Good Reasons to Ignore Valuation by Brian Feroldi

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Күн бұрын

Brian Feroldi presented “Good Reasons to Ignore Valuation” at the MicroCap Leadership Summit 2021.
More From Brian Feroldi:
Brian’s Website: www.brianferoldi.com
Brian on Twitter: / brianferoldi
Brian on KZfaq: / brianferoldiyt
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Пікірлер: 51

@MicroCapClubcom 10 ай бұрын

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@gigihikhsani9487 2 жыл бұрын

dude there are many "salesforce" business that fail. it is a survivorship bias

@swapnilmane8753 2 жыл бұрын

Great Brian! I can vouch for it, my returns went up manifold when I dropped the P/E filter and started buying Quality companies

@user-pl5zx4sp5c 2 жыл бұрын

This could be easily the most important investing video on youtube. Brian you are the best!

@ethancotton1182 2 жыл бұрын

This was great; thanks Brian again. You're an excellent communicator!

@vsx9877 2 жыл бұрын

This video seriously deserves more attention..Thank you Brian Feroldi for all that you do and you offer!

@themathstudio6839 2 жыл бұрын

One of the Best video on investing I have seen!

@susymay7831 2 жыл бұрын

Very nice the way you "extra clearly" provide links to content by your guests!

@rahul18348 Жыл бұрын

One of the best presentations to emphasize the importance of operational leverage.

@MicroCapClubcom Жыл бұрын

agree

@WN2494 2 жыл бұрын

Great presentation, thanks a lot

@niloyroy5817 2 жыл бұрын

Wonderful insights Brian.

@benlamprecht6414 2 жыл бұрын

Thanks for brilliant analysis and presentation

@Herschauen 2 жыл бұрын

The XPEL example is instructive. It was cheap and high quality and returns came from both growth and multiple expansion.

@rahilgillani4143 2 жыл бұрын

Amazing learning!

@dalemacrae7902 2 жыл бұрын

Great show thanku Brian

@sukatushah1 2 жыл бұрын

This was excellent thank you

@karanagarwal6888 2 жыл бұрын

Very insightful- keep the good work (love from India)

@akashpalav172 Жыл бұрын

Great perspective Brian...

@MichaelTaylor-nm6cx 2 жыл бұрын

When I began investing 30 years ago the first book I was steered to focused on value investing. If I would have watched this 1 hour video instead and truly applied it’s teachings, my family would be financially set for life.

@austin4you262 2 жыл бұрын

It is a survivorship bias to a huge extent. Look at multiple companies with valuations that don’t make sense. Majority of the companies that had huge runs when valuations didn’t matter came down subsequently

@newjdm 2 жыл бұрын

Great perspective

@Messi_CR7885 8 ай бұрын

Valuation matters!

@andrewmarusic1975 2 жыл бұрын

Thanks for this, Brian. You are a righteous man.

@rickfool1452 Жыл бұрын

hahaha this guy... where are you now mate

@BorisGligorijevic 3 ай бұрын

You are mixing multiples and valuation. Lets say you used DCF in any of those cases and you estimated future cash flows to be much higher, you would find both Amazon and Salesforce to be undervalued.

@innerscorecard9433 2 жыл бұрын

Totally agree.. but just like science advances by one scietntists death at a time, I don't think this is going to be widely adapted soon

@howardtarzel5121 2 жыл бұрын

This is the same guy speaking at the Jonah Lupton "FinTwit Conference" no credibility.

@sohambhatia 2 жыл бұрын

hfsp

@smithban8952 2 жыл бұрын

*Most* *people* *think....* *Investing* *in* *crypto* *is* *all* *about* *buying* *coins* *and* *holding,* *till* *it* *rises,* 🙅 *come* *on* *it* *takes* *much* *analysis* *to* *be* *a* *successful* *crypto* *trader.* *I've* *made* *$16,000* *in* *two* *weeks* *of* *trade.*

@wisef.9812 2 жыл бұрын

OMG!!! *$16k* how's that possible. What's your strategy?

@smithban8952 2 жыл бұрын

@@wisef.9812 I trade with a professional broker *Mr.* *David* *Morrison* he brings me massive returns.

@JayM-is8js 2 жыл бұрын

*$16,000* That's really big. I trade on my own, but I've only made $2,800 in a month

@mitchellspry7958 2 жыл бұрын

Wow!! I thought I was the only one trading with Mr. *David* *Morrison*, I just withdrew my profits of $25k after investing $3,500, in two weeks of trading

@bethatkinson7468 2 жыл бұрын

@@mitchellspry7958 you should go on long term investment. I'm a long term investor, I started at the beginning of the year with $10,000 presently I'm having $103,700 on my dashboard, it takes patience .

@jonathancphelps Жыл бұрын

This guy was doing valuation entirely wrong and then uses that anecdote to try to convince people that valuation doesn't matter. I hope no one watched this.

@BorisGligorijevic 3 ай бұрын

He was not doing valuation, but multiple pricing. Surprisingly, he does not seem to know the difference.