A Market-Beating Investor Changing His Mind on Sea Limited After Earnings? | $SE Analysis

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Long Term Mindset

Long Term Mindset

2 ай бұрын

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Пікірлер: 22
@zenman9064
@zenman9064 2 ай бұрын
I bought heavily at the $35 levels back in January when pretty much everyone was bearish. I sold at about $58 last month to pay off my remaining debt. I have no regrets, as I'm now debt free. Happy that SE is getting the recognition it deserves now.
@Roy-BBQn
@Roy-BBQn 2 ай бұрын
I bought some in August of 23 after a big drop. Brian’s put out a video that valuation looks pretty decent. I did my due diligence and made 2 buys. Thanks for all your videos.
@user-bc4tg4re9c
@user-bc4tg4re9c 2 ай бұрын
@BrianFeroldiYT How do you calculate your portfolio CAGR? Since I buy, sell, deposit and withdraw money in my account I'm not sure how to calculate the CAGR for the entire portfolio. Any input will be appreciated.
@mmlg24
@mmlg24 2 ай бұрын
One thing that stands out is management. They truly wanted to turn things around and took the necessary steps immediately. They take the company seriously and have a strong commitment towards their investors.
@social_trading187
@social_trading187 2 ай бұрын
I have to disagree as the management adapted their narrative whatever their numbers were
@Mike-ym6rl
@Mike-ym6rl 2 ай бұрын
I bought the stock at $35 per share and plan to hold it for the long term. I think one needs to let the company sort itself out over time.
@crxinvestments
@crxinvestments 2 ай бұрын
Has the FCF used in the reverse DCF been adjusted for SBC? If not you aren’t taking into account stock dilution - correct?
@stoffelbrian
@stoffelbrian 2 ай бұрын
Correct
@paulevans2246
@paulevans2246 2 ай бұрын
👍
@Martin-qm2lg
@Martin-qm2lg 2 ай бұрын
Thanks!
@BrianFeroldiYT
@BrianFeroldiYT Ай бұрын
Wow -- thanks so much, Martin!
@Martin-qm2lg
@Martin-qm2lg Ай бұрын
@@BrianFeroldiYT Just a token of my gratitude. Could easily be $200, or $2000 with all the free, excellent education, tips, and insights you guys have given me over the years. You sharing your mistakes, what you do right, and the moves you make are good to see, even if I don't agree. Thank you!
@BrianFeroldiYT
@BrianFeroldiYT 19 күн бұрын
Wow -- love that!!!! Thanks so much!
@prat-man
@prat-man 2 ай бұрын
"Market-Beating Investor"? Calm down brother.
@chaarashchaabar1037
@chaarashchaabar1037 2 ай бұрын
😂
@adham7912
@adham7912 2 ай бұрын
What about your performance?
@prat-man
@prat-man 2 ай бұрын
If Market==SnP500 then I'm "Market-Spanking" too (investing since 2021)
@adham7912
@adham7912 2 ай бұрын
@@prat-man what are your top lines positions?
@prat-man
@prat-man 2 ай бұрын
Current biggest positions ETFs: VUG, VONG Stocks: GOOGL, AMZN, CRM, BN, NFLX, SHOP
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