These guys are like the Cathy wood of CZcams, they have good ideas with the companies they discuss, but the valuations are to high and they still own some of them. A lot of those have came back down to more respectable PEs and I’m worried these guys are losing vs the S&P. I have a feeling they are.
Super bullish market and still all these hyper inflated companies that took a ton of time to pick beat the indexes by a few %. And in a crash they’ll be totally wiped out. A lot of these videos are more of an argument to just buy the indexes than anything.
Brian I could not be more grateful to you for your extraordinary videos. Such great analysis filled with golden info in a very concise manner. I've followed you and Brian F. for a long time and designed my portfolio based on your recommendations. Very grateful for the results
Thanks for another transparent and insightful video Brian. Would you say that your worst performing stocks have been the ones that don’t perform well in your checklist? Ie the ones you took a punt on that didn’t work out
I've sold Unity and Mongo DB (luckily before the dip). I have Mercadolibre and am buying to this date. I buy Tesla on dips so I am holding and doing well. I am looking for dips in Axon... will jump on it at the right price.
I like how adventurous the portfolio is. Takes some extra research and conviction to build a somewhat risky, high reward portfolio is pretty cool. We have a few choices in common and I learned a couple new ones. Thank you.
I’ve been learning a lot from you , I’m from Mexico, it’s very difficult to find good financial education like you provide in spanish channels, thank you and keep going !
I’m not sure exactly how much foreign country risk is being priced into Mercado Libre but it is nearly impossible to find a dominant company in both the e-commerce and fintech space that size, growing that fast with that much free cash flow, twice as much cash as debt on the balance sheet with over 100 dollars of both free cash flow per share and net cash per share trading at less than 5 times its forward revenues and less than 20 times cash flow with a more than 5% FCF yield. That spells huge expansion and acquisition opportunity in the future with no need for dilution at a dirt cheap price. Really, really hard not to be bullish haha
Lot of movement for a longterm investment
These guys are like the Cathy wood of CZcams, they have good ideas with the companies they discuss, but the valuations are to high and they still own some of them. A lot of those have came back down to more respectable PEs and I’m worried these guys are losing vs the S&P. I have a feeling they are.
@@Lennyman12345 Results published right in beginning
I disagree.
Also they share their results with the public.
Super bullish market and still all these hyper inflated companies that took a ton of time to pick beat the indexes by a few %. And in a crash they’ll be totally wiped out. A lot of these videos are more of an argument to just buy the indexes than anything.
Brian I could not be more grateful to you for your extraordinary videos. Such great analysis filled with golden info in a very concise manner. I've followed you and Brian F. for a long time and designed my portfolio based on your recommendations. Very grateful for the results
Thanks for another transparent and insightful video Brian. Would you say that your worst performing stocks have been the ones that don’t perform well in your checklist? Ie the ones you took a punt on that didn’t work out
Somewhat. Most -- but not all -- of the time, it's that I've mis-evaluated the moat
I've sold Unity and Mongo DB (luckily before the dip). I have Mercadolibre and am buying to this date. I buy Tesla on dips so I am holding and doing well. I am looking for dips in Axon... will jump on it at the right price.
I like how adventurous the portfolio is. Takes some extra research and conviction to build a somewhat risky, high reward portfolio is pretty cool. We have a few choices in common and I learned a couple new ones.
Thank you.
I’ve been learning a lot from you , I’m from Mexico, it’s very difficult to find good financial education like you provide in spanish channels, thank you and keep going !
super thx Brian 🎉
Thank you, love these videos!
Do you still own Tesla, a bit unclear from the video.
Yes they did
Great content Brian! Love the segments when you discuss which of your holdings are cheap. Do you think Axxon
Is a buy now?
Ridiculous picking up Unity as a valuation pick and then selling again within a few months, before the new CEO came aboard. (Your second time around)
That's fair
At least you are being candid. MDB and DDOG were MF long-time favourites but these two companies were a disappointment.
I’m not sure exactly how much foreign country risk is being priced into Mercado Libre but it is nearly impossible to find a dominant company in both the e-commerce and fintech space that size, growing that fast with that much free cash flow, twice as much cash as debt on the balance sheet with over 100 dollars of both free cash flow per share and net cash per share trading at less than 5 times its forward revenues and less than 20 times cash flow with a more than 5% FCF yield. That spells huge expansion and acquisition opportunity in the future with no need for dilution at a dirt cheap price. Really, really hard not to be bullish haha
Datadog on a short leash
I was hoping you could buy a whole house with this account, not just a kitchen
i think it's time for a new Snowflake video