Buffett is my boy and his perspective is solid! However I must admit that Tech stocks, particularly those companies with close ties to Artificial Intelligence have been all the rage… I think this tech bull market continues well into the next year
With the domestic stock market at all-time-highs, the political uncertainty, and all the craziness going on in the world around us, is investing now a smart move? I want to take the plunge but I’m concerned about managing the risks.
Where is a good place to research companies? I am new and I’ve been sticking with index funds, however I’m curious to know the next wave of stocks to do well regarding growth but every time I watch these TH-cam videos on how to properly diversify my portfolio I am left with more confusion than confidence. What’s your strategy?
I couldn’t agree more! Several opportunities in Tech, Energy, Defensives and Healthcare right now… I find it more rewarding searching for inefficiently priced small cap companies to buy and so far I’ve managed to accumulate over ~$710k since ‘22. I would say having professional knowledge and guidance takes out the guesswork and makes investing worthwhile!
@@Otis-the-III short answer is ,, yes! as long as you’re doing your DD & are precisely selective! I am in my 60s, & I am 95% in the market, (not including my house)
I just finished Pulak Prasad's book - What I learned about investing from Darwin. One of his principles is to only invest in companies that have no debt, have proven themselves structurally (> 10 years) with a high ROCE (> 20%) and have a reasonable price (PE TTM 15-20 / 25-30% discount). So don't look into a crystal ball, but only at companies that have structurally proven themselves and are for sale. What wisdom!!
One of best books I have ever read on investing (maybe top in general) and Pulak Prasad is a goat of investing. Sad he focuses only on India, cause I would be so interested to see his picks from all around the world.
Excellent book and truly this is the best way to invest and you can pretty much sit on your ass after that and get rich, just like C.Munger talked about.
He can get 5.5% returns on all that cash. If you exclude the high growth, high risk businesses from S&P500, I bet businesses are growing/yielding less than 5% now, there are so many numbers that shows that the American consumer ran out of money. People forget the relation between risk and reward... invest in NVidia, make it big, then lose it all and blame on it being a casino.
We shouldn't say people are too old to do this or that because capabilities may change in the future. Buffet is super old but the stock market and his success in it has given him something to look forward to every day. The current president is not too old just has health problems. Buffet would make a good president probably, or at least not bad. Jaime Dimon from Jpm might run eventually
idky YT reccomended me this i expected warren to get trashed on in this video but you didn't, also appreciate the detailed insight on value investing. Thank you.
I learned about Buffett around the 2000’s when Brk (there were no class B shares at that time) shares were $45,000 usd/share. I had no money; but, desperately wanted to buy a share .. definitely a missed opportunity. Yogi Berra: "It's like déjà vu all over again." Same comments about Buffett from the 2000’s. * correction in below comment; Brk.b was available since 1996
It is disheartening to see elderly individuals still working. While Warren Buffet is undeniably a legend, one might question how his contributions have tangibly improved the lives of everyday people.
Buffet is not missing out on anything, he knows fomo when he sees it. I’m shocked everybody can’t see it because it’s the same movie every time. Just had a recent example with Tesla. I don’t know what it will take for people to learn. Like what makes anybody think a chip company should have a higher valuation than the top 7 companies. Make that make sense.. So many are going to get hurt. It almost seems intentional at this point but I blame investors for now following Buffet’s mindset. Find value. No value in something trading at multiples it will never hit.
I make a bit of everything so see how what fits you. For pure research, go to my research platform and don't waste time on TH-cam / at the end the focus here is entertainment!
I don't think it is losing its touch but I think it should have filled technology with more knowledge in its circle of competence. If it were not for its large investment in Apple, its profitability would have been lower
Jim Bianco compared Warren Buffett to Michael Jordan. Greatest of all time. Michael Jordan was so good, that no one forget it when he was playing for the Washington Wizard in his old days. Slow, clearly not at his prime, but just looking at his face made everyone think we are still at the early 90's. Buffett is still consider the best by many, even if he actually has lost to index for 25 years.
@@mariof1468 yes and the current devices are not able to run on the future ai capabilities, apple will make sure of that. So u need the newest phones. Hence new cashflow stream
@@Value-Investing you will need the new iPhones to run ai Plus buffet only selling what Apple does in buybacks and he still holding 50% in Apple Thanks for sharing
"Beware the investment activity that produces applause; the great moves are usually greeted by yawns." Sven,haters gonna hate and they will never learn,just ignore those comments and let them learn the hard way. When people loose their hard earned money in Hot investments then maybe.....just maybe...it Klicks. 😂
Benjamin Graham is the God of stock market, then Warren Buffett is the king 👑 n master of the stock market, doesn't matter you use ai tools or any other toolls for best stocks 😊
Sven, it's a good video demonstrating Buffett's Rules #1 and #2, but what's the point of chart @4:20? If you take a sequence of number and multiply it by half, then obviously the resultant sequence is one half of the first 😂 Perhaps the "geniouses from stocks going up" who think Buffett is too old don't know how multiplication works 😂
You guys do realize between 1950-1970 Buffett averaged between 30-50% annualized returns because he was day trading small to micro cap stocks from the pink sheets of the time aka the Moody’s Manual. Cigarette butt stocks he called them penny stocks as we do now. He was working with a smaller amount of capital and could, and he’s said many times if he was working with a small amount of capital today he’d be doing the same things lol He’s only touted the likes of Coca Cola and Bank of America because he’s been a filthy rich money manager trying to preserve Berkshire shareholders money in a slow, responsible way but these people are wealthy hedge fund managers themselves. When you’re worth hundreds of billions of dollars it’s inherently more risky to not apply the largest margin of safety possible, but Buffett didn’t build his own personal fortune buying the shit he holds today.
Warren Buffet is "wrong" on many stuff, but not on his dedication to "I don't invest with what I don't understand". He doesn't understand bitcoin. Sure, the very same way most of use would not understand biotech. At the end of the day, AI will be a part of our daily life, and will be at "NO PREMIUM", the current investment is pure hype. Invest in what you understand, invest on value, not hype. ps: Sven, the HK stock market is filled with nice compounder, also have many in SG.
He is not missing out AI revolution... Berkshire owns Apple, Amazon, Snowflake, HPQ to name the few.. you are missing AI revolution with your bias against USA stock market
AI is huge. AI will change the world. But shares like Nvidia are overpriced, with a PE ratio of what... 80 ? Even if their turnover & profits go up even more, it will take ages before your share pays itself back. Computers also changed the world, and everybody invested in popular computer companies. However, only boomers will remember names like Spectrum, Commodore, Atari. Even IBM is merely a shadow of what it used to be. Apple is the only survivor of that era. Who knows today where Nvidia will be 20 years from now ?
You are absolutely right Sven, nobody is richer than Warren with the crypto greatest fool game. Never lose money it's his first rule.😊 Keep up the good work!
buffet lost 60 billion in the past by missing out in other businesses(not AI or krypto) also 4 times his been below 50%(did not sell it tho) his trick is long term investors that keep the money for 30-40 years where he haz enough time to shiffle and shuffle around doing accounting tricks. thats why the shareprice is so expensive for berk.a so people stick to it for long time. he loves others peoples money and use it to get dividends. once the shareprice starts to drop he pumps it up and all the grey hair curly people starting to clap when shareprice goes up. his strategy is using others people money living of dividends, long term pyramide that climbs so slow that will surpass his lifetime and pumping the shareprice. let him pay out the dividends, why he doesnt ? yeah it will collapse pretty fast. nvidia does pay dividends like apple.
🗽Every few years, a new pig is driven through the village. At the moment, it's the AI-sow (semiconductors). 🤨 End of the 1990th it was internet and telecom. .
If he was the best investor of all time he wouldn’t have held 200B of cash during a period of extremely high inflation and tech stocks going up 70-150% per year
@@mariof1468 because good investors make good returns, he did not make good returns holding cash or short term bonds during huge rallies. Prob lost to inflation
It's easy to be risk free when you're sitting on billions. People praising Buffet and using him as a model investor in 2024 is classic survivorship bias. He won long time ago, so even if he loses now he "won" on average in his long investing career and already made it to the hall of fame. For people who follow his current footsteps it can end in a very unpleasant surprise.
The current p/s ratio of NVDA is 38x. For this to make sense, NVDA would have to pay out all of its earnings to shareholders for 38 years, on the assumption that it has no input costs, mo R&D costs, no operating costs, no financial expenses and no taxes to pay. Cisco's p/s peaked at 34x and then fell to 2x.
revenue estimates 2024: 120bln ,2025:161bln, 2026:185 bln 2027:220bln , ps now 38x , forward ps to 2027:13 😂 plus every quarter nvda is beating expectation plus the net margin of this sales is 57.16% plus half of the cash flow in this quarter was given back on buybacks
Even you cant beat warren buffet. this video is so disrepful. Is better to invest in what you understand. the majority invest in nvidia because heard that is good from a friend or a priest and even dont know the company and what produt make...
Jensen Huang net worth is 120 bilion and it is all from AI boom and will surpass Buffett, it is just a matter of time. Buffett is old and he dosn't understand AI. I can repeat it many times. No body says that he was not great investor (if not the greatest) like Biden WAS great polititian if you understand what i mean.
*why is Warren Buffet even investing for the long term now, he thinks he will live to be 127 years old ?? lol.., dude should be enjoying his retirement*
Buffet should retire and enjoy the life, after 10-15 years, if i am alive, i definitely will beat that fella, it is not a big deal to invest in Apple and Coca Cola 20-30 years back
@@PonderDuke coca cola is famous with cancer diseases and diabetes among children, Apple is nothing much than a closed source software op that is overpriced and soon will go down very quickly
Buffett is my boy and his perspective is solid! However I must admit that Tech stocks, particularly those companies with close ties to Artificial Intelligence have been all the rage… I think this tech bull market continues well into the next year
thanks for sharing
With the domestic stock market at all-time-highs, the political uncertainty, and all the craziness going on in the world around us, is investing now a smart move? I want to take the plunge but I’m concerned about managing the risks.
Where is a good place to research companies? I am new and I’ve been sticking with index funds, however I’m curious to know the next wave of stocks to do well regarding growth but every time I watch these TH-cam videos on how to properly diversify my portfolio I am left with more confusion than confidence. What’s your strategy?
I couldn’t agree more! Several opportunities in Tech, Energy, Defensives and Healthcare right now… I find it more rewarding searching for inefficiently priced small cap companies to buy and so far I’ve managed to accumulate over ~$710k since ‘22. I would say having professional knowledge and guidance takes out the guesswork and makes investing worthwhile!
@@Otis-the-III short answer is ,, yes! as long as you’re doing your DD & are precisely selective! I am in my 60s, & I am 95% in the market, (not including my house)
His philosophy has always been "only buy what you can actually understand", so he's just staying true to his principles.
yep!
I just finished Pulak Prasad's book - What I learned about investing from Darwin. One of his principles is to only invest in companies that have no debt, have proven themselves structurally (> 10 years) with a high ROCE (> 20%) and have a reasonable price (PE TTM 15-20 / 25-30% discount). So don't look into a crystal ball, but only at companies that have structurally proven themselves and are for sale. What wisdom!!
100%
One of best books I have ever read on investing (maybe top in general) and Pulak Prasad is a goat of investing. Sad he focuses only on India, cause I would be so interested to see his picks from all around the world.
:-))
Excellent book and truly this is the best way to invest and you can pretty much sit on your ass after that and get rich, just like C.Munger talked about.
Awesome I made the video. Thanks Sven
Great job!
Rule one, dont lose money.
Thanks for posting Sven, we all need reminding from time to time
thanks!
"Buy panic, sell hysteria" in motion again.
The boom/bust cyles... driven by cheap money and by emotions of speculators!
.
When companies like Berkshire drop the deep state calls it a glitch and ithe price magically returns to $600k
yep±!
He can get 5.5% returns on all that cash. If you exclude the high growth, high risk businesses from S&P500, I bet businesses are growing/yielding less than 5% now, there are so many numbers that shows that the American consumer ran out of money.
People forget the relation between risk and reward... invest in NVidia, make it big, then lose it all and blame on it being a casino.
thanks for sharing!
Thanks Sven, The market is a voting mechanism. I'd be interested in revisiting Rubis. It appears there is turmoil in France at the minute
yes, it is cheaper, but not enough for me yet
Buffett should run for president!
saving money, not being overweight, reading books.....
We shouldn't say people are too old to do this or that because capabilities may change in the future. Buffet is super old but the stock market and his success in it has given him something to look forward to every day. The current president is not too old just has health problems. Buffet would make a good president probably, or at least not bad. Jaime Dimon from Jpm might run eventually
Buffett is to young to be US President 🙂
Debate on Market Timing and ability to do so is well and alive :)
Buffett G.O.A.T
:-))
Hi Sven, what do you think about French market right now? Good companies are cheap such us LVMH, l’oreale and others …
Warren Buffet is the risk/reward master imo
yep!
idky YT reccomended me this i expected warren to get trashed on in this video but you didn't, also appreciate the detailed insight on value investing. Thank you.
I learned about Buffett around the 2000’s when Brk (there were no class B shares at that time) shares were $45,000 usd/share. I had no money; but, desperately wanted to buy a share .. definitely a missed opportunity.
Yogi Berra: "It's like déjà vu all over again."
Same comments about Buffett from the 2000’s.
* correction in below comment; Brk.b was available since 1996
:-))))
Berkshire B was introduced in 1996
@@Andreas1986xyz .. hehe!
You are definitely correct!
I’m still trying to obtain one of the Brk.A someday.
@@Andreas1986xyz 1,595.00%total return for b
and 48,490.56%total return for a
@@johnmcquaid7524 What for? B class stocks move in tandem with A class ones!
Buffett is 100% correct. Crypto is an inevitability, but since it pays no dividends, it doesn't fit his strategy, much like gold or silver.
:-)
It is disheartening to see elderly individuals still working. While Warren Buffet is undeniably a legend, one might question how his contributions have tangibly improved the lives of everyday people.
has a lot, for those who listen
Jo Biden, king Charles etc
Good reminder.
Glad you think so!
Buffet is not missing out on anything, he knows fomo when he sees it. I’m shocked everybody can’t see it because it’s the same movie every time. Just had a recent example with Tesla. I don’t know what it will take for people to learn. Like what makes anybody think a chip company should have a higher valuation than the top 7 companies. Make that make sense.. So many are going to get hurt. It almost seems intentional at this point but I blame investors for now following Buffet’s mindset. Find value. No value in something trading at multiples it will never hit.
You can t unlearn greed or stupidity, history isn t the same but it rhymes
@@dmm6671 yeah it just blows my mind
thanks for sharing!
Great video, these kinda of comments are the reason there is still hope for a value investor to beat the market
Very true!
Agreed, failing to jump on AI means he's past it. If you want granny returns, Buffet is your man.
I think you didn't watch the vid :-)))
Yeah , well he bought into Japan 2 years before anyone else.
and he bought on free money/debt
Another great job!
Thanks again!
I'm here for sassy Sven.
:-)))
Sven,
Please stop making troll video responses to comments. I get it, but your core audience is here for your serious/mature content.
No, I really like these troll videos. Shows Sven's humour... I think you can easily work out the difference between the two types of content.
Here's a further idea for Sven : doing reaction videos from company results presentations or analyst presentations. That's something I've never seen.
There is nothing serious or mature in the current market today. Serious analysts are studying a corrupt and imbecile gambling ring
He has the right mindset, but most of his stuff lacks depth.
I make a bit of everything so see how what fits you. For pure research, go to my research platform and don't waste time on TH-cam / at the end the focus here is entertainment!
So BK in general a better Buy than SP500 🤔
yes! Let me rank a few buys!
Hi Sven, would love to hear your opinion on monster. The only Consumer Stock which is growing with over 10%. Best regards
thanks for sharing!
I don't think it is losing its touch but I think it should have filled technology with more knowledge in its circle of competence. If it were not for its large investment in Apple, its profitability would have been lower
thanks for sharing!
Sven are you at euro cup? Slovakia looking good right now.
He lives in Slovenia, dum dum
not watching :-(
Jim Bianco compared Warren Buffett to Michael Jordan. Greatest of all time. Michael Jordan was so good, that no one forget it when he was playing for the Washington Wizard in his old days. Slow, clearly not at his prime, but just looking at his face made everyone think we are still at the early 90's. Buffett is still consider the best by many, even if he actually has lost to index for 25 years.
Keep calm
Buy high, sell low
:D
haha
Bershire has AI exposure with apple.
Apple is a 50% of his Porto.
Apple sells devices not ai.
@@mariof1468 yes and the current devices are not able to run on the future ai capabilities, apple will make sure of that. So u need the newest phones. Hence new cashflow stream
@@mariof1468are you sure?
Apple is just phones, plus Buffett has been selling!
@@Value-Investing you will need the new iPhones to run ai
Plus buffet only selling what Apple does in buybacks and he still holding 50% in Apple
Thanks for sharing
Insurance business (i.e. option sellers) require a large amount of cash reserve or equivalent.
he says insurance requires $20 to $30 billion
NKE video for next week?
hm...
Old but Gold
:-)))
"Beware the investment activity that produces applause; the great moves are usually greeted by yawns."
Sven,haters gonna hate and they will never learn,just ignore those comments and let them learn the hard way. When people loose their hard earned money in Hot investments then maybe.....just maybe...it Klicks. 😂
thanks!!!!
Buffett is the GOAT. 'nuff said.
:-)))
Buffett is old and wise ❤
Benjamin Graham is the God of stock market, then Warren Buffett is the king 👑 n master of the stock market, doesn't matter you use ai tools or any other toolls for best stocks 😊
20 years from now they'll keep saying the same. Buffett has always been old and wise.
:-))))
Sven, it's a good video demonstrating Buffett's Rules #1 and #2, but what's the point of chart @4:20? If you take a sequence of number and multiply it by half, then obviously the resultant sequence is one half of the first 😂
Perhaps the "geniouses from stocks going up" who think Buffett is too old don't know how multiplication works 😂
:-)))
You guys do realize between 1950-1970 Buffett averaged between 30-50% annualized returns because he was day trading small to micro cap stocks from the pink sheets of the time aka the Moody’s Manual. Cigarette butt stocks he called them penny stocks as we do now. He was working with a smaller amount of capital and could, and he’s said many times if he was working with a small amount of capital today he’d be doing the same things lol He’s only touted the likes of Coca Cola and Bank of America because he’s been a filthy rich money manager trying to preserve Berkshire shareholders money in a slow, responsible way but these people are wealthy hedge fund managers themselves. When you’re worth hundreds of billions of dollars it’s inherently more risky to not apply the largest margin of safety possible, but Buffett didn’t build his own personal fortune buying the shit he holds today.
thanks for sharing
Sven, please make a video on CocaCola, thanks
thanks for the suggestions, noted!
Warren Buffet is "wrong" on many stuff, but not on his dedication to "I don't invest with what I don't understand". He doesn't understand bitcoin. Sure, the very same way most of use would not understand biotech.
At the end of the day, AI will be a part of our daily life, and will be at "NO PREMIUM", the current investment is pure hype. Invest in what you understand, invest on value, not hype.
ps: Sven, the HK stock market is filled with nice compounder, also have many in SG.
done HK a few months ago on platform, yes, some interesting things!
5% rates will drop soon.... what then? Then, dividends, not cash, will become again attractive.
that is a good point, but you never know whether those will drop or not
He is not missing out AI revolution... Berkshire owns Apple, Amazon, Snowflake, HPQ to name the few.. you are missing AI revolution with your bias against USA stock market
thanks for sharing!
@@Value-Investing correcting*
Anyone whose made more money than him should be free to criticise him.
Crypto IS rat poison, but Warren & Charlie said that about Bitcoin, which is just X.X
thanks for sharing!
As if Buffet doesn't have a staff behind him who have been trained in 'his touch'.
:-))
AI is huge. AI will change the world. But shares like Nvidia are overpriced, with a PE ratio of what... 80 ? Even if their turnover & profits go up even more, it will take ages before your share pays itself back. Computers also changed the world, and everybody invested in popular computer companies. However, only boomers will remember names like Spectrum, Commodore, Atari. Even IBM is merely a shadow of what it used to be. Apple is the only survivor of that era. Who knows today where Nvidia will be 20 years from now ?
good point!
Goog about to collapse
You are absolutely right Sven, nobody is richer than Warren with the crypto greatest fool game. Never lose money it's his first rule.😊 Keep up the good work!
thanks, will do!
He isnt perfect. Technology isnt his circle of competence. He also only got Apple because of Charlie and he got in that late
thanks for sharing!
buffet lost 60 billion in the past by missing out in other businesses(not AI or krypto) also 4 times his been below 50%(did not sell it tho)
his trick is long term investors that keep the money for 30-40 years where he haz enough time to shiffle and shuffle around doing accounting tricks.
thats why the shareprice is so expensive for berk.a so people stick to it for long time. he loves others peoples money and use it to get dividends. once the shareprice starts to drop he pumps it up and all the grey hair curly people starting to clap when shareprice goes up. his strategy is using others people money living of dividends, long term pyramide that climbs so slow that will surpass his lifetime and pumping the shareprice. let him pay out the dividends, why he doesnt ? yeah it will collapse pretty fast. nvidia does pay dividends like apple.
thanks for sharing!
lol
🗽Every few years, a new pig is driven through the village. At the moment, it's the AI-sow (semiconductors). 🤨
End of the 1990th it was internet and telecom.
.
good one!
93 is the new 73, and 73 is the new 43 and 43 is new 33 so Buffett is not old
hahahaha
If he was the best investor of all time he wouldn’t have held 200B of cash during a period of extremely high inflation and tech stocks going up 70-150% per year
Why not?
@@mariof1468 because good investors make good returns, he did not make good returns holding cash or short term bonds during huge rallies. Prob lost to inflation
@@mariof1468 lost money to inflation instead of making huge returns
@@steventaylor6027 That's not how it works. A good investor is the one who wins over the long run, not over the short run.
@@mariof1468 bc he’s losing to inflation instead of getting good returns
It's easy to be risk free when you're sitting on billions.
People praising Buffet and using him as a model investor in 2024 is classic survivorship bias.
He won long time ago, so even if he loses now he "won" on average in his long investing career and already made it to the hall of fame.
For people who follow his current footsteps it can end in a very unpleasant surprise.
actually, it is about compounding, only the risk focus allows for that!
From stock analyst to Buffett apologist?
thanks for watching and commenting!
The current p/s ratio of NVDA is 38x. For this to make sense, NVDA would have to pay out all of its earnings to shareholders for 38 years, on the assumption that it has no input costs, mo R&D costs, no operating costs, no financial expenses and no taxes to pay. Cisco's p/s peaked at 34x and then fell to 2x.
Nvidia has been overvalued since it went to 4o0 a share 13 months ago. The whole thing seems like a wall street scam.
For your math to make sense Nvidia can not have any growth.
@@bolle666 is it possible for any business to grow it's sales at 38% for 38 years while maintaining it's margins?
revenue estimates 2024: 120bln ,2025:161bln, 2026:185 bln 2027:220bln , ps now 38x , forward ps to 2027:13 😂 plus every quarter nvda is beating expectation plus the net margin of this sales is 57.16% plus half of the cash flow in this quarter was given back on buybacks
@@peezpeez1317 With that kind of growth you do not need 38 years at all, that is the part you do not quite understand.
Buffet does better than anyone when the market crashes big time because he is buying at rock bottom prices.
yep!
Even you cant beat warren buffet. this video is so disrepful. Is better to invest in what you understand. the majority invest in nvidia because heard that is good from a friend or a priest and even dont know the company and what produt make...
thanks for sharing!
Jensen Huang net worth is 120 bilion and it is all from AI boom and will surpass Buffett, it is just a matter of time.
Buffett is old and he dosn't understand AI. I can repeat it many times. No body says that he was not great investor (if not the greatest) like Biden WAS great polititian if you understand what i mean.
thanks for sharing!
Another troll video responding to trolls. When are we getting back to just business analysis without drama?
research platform, don't waste time on TH-cam!
*why is Warren Buffet even investing for the long term now, he thinks he will live to be 127 years old ?? lol.., dude should be enjoying his retirement*
Who said he is not...
I think he has enough! He loves his private plane!
❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤very very happy good ❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤
thanks!
Buffet should retire and enjoy the life, after 10-15 years, if i am alive, i definitely will beat that fella, it is not a big deal to invest in Apple and Coca Cola 20-30 years back
What are the apples and coca colas of today then?
@@PonderDuke coca cola is famous with cancer diseases and diabetes among children, Apple is nothing much than a closed source software op that is overpriced and soon will go down very quickly
thanks for sharing!