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you got a wrong answer

This is gold and nobody takes attention about CAPE. thanks

Great explanations of the model!

how did you manage to get the answer incorrect for the simplest example

giving that example makes it so easy to understand. Thanks.

great explanation, thank you

Thank you so much for your videos. I'm studying for my CFA l1 next year, and your videos have been helpful 🙏😊

Would you be open to an interview on @thedealscout on the topic of PIPEs?

Thank you for the video! It was very helpful

Well explained. Thank you

Thank you!

Is there a source?

thank you

If I own a frictional share (0.88 shares) would I get the benefit of a stock split? Since it's "50:1"

Exclude tobacco alcohol, pharmaceuticals, defence weapon stocks. Invest in Water 💧 companies, waste recycling, Solar, IT. #PeterSinger

Mate! Thank you so much for sharing this amazing quality/quick content!

Yep, the financial bubble was bad, S&P dropped to 666. Today it is over 5000. So you would have been happy with some protection, which rises when the S&P falls, or just have some dry powder. Which is why people are wrong trying to make investing sound easy. It's not so simple as just pile all your money into the S&P 500. Thanks.

If you are dollar cost averaging and your time horizon is over 10 years, you are good with VOO

Thanks for indepth exlaination

Distilled Mental Models: 1. “Investors should remember their scorecard isn't computed using the Olympic-diving method: Degree-of-difficulty doesn’t count. If you're right abt a business whose value is largely dependent on a single key factor that is both easy to understand & enduring, the payoff is the same as if you should correctly analyze an investment alternative characterized by many constantly shifting & complex variables.” - Warren Buffett - 2. “The higher return a business can earn on its capital, the more cash it can produce, the more value is created. Over time, it is hard for investors to earn returns that are much higher than the underlying business’ return on invested capital.” ~ Warren Buffett ~ 3. “Over the long term, it’s hard for a stock to earn a much better return than the business which underlies it earns. If the business earns six percent on capital over forty years and you hold it for that forty years, you’re not going to make much difference than a six percent return - even if you originally buy it at a huge discount. Conversely, if a business earns eighteen percent on capital over twenty or thirty years, even if you pay an expensive looking price, you’ll end up with one hell of a result.” ~ Charlie Munger ~ 4. The P/E ratio of any company that's fairly priced will equal its growth rate. . . . If the P/E of Coca-Cola is 15, you'd expect the company to be growing at about 15 percent a year, etc. But if the P/E ratio is less than the growth rate, you may have found yourself a bargain. A company, say, with a growth rate of 12 percent a year...and a P/E ratio of 6 is a very attractive prospect. On the other hand, a company with a growth rate of 6 percent a year and a P/E ratio of 12 is an unattractive prospect and headed for a comedown. . . . In general, a P/E ratio that's half the growth rate is very positive, and one that's twice the growth rate is very negative. // Peter Lynch, One Up on Wall Street 5. “Over the longest period of time .. your return approximates the business return to capital invested in the business itself over the long term. The 2 tend to really converge pretty closely.” ~ Li Lu ~ 6. “In short, companies that achieve a high return on capital are likely to have a special advantage of some kind. That special advantage keeps competitors from destroying the ability to earn above-average profits.” ~ Joel Greenblatt ~ 7. “It is obvious that a variation of merely a few percentage points has an enormous effect on the success of a compounding (investment) program. It is also obvious that this effect mushrooms as the period lengthens.” ~ Warren Buffett ~ 8. Capital invested is the mother of Growth. Growth is the mother of Additional Values. Additional Values are generated by the Mother Growth and nurtured by the Grandma Capital Invested.

If I have 65000 in a index fund...what percent would you carry in small cap?

Extremely helpful video, if possible could you cover the famous 1992 fama french cross section of return papers and how it was formulated using a long short portfolio, could it be that the size and value premium found for that dataset exists due to negative returns of market beta and not due to size and value premium considering post 1981 the size effect has diminished

Love this, subscribed.

You can grow more tulips; you can't grow more satoshis. Idiotic advice.

Hello, very good video! Can you please make a video on how you can use these informations and Bayes theorem in real life (real stock market). For example take one company you want to invest and use theories and formula on the video in real life. I would really appreciate, thank you

explained it better in 5 minutes than my textbook in many pages

Thank you great video😊

This result is incorrect

hey , you should post more videos like this . excellent job

I’m doing a project abt this for uni. Tysm for the help sir:)

Thanks for this!

In the formula you show you add risk free rate to the formula. In the end you calculate without adding risk free rate, why is that. I dont understand

why didnt you add risk free rate at the end

I wish you were my college professor that was so much fun and easy to watch , thank you so much

simple but informative video Big thanks from Taiwan

0:15 It is not related to CAPM 0:28 It is Related to CAPM

You have the best refreshing course ... I used this today in my class to revise it for my students ... Keep uploading

thanx

Thank you for sharing

Thank you for your videos! Very well structured and intuitive

Awesome video! Thanks for the information

Only explanation on TH-cam worth watching. New subscriber.. thanks!

Base period total, design change correction? What is it

Amazing explanation!! Thank you so much

Thanks!

Ok

Great videos, thanks !

Good content. Thx for putting it out there!

Great video! Content is for me and maybe about me) All cool, but where subscribers? I accidentally came across your channel. It is better for you to bring it to the recommended, try a service like utify or youtube ads.

It makes absolurely no sense to tie compensation to market cap. As a CEO, you could simply issue new shares and/or perform enough stock-based acquisitions. As long as the return on capital > 0% you would be rewarded. This is what GE did in the late 90s and early 2000s. You're literally begging companies to destroy value. There is no economic difference between buybacks and dividends, besides investor tax implications. It is a transfer of cash from the company to investors. Are dividends "market manipulation"? What matters is shareholder value not how "big" a company is. If there aren't enough potential investments that earn > the cost of capital, share buybacks are the highest value add companies can give to shareholders.