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Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho. Its consumer products are marketed under the brands Crucial and Ballistix. Wikipedia0:00 - Intro1:30 - Morgan Stanley Micron Report10:30 - Inventory in the market & spot price of PC DRAM24:15 - PC DRAM spot price prediction28:45 - PC DRAM corporate market & Window 11 update33:00 - Long-term prospects for the spot price37:50 - PC DRAM vs Other DRAMs & Non-Fungibility of DRAMs43:10 - Price prediction prior to COVIDSunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shahSunil Shah Email: shah@icon.co.zaEmail: info@valueinvestor.orgTwitter: @vitvpodcastInstagram: @vitvpodcastFacebook: /vitvpodcastDatabase: www.valueinvestor.org
Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho. Its consumer products are marketed under the brands Crucial and Ballistix. Wikipedia0:00 - Sunil5:04 - Investing is storytelling6:17 - Micron high level9:50 - Cyclical nature of semiconductor industry24:20 - Recent drop in share priceSunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shahSunil Shah Email: shah@icon.co.zaEmail: info@valueinvestor.orgTwitter: @vitvpodcastInstagram: @vitvpodcastFacebook: /vitvpodcastDatabase: www.valueinvestor.org
The Michaels Companies, Inc. is an American company that is one of North America's largest provider of arts, crafts, framing, floral and wall décor, and merchandise for makers and do-it-yourself home decorators. The company was founded by Michael J. Dupey in Dallas, Texas. The Michaels Companies' corporate headquarters are located in Irving, Texas. [Wiki]Email: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
The Michaels Companies, Inc. is an American company that is one of North America's largest provider of arts, crafts, framing, floral and wall décor, and merchandise for makers and do-it-yourself home decorators. The company was founded by Michael J. Dupey in Dallas, Texas. The Michaels Companies' corporate headquarters are located in Irving, Texas. [Wiki]Email: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Lennar Corporation is a home construction and real estate company based in Fontainebleau, Florida, with a Miami postal address. In 2017, the company was the largest home construction company in the United States after its purchase of CalAtlantic Homes. The company is ranked 154th on the Fortune 500 as of 2019. WikipediaAlex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast...) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen. How does their top line and bottom line look? - 0:00Debt load and overall balance sheet health - 16:37Return on capital - 21:05Excess cash management (ie. dividend, buyback) - 28:50Management incentives - 38:30Valuation - 43:30Conclusion - 53:05Email: info@valueinvestor.orgTwitter: @vitvpodcastInstagram: @vitvpodcastFacebook: /vitvpodcastDatabase: www.valueinvestor.org
Lennar Corporation is a home construction and real estate company based in Fontainebleau, Florida, with a Miami postal address. In 2017, the company was the largest home construction company in the United States after its purchase of CalAtlantic Homes. The company is ranked 154th on the Fortune 500 as of 2019. WikipediaAlex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast/stock-stories-case-studies-mental-models-for-individual/id1358108851) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen. What does Lennar do? How did it start? - 0:00What is its strategic edge? - 8:40Margin optimization - 13:58Lennar's main competitive advantage - 21:26Home building industry macro trends & Lennar's long-term prospects - 31:20Next episode - 40:03Email: info@valueinvestor.orgTwitter: @vitvpodcastInstagram: @vitvpodcastFacebook: /vitvpodcastDatabase: www.valueinvestor.org
Alex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast/stock-stories-case-studies-mental-models-for-individual/id1358108851) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen. Intro - 0:00How did VITV Podcast begin? - 2:17VITV investment philosophy and process - 6:06What is the focus of Stock Stories Podcast? - 8:06Importance of diving into stories behind companies - 11:30What is our full time job? What do we do outside of podcasting? - 18:34Lessons learned / insights from running our podcasts - 24:30Our very first stock pick - 30:00Who do you look up to the most? - 32:40Closing - 38:40Email: info@valueinvestor.orgTwitter: @vitvpodcastInstagram: @vitvpodcastFacebook: /vitvpodcastDatabase: www.valueinvestor.org
Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho. Its consumer products are marketed under the brands Crucial and Ballistix. WikipediaIntro - 0:00Micron’s Chinese Competitors - 1:06Is Micron Underpriced? - 15:44Is it fair to compare Micron with Nvidia? - 22:23Conclusion - 31:24Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shahSunil Shah Email: shah@icon.co.zaEmail: info@valueinvestor.orgTwitter: @vitvpodcastInstagram: @vitvpodcastFacebook: /vitvpodcastDatabase: www.valueinvestor.org
Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho. Its consumer products are marketed under the brands Crucial and Ballistix. WikipediaSunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shahSunil Shah Email: shah@icon.co.zaEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Crypto assets lead by bitcoin are a major theme at the moment. The frenzy around GameStop was also a big news. Let's explore further.Email: info@valueinvestor.orgTwitter: @vitvpodcastInstagram: @vitvpodcastFacebook: /vitvpodcastDatabase: www.valueinvestor.org
The Hall of Fame Resort and Entertainment Company (HOFV) is a leading sports, entertainment, and media enterprise headquartered in Canton, Ohio. Established in 2020, the publicly traded Company is the result of a merger between HOF Village, LLC., a partnership between the Pro Football Hall of Fame and Industrial Realty Group (IRG) which began in 2016 and Gordon Pointe (GPAQ) Acquisition Corp. Under the leadership of seasoned executive, Michael Crawford, the combined entity is poised to capitalize on its unique partnership with the most dominant professional sports brand in the country. This platform allows for the continued development of an integrated destination resort in Ohio named the Hall of Fame Village powered by Johnson Controls as well as other entertainment and media verticals for some of the most powerful and storied brands in the world.What does the company do? - 0:00Three-phase strategy across three business vertices - 2:50What is HOFV competitive advantage? - 11:00 Growth drivers in '21/2 - 13:50HOFV NFT strategy - 18:13Debt principal due and share dilution - 21:16Summary and contact information - 27:05Jason KromLinkedin: https://www.linkedin.com/in/jason-krom-7b33102Twitter: https://twitter.com/jkrom814HOFVhttps://www.hofreco.com/Email: info@valueinvestor.orgTwitter: @vitvpodcastInstagram: @vitvpodcastFacebook: https://www.facebook.com/vitvpodcastDatabase: https://www.valueinvestor.org
The Hall of Fame Resort and Entertainment Company (HOFV) is a leading sports, entertainment, and media enterprise headquartered in Canton, Ohio. Established in 2020, the publicly traded Company is the result of a merger between HOF Village, LLC., a partnership between the Pro Football Hall of Fame and Industrial Realty Group (IRG) which began in 2016 and Gordon Pointe (GPAQ) Acquisition Corp. Under the leadership of seasoned executive, Michael Crawford, the combined entity is poised to capitalize on its unique partnership with the most dominant professional sports brand in the country. This platform allows for the continued development of an integrated destination resort in Ohio named the Hall of Fame Village powered by Johnson Controls as well as other entertainment and media verticals for some of the most powerful and storied brands in the world.Intro - 0:00What does $HOFV do? Who is Jason Krom? - 1:06Career trajectory - 2:08Day in the life of - 6:19Impact of COVID - 7:55Day in the life of... (part 2) - 9:12Impact of COVID... (part 2) - 12:01SPAC'ing - 15:26Who does Jason look up to the most? - 18:05Get in touch and learn more about $HOFV - 21:20Jason KromLinkedin: https://www.linkedin.com/in/jason-krom-7b33102Twitter: https://twitter.com/jkrom814HOFVhttps://www.hofreco.com/Email: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
The printing pressing is running hot. Central banks and governments all around the world are stimulating the economy with fiscal and monetary policies. What does this all mean, in terms of inflation risk? Is the market overheated? Are we going to overshoot the 2% inflation target? Let's discuss.Email: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
New round of stimulus checks.Email: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Matthew Peterson is the Managing Partner of Peterson Capital Management, LLC. He has been working as a financial professional for two decades. His experience includes working with global financial services firms including Goldman Sachs, Morgan Stanley, Merrill Lynch, American Express, and Ameriprise Financial. Prior to forming Peterson Capital Management, Matthew split time between Wall Street and London as Capital Markets Manager at Diamond Management and Technology Consultants with expertise spanning risk management and derivative processing. In 2010, Matthew left Wall Street, moved to Los Angeles, and launched Peterson Capital Management and the long term value fund, Peterson Investment Fund I, LP. This year Matthew and his family relocated to Austin, Texas. Matthew holds a Chartered Financial Analyst (CFA) designation. He earned his Bachelor of Science in economics and minor in mathematics from the University of Puget Sound. Matthew has lived and worked in China, England, and the United States.Intro - 0:00Bull Market Is Just Beginning - 1:45Recap of Matt's Investment Strategy - 11:20Daily Journal Investment Thesis - 14:50Why Has It Not Been Discovered? Risks in Daily Journal - 31:40Barrier to Entry, Similarities to Healthcare Tech Business - 36:57Get in Touch with Matthew - 40:41Peterson Capital Management: https://www.petersonfunds.com/about-us/Twitter: https://twitter.com/MattPetersonCFAEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Matthew Peterson is the Managing Partner of Peterson Capital Management, LLC. He has been working as a financial professional for two decades. His experience includes working with global financial services firms including Goldman Sachs, Morgan Stanley, Merrill Lynch, American Express, and Ameriprise Financial. Prior to forming Peterson Capital Management, Matthew split time between Wall Street and London as Capital Markets Manager at Diamond Management and Technology Consultants with expertise spanning risk management and derivative processing. In 2010, Matthew left Wall Street, moved to Los Angeles, and launched Peterson Capital Management and the long term value fund, Peterson Investment Fund I, LP. This year Matthew and his family relocated to Austin, Texas. Matthew holds a Chartered Financial Analyst (CFA) designation. He earned his Bachelor of Science in economics and minor in mathematics from the University of Puget Sound. Matthew has lived and worked in China, England, and the United States.Intro - 0:00Utilizing 13F to Narrow Down Investable Universe - 3:00Deep Fundamental Analysis - 10:25Using Puts and Calls to Enter Positions - 12:30Understanding Capital Allocation Strategy - 16:30Summary of Matt's Investment Strategy - 18:10More on Using Options to Enter Positions - 20:40Is Value Investing Relic of the Past? - 27:04Get in Touch with Matthew - 31:07Peterson Capital Management: https://www.petersonfunds.com/about-us/Twitter: https://twitter.com/MattPetersonCFAEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
The art of copying.. This is a company owned by the greats: Warren, Guy Spier, Mohnish Pabrai, and Phil Town. Seritage Growth Properties (NYSE: SRG) is a fully integrated REIT and owner of 195 properties totaling over 30 million square feet across 44 states and Puerto Rico.In this podcast, we invited Abhishek Shete, who is an active member of the Value Investor TV Slack Community, to discuss SRG. He has been working for a construction company in the US for past 5 years but have always been fond of learning about businesses. Inspired by Charlie Munger, Warren Buffet and Mohnish Pabrai, he is looking for an opportunity in this field on professional level. He loves constructive feedback so feel free to reach out to him on twitter handle - @abhishekshete15. If you would like to read more on Abhishek's analysis of SRG, here is a link to his blog: https://coffeewithabhishek.wordpress.comIntroduction & About Abhishek - 0:00SRG Thesis Summary - 2:54Health of Their Balance Sheet - 4:04Owned by the Greats (Warren, Guy Spier, Mohnish Pabrai, and Phil Town) - 7:15Poor Cash Flow & Bear Case - 8:50Management Incentive Structure - 15:50How do they handle excess capital? - 18:09Is management open and honest? CEO and CFO Departure -19:06SRG Valuation and Valuation Thesis - 22:13How to reach out to Abhishek - 29:51Email: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
The art of copying.. This is a company owned by the greats: Warren, Guy Spier, Mohnish Pabrai, and Phil Town. Seritage Growth Properties (NYSE: SRG) is a fully integrated REIT and owner of 195 properties totaling over 30 million square feet across 44 states and Puerto Rico.In this podcast, we invited Abhishek Shete, who is an active member of the Value Investor TV Slack Community, to discuss SRG. He has been working for a construction company in the US for past 5 years but have always been fond of learning about businesses. Inspired by Charlie Munger, Warren Buffet and Mohnish Pabrai, he is looking for an opportunity in this field on professional level. He loves constructive feedback so feel free to reach out to him on twitter handle - @abhishekshete15. If you would like to read more on Abhishek's analysis of SRG, here is a link to his blog: https://coffeewithabhishek.wordpress.comIntroduction & VI TV Community Engagement - 0:00 About Abhishek - 2:10What does SRG do? What is a REIT? - 3:35What is their competitive advantage? Their portfolio breakdown. - 6:40How durable is their competitive advantage? - 10:15Short-term and Long-term prospects. Current Risk. Growth Strategy - 14:44Does the company require reinvestment short-term and long-term? - 20:20Any relationship red flags? - 23:35SRG Thesis Summary & How to get in touch with Abhishek - 24:32Amateurs "one up on Wall Street" - 27:32Email: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Ebix is a leading international supplier of On-Demand software and E-commerce services to the insurance, financial and healthcare industries, Ebix, Inc., (NASDAQ: EBIX) provides end-to-end solutions ranging from infrastructure exchanges, carrier systems, agency systems and risk compliance solutions to custom software development for all entities involved in the insurance industry.“The digital beast in India is about to awaken” "Digital emergency of 300 million people offer unrivaled opportunity""Last call for e-train to Mumbai, hop on board"These are quotes from Sunil's articles on Seeking Alpha. Sunil is a fund manager who cut his cloth in Schroders London. He joined Coronation South Africa in 1998, running the Smaller Companies Fund which had the best 5-yr record in the sector during his tenure. In 2005 he left Coronation to pursue his passion in writing (and invest without constraints). He recently completed his first novel, a financial thriller called "White Man's Numbers."In this podcast, we discuss our $EBIX hypothesis and why it is a 2 bagger opportunity in the short-term, with a 10 bagger potential in the long run. Intro - 0:00Balance Sheet Health - 1:16EbixCash IPO - 3:54China v.s. India and Indian Homegrown Story - 6:17Branding Effort, Media and Sports Partnership - 8:08The 3rd Act in the Ebix Story - 11:24Weak Board of Directors - 14:40Seeking Alpha and Sunil Contacts - 15:57Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shahSunil Shah Email: shah@icon.co.zaEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: www.facebook.com/valueinvestortvDatabase: www.valueinvestor.org
Ebix is a leading international supplier of On-Demand software and E-commerce services to the insurance, financial and healthcare industries, Ebix, Inc., (NASDAQ: EBIX) provides end-to-end solutions ranging from infrastructure exchanges, carrier systems, agency systems and risk compliance solutions to custom software development for all entities involved in the insurance industry.“The digital beast in India is about to awaken” "Digital emergency of 300 million people offer unrivaled opportunity""Last call for e-train to Mumbai, hop on board"These are quotes from Sunil's articles on Seeking Alpha. Sunil is a fund manager who cut his cloth in Schroders London. He joined Coronation South Africa in 1998, running the Smaller Companies Fund which had the best 5-yr record in the sector during his tenure. In 2005 he left Coronation to pursue his passion in writing (and invest without constraints). He recently completed his first novel, a financial thriller called "White Man's Numbers."In this podcast, we discuss our $EBIX hypothesis and why it is a 2 bagger opportunity in the short-term, with a 10 bagger potential in the long run. Intro - 0:00Ebix Core Legacy Business and Competitive Advantage - 3:40EbixCash Indian Operation and Gold Rush - 14:34Mistakes and Stock Price Downward Spiral - 18:06The Great Comeback and Opportunity for a 2 Bagger - 23:45Capital Reinvestment Requirement and Share count - 29:49Red Flags with Customers/Regulators/Investors Relationship - 35:00How to Connect with Sunil - 39:00Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shahSunil Shah Email: shah@icon.co.zaEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: www.facebook.com/valueinvestortvDatabase: www.valueinvestor.org
“The digital beast in India is about to awaken” "Digital emergency of 300 million people offer unrivaled opportunity""Last call for e-train to Mumbai, hop on board"These are quotes from Sunil's articles on Seeking Alpha. Sunil is a fund manager who cut his cloth in Schroders London. He joined Coronation South Africa in 1998, running the Smaller Companies Fund which had the best 5-yr record in the sector during his tenure. In 2005 he left Coronation to pursue his passion in writing (and invest without constraints). He recently completed his first novel, a financial thriller called "White Man's Numbers."In this podcast, we discuss macro economic trends and specifically dive into investing in the "last digital frontier" that is India
Trade has been a major issue under President Trump. How will that change under President Biden? What areas of opportunity will open up and will close under his leadership?0:00 - Introduction2:00 - US and China7:07 - US and the Middle East, Africa11:04 - US and Mexico, Canada11:40 - US and Europe15:40 - ConclusionEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Joe Biden is the president-elect. How will America change under his administration? Which industry would be impacted the most?0:00 - Introduction2:37 - Win for the Centrist, Importance of Predictability8:50 - Banking Sector Under Biden Presidency13:55 - Oil & Gas Under Biden Presidency16:42 - Tech Under Biden Presidency22:20 - Healthcare Under Biden Presidency25:37 - COVID19 Lockdown, Stimulus Package, Income Inequality28:28 - Trade challenges and GlobalizationEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Kevin Carter is the founder of EMQQ the Emerging Markets Internet & E-commerce ETF (NYSE: EMQQ) and Chairman of the EMQQ Index Committee. 0:00 - Introduction1:30 - Background & Why Emerging Market7:13 - Investment Philosophy (Indexing vs Active; Value Investing)10:40 - Kevin's Checklist (GARP, Recurring Revenue, etc)15:04 - Is assessing management important?18:31 - Risks in investing in the emerging market21:40 - Why focus on the consumer story; internet and e-commerceKevin CarterLinkedIn: https://www.linkedin.com/in/thekevincarterEMQQ: https://www.emqqetf.com/Big Tree Capital: http://www.bigtreecapital.com/Email: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Kevin Carter is the founder of EMQQ the Emerging Markets Internet & E-commerce ETF (NYSE: EMQQ) and Chairman of the EMQQ Index Committee. 0:00 - Introduction1:30 - Background & Why Emerging Market7:13 - Investment Philosophy (Indexing vs Active; Value Investing)10:40 - Kevin's Checklist (GARP, Recurring Revenue, etc)15:04 - Is assessing management important?18:31 - Risks in investing in the emerging market21:40 - Why focus on the consumer story; internet and e-commerceKevin CarterLinkedIn: https://www.linkedin.com/in/thekevincarterEMQQ: https://www.emqqetf.com/Big Tree Capital: http://www.bigtreecapital.com/Email: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Recently, the market has been extremely volatile, and options trading had a big part to play. How and why?0:00 - Intro1:10 - The price of getting into investing or betting/gambling2:50 - Options market dynamic between institutions and retail investors8:27 - How to play in the options market as a value investor13:09 - ConclusionEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Medifast, Inc. is an American nutrition and weight loss company based in Baltimore, Maryland. Medifast produces, distributes, and sells weight loss and health-related products through websites, multi-level marketing, telemarketing, and franchised weight loss clinics. WikipediaEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Medifast, Inc. is an American nutrition and weight loss company based in Baltimore, Maryland. Medifast produces, distributes, and sells weight loss and health-related products through websites, multi-level marketing, telemarketing, and franchised weight loss clinics. Wikipedia0:00 - Introduction3:34 - Checklist & house keeping items5:00 - What's the business?7:07 - Competitive advantages13:05 - Long-term prospects14:13 - Capital intensive business?15:53 - Relationship red flags17:22 - Business SummaryEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Darden Restaurants, Inc. is an American multi-brand restaurant operator headquartered in Orlando. As of April 2017, the firm owns two fine dining restaurant chains: Eddie V's Prime Seafood and The Capital Grille; and six casual dining restaurant chains: Olive Garden, LongHorn Steakhouse, Bahama Breeze, Seasons 52, Yard House and Cheddar's Scratch Kitchen. Wikipedia0:00 - Intro2:27 - Part 1 Recap3:34 - High Returns of Capital7:25 - Cash Balance8:50 - Debt Level10:38 - Cash from Operation11:52 - Management, Excess Cash Management 14:30 - Valuation21:04 - ConclusionEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Darden Restaurants, Inc. is an American multi-brand restaurant operator headquartered in Orlando. As of April 2017, the firm owns two fine dining restaurant chains: Eddie V's Prime Seafood and The Capital Grille; and six casual dining restaurant chains: Olive Garden, LongHorn Steakhouse, Bahama Breeze, Seasons 52, Yard House and Cheddar's Scratch Kitchen. Wikipedia0:00 - Intro2:24 - What Is It?5:40 - Competitive Advantage15:20 - Durability19:10 - Capital Reinvestments21:10 - Red Flags23:50 - Recap / ConclusionEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
The Boeing Company is an American multinational corporation that designs, manufactures, and sells airplanes, rotorcraft, rockets, satellites, telecommunications equipment, and missiles worldwide. The company also provides leasing and product support services. Wikipedia0:00 - Intro1:12 - Recap of Part 11:33 - Return on Capital4:30 - Cash on Hand and Debt7:25 - Excess Cash and Free Cash Flow8:20 - Management Incentives12:30 - DCF Assessment and Valuation18:35 - Conservative Evaluation22:40 - ConclusionEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
The Boeing Company is an American multinational corporation that designs, manufactures, and sells airplanes, rotorcraft, rockets, satellites, telecommunications equipment, and missiles worldwide. The company also provides leasing and product support services. Wikipedia0:00 - Intro1:50 - What is it?3:15 - Competitive Advantage14:10 - Durability 19:40 - Capital Reinvestment23:00 - Relation Red Flags25:25 - ConclusionEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
The deadline for TikTok sale is September 15th. What's going to happen?0:00 - Intro1:30 - What is TikTok? What's this fuss about?5:20 - Where is the synergy?7:10 - Operational concerns/constraints of US-based TikTok11:47 - Why are so many tech companies excited about TikTok?16:05 - Regulation over big techs17:33 - For sale and on sale21:27 - ClosingEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
"I don't like when investment bankers talk about EBITDA, which I call bulls shit earnings." - Charlie Munger0:00 - Intro2:15 - What is EBITDA?8:45 - Let's look at an example13:40 - Counter argument for using EBITDA17:30 - Why use EBIT?20:30 - Counter argument for using EBIT21:40 - ClosingEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Sherwin-Williams Company is an American Fortune 500 company in the general building materials industry. The company, with headquarters in Cleveland, Ohio, primarily engages in the manufacture, distribution, and sale of paints, coatings and related products to professional, industrial, commercial, and retail customers primarily in North and South America and Europe. WikipediaEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Sherwin-Williams Company is an American Fortune 500 company in the general building materials industry. The company, with headquarters in Cleveland, Ohio, primarily engages in the manufacture, distribution, and sale of paints, coatings and related products to professional, industrial, commercial, and retail customers primarily in North and South America and Europe. WikipediaEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Corporations and governments are battling the coronavirus and the subsequent lockdown by tapping into the debt market and printing more money. What are the long term implications?
A concept so pivotal to winning in investing: return on capital. Let's discuss this in detail.Email: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
McDonald's Corporation is an American fast food company, founded in 1940 as a restaurant operated by Richard and Maurice McDonald, in San Bernardino, California, United States. WikipediaEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
McDonald's Corporation is an American fast food company, founded in 1940 as a restaurant operated by Richard and Maurice McDonald, in San Bernardino, California, United States. WikipediaEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
The Walt Disney Company, commonly known as Disney, is an American diversified multinational mass media and entertainment conglomerate headquartered at the Walt Disney Studios complex in Burbank, California. WikipediaEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
The Walt Disney Company, commonly known as Disney, is an American diversified multinational mass media and entertainment conglomerate headquartered at the Walt Disney Studios complex in Burbank, California. WikipediaEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Cummins is an American Fortune 500 corporation that designs, manufactures, and distributes engines, filtration, and power generation products. WikipediaEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
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