This is probably the best video explaining value investing I’ve ever seen

The Little Book of Common Sense Invevestment by John Bogle would make an interesting video.

Amazing content! I am always amazed of how you brings your video to life. Sorry but I have to ask what program do you use?

Fantastic video, need to graduate to the upper levels of difficulty ASAP

Brilliant and very informative.

Great video. Pleased to see I have already ordered half the books cited.

thx some great tips on Technics for value investing . good, simple presntion

Simply the best summary on value investing. Tangible and applicable information yet simple! Thank you "The Swedish Investor"

Thank you so much!

Your content is extremely good. I admire you.

“Positive cash flow” something people still don’t yet fully understand….

Need guidance on how to earn through investment or a legit platform.

You’re the man thank you

Incredibly good video/explanation

I love the title of this video!

Thanks so much

I like your videos very much, would like to see more videos more often! 👍👍🙏🙏

you explained it best in the first two levels. the next ones, you added more stocks scenarios. the first two works for any kind of investing.

I would love to see a video about the ratios you use regarding P/E, cash flow, debts, etc for determining value investments.

Great content as always. What software did you use to do you illustrations and animation?

Yay, you delivered on your promise to fix your pronounciation of "quite"! Now this channel is perfect

Best teacher for investing! Thank you so much

Bra video, bra förklarat!

your content is very good keep up the good work

Perfection❤

ur best video imo

You always put out great content! Your channel inspired me to start a channel and it’s starting to grow!

Great video. Comment for the algorithm

The problem with "You don't need to actually do a DCF, because it's too close to call if it isn't obvious." is that people new to investing probably don't have an internal metric or gut feeling. Do the DCF until you don't need to anymore.

Hello, have you done some videos about dividend investors? Great content and well explained... very easy to go thru each topic. congrats.

Awesome video, thank you very much! :)

From the graph 00:54 Buffett and Greenblat made 34% during the same time. Also, Buffett's graph is better than anyone else's if compared during their time of investments.

amazing

Great explanation very easy to understand 👌

Brilliant channel mate! I have only discovered you today but I will be watching much more of this!

Wow, this is an excellent video! I like how you applied the 5 levels concept to value investing. I also like the train ride presentation. I appreciate your explanations and illustrations. It was all very helpful, particularly the types of margin of safety. I also like the analogy of bidding on USD vs INR. I love the LOTR clip! Thank you for this.

Good video

This is such a great explanation, thank you!

Hi, can I know which software you used for the whiteboard animation in all your videos?

Great video... i would like to know what is your opinon on the shameless cloner approach of Mohnish Pabrai is suggesting in a lot of his interviews.

hi can you make a video about mark minervinis books? thanks

can you make a second video, which explains this video thanks

I was really happy you know that I was beating market by 1% but now when you me that chart I feel like I still have long way to go(Btw tomorrow I will be 20 years old and I started watching your channel when I was 18 Thank you so much for everything)

The DAX 40 🇩🇪 is a great opportunity 😃 👋

What are you using for the visuals in your videos?

You don't sell when the margin of safety shrinks -- you just don't buy more until it returns.

1:00 lol the y axis ;>>>

I’d love to see a video about the best apps to invest on the stock market

Quite the train ride

Thank you.

Excellent video - value investing explained in a simple and understandable way ! - keep up the good work

Hey make detailed video on how to judge the management of a company

That example with Felix had me thinking of Masterworks. Is that what you were hinting at?

Many thanks for the lovely video, as usual, I always wait for your videos. The only thing I want to share in the context of this video which I know is unpopular opinion, is that in the latest videos of Mohnish Pabrai, he explicitly mentioned that in his updated investment framework he keeps companies and dont sell even if they are trading above intrinsic value, only when business started to loose their moat he sells,otherwise he is still fine to hold when share prices goes beyond intrinsic value

Could you list the book list from the intro, please?

Regular viewer here..

Hey i have a question. I often here value investors say. By a stock that is undervalued and then sell once the stock reaches fair value! That part i understand as it make sense. However if you always sell once the stock reaches fair value. How do you ever hold onto a multi bagger if your always selling at fair value? What about the buy and hold strategy?

Peter told way more than that and its not about value a business is all about rather buying great business which is easy to understand at a fair price for long term to get a great return.

9:03 a fixed 4% APR bond *can* yield 8% per year. You just need to buy it at a discount of (4% * years to maturity).

Great video som nuance missing but great for people that are new to investing in businesses.

I believe that in value investing losses are just as important as gains. Rule one is never lose money. Keep the capital you have and keep as much of the capital your investment has made.

Netflix was a perfect example of a hated stock that became a relative bargain this year. it gave ~100% return in ~6 months after giving you ~2 months to hop on the train north.

Odd to not here you touch on “circle of competence” when I’ve heard the term so often learning about value investing in the last 6 months or so. Do you not consider staying within one’s circle of competence to be an important part of value investing?

Bro for your information the 1000 Rupees notes in India are banned now Our country now has 500 and 2000Rs of notes

Spotlight Stock Market in Sweden seems like the young Buffet's Pink Sheet list. Any experience/opinions on that?

Bro, you've got this idea... But you never make a video about Naval ravikant book summary?

I love your videos. The funny thing is that you can currently apply SOME of the same principles to some crypto DAOs during the current bear market, some are trading at below their net assets, net assets that are liquid, which I've done in the past few months (while watching your videos, and applying the same mindset) and have done well so far, especially when a vote to disperse assets between holders goes through. The craziest example was $7m mcap (crashed from $220m mcap) with $24m in assets, which got disbursed between the holders through a vote. Ofcourse this is not usually the case, and only applies to a very small portion, most (easily 99%+) are still vastly overvalued from a value investing perspective

I definitely plan to add more Microsoft to my portfolio this year

That last bit explains why Michael Burry bought Geo Group.

Hi. I just notice that the graph from 7:25 of discount rate suddenly change at 7:28. Now I am really confuse. It will really be helpful if you clarify this. Thanksss!

Wait, you beat the market by 200% ?!? Do You have a course on this? I saw Your video about how You pick stocks but maybe something even more specific? :)

How did that risk analysis on Alibaba go, Charlie? Dead cert? Maybe less so?

When doing a DCF, should one also include what's on the balance sheet, or only look at the cash flows?

Learning how to invest at a young age is key to success. A Teenager’s Guide on how to Invest Like Warren Buffett and Charlie Munger is a good resource for new investors.

so after watching your video, dividends is an important part to look at when buying a stock rather than just looking at earnings per share? so stock like sinarmas land (SGX:A26) is not really a bargain because its not paying a notable dividend despite its ratios,eps? I am invested for one year and down 10% which is above snp500 but below my country's etf one year return. I follow a formula modified from benjamin graham's formula

It occurs to me that value investors are simply classes of rent seekers who claim to be investors :-)

Very good. Although I'd say that DCF analysis has two advantages. The process of constructing the model leads to a better understanding of what drives the profits and cash flows. And the results provide an additional tool for sorting through or ranking the best opportunities.

Hard to imagine considering the title, but that was fun! Very nice explanation, very well simplified and described

17:22 thats what I do too lol

Question: In 5:40 it's stated that Tom is perfectly happy if noone buys his Pepsi stock because he collects the cashflows. What cashflows? If I have a company stock I don't get anything from its earnings. So my only hope for some gains is to sell the stock for higher price. What am I missing here?

I don't use a DCF model,I buy wonderful companies when their shares are selling at a 50% discount,and that's it.

Background music ?

Selling when the stock goes up over time is limiting because tou have to go find another barron. Better to buy wonderful companies and hole them forever. That's compound interest at its finest.

Pink sheets still exists. They are in OTC.

Joke's on Cathy because she cannot do anything with the decommissioned 1000 INR bill. 😆

Absolutely great work again! Thank you ❤

According to GPT answer to "Value Investing Explained in 5 Levels of Difficulty": 1. Basic: Value investing is a strategy that involves purchasing stocks that are undervalued by the market, with the goal of realizing a profit when the stock's value eventually rises. This is typically done by identifying companies with strong financial performance, good management, and attractive growth prospects that are trading at a lower price than their intrinsic value. 2. Intermediate: To find undervalued stocks, value investors often look for companies with a low price-to-earnings ratio (P/E ratio), a low price-to-book ratio (P/B ratio), or a high dividend yield. They also consider factors such as a company's earnings growth, cash flow, and debt levels. Once a stock is identified as undervalued, the value investor will typically hold onto it for a longer period of time, waiting for the market to recognize its true value and drive the price up. 3. Advanced: In addition to financial analysis, value investors may also consider qualitative factors such as a company's management team, competitive advantage, and industry trends. They may also use fundamental analysis techniques, such as discounted cash flow analysis, to estimate the intrinsic value of a company and compare it to its market price. 4. Expert: Value investors may also use more advanced techniques such as option pricing models and Monte Carlo simulations to evaluate the risk and potential return of a stock. They may also employ portfolio management strategies, such as diversification and rebalancing, to manage risk and optimize returns. 5. Master: At the highest level, value investors may use sophisticated machine learning algorithms and big data analysis to identify undervalued stocks and create custom portfolios that are optimized for their specific investment goals. They may also use advanced financial engineering techniques, such as short selling and derivative instruments, to hedge against risk and maximize returns.

Vilka hemsidor använder du för screening?

🎉❤.

I don’t like investing in companies which are acting against my core values. I can lose some of my returns, but I should invest in what I believe in. Not mention risk - guns, cigarettes, marihuana, oils… those posses some legal risk as those Industries are heavily regulated

Here is my value investing portfolio (til June 2025 - then I have a look). Dare to say it will outperform: Rheinmetall NVidia Microsoft Bitcoin Group SE Corestate Capital

High level value investor here: A very good video, and I agree with everything that has been said, BUT value investing goes much much further than this. I'd categorise everything here as intermediate or lower. I'd argue that the 'advanced' and 'expert' levels arise when the investor starts evaluating the currencies and economies that overlay/underpin specific investments.

Everyone has been preaching "buy now, stocks are at a discount" but I've been buying stocks since the beginning of the year and yet nothing's changed, but I've been reading articles of people still in the same market pulling off over 350k in just a couple months, what am i doing wrong?

16:19 The notes of 1000 rupees doesn't value because they have been banned by government a long time ago and are not in circulation

Dont get me wrong but a value investor video with so many “sell” mentions is kind of funny.

Warren buffet found a good value stock called Ally Financial

1:01 value books

I accidentally fried my testicles. Now they are very crispy. What should i do with my life without testicles ? Please help me i need guidance sir !!

No indian will buy thoses notes..hahaha Anyways jokes aside, nice video man..

The Indian Rupee example perfectly illustrates the pitfalls of looking for bargains as well. Those ₹1000 notes are actually worth $0 now as they are no longer legal tender in India. So Katy basically threw her $300 down the drain... Many times while bargain hunting we end up with worthless junk.