyle´´ i had before going out every week with my friends and ´´girlfriend´´. Right now i feel very lonely but at least i am following my dreams and living what i really wanted last year. Hope things go well in the next months.

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  @Andrew_Stotz2 ай бұрын

  I wish you all the best. One of the most important things I have learned is to have at least one close friend you can trust. If you don’t have that, I recommend you go out and find them. There are so many people in this world, that would welcome your friendship.

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  @johnarvinbarcelona3873 ай бұрын

  thank you

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  @Andrew_Stotz2 ай бұрын

  Welcome!

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  @schoolofalchemy3 ай бұрын

  Thanks for the review, Andrew Stotz. I'd like to see a review before I buy.

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  @ChangHPark3 ай бұрын

  I don't usually leave comments but this video is insightful and made easy to understand. Nice to see those students who did the ground work being acknowledged. Nice work and I became a big fan.

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  @Andrew_Stotz3 ай бұрын

  Glad you enjoyed it! The students have done tremendous work

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  @tonyc90353 ай бұрын

  Hmmm... Wasted me 23 minutes... All analysis is about a CAR maker?? How about FSD and AI? Energy Generation & Supply? Robotics?? I think your studenrs missed the point. Back to the drawing board please... 🤔🤔

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  @Andrew_Stotz3 ай бұрын

  Thanks for your comment. The students are beginners...never wrote a research report like this ever. I will take your suggestions on board and work to improve.

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  @gc-hn4ky3 ай бұрын

  more like disasterclass

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  @marioxmariox4 ай бұрын

  I don't think many realize the actual growth of Tesla megapack as it hasn't really shown up in revenue yet. Tesla did $6 billion in revenue in 2023 and added $3.4 billion in deferred revenue which is waiting for projects to be connected to the grid. Tesla is going to report megapack production, deliveries and revenue starting this quarter. Tesla only breaks this out when growth starts to happen. I think Tesla energy does $10-12 billion in revenue for 2024, and with Tesla giving more details on energy, analysts will start pricing in the real growth. I think Tesla is being really underestimated by the market.

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  @Andrew_Stotz3 ай бұрын

  That's very helpful! If Tesla can do that $10-12bn you mention it may be cause for an upgrade! Thanks for your comments.

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  @EricPham-gr8pg4 ай бұрын

  If tesla use some part invest in manufacturer capacity of south Korea and California and Arizona airline grave yard recycling parts plus all junk yard car to precess back fiber glass and magnets and magnesium and air conditioner compressor , and steering pumps , and transaxle each cost few penies can make tesla car cost tess to produce

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  @Andrew_Stotz3 ай бұрын

  That's a good point. There is a tremendous amount of the rare earths and raw materials already mined and discarded. But the question is, how much will it cost to extract that.

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  @Dianaandtheroses4 ай бұрын

  Sooo true ❤❤❤🎉

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  @lilhaxxor4 ай бұрын

  I was leaving a like because you said some accurate things about Toyota, but as soon as you began your rant about "financially world class", I downvoted. It's like focusing on Tesla because they can generate hype and get their stock price really high, even if they produce garbage cars, that actually get people killed because they pretend self-driving works. I mean, you should revisit your outlook on life, if these are your values.

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  @evangordon7114 ай бұрын

  I'm 14 and started 9th grade this year. I've been worried about my grades so much all year because I'm worried about not being able to get a job that will pay for my happiness, but I have been realizing that it's not money that gives happiness- it's knowing that people care about you and having friends and just exploring the earth and the environment. None of that takes very much money.

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  @Andrew_Stotz2 ай бұрын

  you are so right in what you say. Keep building deep friendships and your life will be amazing. Last night I had dinner with my friend of 40 years.

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  @vidya0144 ай бұрын

  PEG = 1 G = Revenue Growth, Net Income Growth, Profit After Tax Growth, whichever the lower indeterming the purchasing fair value.

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  @grooved_arete4 ай бұрын

  Re: Tesla presentation, Good effort young man!

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  @Andrew_Stotz2 ай бұрын

  indeed. I’m always impressed to see my students go from zero to this point.

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  @SelcukGunerr4 ай бұрын

  Is this a good time to invest in BYD?

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  @mitchcook52524 ай бұрын

  thank you Andrew very helpful

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  @Andrew_Stotz2 ай бұрын

  Very welcome

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  @Mrconcretecoatings5 ай бұрын

  Great

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  @Andrew_Stotz2 ай бұрын

  Thanks

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  @emincapak5 ай бұрын

  beğendimmm

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  @MrHelmiaziz6 ай бұрын

  Let me tell u something. KUB Malaysia is not in a good shape, one example is the subordinate company SOLARGAS jb. Major improvement at platform a new restructure management is needed. HELMI(BOB)

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  @andraanggrawijaya30626 ай бұрын

  Company A has new assets, company B has old assets need to be replaced. In assessing whether, after Company B replaces old assets, it can outperform Company A, what needs to be analyzed?

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  @mjwmontgomery6 ай бұрын

  Now under 10 baht.

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  @WCUA1956 ай бұрын

  . . . Okay and you’re reading this on Wednesday the 13th, the 11th of 2023 if you live in Birmingham find a local Morrisons, shall go at 8 o’clock so hurry. It’s very weird, but you can buy one tiny can of Coca-Cola for free it’s very small and it fits in your hand easily go get yours now!

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  @yashrajsingh39607 ай бұрын

  Thank you for the elaboration. I was looking for a quality video like this. Please keep it up! I'm looking forwards to your new content.

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  @Andrew_Stotz6 ай бұрын

  Thank you for watching!

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  @Andrew_Stotz6 ай бұрын

  We are accepting students for our next Valuation Master Class Boot Camp on Jan 8, 24. See if you are interested or please help us spread out the words in case you may know someone who is interested valuationmasterclass.com/bootcamp

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  @anshulsoni-di7wp7 ай бұрын

  RESPECTED SIR,❤ I'm preparing for MBA entrance exams to get into top business schools, with a focus on finance FIELD . Could you guide me on the best certification courses and advanced skills I can learn before starting my MBA?

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  @Andrew_Stotz6 ай бұрын

  CFA is the best finance education. Valuation Master Class Boot Camp is focused on only company valuation

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  @anshulsoni-di7wp7 ай бұрын

  Sir, please make videos on business case studies that are taught in top business schools worldwide.... That will help us a lot.

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  @anshulsoni-di7wp7 ай бұрын

  RESPECTED SIR,❤ I'm preparing for MBA entrance exams to get into top business schools, with a focus on finance FIELD . Could you guide me on the best certification courses and advanced skills I can learn before starting my MBA?

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  @Andrew_Stotz6 ай бұрын

  If you are interested in valuation, check out our own Valuation Master Class Boot Camp. A 6-week program that includes: - 30 hours of video content - 3 live sessions per week - Value 2 companies - Write and present a complete equity research report - Improve your LinkedIn to attract recruiters - And because we know it is HARD, we do provide you with continuous support and feedback from me and our team The next one is Jan 8, 24 and we are accepting students now. valuationmasterclass.com/bootcamp/

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  @alaataktokani88847 ай бұрын

  Excellent video, I have not thought I would watch the full video at first, but it felt like 10 minutes, thank you it was very informative and well explained.

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  @Andrew_Stotz2 ай бұрын

  thank you very much. It took some time to put this together, but I felt it was worth it.

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  @Virajjj977 ай бұрын

  What

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  @motavitionsoul7 ай бұрын

  Thanks sir you just opened a whole page for me

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  @Andrew_Stotz2 ай бұрын

  Yay!!

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  @vidya0147 ай бұрын

  You should not have deducted out the cash and cash equivalent out from the denominator.

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  @vidya0147 ай бұрын

  ROIC = Return on Invested Capital ROA = Return on Entire Capital

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  @Flor-ian7 ай бұрын

  Thanks for this video! Very interesting analysis!

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  @Andrew_Stotz7 ай бұрын

  Thanks for watching!

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  @Andrew_Stotz6 ай бұрын

  We are accepting students for our next Valuation Master Class Boot Camp on Jan 8, 24. See if you are interested or please help us spread out the words in case you may know someone who is interested valuationmasterclass.com/bootcamp

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  @sambowman917 ай бұрын

  Oh, that’s why a 12 pack costs 10 fucking dollars. Greedy bastards.

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  @sambowman917 ай бұрын

  They might as well actually be selling Coke.