Learn From My 15 HUGE INVESTING MISTAKES!!! (free lunch for you)

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Value Investing with Sven Carlin, Ph.D.

Жыл бұрын

Investing mistakes are an essential part of investing, but it isn't until you sit down, go through them, that you realise what an idiot you are. So, here are 15 of my most idiotic investment mistakes!!! Enjoy, I hope my mistakes avoid you from making the same investing mistakes as I did.
Videos mentioned mistakes:
Amira Nature Foods (fraud):
• CRAZY STOCK MARKET - A...
• AMIRA NATURE FOODS EAR...
• ANFI STOCK REPORT ANAL...
Nevsun - • Nevsun is a bargan wit...
Thank You Nevsun - • THANK YOU NEVSUN RESOU...
Qudian - • Chinese Stock To Buy -...
Solar - • 38 SOLAR STOCKS AND SO...
FB a buy again • Facebook Stock Valuati...
KZfaq Portfolio • KZfaq $1,000,000 Por...
10 stocks to buy - • 10 Stocks To Buy Analy...
3 stocks to buy - • 3 Stocks To Buy - SBUX...
GSH - • Chinese Value Stock to...
Intel - • Intel Is A Stock To Bu...
Alibaba BUY - • Alibaba Stock Is A Buy...
Alibaba $100 - • Alibaba Stock Price Fo...
Baidu - • Baidu Stock Is A Buy N... \
Overview of what I do (Research Platform, Performance, Portfolios, Strategy)
• Stock Market Research ...
What is this channel all about? Value Investing:
• Value Investing Proper...
My 5 Core Stock Market Investing Beliefs
• My 5 Core Stock Market...
KZfaq Portfolio Playlist • KZfaq $1,000,000 Por...
My passion is to look for low risk high reward investment opportunities with a long-term business owning like focus. I apply my accounting skills and investing experience in order to find the best businesses to own that offer the possibility to lead me towards my financial goals.
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I am also a book author:
Modern Value Investing book:
amzn.to/2lvfH3t
Check my website to hear more about me, read my analyses and about OUR charity. (KZfaq ad money is donated)
www.svencarlin.com
Listen to Modern Value Investing Podcast:
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I am about long-term investing but my wife is about something even more important; long-term health! Naturally Ana KZfaq Channel: / @naturallyana
The below links are from third parties or channel sponsors where I get a fee from:
I often get asked about brokers, here is a low fee broker, an international one that allows you to buy on global markets, and also offers complex solutions like options for when your investing skills grow. For now, it is one of the best solutions I have found for global investors, also based on your comments and inputs:
www.interactivebrokers.ie/mkt...
For a $140 discount on SeekingAlpha Premium Annual Plan (From $239 to $99), please use the following link: www.sahg6dtr.com/8QCFWJ/GTSC3/
Brokers video: • How To Select A Broker...
Always keep in mind: “Investing involves risk of loss”

Пікірлер: 680

@ayurdal Жыл бұрын

I love it when finance KZfaqrs reveal their failures instead of pretending to be godly beings. It is a true manifestation of self esteem and respect to viewers. Kudos Sven for being transparent.

@Value-Investing Жыл бұрын

thanks!

@jimcramer323 Жыл бұрын

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@joelatallah3646 Жыл бұрын

I agree 100%. It's human tendency to brag about wins and diminish mistakes, even though mistakes are where we do more learning! This is a great video with valuable insight

@caucasianafrican1435 10 ай бұрын

100%. It's what really gives an investor like Sven, and Buffett, credibility.

@kristinakolev5679 6 ай бұрын

Interesting

@overnightgrowth Жыл бұрын

Every investor should strive to make a video like this. If only for him or herself. Facing your past decisions and trying to learn from them is very hard to do in this space.

@Value-Investing Жыл бұрын

thanks!

@georgeconstanza6505 Жыл бұрын

Great video. Unfortunately, not too many people are able to acknowledge their mistakes in real life and learn from them and on KZfaq it is even more rare! Kudos to you Sven for doing this video - you have earned a lot of respect by doing this!

@Value-Investing Жыл бұрын

thanks George, coming from you it is really something!

@caucasianafrican1435 10 ай бұрын

And, allow his audience to learn.

@timotejcernak7086 Жыл бұрын

I usually dont watch videos through my account, but after watching this, I had to sign in and say: Thanks a lot for this gem!

@Value-Investing Жыл бұрын

happy to hear that!

@Michael-Wil Жыл бұрын

The lesson I learned from this video was just to buy Berkshire Hathaway. Then there's no need to watch KZfaq investing channels for stock ideas, free up loads of time and avoid all the mistakes.

@jessehamlin3420 Жыл бұрын

berkshire makes mistakes too - buffet admitted he missed a massive opportunity to load up at the beginning of covid - just buy the index thats less risky

@Value-Investing Жыл бұрын

Investing in BRK is great, but the returns depend on price paid!

@Michael-Wil Жыл бұрын

@@Value-Investing Yes, I think you got that from Warren Buffett, you showed the clip of him saying he only swings when he want to.

@Michael-Wil Жыл бұрын

@@jessehamlin3420 That works great if you’re in your 20-30 and have decades to compound, I wish I was in that position.

@landi2244 Жыл бұрын

Thank you for your transparency, Sven. You are a winner in my book.

@Value-Investing Жыл бұрын

:-)

@Marniarno Жыл бұрын

Thx, Sven! A lot of wisdom and value in this video. Well done :)

@unktzor Жыл бұрын

The value in this one is insane!

@Value-Investing Жыл бұрын

thanks!

@ameeetbareek9098 Жыл бұрын

what a classic video. Honest and very helpful. Thank you for sharing. Sharing my summary and notes for others: Summary: - apply common sense when buying business - is business providing true value to its customers right now? if not, thats speculation. - stick to low risk/high reward. avoid high risk. identify high risk as low probability in future, geopolitical risk, IPO, value trap, scammers, cyclic businesses - Value investing is about patience - wait and wait to bet big - Stay within your circle, apply first principle - The best investments are buying quality businesses heavily concentrated patiently waiting for the right price Details: - Peter Lynch - Its okay to do mistakes, keep looking for the top stocks, even if 6-7 out of 10 perform as expected, you are a winner. - FRAUD: If something smells fishy, avoid it. Look for short seller report, balance sheet. Stay away from bad business model - SELLING TOO EARLY: Stay anchored if you believe in your analysis. Adjust the thesis if necessary when stock booms, might be even better value (for self, I remember selling Tesla because everyone around me was telling me to sell) - HIGH RISK: - Stay away from High risk - e.g. IPO, few qtrs of growth doesn’t mean shit. People look at 10 year history and only them invest. There are many businesses in the world, focus on the best ones if you can find same high return with low risk - Geopolitical risk - China, Argentina, etc. Avoid them if possible - Identify the size of the risk 1st - If its too high, or the probability is high or even ≥ 30% then, avoid it. - Stay away from Shady management - especially if they have track record. - Avoid Value Trap - How to tell if a value or cheap stock is a trap? - If its unclear what true business value it will give to its customer. (apply common sense) - Avoid cyclic business - especially do not buy cyclic business in their peak or high side. - **INVEST HEAVY IN YOUR CURRENT PORTFOLIO**: Buy more of good that you already own that keeping the size small (e.g. I bought Apple, but only few shares, I should be buying more) - GROWTH WILL STOP EVENTUALLY - Growth stocks end up becoming Value stock - **INVEST IN YOUR CIRCLE OF COMPETENCE** - THAT YOU UNDERSTAND - DO NOT JUST TAKE ANYONE’s WORD. People in KZfaq and new channels have incentive to tell you to buy buy buy, thats how they get more views, hence don’t take anyones advice just as-is, even Warren Buffet - APPLY FIRST PRINCIPLE ALWAYS. - **BE CONCENTRATED AND FOCUSED**, NOT DILUTED - Make your investing boring - Buying too early when you know it can go lower - Patience and Discipline is value investing - **Value investing is about waiting for 1 out of 10 of your great ideas to reach absolute bargain with little downside and very high upside** - Avoid taking speculative bets or keep that to minimum (== none) - Be clear are you investing in speculation or value - If a **business is providing immediate value** (e.g. revenue, dividend), **then its not speculation**, but if there are future speculation that this business will go 100x in future, future being unknown, then reduce that risk - (e.g. BAIDU in robotaxi, Facebook in META) - **The best investments are buying quality businesses heavily concentrated patiently waiting for the right price**. Focus on great business at fair price, not fair business at great price

@Value-Investing Жыл бұрын

good summary!

@javierguzman5767 Жыл бұрын

Thanks for this video Sven! I've seen more than 100 hundred of yours and this is likely the best for me. Very personal, which is something to appreciate. Hope you stay that personal in the future, It will help people engaging with you.

@Value-Investing Жыл бұрын

Wow, thanks!

@proracingproracing6931 Жыл бұрын

Thank you Sven, well done, appreciate your honesty!

@Value-Investing Жыл бұрын

thanks!

@xzxz85 Жыл бұрын

It takes great humbleness to recognize your mistakes and share them. Thank you Sven!

@Value-Investing Жыл бұрын

thanks!

@miket2916 Жыл бұрын

@Aru Bucar, Sven was called out in 'private' by research platform members, as well as in public just about 1 month ago, no choice but to recognize and address it

@miellamborghini7003 Жыл бұрын

So much value here, really learned a lot. Thank you Sven.

@Value-Investing Жыл бұрын

Glad to hear it!

@pongop Жыл бұрын

Thank you for this great video! This is very helpful.

@tomislavhorvatseo Жыл бұрын

Very informative stuff, Sven! Thanks!

@Value-Investing Жыл бұрын

Thanks!

@Jod4light Жыл бұрын

Thank you sven, this video is super valuable!

@ufopiloot Жыл бұрын

My biggest mistakes: 1) listening to others (option (a stock) was up 3x asked to sell (as a 18th birthday gift) but my aunt said"no, it will be worth more in a few years. Finally no profits. 2) betting 50% of my profit on Us election results and the index reactions. Lost 100% of the portfolio. (went form 5k to 20k, then 0) 3) Listening to analists (Telenet stock, high div, but value trap, down 60% and big cut in div) 4) Listening to Sven (sorry), bought a big FlowTraders position, down 50% at least) 5) Selling TotalEnergies at a loss of 20% because of ESG hype. 6) Listening to analist (via Yahooo articles), bought Ideanomics and Chargepoint (EV play), down 80% and 50% 7) Alibaba stock in a big position, down 50% at least. Sold the US listing at a loss. 8) Reddit hype, option play on Arcelormittal, never went anywhere and lost big. 9) Selling Tesla to early at 360 dollar (50% profit) before splits!!! Still holding Telenet, Flow, Ideanomics, Chargepoint and Baba (hongkong). Biggest wins: 1) Getting a loan in 2020 covid dip and buying dividend stocks (4% cost) 2) Listening to Sven and buying Russian Gas and commodity. Got out in time though. I do prefer a smaller profit for sure than being greedy) 3) Stopped AVD and actually have some cash on my bank account. 4) Using marging as a loan to buy dividend stocks on 'crashes' (4% cost) Unfortunately no money to AVD due to energy crisis in EU.

@Value-Investing Жыл бұрын

thanks for sharing!

@vardanarakelyan5214 Жыл бұрын

Thank you very much for sharing such valuable knowledge, we all do mistakes, the important is to realize it quick and then review and change the strategy of entire portfolio.

@Poco2099 Жыл бұрын

Stocks I watch never go as low as I think they should, so if I avoid buying too early, I invariably buy too late or not at all.

@Value-Investing Жыл бұрын

:-)

@danielnestorio Жыл бұрын

Great video! Thank you

@maxjames00077 Жыл бұрын

Amazing video! Loved all 51 minutes!

@elrevesyelderecho Жыл бұрын

Thanks for this video. Taking a lot of notes.

@Value-Investing Жыл бұрын

a lot of notes for sure!

@Noveshento Жыл бұрын

This was your best video to date Sven. Congrats for the courage and candidness. I see a great future for grandpa Sven

@Value-Investing Жыл бұрын

I will do my best, so let's see!!!

@larrygerry985 Жыл бұрын

Thanks for sharing. Failure is a great learning point.

@Value-Investing Жыл бұрын

Thanks!

@TaKa-uq6us Жыл бұрын

Awesome honest video Sven would love to see this periodically

@Value-Investing Жыл бұрын

I hope not, I hope to make mistakes only to make such a video every 5 years :-)

@user-gg9bh9cz4r Жыл бұрын

Great respect to a person who described his mistakes in such an open way, admitting unwise decisions and categorizing them. Thank you, sir, indeed, a lot to learn here.

@Value-Investing Жыл бұрын

thank you!

@christianh.riiser2807 Жыл бұрын

Excellent video - transparency on your mistakes - great !!!!

@Value-Investing Жыл бұрын

I appreciate that!

@linusjacobsson2419 Жыл бұрын

This is awesome value. Thanks Sven

@Value-Investing Жыл бұрын

thanks!

@RonPaulBot1234 Жыл бұрын

Great video with lots of value and examples!

@Value-Investing Жыл бұрын

Thanks!

@AlekseyShevchuk Жыл бұрын

Thanks for hones insights into lessons learned!

@Value-Investing Жыл бұрын

Glad it was helpful!

@georgegogolan8472 Жыл бұрын

Amazing video! Keep up the good work! Thanks!

@Value-Investing Жыл бұрын

Thanks!

@AmArJoT0o Жыл бұрын

Love learning material you produce!

@Value-Investing Жыл бұрын

great!

@maiasalyamani Жыл бұрын

Huge thanks. The value of this video is unbelievable.

@Value-Investing Жыл бұрын

happy to hear that!

@KurtKnispel3200 Жыл бұрын

It is easy to say to do value investing but it is very hard to actually do it. I have seen people on youtube trying to outperform the S&P, researchimg a lot but failing hard. And what is true, there are not that many great ideas for a single person doing occational research. I found two or three great buys last year and should have simply stayed with them, instead of diversifying into nonsense, because somebody said it is a good idea. Eather you buy an ETF or you do not diversify. Nobody would buy 20 fractions of different houses because buying one is too risky. You buy one house, which you think is the best buy in the market and then you live in it.

@Value-Investing Жыл бұрын

two or three great buys last year might also be too much!

@levimachado Жыл бұрын

great video sven. Followed you years ago, but now will be back seeing what you are up to. Would love your educational content.

@bozolito108 Жыл бұрын

Man this was a trip down memory lane. It was like getting closure after a bad breakup. Lol. Good stuff sir

@Value-Investing Жыл бұрын

:-) Now we can go on after the closure :-)))

@RemiStardust Жыл бұрын

15:05 "Yes, I invested also in that shit" :) Nice, Sven brings some spicy language!

@Value-Investing Жыл бұрын

:-(((( :-)))))

@marklalonde7996 Жыл бұрын

By far your most valuable video. I learned that you should trade where the winds are blowing. Try to find value in something that will be in high demand and has political tailwinds. For sure learned a bunch from mistakes investing in Chinese stocks!

@Value-Investing Жыл бұрын

thanks!!!

@vig6912 Жыл бұрын

I remember, 1-2 years ago you talked about Gazprom´s Nord Stream 2 how risky it is...., I proudly commented that Germany needs Russian gaz, its just FUD bla bla..... Now who has money frozen in Gazprom?😂😂😂 I HAVE!

@Value-Investing Жыл бұрын

I knew the risk, watched it carefully fortunately - but I could have done great by also avoiding it all-together :-(

@MagicNash89 Жыл бұрын

Sven exited at the right, almost final time when the tanks were at the border. He took profits before though, which was a wise decision. His thesis though that its just FUD abour Russia, Western fear, Wall Street investors runnign away with the first sign of danger etc, was wrong, even thought he made money, which is always good, which is the goal. Unfortunately, now the same arguments make China also a similarly geopolitically very risky country to invest in.

@herokorai8346 Жыл бұрын

Best video that I've watched Sven! Best lessons are through mistakes :)

@Value-Investing Жыл бұрын

Thanks! 😃

@ernhonglim Жыл бұрын

Thank you very much Sven. Finally you made the content that I want the most. Hehe

@Value-Investing Жыл бұрын

:-)

@polishfish Жыл бұрын

Just a nitpick on your last two lessons- Alibaba was a mistake because you didn’t wait for it to fall further, and the final was a mistake because you waited? While they’re obviously contradictory lessons, they both depend purely on price action to learn from them, and the lessons are opposing in their wisdom. Truly a small complaint from me- I appreciate you and your channel!

@Value-Investing Жыл бұрын

yes, but then you also have to analyze the risk and reward to decide on waiting!

@investingsimplified2452 Жыл бұрын

I personally did many of those mistakes. No shame, it s part of the game. I respect your transparency Sven

@Value-Investing Жыл бұрын

thanks!

@TheAcharyaa Жыл бұрын

Your best video to date. Thank you!

@Value-Investing Жыл бұрын

Wow, thanks!

@filipniklas Жыл бұрын

One of your best videos, Sven! Thank you so much for sharing this wisdom.

@investorsam Жыл бұрын

This was an incredibly valuable video. I love these lessons of what not to do!

@Value-Investing Жыл бұрын

Thanks!

@fingerprint1991 Жыл бұрын

Probably the best video I have ever seen. If you are not planning to include this in your next book you should definitely consider since it's a pure gold mine.. Taking a step backwards and comparing your mistakes against with my little journey I could clearly see similar mistakes in my investing behavior. So thank you!

@Value-Investing Жыл бұрын

thanks, will add or make a list or something!

@thezenguy9509 Жыл бұрын

Probably best video so far, love it !!!

@Value-Investing Жыл бұрын

thanks!

@jl6031 Жыл бұрын

Very good video. Thanks.

@Value-Investing Жыл бұрын

Thanks!

@RedVSBlueIsCewl Жыл бұрын

Thanks for honest talk - videos like these make it easy to spot you as one of the few knowledgeable people on here out of all the idiots who talk about some shitty stocks they think are a buy. Maybe videos like these don‘t resonate well with the YT algorithm, but real recognise real. I‘m convinced it helps you grow a more lasting, loyal viewerbase. I started with ETFs because I am lazy, but the new economic environment made me realize I need to pick and research winning stocks. So even though I won‘t earn a share in your business I invest the power of my like and sub to increase the value and hopefully the earned knowledge will pay dividend in the future.

@RedVSBlueIsCewl Жыл бұрын

Also thinking about tattooing „I‘m an idiot but hopefully a lesser idiot“ on my forehead. What a great motto for life

@juanprodriguez2813 Жыл бұрын

One if the best videos ever. Thanks Svan.

@Value-Investing Жыл бұрын

Wow, thanks!

@ButcherTTV 11 күн бұрын

Make a video about bad investments that went well. A critical look back at your profitable investments that did have some red flags and how you did mental gymnastics to overcome them

@Value-Investing 11 күн бұрын

hm, you know, every investment is a risk and reward situation - bad investments are usually when I take the risk, that can then also go well, but there is risk, which is not value investing!

@Spura83 5 ай бұрын

Buying too early, knowing it might go lower: the problem with this point is that you know it MIGHT go lower. In some industries it's common for stocks to move in a range in a cycle, so in those you can be confident it's going to be cheap again. But for many great companies it just might not happen. For instance something like Microsoft, if you look at the chart, at most points in its history if you wanted to wait for it to get cheaper by 20% you'd eventually get that dip, but before you got to it you'd miss more than 20% gain.

@GHIBaal Ай бұрын

Thank you so much ! So much value for a 24yo Investor from Germany! Learning from others mistake feels like a cheat code for life ! ;D

@Value-Investing Ай бұрын

great to hear!

@chrisok7057 Жыл бұрын

Best video so far.. will rewatch it multiple times for sure. One on biases would be great as well ^^ thanks a lot sven

@Value-Investing Жыл бұрын

that is a good suggestion!!!!

@faridrottigni Жыл бұрын

You are the best professor ever!

@francescobaroncini5403 Жыл бұрын

Best video of the year, congrats!

@Value-Investing Жыл бұрын

THanks!

@thomashelveg7563 Жыл бұрын

I think this is your best educational video ever. I find patience as the most difficult skill. It is also very difficult not to copy people you are mesmerized of, for example I blindly followed Ray Dalio, as many people blindly follow and copy Munger or Pabrai choices without having an own real convinction or knowledge in that choice.

@Value-Investing Жыл бұрын

you always think they know more than you as they are professionals with all the info - but the truth is the unknown is impossible to know, also their risk tolerance!

@susymay7831 Жыл бұрын

No catalyst with a beaten down "value stock" is a common trap for "value" seekers.

@Value-Investing Жыл бұрын

yep!

@josebarron1422 Жыл бұрын

Nice video!! I really like how you analyze your investments and reflect on them

@Value-Investing Жыл бұрын

Glad you enjoyed!

@alvarodehais1784 Жыл бұрын

Thanks for the video and the free lunch! As Monish Pabrai said: don't water the weeds and cut the flowers!

@Value-Investing Жыл бұрын

Peter Lynch said that:-)

@jerzyfilipek4100 Жыл бұрын

Hello Sven, I have been watching you from beggining - this is best video ever. Thanks.

@Value-Investing Жыл бұрын

thanks!

@tater6573 Жыл бұрын

Good to hear from an honest man

@Value-Investing Жыл бұрын

Hope so...

@tsonez Жыл бұрын

Great video. So much to learn here. Great Buffett clip. “Swing you bum!” Thank you!

@Value-Investing Жыл бұрын

:-)))

@coderslang Жыл бұрын

Bought Amira back in the day after watching one of your videos, Sven. Still sits in my portfolio at a shining -100% loss

@Value-Investing Жыл бұрын

sorry to hear that, I made a video about selling it, you must have missed it :-(

@coderslang Жыл бұрын

@@Value-Investing I heard that the 2 main mistakes that investors make are panic buying and panic selling. I decided to eliminate at least one :)

@russellditchfield-agboh838 Жыл бұрын

Great content Sven! Would you please analyze ASOS? There appears to be very deep value here. It’s a favorite of Nick Sleep’s.

@Value-Investing Жыл бұрын

It depends on whether they can return to growth and scale - who knows - maybe Nick can also be wrong - time will tell!

@patrickshanghai2064 Жыл бұрын

very interesting video. will watch it a couple more times. always hard to learn the right lessons from mistakes. i followed you on several of those stocks. got better returns than my own pics, haha. glad i exited the Russian stocks before the war. thx for the hard work.

@Value-Investing Жыл бұрын

Thanks!

@siggiAg86 Жыл бұрын

Ok this is one of your best videos imo

@Value-Investing Жыл бұрын

:-)

@Theo_Sot_9360 Жыл бұрын

Without skin in the game y never can become an investor, especially a value one. Congrats Sven😎

@Value-Investing Жыл бұрын

that is how it is, but it also depends how much skin!

@JanBruunAndersen Жыл бұрын

Sven, you convinced me to buy Baidu and Alibaba, but you also gave me Albemarle. I have sold Baidu, I am still hanging on to Alibaba hoping for better times, and I grin 🤑 every time I look at the gains from Albemarle.

@Value-Investing Жыл бұрын

that is investing, at the end it is about sizing the positions properly!

@imba69420 Жыл бұрын

Great to own your mistakes! Still with you Sven!

@Value-Investing Жыл бұрын

THANKS!

@christianlollmann9537 6 ай бұрын

Oh that's very nice, now I feel much better, cause I'm not the only one... 😊

@roarslot Жыл бұрын

Great value at a fair price!

@Value-Investing Жыл бұрын

:-)))

@stiliyanyordanov3771 Жыл бұрын

Another extremely valuable and useful content. Thank you Sven for continuing share your experience with us.

@Value-Investing Жыл бұрын

Glad you enjoyed it!

@lucian2643 Жыл бұрын

Thank you very much for this video too, it should be in your course.

@Value-Investing Жыл бұрын

:-) will add it!

@jaylakhani5568 11 ай бұрын

Increíble thank you

@aidasmatulaitis7117 Жыл бұрын

Thank you , Sven

@Value-Investing Жыл бұрын

:-)

@77magicbus Жыл бұрын

Great video. This is how we learn. And learn from these common mistakes . Many of your mistakes were because of a lack of patience. Buffett says the stock market is a machine that transfers wealth from the patient to the impatient. Sven , you are too hard on yourself here. You will do fine going forward. Warren says if you had only 20 stock trades in a lifetime you would do much better. Be extremely careful before investing. Also I believe that most all investors should make a portfolio of Index funds the core of the portfolio and reinvest all dividends and cap gains. Build alpha around that with individual stocks using extreme care. Thanks

@Value-Investing Жыл бұрын

I would be still a poor kid with index funds, so there is a lot to discuss and analyze the to find the best for yourself!

@jurgenmeyer7602 Жыл бұрын

I bought Qudian this year when it started showing up in my net-net screener and sold for a nice 110% gain. Goes to show that anything can be a buy at the right price

@Value-Investing Жыл бұрын

great to hear!

@choopa1670 Жыл бұрын

thank you Sven...another great informative video..inspiring to know even the best of us make mistakes..

@Value-Investing Жыл бұрын

Glad it was helpful!

@pacocalabasa6605 Жыл бұрын

Your new approach is taking shape and there is a kind of consistency to it that is reassuring as a research platform subscriber. You have spoken often about having a very concentrated portfolio of your three or five best ideas. If you do that you absolutely have to accept the least possible amount of risk. Otherwise a short run of bad luck (anything can happen to one company) could leave you with a permanent loss of capital. That's recoverable if you have $10k and add $1k/month. Not if you were a few years from retirement and now have to work until you die. I would love to see on the Research Platform (NOT on YT) an analysis of all of your current holdings/recommendations, that only speaks about their worst-case downside risks. We already know about the potential upside in each business. It's true that each business analysis also discusses the risks, but it would be fascinating to see them all together. How much is the exposure across the whole portfolio to one event, and how much is isolated operational-type risk in each business.

@Value-Investing Жыл бұрын

that is a great idea!!! Klarman also says the risk analysis has to be separated from the reward analysis!

@jakelo1045 Жыл бұрын

This video is packed with information. I will have to watch it a few times to fully digest. This may be your magnum opus!

@Value-Investing Жыл бұрын

thanks, enjoy it!

@Isendir1234 Жыл бұрын

This is rich in value Dr. Carlin!! Thank you for sharing your mistakes. Hopefully, we can learn from them (or we will repeat them uh-ho!).

@Value-Investing Жыл бұрын

In 5 years, if my next mistakes videos lasts less than this one, I am happy :-)))

@gsabic Жыл бұрын

hi Sven, great video, very honest, we all make mistakes. You forgot to mention all the money you miss in TSLA :)

@Value-Investing Жыл бұрын

hahahahaha:-)) Tesla has always been too risky, so I don't consider it a mistake :-)))

@darkoliveirashark Жыл бұрын

Great value from you, as always! I made some of the same mistakes :(

@Value-Investing Жыл бұрын

Let's make much less mistakes in the future together!

@darkoliveirashark Жыл бұрын

@@Value-Investing One of them was to just buy stocks (Intel and Baba) based on your videos... I should have done more homework on them myself... Regardless of that, I'm comfortable adding more Intel and doing my own research on Baba. Thanks again for helping us develop a method and sharing insights and you mistakes 🙏

@fredo119 Жыл бұрын

Sven, that's your best video ever !

@Value-Investing Жыл бұрын

Glad you think so!

@mikerolla5601 Жыл бұрын

I can appreciate you being humble and showing what you thought were doing wrong. For some reason the first video I watched of yours I felt you were an honest human. I had been watching Buffet and Munger but they never really gave out their secrets so I read the books they read. I learned a lot from you, you cleared up many questions I had, so, Thank You. I will continue to be a sub and appreciate what information you send our way.

@Value-Investing Жыл бұрын

Thanks!

@mikerolla5601 Жыл бұрын

@@Value-Investing You're welcome

@hugoiphone5397 Жыл бұрын

Extreme value here!

@Value-Investing Жыл бұрын

Thanks!

@AssociateEquity Жыл бұрын

Another great video. Thank you. Are you going to write an update to your book ‘Modern Value Investing’? Why don’t you have it on the bookshelf? May I suggest: 1. Include references to your book when making important points about investing such as the meaning of risk and the importance of the value/price relationship. 2. The red ‘pen’ doesn’t add as much as hoped for. 3. Using the dotted ‘box tool’ was ok.

@Value-Investing Жыл бұрын

Thanks for the suggestion!!! Will lower the red pen!

@giuseppeo77 Жыл бұрын

At 0:40 "Please support the channel so I can put some food on the table" You previously said that all youtube revenue was going to charity! What happened to that Sven? 🤔 I still hit the like button.

@Value-Investing Жыл бұрын

that was a joke!

@Value-Investing Жыл бұрын

I mean, the food on the table :-))

@giuseppeo77 Жыл бұрын

@@Value-Investing Nothing wrong with keeping the money from youtube, it's all about walking the talk...😉

@miellamborghini7003 Жыл бұрын

Now this, this is epic!

@Value-Investing Жыл бұрын

:-)

@joezawinulreviewsandreacti2509 Жыл бұрын

about the geopolitical mistakes. I think crisis investing is still smart but it needs to be bought after the huge crash. Just because you bought before the crash in Argentina doesn't mean it isn't a buy now

@Value-Investing Жыл бұрын

:-))

@louisking11 Жыл бұрын

Probably one of the most useful videos you could find on the net. Mistakes help investors to improve their method and process.

@Value-Investing Жыл бұрын

thanks!

@slimjimjimslim5923 Жыл бұрын

Thanks Sven. It takes a lot of pain and courage to analyze one’s past mistake. : )

@Value-Investing Жыл бұрын

thanks!

@slimjimjimslim5923 Жыл бұрын

@@Value-Investing at least sven wasn't pressured into investing in NFTs. 😁

@eyalzifman5856 Жыл бұрын

Sharing your mistakes - ut's investment knogledge gold forcus... Thanks Sven

@Value-Investing Жыл бұрын

thank you!

@augustus331 Жыл бұрын

Hoop dat je een mooie zomer hebt gehad Sven! Working on my thesis now so only scanning this 50-min video, I'll do a deeper dive later!

@Value-Investing Жыл бұрын

success met jou afmak... thesis!

@daves5698 Жыл бұрын

CVNA=Lesson 3. Thank you Sven!

@Xtefanno Жыл бұрын

the new lighting is very very good!

@Value-Investing Жыл бұрын

great to hear!

@ricardodangelo4639 Жыл бұрын

Thanks for sharing Sven. Regards from Argentina and excuse my country for your loses 🙏😄

@Value-Investing Жыл бұрын

not your fault, my risk taking!

@user-jc1yx9of9p Жыл бұрын

One hour Sven on sunday is better than one hour of formula 1 on sunday;-) Sven, great video!

@Value-Investing Жыл бұрын

:-)))