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They are different from Berkshire in the sense that their performance is piss poor

Really useful. Thanks. Amazing to see that CNR's stock price is about where you had it when this vid was posted. Excellent.

Out of nowhere this video popped on my suggestion list & i watched it completely. Bro your analysis was superb, the efforts you poured were quite good also I liked the way you presented & covered each & every point. I've subscribed to your channel, also I'll recommend your channel to my friends. Love for India 🥰

The decline in profitability is obviously because the qualitative decline which made them a short term gain in 2018.

The story of Boeing is a very interesting one. This is exactly what happens when a profit-focused financial management takes over an engineering company. In the long run, true colors will be shown. It would be awesome if you took a look at healthcare services company Molina Healthcare, and let me know what you think (perhaps even making a video on it).

Oh I see… u own a competitor!

Why u wasting your time talking about something u don’t care about? You working for the shorts? The stock is up from $6.00 this year by $2. That’s a big jump. Just be sure that your reputation is on the line. You can be careful with your analysis and not be out on a limb that might break with you on the wrong side…

This is what I’ve never understood. “Maximizing profit” is always considered the culprit for BA’s downfall. But they didn’t, lowering the quality of your product for short term gain is just maximizing losses. Can’t believe Boeing’s management allowed this. Great video

Your discord link doesnt work

Great video man. I run a website that aggregates net-net stocks called “EveryNetNet”, any chance I could reach out to you via email or LinkedIn or something?

Excellent analysis. Thanks for the video!

its shit now, just shows reddit, quora, forbes, his 3 buddies. Blame the curry eater.

Excellent and thorough analysis

I just keep buying the dip

Look at the breakup of Bell Telephone/AT&T. It was the second largest company in the US in 1967. 7 years later the government initiated an antitrust action that eventually led to a divesture.

Google is a large political lobbyist, nothing is gonna happen to them

An excellent review of Google's business practices, and how it affects consumers and investments. Thank you!

So, if the default search deal is illegal, how will Apple decide on the new default search engine?

such a helpful summary of the cases / possible impacts. thx!!

No it’s not going to 😅. Search GPT not gonna cut it. Google lawyers go it in the bags with increasing competition at all time high.

I’m shadow banned by youTube so one can read this, but i bought Intel fir a reason that isn’t worth explain8ng b3cause, well, I’m shadowbanned. lol

Videos like this are so valuable in educating us to make better investment decisions

From your accent you must be canadian

Intel will recover.

Intel boss went to the department of commerce crying bout US companies over relying on tsmc for producing their products. Which could pose as a threat because of geopolitical tensions. Yet Intel abandoned utilizing its own 20A technology to produce Arrow Lake and is likely to outsource production to tsmc 😂 talk bout being a hypocrisy 😂😂

I would love to see your opinion on Zoom, a stock that has been beaten down hard since the pandemic. Zoom is intriguing for a couple reasons: 1) With 20B MC but 13B EV, there is major downside protection as Zoom is sitting on $7.5 B of cash 2) Growth prospects, especially under its online customer base which has shown consistently loyalty and recurring revenue, and increase in enterprise customers contributing >$100K

The main shortcoming of the short report according to experts is the report neglected to account for the significant gains when BIP-UN divested investments.

looks nice a company that does not need much capital to grow.

I own wcn but interesting to have your opinion on gfl and how it is undervalued. What do you think about the stock based comp of gfl? Last year they paid 92 millions in sbc and had a negative cashflow of 83 millions.

Do you look at ROCE as a metric or only ROIC? Their ROCE is very volatile and fairly low as well in the last 10 years, not sure what explains this one.

Great video! Your point at the end of the video why you expect them to beat the market because of the growth of their venture business is very interesting and also the comparaison with Berkshire was a great point with the example if ULTA. Would be interesting to see in your analysis cash flow growth and stock based comp.

Wow no one here has used adp.

Great analysis. Like how you compare the similar competition and share your thoughts.

Cheers

I really enjoyed this analysis, thanks!

Can you prove that nobody is going to take market share in 5 years from now? What exactly do they have that none of the comps have or can have in a few years?