Modern Value Investing with Sven Carlin - podcast cover

Modern Value Investing with Sven Carlin

Sven Carlinsvencarlin.com
Want to learn about stock market investing, understand risk and reward of the stocks you buy, learn how to do in-depth fundamental analysis and more? Modern Value Investing with Sven Carlin Podcast covers a variety of investing topics that will help you reach your financial goals.
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Episodes

Investing In Argentina - Macro Strategy and Pampa Energia Stock Analysis

Investing In Argentina - Pampa Energia has a 10x Potential - Como invertir en la bolsa Argentina We discuss a Ray Dalio approach to investing in inflationary situations and then analyse in depth Pampa Energia, a stock that can triple at least or even more. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: http...

Apr 22, 201915 min

Stock Market COLLAPSE AHEAD! How Low Will It Go Stock Market News

Stock Market Collapse Ahead! How Low Will It Go? Stock Market News. Things are pretty simple, S&P 500 is close to all time highs, valuations are high and a stock market crash risk is huge. How to avoid it is discussed in the video. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I a...

Apr 20, 20198 min

Best 5G Stocks - QCOM, NOKIA, ERICSSON N. TESLA

Best 5G Stock - QCOM, NOKIA, ERICSSON N. TESLA One is the best 5G technology stock to buy as it offers a 13% dividend yield and possibly also much higher in the future. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/...

Apr 19, 201911 min

Portfolio Diversification and Stock Market Portfolio Management

Portfolio Diversification and Stock Market Portfolio Management is as important as buying the right stocks. It is not so exciting but knowing what to do is crucial. I discuss why I hold less than 10 stocks in my portfolio and what makes it easy. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/...

Apr 18, 201911 min

CF Industries Stock Analysis - High yield focused on buybacks

CF Industries Stock Analysis - High yield but going into buybacks CF is a good fertilizer business with high cash flows but the management is obsessed with buybacks. Perhaps they should pay dividends and that would increase the value of this fertilizer stock. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: h...

Apr 16, 20197 min

K+S Aktie Analysis - Example of European Zombie Company

K+S Aktiengesellschaft stock analysis. A typical example of an European zombie company alive just thanks to low interest rates. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: htt...

Apr 15, 20197 min

Lyft and Uber Stocks - What You Need to Know

Lyft and Uber Stocks - What You Need to Know is that those are being sold by private equity (smart guys), that the stock price usually doesn't do well after the smart guys sell:-) So if you still like it, wait a bit, and the stock price forecast is that it might be much cheaper. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for T...

Apr 15, 20195 min

Stock Market Portfolio - How Many Stocks and How Much Cash!

Stock Market Portfolio - How Much In One Stock and How Much Cash! When investing in stocks the main questions are: How much to put in a stock depends on the stock. How much in cash depends on the risk and reward of your investments. How many stocks should you have. Be flexible. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for Th...

Apr 14, 20198 min

STOCK MARKET NEWS - THE FED, ECONOMIC SLOWDOWN, 20-YEAR INVESTING RETURNS

Stock market news today for the next 20 years of your investing life! We discuss the FED, interest rates, the economic slowdown (not collapse), risk and reward and how to beat the stock market! Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investi...

Apr 13, 20198 min

Agricultural stocks - fertilizer stocks - CF Industries, Nutrien, K+S, Mosaic

Agricultural stocks - fertilizer stocks - CF Industries, Nutrien, K+S, Mosaic There will be 9 billion of us soon. Thus there will be the need for more food and more fertilizers. A good sector to keep an eye on. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Mod...

Apr 12, 20197 min

Lithium Stocks For Trading - Lithium Investment Thesis - SQM stock analysis

Lithium Stocks For Trading - Lithium Investment Thesis - As I dig into fertilizers I crossed SQM that is now a lithium stock and not a fertilizer stock. I share my opinion on lithium stocks. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing ...

Apr 11, 20199 min

Buffett's 7 rules of investing - 1983 Letter to shareholders

Buffett's 7 rules of investing from the 1983 letter to shareholders. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com/ Check out Modern Value Investing YouTu...

Apr 10, 20195 min

Buffett Buying Stocks Big - 1982 Letter to Shareholders

Continuing with summarizing Buffett's letter to shareholders. This time 1982 when Buffett was buying big and Dalio almost went bust. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog...

Apr 09, 20196 min

Qualcomm QCOM Stock Analysis - 5G Investing Opportunity

Qualcomm QCOM Stock Analysis - 5G Investing Opportunity 5G is coming and many with to have their stock market portfolios exposed to the trend. I analyse QCOM in my attempt to find interesting 5G investments with a margin of safety. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am al...

Apr 08, 20199 min

STOCK MARKET CYCLE NEWS - CRASH AHEAD, PEAK STOCKS, OR STABILITY

Where are we in the stock market cycle? Stock market crash ahead, stability or peak? I discuss Howard Marks notion that we can't predict the stock market, but we can check where what is. How to read the stock market. 3 examples of stock market cycles are given in the current environment. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analy...

Apr 06, 20198 min

Thor Industries Stock Value Investing Analysis

Thor Industries Stock Analysis (THO) is a discussion of a very cyclical industry, the RV industry. We discuss THO's growth, stock price, valuation and fundamentals. the last acquisition of the Hymer Group in Europe might be a big mistake. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe ...

Apr 05, 201911 min

Michael Burry's Big Short Best Stock Analyzed - Corepoint Lodging Stock Analysis

Michael Burry's Big Short Best Stock Analyzed - Corepoint Lodging Stock Analysis. CPLG stock. Famous from the big short, dr. Michael Burry had to disclose his portfolio recently given that Scion Capital is above $100 million in assets under management. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://...

Apr 05, 201915 min

PAY OFF DEBT OR INVEST IN STOCKS

Paying off debt or investing is a question I get often. The 3 things to keep in mind are the interest rate, the timing and the mindset related to debt and investing. Credit cards, student debt but also mortgages can have high interest rates and those are rising. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor...

Apr 04, 201910 min

RETURN ON CAPITAL - STOCK MARKET INVESTING SECRET

Return on capital - hedge fund manager Peter Barklin explains why it is so important when it comes to investing in the stock market. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog...

Apr 03, 201914 min

STOCK MARKET INVESTING BOOKS - BEGINNERS AND PROS MUST READS

STOCK MARKET INVESTING BOOKS you must read to get an answer on how to invest in stocks. Both for stock market beginners and professionals: Glen Arnold – The Great Investors - https://amzn.to/2PibaPi Benjamin Graham – The Intelligent Investor - https://amzn.to/2pDWXRo Anthony Robbins – Money Master The Game - https://amzn.to/2yhdWNk Sven Carlin – Modern Value Investing - https://amzn.to/2DWYhcc Warren Buffett – The Snowball - https://amzn.to/2pDYd77 Daniel Kahneman – Thinking Fast and Slow - http...

Apr 02, 201910 min

Value investing lesson by hedge fund manager Peter Barklin

Value investing explained. Value investing has evolved over time so it is important to stay up to date and define value properly for stock market investing. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More...

Apr 01, 201911 min

10 ways to invest from Europe - Investing your Euros

How to invest from Europe in Euros is the question I get very often. Well, first an overview of the European economy, the Euro and then 10 investing strategies to think about over time. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book:...

Mar 30, 201920 min

BERKSHIRE STOCK IS BETTER (5 REASONS) THAN S&P 500 INDEX FUND - WARREN BUFFETT

Let Warren Buffett invest in stocks for you, he will do a better job than index funds or an S&P 500 etf. BRK is a much better solution than SPY for the passive stock market investor because of 5 reasons! Here is the summary of the video: 5 reasons why Berkshire stock is better than the S&P 500 index funds! (1:03) Comparison of past performance (3:44) First argument - S&P 500 and BRK investing strategies (5:32) Index funds can’t copy Buffett’s special deals (6:27) Second argument - ma...

Mar 29, 201917 min

GOLD INVESTING! PHYSICAL GOLD, ETFs or GOLD STOCKS

How to invest in gold explained. Be it physical gold, physical gold backed etfs, gold stocks, gold mining stocks or gold miner etfs. It is all about your gold investing strategy and gold portfolio exposure. Gold investing for beginners to pros. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/G...

Mar 28, 201918 min

HOW NOT TO INVEST IN GOLD STOCKS AND GOLD MINING ETFs

How to invest in gold stocks and gold mining ETFs. 7 factors to consider before investing in gold stocks. Gold mining stock prices are volatile. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven...

Mar 27, 201913 min

HOW TO INVEST IN STOCKS with dr. PER JENSTER

How to invest in stocks! Whether you are a beginner or experienced investor, this video will give you insight into the core of professional stock market investing. In case you want to reach Prof Jenster or know more about how he invests, please go to ... http://nichemastersfund.com 0:27 Who is Per Jenster 1:33 What to look when investing in a business 3:59 Fund based on a niche strategy 6:01 Companies we are investing in 8:30 Management 10:00 HIGHER PE for HIGH ROIC 10:44 Index funds 13:10 Tradi...

Mar 26, 201927 min

How to Invest in stocks and not worry about a stock market crash

How to invest in stocks and not worry about a stock market crash with Niche Masters Fund head asset manager, Peter Barklin. Answer: invest in great businesses. 0:00 Introduction 1:30 What is value when value investing 2:10 High quality 2:47 Value, size and price KEY CRITERIA 3:50 Long track record 5:33 Return on capital 6:01 Dechra Pharmaceuticals Plc 10:23 5 key things Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKE...

Mar 25, 201919 min

How to invest in stocks with hedge fund manager Peter Barklin

Peter Barklin explains how to find whether a business has a competitive advantage as that is what will give you the best stock market investing returns. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at ...

Mar 24, 201916 min

How to invest with Brexit - UK and EU stock market

Brexit is a hot topic but how to invest is the question? Is Brexit a concern for UK stocks or European stocks? I discuss it with Peter Barklin, investment manager at Niche Masters fund. www.nichemastersfund.com 0:00 Introduction 1:40 Brexit for investors 3:27 astersfundWhat to own 5:08 Brexit benefits 7:04 Brexit and Europe 10:05 Portfolio positioning 11:29 Brexit risk perspective Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! ...

Mar 23, 201914 min

My 2019 stock market investing strategy - value investing core!

My 2019 stock market investing strategy - value investing core! I share my past investing situations that explain my behavior, then I talk about core investing criteria and how will I pick stocks for my portfolio, how will I invest in stocks in 2019. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://go...

Mar 22, 201916 min
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