Corning is a picks and shovels business for the 5G trend, the autonomous driving trend with more screens in the car where you don't focus on driving any more but on entertaining and also on other glass uses like vaccines. It is also a fundamentally sound business that has survived many crises. it is however a cyclical business with high capital investments needed to always stay at the forefront of technology with high initial margins that decline fast as the competition ramps up. Nevertheless a ...
Nov 02, 2020•16 min
Google stock 2020 analysis. We are going to use Peter Lynch's categorization of fast growing stocks to analyze Google (Alphabet stock) GOOG, GOOGL. Fast growing stocks have certain characteristics and expectations and we are showing how Google stock fits those expectations. This should give you an answer whether GOOG is a stock you should buy or not. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM ...
Nov 02, 2020•15 min
Charlie Munger discussing how to outperform the market over the long-term. It is not about being smart like many fund managers try to be, it is about doing the right thing a few times in your life. On why index funds outperform the majority, well that is statistics, don't get confused by that. Index funds outperform active due to fees, active outperform individual investors when looking at averages. The key is that you do what is best for you! Want to know more about what I do? https://goo.gl/MQ...
Nov 02, 2020•10 min
Despite everybody announcing a stock market crash or stock market collapse in 2020 alongside an economic collapse, largest recession, I am buying stocks. Am I just greedy or stupid? Let me know in the comments? We discuss the stock market news, the current economic environment, the flow of money and how that impacts the stock market. Further, on a technical note, we explain the difference between risk and uncertainty and how I don't really just buy stocks, I buy stocks with great fundamentals, l...
Nov 02, 2020•20 min
Buffett's mistake with airlines is pushing Berkshire's stock down while other things go up. This is such a reminder of 1999 when all dot-com stocks were exploding and BRK was down because Buffett was old fashioned. What we are seeing now is a similar situation with Buffett's 'HUGE' AIRLINES MISTAKE haha. However, we take a look the investment vehicle Berkshire is and that explains the risk and reward of investing in BRK and why, in my opinion BRK stock will always outperform the S&P 500 inde...
Nov 02, 2020•17 min
A 15 minute summary of Berkshire's shareholder meeting and key topics. Warren Buffett tells you to never bet against America, how the current situation is just an interruption in the process of growth and how stocks, buying stocks, is always the best long term investing decisions. Warren Buffett uses historical examples to explain what kind of a situation are we currently in. What is also important for valuations are interest rates. Low interest rates increase stock prices. In the Q/A section Bu...
Nov 02, 2020•17 min
I've received so many questions about the next upcoming stock market crash - the inevitable stock market crash in 2020 due to bad economies, budged deficits and insolvency issues. However, when investing, we have to see what are the forces driving stock prices, what is the market pricing in and how to best invest ourselves in line with our investment goals. To see whether there is a market crash ahead, we are going to look at current and potential future news, but also at the elephant in the roo...
Nov 02, 2020•23 min
Many requests to discuss the video from Andre Jikh with Raoul Pal about a massive market crash coming: https://www.youtube.com/watch?v=92wenJfjBDY The topics cover baby boomers selling stocks, doom loop, the coming debt crisis and how the market will likely crash hard and then stay down for longer. The investing option suggested is to buy bitcoin because your $5,000 can become a million over time. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst...
Nov 02, 2020•24 min
Ray Dalio just published an article from his new book about Money, Credit and Debt. The summary is the following: - budged deficits, global debt, corporate debt etc. will lead to currency devaluation as people, companies start to default on it due to the crisis. Governments will bail themselves out by printing, those that can do so due to reserve currency status. - if and when the printing is too high, the trust is lost and the normal ending of a cycle is a return to hard currencies. The video e...
Nov 02, 2020•28 min
Oil is cyclical. Do you know what the cure for low oil prices is? Well, low oil prices! Exxon has already slashed investments by 30% and many others are following while smaller companies are going bust. If the current demand situation is of a shorter nature, oil prices will return to their long-term equilibrium and even higher. We discuss: - the situation with oil markets and oil prices - the USO OIL ETF - OIL DEMAND AND SUPPLY - short and long term - how to invest in oil - oil stocks and my lon...
Nov 02, 2020•19 min
This channel has passed 70k subscribers, I thank you for that. I wished to share the fundamentals of this investing channel by sharing my 5 core stock market investing beliefs: - the markets are not efficient - the efficient market hypothesis doesn't really work in the long-term and is something we can take advantage of. - long-term attitude - everybody is so focused on the short term and not on the long-term but the long-term really matters. Of course you can't forecast what will earnings be in...
Sep 21, 2020•18 min
What is the best stock market investment strategy to deploy money is the ultimate question to be answered, if you have money of course. Most people think about whether to deploy it all immediately (LUMP SUM INVESTING) or to stage the purchases over a period of time (DOLLAR COST AVERAGING). Vanguard and other research shows that you'll do better with a lump-sum investment in 70% of cases and better with dollar cost averaging in 30% of cases. So, it is up to you what kind of odds do you wish to be...
Sep 21, 2020•17 min
Stock Market Crashes and Recessions are the best buying opportunities. When that happens, Warren Buffett says to take out the bucket when raining gold. Seven steps to be a millionaire after recessions and stock market crashes: - be a financial fortress - allows you to invest when others are selling in panic - have a cash cushion - keeps you calm whatever is going on - don't have debt - gives you leverage when things are cheap for smart debt - always look for opportunities and buy when you like a...
Sep 21, 2020•14 min
In today's stock market news we discuss why the stock market continues to go up even if the economic news is terrible, with the unemployment rate back to the Great Recession levels and the outlook bleak alongside huge government deficits. We also discuss the long-term economic outlook and situation to conclude on the investing outlook and asset class comparison between bonds and stocks. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and resear...
Sep 21, 2020•15 min
I explain why I just bought Facebook stock and at what stock price. FB stock fits my large portfolio from a risk and reward perspective and from an outlook, learning perspective into new technologies and what might the new world look like. Cash flows and growth are the key. Enjoy the discussion where we analyze the key factors to know when it comes to Facebook stock: fundamentals, growth potential, earnings model, risks, rewards and portfolio rationale. Want to know more about what I do? https:/...
Sep 21, 2020•10 min
Disney stock analysis for 2020. Disney stock (NYSE: DIS) offers a share in a great business and the recent stock drop might make it a good buying opportunity. If is funny that Warren Buffett did buy Disney in 1966, a 5% stake for $4 million that would be worth today north of $10 billion. However, he sold in 1967 for a 50% profit in just a year. He figured he is paying just for the park while all the other things are for free; the brand, future growth etc. Today, if we analyze what Disney is, eac...
Sep 21, 2020•13 min
RH stock (NYSE: RH) is a stock owned by Buffett so it is a very interesting research prospect. The business model is very interesting and offers scaling opportunities that leads to revenue growth and improving margins. Further, apart from the upscale (overpriced) furniture, the management also engages in luxurious financial engineering and if you move fast, you can buy the stock now and sell it much higher very soon because the company will buyback every stock at any stock price. Enjoy the video...
Sep 21, 2020•14 min
With all the announced stimulus, the FED's balance sheet going to $10 trillion, it is time to discuss Inflation and perhaps even hyperinflation. Government deficits are huge and will be only growing, thus currencies have to be debased! There is no other way. So, protect yourself and own real assets. This is also the reason why stocks have been going up even as we are entering the mother of all recessions. When it comes to the stock market, investing in stocks, looking for inflation protection, i...
Sep 21, 2020•22 min
Peter Lynch is one of the best investors ever. I give examples for each of the mentioned characteristics a stock to buy should have. Lynch is a contrarian, focused on earnings from companies Wall Street doesn't like or can't sell to the public. Enjoy the discussion and examples. 1) It sounds dull – or even better, ridiculous 2) It does something dull 3) It does something disagreeable 4) It is a spinoff 5) The institutions don’t own it, and the analysts don’t follow it 6) The rumors abound – It’s...
Sep 21, 2020•18 min
The stock market will always be volatile, accept it! Long-term, earnings will go up and that is actually what you are investing in - you are owning a business. At the moment the stock market crash has recovered a bit, but investing is always the same and you need to know how to behave! Here is a great video from Peter Lynch telling all you need to know about investing and how to invest when stocks crash. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market ...
Sep 21, 2020•9 min
In today's stock market news we discuss the stock market, its fast crash and the rebound first and then the high uncertainty we are headed into. The bad news will likely persist for a while but it is important to note that the best purchases are made when the news are the worst possible. The economic stimulus has a questionable outcome and the fundamentals are shaky, so one has to be careful when investing. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock mark...
Sep 21, 2020•18 min
Oil stocks are a buy now because oil prices will come back to a supply and demand average balance. So, oil stocks that survive the year with huge oversupply will do good and pay good dividends in the future. Look for value and avoid risky plays with a lot of debt. At current levels 68% of US oil production is completely unfeasible and just that would remove 8 mb/d from supply and correct the price if the situation persists over a year. So, the average long-term price of oil will be higher than $...
Sep 20, 2020•25 min
What are safe investments? Cash is safe, but only short term! So, we discuss a bit the price of safe investments (there is always a price with whatever you do with investing). Currencies are made to lose their purchasing power over time, so the safest investment are real assets despite their volatile prices! 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) ...
Aug 05, 2020•13 min
When it comes to stock markets all that one needs is an investing strategy that works all the time, that makes you sleep well and that doesn't require too much. That is what I do. In a normal stock market environment, I am usually invested 80%. After a crash I'll go to 100% invested. If something becomes cheaper and cheaper, I'll easily go to 125% invested through a bank loan or something. But, then the bargains should really be once in a decade bargains. Want to know more about what I do? https...
Aug 05, 2020•10 min
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 YouTube: https://www.youtube.com/c/InvestwithSvenCarlinPhD
Aug 05, 2020•10 min
Modern Value Investing Book Summary - Enjoy the summary! The book is organized as follows: The mindset of the value investor 25 tools to apply when analyzing stocks 25 tools application example Going beyond value 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...
Aug 05, 2020•17 min
Stock Market News Today discuss the Fed's stimulus for the economy, also the global central bank activity, the market's possible bottom and definitive currency collapse over the coming decade. As for investing, the story is always the same, buy when you see value, buy real asset that will do good in whatever 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, mode...
Aug 05, 2020•14 min
Berkshire's stock valuation (BRK) shows how it is currently cheap if you think America will continue to be America. When the situation stabilizes, I would expect the stock to come back to a fair valuation in the current environment. A PE ratio of 20 would give a double in a few year. If interest rates remain close to zero, expect even higher returns. If Warren Buffett deploys the cash in 2020 and invests in cheap buybacks, even better. Want to know more about what I do? https://goo.gl/MQG2k5 Ful...
Aug 05, 2020•12 min
Unfortunately or fortunately, stock market crashes are the best investing opportunities ever. We are headed into a recession that nobody knows where it will end. However, if you are an optimist like me, you know it will end one day and the world will be a better place. When that happens, you are looking at stock market returns of 5X or 10x from investing in individual stocks. I hope this video motivates you not only to invest in good investments but also to make this a better world. Want to know...
Aug 05, 2020•12 min
The S&P 500 Index is an investment that gives you ownership of the best businesses in the US as it owns the best stocks traded in the US. Plus, Vanguard S&P 500 Index fund (VOO) allow you to purchase it at ridiculous fees. So, it is about what your strategy is. Given the recent decline in price, the investment starts to look good. Enjoy the S&P 500 analysis. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKE...
Aug 05, 2020•12 min
