The Shameless Cloner Portfolio Introduction (Akre, Vinall, Smith, Huber)

The Shameless Cloner Portfolio Introduction (Akre, Vinall, Smith, Huber) | Cloner Portfolio Ep. 1

Рет қаралды 2,370

Күн бұрын

Пікірлер: 18

@investingiq Жыл бұрын

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@aniketchatterjee77 Жыл бұрын

Terry Smith's annual shareholder videos are great

@ChrisChurch13 Жыл бұрын

It will be interesting to see how it goes over time.

@InvestingwithTom Жыл бұрын

Game on! haha

@investingiq Жыл бұрын

Haha thanks for the idea bro! :)

@88detox Ай бұрын

Hope you’re okay. Why no more videos? I’m a new investor and your videos come up on KZfaq search. Algorithms are on your side.

@moonlightnappeprs3108 Жыл бұрын

found something intresting in China, QFIN (360 Digitech). Trading at way bellow tangible book, and has highROIC with super low multiples and DCF suggest super undervaluation.

@investingiq Жыл бұрын

Looks interesting! What's wrong with it, whys it so cheap? Haha

@moonlightnappeprs3108 Жыл бұрын

@@investingiq because of the crack down on Chinese companies and the delisting threats previously made

@investingiq Жыл бұрын

@@moonlightnappeprs3108 it just looks too good to be true haha I thought there might be something REALLY wrong with it. Do you have a short thesis for the company to share? :)

@baronwolfgang9368 Жыл бұрын

Michael burry’s only stock Geo group incorporated. Assuming the overall market and economy is in distress and potentially getting worse. As people get desperate and commit crimes, A prison stock might be a winner.

@investingiq Жыл бұрын

I think GEO could be more of a short term play, which is Burry's style of investing. Ideally I'd prefer to clone investors with longer holding periods of 5+ years :)

@candyboober Жыл бұрын

the idea of a strong portfolio to keep calm and not to sell, that's why cloning is stupid since you don't understand buyer's motivation. I prefer to spend my time to keep calm even a company price declined 50%. or just take ETF

@candyboober Жыл бұрын

btw I researched adobe and visa a bit and decided they are overvalued today, didn't buy it. but the companeis are great, no doubt. On cloning focus on the date of purchasing, it's important

@stealthven2352 Жыл бұрын

Asos is cheaper from when Nick Sleep bought it, maybe an add to the portfolio?

@investingiq Жыл бұрын

I don't know much about ASOS but I haven't heard great things about it over the last year or so. Might have been a rare mistake on Nicks behalf. Do you know much about ASOS? :)

@stealthven2352 Жыл бұрын

@@investingiq I am British and I do think that they have good clothes but I am not sure about their moat or their ROCE and ROIIC number (they are about 2-5% by my estimates). But you never know, maybe Nick Sleep sees something in it that other people don’t