REVEALED: The Stocks I've Held, and SOLD -- Over the Past Two Years

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REVEALED: The Stocks I've Held, and SOLD -- Over the Past Two Years

Рет қаралды 7,531

Long Term Mindset

Күн бұрын

Пікірлер: 25

@shishkilover Ай бұрын

Lot of movement for a longterm investment

@Lennyman12345 Ай бұрын

These guys are like the Cathy wood of KZfaq, they have good ideas with the companies they discuss, but the valuations are to high and they still own some of them. A lot of those have came back down to more respectable PEs and I’m worried these guys are losing vs the S&P. I have a feeling they are.

@stoffelbrian Ай бұрын

@@Lennyman12345 Results published right in beginning

@samuelmandel4537 Ай бұрын

I disagree. Also they share their results with the public.

@jsedge2473 Ай бұрын

Super bullish market and still all these hyper inflated companies that took a ton of time to pick beat the indexes by a few %. And in a crash they’ll be totally wiped out. A lot of these videos are more of an argument to just buy the indexes than anything.

@mauriciorodriguez1670 Ай бұрын

Brian I could not be more grateful to you for your extraordinary videos. Such great analysis filled with golden info in a very concise manner. I've followed you and Brian F. for a long time and designed my portfolio based on your recommendations. Very grateful for the results

@EarthwithTom Ай бұрын

Thanks for another transparent and insightful video Brian. Would you say that your worst performing stocks have been the ones that don’t perform well in your checklist? Ie the ones you took a punt on that didn’t work out

@stoffelbrian Ай бұрын

Somewhat. Most -- but not all -- of the time, it's that I've mis-evaluated the moat

@druiz012 Ай бұрын

I've sold Unity and Mongo DB (luckily before the dip). I have Mercadolibre and am buying to this date. I buy Tesla on dips so I am holding and doing well. I am looking for dips in Axon... will jump on it at the right price.

@rodrigoesquerb Ай бұрын

I’ve been learning a lot from you , I’m from Mexico, it’s very difficult to find good financial education like you provide in spanish channels, thank you and keep going !

@SirGenesis206 Ай бұрын

I like how adventurous the portfolio is. Takes some extra research and conviction to build a somewhat risky, high reward portfolio is pretty cool. We have a few choices in common and I learned a couple new ones. Thank you.

@samuelmandel4537 Ай бұрын

Thank you, love these videos! Do you still own Tesla, a bit unclear from the video.

@elishanana4469 Ай бұрын

Yes they did

@Jainadoo Ай бұрын

Great content Brian! Love the segments when you discuss which of your holdings are cheap. Do you think Axxon Is a buy now?

@ibelieveicanfly8444 Ай бұрын

super thx Brian 🎉

@chrono9428 Ай бұрын

At least you are being candid. MDB and DDOG were MF long-time favourites but these two companies were a disappointment.

@themusic6808 Ай бұрын

I’m not sure exactly how much foreign country risk is being priced into Mercado Libre but it is nearly impossible to find a dominant company in both the e-commerce and fintech space that size, growing that fast with that much free cash flow, twice as much cash as debt on the balance sheet with over 100 dollars of both free cash flow per share and net cash per share trading at less than 5 times its forward revenues and less than 20 times cash flow with a more than 5% FCF yield. That spells huge expansion and acquisition opportunity in the future with no need for dilution at a dirt cheap price. Really, really hard not to be bullish haha