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Bla bla bla…. Mondays experts .!

Your integrity is beyond reproach, please keep doing your great work.

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UBS now owns almost 8% of the shares since they double up in 19th June. JP Morgan also backing them up.

One stock you might want to consider adding to your deep value list is Actinogen Medical. They're making serious strides in Alzheimer's treatment with their drug Xanamem.

Thanks for valuable analysis .

Watch the chart. Long time frames still upside bullish. Could test 15-16 if markets still is on the downside. They pretty much priced in all the negativity and giving out cutting cost. Look at Target and others that took few quarters for cost cutting to price in. Same goes for Intel. Needs quarters for upside to turnaround

Its worse here, our economy is like a flailing fish, fighting for its life. The normal state of the U.S. economy is actually very bad. Because of this it goes into convulsive spasms fighting to grow any way it can out of desperation. Tricks, gimmicks, rule changes try to stimulate the economy and prevent it from falling but they only bring temporary relief to people since, when you factor in inflation we are declining.

It will crash later this year early next year..its plain to see berkA is propping up the market and he knows a transfer of wealth is coming.

I remember how much you were pumping Intel, good job. Oh and good job predicting paypal.

What is the current forward p/e of the S&P 500 excluding the mag 7?

Sven buon pomeriggio, cosa ne pensi delle valutazioni odierne ? Di CSIQ... grazie per la risposta !

I am not really sure where your adjustments to equity come from. Can you please explain those again? You start from 120B and cut Goodwill which is 27B, then I can see an 11B increase in equity that you assume it's from accounting shenanigan (below you can read it's from "net proceeds from partner contribution"), if you want to make an adjustment shouldn't it be -11B why is it -25B? Then you adjust by another 20B which I don't really understand. Is it because the agreement is a loan (if so I still don't understand why you adjusted equity even further)? Or because from 2020 the equity went up to 49B and you believe that's a suspicious increase and you want adjust by that difference (24B)?

Good analysis! Interestingto see how they are manipulating the balance sheet, that is always a bad sign and quite common in a company in crisis. Intel is too late to the game, both on GPU and AI, they are being beaten on their best products by AMD and I wonder where all the money has gone over the years. Now they should strip out all unecessary products and get laser focused in order to survive. Unless something happens to remove TSMC as a Fab alternative there is really no way they will be able to succeed. Given their previous poor strategy and bad leadership I can not imagine how they will get out of this one. The fabs will still remain but there will be different owners, as well with Mobileye and other parts of Intel. Now China is starting to produce their own chips, so there goes that market as well in addition to the rest of the world that does not need to buy american chips. In a few years China will be making 100 % self made computers, mobile phones and servers.

I'm watching this in 2024. Sven , I do so hope you can break down for us Ashwath Damodaran's latest videos about how growth investing beats value investing, however you define it. I don't have the intellectual wherewithal to battle that in my mind

If Sven we listen you we will lost a lot of many like with JDE company. So please stop be be always. In the new movies always sceptical- show us your share you buy know that we can compare the results. You are now only said something what everyone see. So please be more with you example we can complete later the results

Recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in the last 3rd half of 2023 with markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?

INTEL is like FORD an American treasure, like McDonald's it is going to survive for ever, if Trumps wins all american stocks will fly...

This did not age well...

Nice presentation here my friend. Thanks

Sven, I agree with your view. I want to ask if you have done work on CK Hutchison (0001 HK)? Similar conglomerate structure, trading at a fraction of its BV. Entry price today is lower than when it listed in the year 2000.

Let all management positions cut salaries 2% let all factory workers increase working hours 20% so that they can lower the prices of the current production. Laying off workers is stupid. You only lose experience and workpower. Cut back on new adventures. Choose one development direction for competition. And let management work full days and whole weeks no vacations and lazyness. Maximum commitment

actualy intel needs to fix what's going on with the CPUs and i think they will do it, then if u look up what are their plans, they put money in quantum computing and they build a €10 billion factory in Germany, all these show me that intel actualy has a future so that's why when i saw it's stock at 20$ i buy it, in my opinion intel is not a high risk stock

LOL "the next Enron" are you so desperate for attention? What a clickbait. I do not own INTC but what they are doing is not fraud. It is still within accounting rules. Other chip companies are also extending the life of the machines and joint ventures are typically accounted for in such manner. Its our job as investors to determine what is truly the 'value of the business'. I've always adjusted my estimates based on what I truly believe should be included as earnings. That is investing and that's not the job of the management. They run the company and there will always be shenanigans - although there are exceptional managers like Buffet who will go above and beyond that role (i.e. teaching shareholders how to value Berkshire).

Have tons of respect for you Mate, but I think the thesis on "the market has chosen elastic money.." is flawed. Global governments - have literally mandated - use of their centrally controlled fiat; how is that a "market"? Global governments - have literally mandated through law - that fiat money be de-coupled from gold; how is that a "market"? The US Government - had literally outlawed - gold ownership for decades! How is that a "market"? What many isn't taking into account is that bitcoin is the FIRST TIME EVER, that humanity has had a an actually decentralized money, with a fixed supply. The option of actually choosing a non-elastic money, that has no counterparty risk, has never existed until now, ......currently I've been engaged in active trading, which is generally safer, allowing investors to weather market volatility and also managed to grow a nest egg of around 2.3Bitcoin to a decent 24Bitcoin....I'm especially grateful to Aldona Šabanienė, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

Hi Sven, Warner Brothers, Intel, the Airport of Beijing.... I wonder how many people have bought on these companies after your buy signals. Your buy recommendations are to be taken very cautiously.

Watching this in August 2024 and one question arose. Did things get worse in terms of the s&p valuation (from an investor perspective)?

your dumb. intel is a buy

ima buy 6k intel

Iceberg Principle: No total liabilities line.

Thanks Mate, the sad truth is that no one has a clue, we all react to what happens as it happens and try to analyse it but can’t predict an iota of what is going to unfold in the markets… content creators are like amplifiers, when times are good they affirm it and try to tell you why it’s good and that it’s looking bullish but then all of a sudden the market turns bearish and everyone affirms it again and try to analyse why… it’s so sad that many are so powerless and it's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 2.3Bitcoin to a decent 9Bitcoin in the space of a few months... I'm especially grateful to MiIton Harper, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

Hi Sven, Have you ever researched Miniso group? ticker: MNSO? looks good undervalued and growing. Would love to know your thoughts. Thanks for these videos.. as always great

Thank you Sven! I learnt a lot from this video. Digging into the numbers on buybacks and asking, what is really going on here, from the language used in the earnings call to the seemingly gimmicky decisions around PayPal USD stablecoin and "... Accelerate Consumer Product Innovation" for a new advertising platform, helped me to gain a deeper understanding of PayPal's current management decisions. I also appreciate that you remain nuanced and focus on the risk to reward by acknowledging uncertainty, suggesting that it may go well for PayPal, but it also may not, and management seem to be hedging instead of driving value for shareholders.

JD's current situation: Cash and equivalents of 11.6b plus short-term investments of 16.2b minus 5.2b in total debt: $14.4/share. FY23 free cashflow: 7.2b Net cash + 2.5 years of free cashflow equals the entire 40b market cap. How is this possible?

YOURE MASSIVELY LATE ON THIS SUGGESTION... WE'VE BEEN TOLD YOU THAT INTEL IS DOG SHIT...THE PRICE DOESNT REFLECT THE SLIDE IN COMPETITION...EVEN IF THE ACCOUNTING BS WASNT THERE

Clear downtrend with lots of overhead supply , but that means nothing for a value investor, so different are differents schools!

20 now

Do you like Rio Tinto at these levels?

Intel got massive influx from Biden's CHIPS act. That should be a warning. Everything Biden touches turns to Shixt. The CHIPS ACT was to build a foundry in hot Ohio. Lots of cooling needed. Totally oblivious to the AI surge. Today, Mar 20 @POTUS announced that @CommerceGov is pairing CHIPS and Science Act dollars with funding from @Intel to make one of the largest investments EVER in America’s semiconductor industry. ✅$108.5B for semiconductor facilities ✅$50M for semiconductor job training

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Hi dear. Wave 1 extensión from 0 to 2 is 7300 for SPX. Nothing important will happen outside of Fibonacci metrics of the fractal. Check out yearly candles. Other important extension extructures are 6100 and 6700. The exact number is 7244. Greetings!

No extensión target 🎯 in SPX untill 7300. Fibonacci came to show us how the fractals that God used to construct it all. 😂 Greetings

4x since 2021

Intel is doing what it should be doing, slashing its workforce, cutting the dividend and making a future for its investors. Thats what a stock market does allow us to give money to companys to do great things like create a foundry so society can have cool stuff. Some of us have never ran a business, it has ups and downs, we make changes as we learn from our failures and i like intels reaction. it was necessary for the survival of the company to change the flow of their capital to being more conservative after their large investment. it was oversold and now people who are brave enough to support it will be buying something that is finally cheap. Investors typically dont understand when something goes down in price it is "going on sale".

Sven, explain why non-controlling interest would be listed as liabilities??? They are supposed to be listed as equity!

I like!

Bro! With all respect, are you high or something?!!! AMD acquired Altera’s biggest competitor, Xilinx, in 2022 for a whopping $50B. Intel paid 16B and they are planning to IPO it next year, they easily can double/triple their investment in IPO. Why would you minus -20B from their stockholders equity where you should do plus 30B for the current value of Altera. They also bought out mobile eye for 15 B and it's now 90B. Just do a simple math bro. I do believe the real book value is close to 300B