Want to see how many Costco warehouses there are over time, how many digital app users Starbucks has every quarter, how many members Sofi has on a quarterly basis, a revenue segment breadown of Google or Amazon, how many commercial customers palantir has by quarter, or over 200 other company specific key performance indicators? Well, you can try out Qualtrim.com. I've built this application from the beginning to be the best place to do analysis on stocks and this latest update now supports hundreds of KPI's. I've specifically worked with my community to focus the KPI's on the biggest indicators to track for intrinsic value in a stock. You can try it out now, risk free, by joining the patreon: www.patreon.com/josephcarlson Qualtrim.com is included in the patreon along with exclusive episodes of the show. It's risk-free, cancel any time.
Joseph, I'm curious to hear what you think about Charles Schwab as a company and whether it's worth an investment. I'd love for you to review the company's data
Coop video as usual Joseph!! 1 question, where do you get to see these syper investors' moves? Is it simply the SEC? Also, sometimes you call some if these fund managers a hedge fund manager, but there's a big difference between normal asset managers and hedge fund managers😁
THE PROBLEM WITH MASTERCARD, IS JUST THAT... PEOPLE ARE RELYING ON IT MORE AND MORE WHILE ECONOMY IS GOING BAD. MANY DEFAULTS ARE COMING!!! HOUSING AT ALL TIME HIGH, INTEREST RATES HIGH, CAR DEFAULT PAYMENT AT ALL TIME HIGH, TRANSPORTATION AT ALL TIME HIGH, HOUSE AND CAR INSURANCE AT ALL TIME HIGH YET WAGES ARE THE SAME. MANY PEOPLE WILL BEGIN TO DEFAULT ON PAYMENTS
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my inherited portfolio of about $2.5m. I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after retirement.
True, I mostly just buy and hold stocks, but my portfolio has been mostly in the red for quite awhile now. Unfortunately to be able to make good gains, you’ll need to be consistent and restructure your portfolio frequently.
In my opinion, it was much easier investing back in the 60s but it’s a lot trickier now, those making consistent profit in these times are professionals reason I’ve been using an advisor for the past 5 years to consistently build my portfolio in preparations for retirement.
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
Thank you for the update, I already own shares of PALANTIR, TSLA, NVDA and APPL. I don't mind having other equities sit around for a while, but I'd also appreciate short term opportunities that could fetch huge return! I've got a $200k portfolio that I want to grow into 7 figure before staying 100% cash.
no one knows when the market is going to hit its peak, nor do we know when it is going to bottom out, but ideally, it is best to consult a well knowledgeable advisor both for short and long term investing
I wholeheartedly concur; I'm 60 years old, just retired, and have about $1,250,000 in non-retirement assets. Compared to the whole value of my portfolio during the last three years, I have no debt and a very little amount of money in retirement accounts. To be completely honest, the information provided by invt-advisors can only be ignored but not neglected. Simply undertake research to choose a trustworthy one.
glad to have stumbled on this comment, quite inspiring! could you be kind enough with details of this professional assisting you please? in dire need proper asset allocation
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Aileen Gertrude Tippy” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.
Credits goes to " Gertrude Margaret Quinto " one of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 90% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas..
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
Elisse Laparche Ewing is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
Everyone’s been preaching investing lately as a source of passive income but with a 70 hour weekly jobs and limited knowledge of financial instruments, how can I actually stay on top of things, I see every CZcams video saying BUY BUY! But when and how do I sell for profit at the right time?
Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a 10% loss. It's best if you consult with a fiduciary advisor to get informed buying & selling decisions
De-risk your portfolios, shore up your core holdings, and take some profits while balancing your portfolio allocations. I’d also suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I. We've made over 80% capital growth minus dividends.
I'm cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like "JENNIFER LEIGH HICKMAN" I've worked with her for 9 years and highly recommend her. Check if she meets your criteria.
I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next Nvidia in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.
I think the next big thing will be A.I. For enduring growth akin to Nvidia, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Facing a similar situation, I sought advice from an CFP. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $200k to over $800k in a few years.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
Opinions diverge; some claim overvaluation due to rapid gains, while others cite strong economic fundamentals justifying high valuations. Raises concern for my $600K equities going 8% up and 20% down. Should i hold on or sell off my positions?
@@hullbruce I work with such advisor who prefers I DCA instead of a lump purchase, Following this, my portfolio grew 40% after acquiring large cap companies with cash flows and strong balance sheets. Some of which are AAPL, VHYL, SCHD & NVDA.
@@Aurierserge50 Glad to stumble on this commentary, I've been getting suggestions to use one, but where and how to find one has been challenging, Can i reach out to the one you use?
@@Angelavaldess Sure, Alicia Estela Cabouli is the licensed advisor I use. Just research the name. You’d find necessary details on the web to set up an appointment.
@@Aurierserge50 I looked her up and found her webpage. Read through her educational background and qualifications, which were all very impressive. So I scheduled a call with her.
The S&P 500 moved 8.9% higher last Month, achieving one of its best monthly performances in history.. which is an indicator for profits to continue to improve. I just want my money to keep outgrowing the inflation rate. I'm still looking for companies to make additions to my $500K portfolio, to boost performance.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Opting for an inves-tment advisr is currently the optimal approach for navigating the stock market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2022
Laila artine kassardjian' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
Elisse Laparche Ewing is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
Seriously I dunno why people still looking up to warren Buffett or charlie munger. Charlie munger invested in baba$ where did it go ? Buffett and charlie did they invest in any tech stocks ? I mean .their motto was look around . Get inspired ! Did they look around ? How can they not found google and AMZN?
It's a common misconception that when a stock you buy skyrockets, the smart thing to do is sell it (or at least sell some of it) to lock in your profits. But the context matters. If the stock has increased sharply because the business is performing exceptionally well, it could still be a bargain. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Look who is buying the most chips from NVDA, that would be TSLA. I’m all in on TSLA as they will continue to grow as their Robo Taxi, FSD, Insurance, Power Products, Robots, and lower cost future cars start adding to the bottom line.
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024
Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.
Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.
Angela Lynn Shilling is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I totally agree, these value-oriented fund managers are like huge ships. I feel like I’m on a jet ski but by paying attention to these super investors I can make quick turns. I like looking at the smaller cap stocks that these investors have.
Yep crazy . But Performance the last decade was still good . But yea don’t like people who don’t stick to their word . That’s why I love buffet and Akre and Francois Rochoan
@@samyueldanyo8679 sure but while having outflows you should trim your Porfirio equally . Not going out and in into many stocks quarterly while promoting longterm investing . Everybody talking about investing ones in a good companie and never sell but like always find in one quarter something they don’t like or didn’t see in the first place and sell out . People like Akre or buffet and some other are really rare who really analyse good kn the first place and invest longterm .
To be a successful business owner and investor, you have to be emotionally neutral to winning and losing. Winning and losing are just part of the game. Risk comes from not knowing what you are doing.
People dont understand that the prices of things are never going back down. This inflation is deeper than we think. Those buying groceries are well aware that the real inflation is much over 10%. The increments dont match our income, yet certain investors still earn over $365,000 in stocks and assets. Wish I could accomplish that.
Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned market professionals.
Some persons think inves'tin is all about buying stocks; I think going into the stock market without a good experience is a big risk, that's why I'm lucky to have seen someone like mr Brian.
Joseph when you talk burger king I want to point out you're coming from an American perspective. I didn't understand it either until a recent trip to Asia. They LOVE it there and it's almost a completely different restaurant. Same with Europe. Don't know if it's a good company or not but it's a completely different experience internationally. The food actually tastes good and it's constantly packed.
Thank you for running through the Superinvestor changes for us! Will be interesting to see how Buffett's Sirius arbitrage play and the Chubb purchase will play out in the future. Thank you highlighting how Terry Smith and Chuck Akre's portfolios are exhibiting some weaknesses in their recent changes. It should remind us all to enter positions with conviction, hold them, and only trim/remove them if the thesis changes. Thanks for another great video!
is it really worth investing in stocks in 2024, I’ve been on the sidelines watching the market for awhile and it seems to be pretty stagnant to me not that it matters because I’m in it for the long run, but how can one generate actual profit in this current market?
Don't be in a hurry to get in. The market needs several days of strong performance to signal that the downturn might be over; i think It's a time to be largely, if not entirely, in cash
The economy and stocks are two different things these days, but i agree, I think it's brilliant to have a portfolio advisor for investing! The market's instability makes DIY risky. You don't need to find the next NVDA to succeed in investing. I've turned 480k into $32k in quarterly dividends using one, a major milestone.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
AMBER KAY WRIGHT has always been on the top of my list..She is regarded as a genius in her area and well knowledgeable about financial markets. I highly recommend her if you want excellent collaboration.
Chuck Akre's legendary Moody's purchase was actually because of one of his Managers. He has described it in an interview about how difficult it was for the manager to convince him, but once Akre changed his mind, he went all in.
Regarding buffet needing more float that may be an ancillary byproduct the real reason is insurance companies are commanding higher and higher premiums. It’s a structural shift in this sector because cost of capital is higher and it’s durable. People have to insure. The reason I know it’s not just float is because he’s sitting on way more capital than he knows what to do with. He doesn’t need the float he doesn’t have much to do with the excess capital
Very good stuff, very informative. It is always great to know what super investors are doing and try to come up with the idea of what their main strategy is. Appreciate your time and effort to deliver great and useful content.
My “Magnificent 7” for the last 5 to 10 years: NVDA, QCOM, TSM, TSLA, GOOG, GE, CRYPTO. I have been reducing NVDA, and add a little bit AMD, AVGO, MRVL, ASML and NXPI…, and a lot of cash.
@@kurniawanms2 I don’t expect they will go up forever, but long term it is going up , and going up faster than any other sector. I have trimmed down and will continue to trim NVDA, and keep a lot of cash in high interest savings. If the semiconductor crashes, it is time to buy. TSLA has made me 10x, NVDA who knows how many x, they are all house money. I will keep these core positions for a very long time. I actually started to buy TSLA since it has come down quite a bit. TSLA will be bigger than MSFT, AAPL or AMZN within 5 to 7 years, IMAO. Anyway, I always keep, at least, 30% cash. When tide retreats, I will not be the one who would swim naked. With 50% to 70% investment, I sleep very well and outperform NASDAQ by a lot long term.
@@kurniawanms2 of course, I take profits when the profits are long term and big enough. TSLA has made me 10x and NVDA who knows how many x. They are both now house money, a lot house money. In fact, I have been adding TSLA since it has been down quite a bit. I started to accumulate PLTR, SOFI, DIS, BA, and of course, other semis using the money I got from mostly NVDA. I always keep at least 30% cash, even when interest is 0. If stock crashes I will be buying. It is very good to have a lot of cash with 4plus % interest. With 60 to 70% investment in stock, I sleep well and I handily beat NASDAQ in the long term.
@@kurniawanms2 of course, I take profits when the profits are long term and big enough. TSLA has made me 10x and NVDA who knows how many x. They are both now house money, a lot house money. In fact, I have been adding TSLA since it has been down quite a bit. I started to accumulate PLTR, SOFI, DIS, BA, and of course, other semis using the money I got from mostly NVDA. I always keep at least 30% cash, even when interest is 0. If stock crashes I will be buying. It is very good to have a lot of cash with 4plus % interest. With 60 to 70% investment in stock, I sleep well and I handily beat NASDAQ in the long term.
Joseph, I'm curious to hear what you think about Charles Schwab as a company and whether it's worth an investment. I'd love for you to review the company's data
Great video. What impresses me about Brad Gerstner is that he can quickly change his mind on a very publicly stated opinion. Not everyone gets it right, but the best investors are able to quickly recognise when they are wrong and act on it. Terry Smith on the other hand riding PayPal and a bunch of other companies all the way down into the ground? Really not impressive at all. It's not the mistake that concerns me, its how they rode that mistake all the way down, like a novice investor hoping it would just bounce back so you'd get your money back.
I have 95% of my portfolio in BRKB ....I'm not winning or losing. I don't trust what is shoring up the market right now. I'd rather have good companies than trending companies.
Your thesis is that Buffett bought Chubb because he wants access to its float. That would only make sense if he bought the entire company. Berkshire can't access the float of a non-controlling interest in an insurance company.
Also Buffett has long been saying that he now has more capital than buying opportunities, and he actually has close to 200 bn in cash. So it’s unlikely that float would be a considerable driver for him.
any credit card company is at the risk of "unpayable" debt at the moment. This is due to massive amount of debt accumulated in households just to sustain basic requirements such as food. Personal bankruptcy is not possible everywhere, tax credit ranking is not available everywhere, and "write-offs" of credit card companies are going exponential in my country. So, a lot of Banks around the world and credit card compaines are at risk due to various protective policies
@@Coda1850 Not entirely true. This is from VISA/MA services explanation: * Every bank uses something called STIP i.e VISA/MC makes an arrangement with banks to approved amount limits in case card issuer is not in a position to receive the authorizations (issuer downtime). * They provide both realtime and end of day risk management advices for every single request. * They offer cryptographic services incase of capability not available or issuer don't want to do it * They mitigate the credit risk for the banks incase of VVIP cards or outright fraud . * Ensure issuer receives correct interchange(value interms of credit risk, for country risk, risk of being a fraud transaction, ) for the right transaction In my country, economy is a mess. So the companies use VVIP cards for up to 1 MiEur for "rotating" the business instead of using traditional banking methods. There is a huge number of them going bankrupt lately, and the risk mitigation writeoff was on VISA (I think banks stopped issuing them, but I don't know how will they do it for existing owners) Also, there were recent scandals where Russian/Iranian money was being laundered using VISA/MA transactions in tattoo parlors, gold merchants, beauty parlors etc. Was a very large scale operation, and only 200-300 Million USD was traced (some estimates go into few billions). This made those transactions "fradulent" and it was on VISA/MA again. VISA/MA companies also need to steer strange global political risk, and how they typically respond is write-offs. The problem is, political risks are getting much more problematic in the past few years.
With Bill Ackman's fund, you have to be extremely patient with Restaurant Brands International. Worker automation will come, and in the meantime, Burger King is getting a complete makeover to update store appearances. Last quarter, they brought in $300 million. Love your channel Joseph!
I'm very curious about your opinions about the Sirius XM / Liberty Media Sirius XM Tracker positions of Buffet. He heavily invested in the Liberty Media Sirius XM A & C Stocks (I guess because of the 1:8.4 Split), at the same time he is lowering his Sirius XM holdings by 8.54%. One could guess it was a risk arbitrage game (Shorting Sirius and building a long position in Liberty Media), but his Liberty Stock Tracker holdings are a lot bigger than his Sirius XM position andhe would be heavily down in his Liberty Stocks actually, so I thought he might like Sirius XM as a long position in his portfolio. But why did he sell some of his Sirius XM Stocks then? Maybe because of portfolio rebalancing?
I think you should reconsider your view on american express. With growing digitalization payment system is gonna change drastically. I know we are not any were near it, but better to sell at high. AND WOULD JUST TAKE SECONDS
What are these huge investors thinking that I'm not(rhetorical question, I know they know more)...but where is NVDA? The first stock I bought was NVDA, 250 shares in 2020. Then recently when I liquidated a great deal of Real Estate in the last 2 years, I've bought NVDA, AMZN, TSM, GOOGL and META. I'm keeping it simple. But...about 55% is NVDA. The 250 shares(now 1000) and then I bought 500 shares a couple years ago and 500 more this past Sept, another 500 in Jan and even 500 not long ago when it dipped back down to 720(I got it at 750...impatient). But now...I'm not understanding why I'm not seeing it there. It's expensive, but surely these people saw this well before me, right? What's there NOT to be bullish on there? I plan on cutting a little bit...but ONLY because...I'm in my 40s now and...I don't want to get a too far out over my skis, but honestly...I think it's in a pretty damn good place for the next 2-3 years. At some point, it's going to fall because it just can't keep up THIS rate, but how is this not in any of these "super investors" holdings?
Good morning, and thank you. Question, If most money managers cannot beat the market, why should we as individuals be in the market if we are not better than the professionals..
How would Warren get access to Chubb's float, just by buying the company's common stock? He has to buy the whole company like he did with Geico for that. Your reasoning is wrong.
Restaurant Brands International may have to do with who the CEO is (just a guess). They brought on the CEO who transformed Dominoes and grew it immensely. I don’t own it, but have thought of putting it on for that reason (Bill Ackman is a di.. by the way).
Mohnish Pabrai and Michael Burry: the only actual investors out there. Ignore sentiment: take advantage of it and let speculators deal with the idiotik multiples. China has been a no-brainer investment for a long time: when an index trades at 8x earnings, one can afford to buy top quality businesses at absurd multiples. JD may not be top quality, but around $20 it offered a massive cashflow yield while trading for less than the cash in the balance sheet…
The market trend can turn around very quickly. In fact, the indexes often switch from a bear market to a bull market when the news is at its worst and the mood of investors is at its lowest point. I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?
Restaurant brands owns tim hortons as well. As someone that lives in toronto my experience with tim hortons is that its always busy, cant say the same about burger king tho
Might be a bit of a hot take, but while Apple’s headwinds are undeniably greater today than they were a few years ago (and certainly since Buffett first bought), those risks are-as they’ve routinely been countless times before-nonetheless overstated. I’m not saying they’re insignificant or not worth careful consideration, to be clear. Just not so bad as critics would have us believe.
Hey Joseph, what do you think of the possibility that Burry sold WBD at a mighty loss to lock in tax harvest to offset gains for the year but ultimately could buy back in if he sets his sights longer term
I'm a firm believer in the "only buy what you believe in" (I mean why wouldn't you..) I like Kia. People still need cars even though prices are high today. Kia has a great customer rep and they're probably one of the more affordable "new" cars that you can get out there. They're also kind of umbrella'ed with Hyundai. You go to these guys because toyota's are too expensive, Luxury cars are too expensive to own and repair and many of them have really bad ratings. Fords...well, they're fords lol...
Hi joe everytime you show terry smith stocks on that website it only reports US listed companies, as he only is required to list US companies in that filing
I think it's because QSR also own popeyes and tim hortons, they have some really great brands for their market cap with lots of room for growth (popeyes for example is opening a lot of stores here in the UK and it's always super busy)
Chubb is not just another insurance company. It’s high quality company. I’m actually shocked more super investor didn’t own it. I bought back in Feb at 248.
I do not understand how buffett gets access to the float by taking a position in a publicly traded insurance company. At best he gets that 1.4% dividend yield, as float.
The float belongs to him for the 5% that he owns the companie . It doesn’t go into his pockets for investing but it’s money coming in and the management is investing it . He owns it with 5% and can use his power to influence the management what to do with the float . If you buy Chubb , the float belongs to you too for a small percentage . The management is just managing it . If they suck then investors could kick them out
Revux is not just a project; it's a movement - the next big thing in crypto that's attracting forward-thinking investors eager to be part of a journey towards unprecedented success.
Hey Joseph I’m new Here, love the Channel. Do you have a explanation video about Qualtrim ? And can i use it on eurpean shares ? I’m from The Netherlands!
Buffett bought CB but Chubb will only spin off a dividend to Berkshire. The float that CB has is not Buffett's to utilize. Does Buffett see CB using the float better than he could get ROI on his own w/o buying CB shares?
I have a hypothesis why people turn to trading instead of investing! I believe people find them self trading when they run out of money and they want to add to positions. So They sell something to buy something! What do you think Joseph?
Want to see how many Costco warehouses there are over time, how many digital app users Starbucks has every quarter, how many members Sofi has on a quarterly basis, a revenue segment breadown of Google or Amazon, how many commercial customers palantir has by quarter, or over 200 other company specific key performance indicators? Well, you can try out Qualtrim.com. I've built this application from the beginning to be the best place to do analysis on stocks and this latest update now supports hundreds of KPI's. I've specifically worked with my community to focus the KPI's on the biggest indicators to track for intrinsic value in a stock.
You can try it out now, risk free, by joining the patreon: www.patreon.com/josephcarlson
Qualtrim.com is included in the patreon along with exclusive episodes of the show. It's risk-free, cancel any time.
11th comment
Joseph, I'm curious to hear what you think about Charles Schwab as a company and whether it's worth an investment. I'd love for you to review the company's data
Coop video as usual Joseph!! 1 question, where do you get to see these syper investors' moves? Is it simply the SEC?
Also, sometimes you call some if these fund managers a hedge fund manager, but there's a big difference between normal asset managers and hedge fund managers😁
THE PROBLEM WITH MASTERCARD, IS JUST THAT... PEOPLE ARE RELYING ON IT MORE AND MORE WHILE ECONOMY IS GOING BAD. MANY DEFAULTS ARE COMING!!! HOUSING AT ALL TIME HIGH, INTEREST RATES HIGH, CAR DEFAULT PAYMENT AT ALL TIME HIGH, TRANSPORTATION AT ALL TIME HIGH, HOUSE AND CAR INSURANCE AT ALL TIME HIGH YET WAGES ARE THE SAME. MANY PEOPLE WILL BEGIN TO DEFAULT ON PAYMENTS
Where do you get your data from for qualtrim
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my inherited portfolio of about $2.5m. I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after retirement.
True, I mostly just buy and hold stocks, but my portfolio has been mostly in the red for quite awhile now. Unfortunately to be able to make good gains, you’ll need to be consistent and restructure your portfolio frequently.
In my opinion, it was much easier investing back in the 60s but it’s a lot trickier now, those making consistent profit in these times are professionals reason I’ve been using an advisor for the past 5 years to consistently build my portfolio in preparations for retirement.
My partner’s been considering going the same route, could you share more info please on the advisor that guides you?
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.
Thank you for the update, I already own shares of PALANTIR, TSLA, NVDA and APPL. I don't mind having other equities sit around for a while, but I'd also appreciate short term opportunities that could fetch huge return! I've got a $200k portfolio that I want to grow into 7 figure before staying 100% cash.
no one knows when the market is going to hit its peak, nor do we know when it is going to bottom out, but ideally, it is best to consult a well knowledgeable advisor both for short and long term investing
I wholeheartedly concur; I'm 60 years old, just retired, and have about $1,250,000 in non-retirement assets. Compared to the whole value of my portfolio during the last three years, I have no debt and a very little amount of money in retirement accounts. To be completely honest, the information provided by invt-advisors can only be ignored but not neglected. Simply undertake research to choose a trustworthy one.
glad to have stumbled on this comment, quite inspiring! could you be kind enough with details of this professional assisting you please? in dire need proper asset allocation
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Aileen Gertrude Tippy” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.
@@ThomasChai05Mind if I ask you to recommend this particular coach you using their service?
@@ThomasChai05who is your advisor please, if you don't mind me asking?
Credits goes to " Gertrude Margaret Quinto " one of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
I just looked her up on Google. Quite an impressive resume, I'll connect with her shortly.
The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 90% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas..
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
Elisse Laparche Ewing is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
Start your own company. And yes,i am avere of the fact that you are a women,but never give up!
Everyone’s been preaching investing lately as a source of passive income but with a 70 hour weekly jobs and limited knowledge of financial instruments, how can I actually stay on top of things, I see every CZcams video saying BUY BUY! But when and how do I sell for profit at the right time?
Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a 10% loss. It's best if you consult with a fiduciary advisor to get informed buying & selling decisions
De-risk your portfolios, shore up your core holdings, and take some profits while balancing your portfolio allocations. I’d also suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I. We've made over 80% capital growth minus dividends.
I've been considering getting one, but haven't been proactive about it. Can you recommend your advisor? I could really use some assistance.
I'm cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like "JENNIFER LEIGH HICKMAN" I've worked with her for 9 years and highly recommend her. Check if she meets your criteria.
Wow, her track record looks really good from what I found online. I'll take a chance and see how it goes. Thanks for the info
I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next Nvidia in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.
I think the next big thing will be A.I. For enduring growth akin to Nvidia, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Facing a similar situation, I sought advice from an CFP. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $200k to over $800k in a few years.
Your CFP must be really good, I hope it's okay to inquire if you're still collaborating with the same CFP and how I can get in touch with them?
Sure, Vivian Jean Wilhelm is the licensed advisor I use. Just research the name. You’d find necessary details on the web to set up an appointment
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
Glad to have stumbled on this conversation. Please can you leave the info of your investment advisor here? I'm in dire need for one.
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
Thank you for the lead. I searched her up, and I have sent her a message. I hope she gets back to me soon.
Opinions diverge; some claim overvaluation due to rapid gains, while others cite strong economic fundamentals justifying high valuations. Raises concern for my $600K equities going 8% up and 20% down. Should i hold on or sell off my positions?
Don't act on every forecast. It is best you speak with a market expert before making any investment decisions. My two cents.
@@hullbruce I work with such advisor who prefers I DCA instead of a lump purchase, Following this, my portfolio grew 40% after acquiring large cap companies with cash flows and strong balance sheets. Some of which are AAPL, VHYL, SCHD & NVDA.
@@Aurierserge50 Glad to stumble on this commentary, I've been getting suggestions to use one, but where and how to find one has been challenging, Can i reach out to the one you use?
@@Angelavaldess Sure, Alicia Estela Cabouli is the licensed advisor I use. Just research the name. You’d find necessary details on the web to set up an appointment.
@@Aurierserge50 I looked her up and found her webpage. Read through her educational background and qualifications, which were all very impressive. So I scheduled a call with her.
The S&P 500 moved 8.9% higher last Month, achieving one of its best monthly performances in history.. which is an indicator for profits to continue to improve. I just want my money to keep outgrowing the inflation rate. I'm still looking for companies to make additions to my $500K portfolio, to boost performance.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Opting for an inves-tment advisr is currently the optimal approach for navigating the stock market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2022
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
Laila artine kassardjian' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
Elisse Laparche Ewing is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
Seriously I dunno why people still looking up to warren Buffett or charlie munger. Charlie munger invested in baba$ where did it go ? Buffett and charlie did they invest in any tech stocks ? I mean .their motto was look around . Get inspired ! Did they look around ? How can they not found google and AMZN?
It's a common misconception that when a stock you buy skyrockets, the smart thing to do is sell it (or at least sell some of it) to lock in your profits. But the context matters. If the stock has increased sharply because the business is performing exceptionally well, it could still be a bargain. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Look who is buying the most chips from NVDA, that would be TSLA. I’m all in on TSLA as they will continue to grow as their Robo Taxi, FSD, Insurance, Power Products, Robots, and lower cost future cars start adding to the bottom line.
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024
Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.
Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.
I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?
Angela Lynn Shilling is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you
The super investors are by far your best content...thanks!
"I don't like your other sh** at all"
I AGREE!!!
I totally agree, these value-oriented fund managers are like huge ships. I feel like I’m on a jet ski but by paying attention to these super investors I can make quick turns. I like looking at the smaller cap stocks that these investors have.
His best content is what other investors buy, and not what he buys. I agree.
Terry Smith: "Buy great companies and Do Nothing".
Also Terry Smith: "Trades literally EVERY SINGLE POSITION he owns."
Yep crazy . But Performance the last decade was still good . But yea don’t like people who don’t stick to their word . That’s why I love buffet and Akre and Francois Rochoan
Funds have in/outflows all the time
Terry:"Well, I said Do Nothing, but I was too bored."
@@samyueldanyo8679why does no one just decrease or increase their whole portfolio in exact proportion?
@@samyueldanyo8679 sure but while having outflows you should trim your Porfirio equally . Not going out and in into many stocks quarterly while promoting longterm investing . Everybody talking about investing ones in a good companie and never sell but like always find in one quarter something they don’t like or didn’t see in the first place and sell out . People like Akre or buffet and some other are really rare who really analyse good kn the first place and invest longterm .
To be a successful business owner and investor, you have to be emotionally neutral to winning and losing. Winning and losing are just part of the game. Risk comes from not knowing what you are doing.
People dont understand that the prices of things are never going back down. This inflation is deeper than we think. Those buying groceries are well aware that the real inflation is much over 10%. The increments dont match our income, yet certain investors still earn over $365,000 in stocks and assets. Wish I could accomplish that.
Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned market professionals.
Some persons think inves'tin is all about buying stocks; I think going into the stock market without a good experience is a big risk, that's why I'm lucky to have seen someone like mr Brian.
Finding yourself a good broker is as same as finding a good wife, which you go less stress, you get just enough with so much little effort at things
Brian demonstrates an excellent understanding of market trends, making well informed decisions that leads to consistent profit
I love this series, I really do. Please make the part 2 with the additional picks!
Joseph when you talk burger king I want to point out you're coming from an American perspective. I didn't understand it either until a recent trip to Asia. They LOVE it there and it's almost a completely different restaurant. Same with Europe. Don't know if it's a good company or not but it's a completely different experience internationally. The food actually tastes good and it's constantly packed.
I wasn't sure if that was the case, but I also feel like BK is not so hated in Europe..
Burger King is way way way better in Puerto Rico than mcd's
Woah woah, Asia is huge and diverse. Just because you went to one country, don't assume everyone in Asia loves it too.
@@prat-man I went to 3 countries. It's not the case everywhere sure but it was everywhere I went. In Europe it's the same thing and I've been to 10+.
@@prat-manliterally no one thinks every single person in Asia loves it
Thank you for running through the Superinvestor changes for us! Will be interesting to see how Buffett's Sirius arbitrage play and the Chubb purchase will play out in the future. Thank you highlighting how Terry Smith and Chuck Akre's portfolios are exhibiting some weaknesses in their recent changes. It should remind us all to enter positions with conviction, hold them, and only trim/remove them if the thesis changes. Thanks for another great video!
is it really worth investing in stocks in 2024, I’ve been on the sidelines watching the market for awhile and it seems to be pretty stagnant to me not that it matters because I’m in it for the long run, but how can one generate actual profit in this current market?
Don't be in a hurry to get in. The market needs several days of strong performance to signal that the downturn might be over; i think It's a time to be largely, if not entirely, in cash
The economy and stocks are two different things these days, but i agree, I think it's brilliant to have a portfolio advisor for investing! The market's instability makes DIY risky. You don't need to find the next NVDA to succeed in investing. I've turned 480k into $32k in quarterly dividends using one, a major milestone.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
AMBER KAY WRIGHT has always been on the top of my list..She is regarded as a genius in her area and well knowledgeable about financial markets. I highly recommend her if you want excellent collaboration.
Wow, her track record looks really good from what I found online. I'll take a chance and see how it goes. Thanks for the info
This is by far my favorite and probably I would venture to say many of your subscribers' favorite category of videos. Thank you!
Chuck Akre's legendary Moody's purchase was actually because of one of his Managers. He has described it in an interview about how difficult it was for the manager to convince him, but once Akre changed his mind, he went all in.
Here in Brazil they own AmBev, with the ticker “ABEV” on the New York Stock Exchange
Regarding buffet needing more float that may be an ancillary byproduct the real reason is insurance companies are commanding higher and higher premiums. It’s a structural shift in this sector because cost of capital is higher and it’s durable. People have to insure. The reason I know it’s not just float is because he’s sitting on way more capital than he knows what to do with. He doesn’t need the float he doesn’t have much to do with the excess capital
I like the series. The more, the merrier!
Very good stuff, very informative. It is always great to know what super investors are doing and try to come up with the idea of what their main strategy is. Appreciate your time and effort to deliver great and useful content.
You covered a lot and made this easy to see what is overlapping and some underlying success and possible errors.
Thank you.
My “Magnificent 7” for the last 5 to 10 years: NVDA, QCOM, TSM, TSLA, GOOG, GE, CRYPTO. I have been reducing NVDA, and add a little bit AMD, AVGO, MRVL, ASML and NXPI…, and a lot of cash.
@@kurniawanms2 I don’t expect they will go up forever, but long term it is going up , and going up faster than any other sector. I have trimmed down and will continue to trim NVDA, and keep a lot of cash in high interest savings. If the semiconductor crashes, it is time to buy. TSLA has made me 10x, NVDA who knows how many x, they are all house money. I will keep these core positions for a very long time. I actually started to buy TSLA since it has come down quite a bit. TSLA will be bigger than MSFT, AAPL or AMZN within 5 to 7 years, IMAO. Anyway, I always keep, at least, 30% cash. When tide retreats, I will not be the one who would swim naked. With 50% to 70% investment, I sleep very well and outperform NASDAQ by a lot long term.
@@kurniawanms2 of course, I take profits when the profits are long term and big enough. TSLA has made me 10x and NVDA who knows how many x. They are both now house money, a lot house money. In fact, I have been adding TSLA since it has been down quite a bit. I started to accumulate PLTR, SOFI, DIS, BA, and of course, other semis using the money I got from mostly NVDA. I always keep at least 30% cash, even when interest is 0. If stock crashes I will be buying. It is very good to have a lot of cash with 4plus % interest. With 60 to 70% investment in stock, I sleep well and I handily beat NASDAQ in the long term.
@@kurniawanms2 of course, I take profits when the profits are long term and big enough. TSLA has made me 10x and NVDA who knows how many x. They are both now house money, a lot house money. In fact, I have been adding TSLA since it has been down quite a bit. I started to accumulate PLTR, SOFI, DIS, BA, and of course, other semis using the money I got from mostly NVDA. I always keep at least 30% cash, even when interest is 0. If stock crashes I will be buying. It is very good to have a lot of cash with 4plus % interest. With 60 to 70% investment in stock, I sleep well and I handily beat NASDAQ in the long term.
Chips will be the equivalent of gold and oil.
Do not miss out on Intel & AMD next big market movers.
great Content as always, Greetings from Germany
How does Buffett has access to Chub’s float if he is a minority shareholder?
Well put Joseph. Yet again, your thought process and overview of those investors are much appreciated!
I love these super investor videos!!
I enjoy your content 😊
Thanks a bunch for the overview, it helps a lot to manage long term investments. I love your channel and it helps to invest wisely. ❤
Joseph, I'm curious to hear what you think about Charles Schwab as a company and whether it's worth an investment. I'd love for you to review the company's data
Great video. What impresses me about Brad Gerstner is that he can quickly change his mind on a very publicly stated opinion. Not everyone gets it right, but the best investors are able to quickly recognise when they are wrong and act on it. Terry Smith on the other hand riding PayPal and a bunch of other companies all the way down into the ground? Really not impressive at all. It's not the mistake that concerns me, its how they rode that mistake all the way down, like a novice investor hoping it would just bounce back so you'd get your money back.
I have 95% of my portfolio in BRKB ....I'm not winning or losing. I don't trust what is shoring up the market right now. I'd rather have good companies than trending companies.
My favorite videos are this series. Love it!
Super duper investors have not bought yet
That's what I'm waiting for.
Who ere those super duper investors?
Your thesis is that Buffett bought Chubb because he wants access to its float. That would only make sense if he bought the entire company. Berkshire can't access the float of a non-controlling interest in an insurance company.
Also Buffett has long been saying that he now has more capital than buying opportunities, and he actually has close to 200 bn in cash. So it’s unlikely that float would be a considerable driver for him.
Great content. Can you let us know what sites you use to access this data?
My biggest challenge is selling stocks. Same problem ie after I sell I've missed huge amounts of upside.
Is 40k enough to start? I think the stocks you mentioned have solid potential, although I don't know how to read all those other technical details.
“Berkshire is more like an etf than an actual company”
i literally thought it was an etf
It’s real more of a holding company
Its products are the business it owns.
@@nathanieljones8381yeah..after he said that i realized an etf didn’t really make sense but was still kind of shocked 😂
any credit card company is at the risk of "unpayable" debt at the moment. This is due to massive amount of debt accumulated in households just to sustain basic requirements such as food. Personal bankruptcy is not possible everywhere, tax credit ranking is not available everywhere, and "write-offs" of credit card companies are going exponential in my country. So, a lot of Banks around the world and credit card compaines are at risk due to various protective policies
MA & V are credit card companies & have ZERO credit risk. Unbelievable.
@@Coda1850 Not entirely true. This is from VISA/MA services explanation:
* Every bank uses something called STIP i.e VISA/MC makes an arrangement with banks to approved amount limits in case card issuer is not in a position to receive the authorizations (issuer downtime).
* They provide both realtime and end of day risk management advices for every single request.
* They offer cryptographic services incase of capability not available or issuer don't want to do it
* They mitigate the credit risk for the banks incase of VVIP cards or outright fraud .
* Ensure issuer receives correct interchange(value interms of credit risk, for country risk, risk of being a fraud transaction, ) for the right transaction
In my country, economy is a mess. So the companies use VVIP cards for up to 1 MiEur for "rotating" the business instead of using traditional banking methods. There is a huge number of them going bankrupt lately, and the risk mitigation writeoff was on VISA (I think banks stopped issuing them, but I don't know how will they do it for existing owners)
Also, there were recent scandals where Russian/Iranian money was being laundered using VISA/MA transactions in tattoo parlors, gold merchants, beauty parlors etc. Was a very large scale operation, and only 200-300 Million USD was traced (some estimates go into few billions). This made those transactions "fradulent" and it was on VISA/MA again.
VISA/MA companies also need to steer strange global political risk, and how they typically respond is write-offs. The problem is, political risks are getting much more problematic in the past few years.
With Bill Ackman's fund, you have to be extremely patient with Restaurant Brands International. Worker automation will come, and in the meantime, Burger King is getting a complete makeover to update store appearances. Last quarter, they brought in $300 million.
Love your channel Joseph!
I'm very curious about your opinions about the Sirius XM / Liberty Media Sirius XM Tracker positions of Buffet.
He heavily invested in the Liberty Media Sirius XM A & C Stocks (I guess because of the 1:8.4 Split), at the same time he is lowering his Sirius XM holdings by 8.54%.
One could guess it was a risk arbitrage game (Shorting Sirius and building a long position in Liberty Media), but his Liberty Stock Tracker holdings are a lot bigger than his Sirius XM position andhe would be heavily down in his Liberty Stocks actually, so I thought he might like Sirius XM as a long position in his portfolio. But why did he sell some of his Sirius XM Stocks then? Maybe because of portfolio rebalancing?
Shoot, look into CAVA. A Mediterranean food restaurant. They’re looking pretty good
I think you should reconsider your view on american express.
With growing digitalization payment system is gonna change drastically. I know we are not any were near it, but better to sell at high.
AND WOULD JUST TAKE SECONDS
May I ask you which site do you use to get these overview? Many thanks
What are these huge investors thinking that I'm not(rhetorical question, I know they know more)...but where is NVDA?
The first stock I bought was NVDA, 250 shares in 2020.
Then recently when I liquidated a great deal of Real Estate in the last 2 years, I've bought NVDA, AMZN, TSM, GOOGL and META. I'm keeping it simple.
But...about 55% is NVDA. The 250 shares(now 1000) and then I bought 500 shares a couple years ago and 500 more this past Sept, another 500 in Jan and even 500 not long ago when it dipped back down to 720(I got it at 750...impatient).
But now...I'm not understanding why I'm not seeing it there. It's expensive, but surely these people saw this well before me, right?
What's there NOT to be bullish on there? I plan on cutting a little bit...but ONLY because...I'm in my 40s now and...I don't want to get a too far out over my skis, but honestly...I think it's in a pretty damn good place for the next 2-3 years. At some point, it's going to fall because it just can't keep up THIS rate, but how is this not in any of these "super investors" holdings?
Good morning, and thank you.
Question,
If most money managers cannot beat the market, why should we as individuals be in the market if we are not better than the professionals..
JOSEPH, I love listening to you👌Keep Rising 🌅
How would Warren get access to Chubb's float, just by buying the company's common stock? He has to buy the whole company like he did with Geico for that. Your reasoning is wrong.
Thanks for another great video!
How do you find these 13F filings?
15 best superinvestors based on which criteria?
Restaurant Brands International may have to do with who the CEO is (just a guess). They brought on the CEO who transformed Dominoes and grew it immensely. I don’t own it, but have thought of putting it on for that reason (Bill Ackman is a di.. by the way).
Mohnish Pabrai and Michael Burry: the only actual investors out there. Ignore sentiment: take advantage of it and let speculators deal with the idiotik multiples. China has been a no-brainer investment for a long time: when an index trades at 8x earnings, one can afford to buy top quality businesses at absurd multiples. JD may not be top quality, but around $20 it offered a massive cashflow yield while trading for less than the cash in the balance sheet…
A good comment
Buying back stock is not technically always positive.
The market trend can turn around very quickly. In fact, the indexes often switch from a bear market to a bull market when the news is at its worst and the mood of investors is at its lowest point. I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?
What website do you get the super investors information?
Dataroma
Wondering the same
I think it's from the world wide web. It's gonna be big.
Good question.
I think he uses Dataroma, it has all superinvestors
A great Channel
Restaurant brands owns tim hortons as well. As someone that lives in toronto my experience with tim hortons is that its always busy, cant say the same about burger king tho
Quality has gone down so far for so long. Seems like a bad long term bet
I might put some money into it
Dont own it just because burger king is in it tho
The morning star needs some sleep 😴 15:05
Might be a bit of a hot take, but while Apple’s headwinds are undeniably greater today than they were a few years ago (and certainly since Buffett first bought), those risks are-as they’ve routinely been countless times before-nonetheless overstated. I’m not saying they’re insignificant or not worth careful consideration, to be clear. Just not so bad as critics would have us believe.
Joseph can you make a list of best SaaS stocks?
Great video! Though you forgot to show Chris Hohn's annulaized returns and other stats :)
Hey Joseph, what do you think of the possibility that Burry sold WBD at a mighty loss to lock in tax harvest to offset gains for the year but ultimately could buy back in if he sets his sights longer term
Wow, amazing picks with Chipotle and Texas Roadhouse
thanks for sharing this video. :)
can you tell me any idea why warren have more portion of american express over visa card?
i am glad i have come across this yt channel, greetings from Italy :)
Could you make a video analysing Buffet's oil investments, like Oxy?
QSR’s majority rev contribution should be Tim Horton. Maybe that’s why?
Correct me if I am wrong, but BRK does not have access to any of Chubb’s float unless they own the whole company.
Can’t ignore microstrategy and Bitcoin. It is fine to disclose your holdings in the hardest asset of the world.
Hey Joseph I like these videos a lot and Seeying what others are investing in , im a fan of Bill Ackman
I'm a firm believer in the "only buy what you believe in" (I mean why wouldn't you..) I like Kia. People still need cars even though prices are high today. Kia has a great customer rep and they're probably one of the more affordable "new" cars that you can get out there. They're also kind of umbrella'ed with Hyundai. You go to these guys because toyota's are too expensive, Luxury cars are too expensive to own and repair and many of them have really bad ratings. Fords...well, they're fords lol...
Hi joe everytime you show terry smith stocks on that website it only reports US listed companies, as he only is required to list US companies in that filing
Amazing. Keep it coming.
fuck yea JC is back with this series
I think it's because QSR also own popeyes and tim hortons, they have some really great brands for their market cap with lots of room for growth (popeyes for example is opening a lot of stores here in the UK and it's always super busy)
I have to wonder if the Autozone play is predicated on the economy. Fewer new car purchases mean aging vehicles and car parts sales…
Chubb is not just another insurance company. It’s high quality company. I’m actually shocked more super investor didn’t own it. I bought back in Feb at 248.
I do not understand how buffett gets access to the float by taking a position in a publicly traded insurance company. At best he gets that 1.4% dividend yield, as float.
The float belongs to him for the 5% that he owns the companie . It doesn’t go into his pockets for investing but it’s money coming in and the management is investing it . He owns it with 5% and can use his power to influence the management what to do with the float . If you buy Chubb , the float belongs to you too for a small percentage . The management is just managing it . If they suck then investors could kick them out
@@Finanzen367 thanks for taking time out to reply
Revux is not just a project; it's a movement - the next big thing in crypto that's attracting forward-thinking investors eager to be part of a journey towards unprecedented success.
May i ask what is the website he used to analysis the movement of the super-investors' holding?
Im going to predict something, when Buffet sell more apple. this guy will sell it too. (its a fact)
facts 😀
QSR owns Tim Hortons which is a traditional/popular/established donut/coffee chain in Canada - never empty.
please add more video like this always follow big investor
What are your thoughts on TOST?
Thanks for an informative video. Pls post everyday!
Hey Joseph I’m new Here, love the Channel. Do you have a explanation video about Qualtrim ? And can i use it on eurpean shares ? I’m from The Netherlands!
Terry Smith also has way too many companies for a Super Investor.
Buffett bought CB but Chubb will only spin off a dividend to Berkshire. The float that CB has is not Buffett's to utilize. Does Buffett see CB using the float better than he could get ROI on his own w/o buying CB shares?
I have a hypothesis why people turn to trading instead of investing! I believe people find them self trading when they run out of money and they want to add to positions. So
They sell something to buy something! What do you think Joseph?
Amazing content it’s really worth my time!
$QSR owns Tim Hortons which is growing like crazy internationally. But overall I agree $QSR doesn't have pricing power.
Joseph, would you be interested in making a video about Linde PLC? They are in almost everything. (Disclosure, I'm a Shareholder.)