Solid advise! I like the book recommendation too! I also don’t feel guilty that I have money sitting in a savings account waiting patiently for the right stock to come along!
Great video again, I went back and watched your original market timing video. My only critique is that I would’ve liked to see a comparison of lump sum investing vs DCA. For example, if you have 100,000 in capital, would it be better to deploy all of it right away or DCA into the market at a certain rate (factoring in different time horizons).
Hey Richard! Great video as always man. When do you think you will be making your next application video where you will go through stocks and show us how you would value them (using real numbers and real techniques)? Those are my favourite types of videos on this channel. It would be great if you could make a mini series/playlist just dedicated to going through real-world application examples on how you calculate the expected IRR of a business. Thanks!
Hey Brandon, before investing in a company a lot of it is just me reading through their reports and sitting there and thinking and trying to understand it fully and considering future threats to its competitive position. But I don't really know how to make that into a video. Perhaps a video on my investing checklist would be good. As for plugging numbers into the discounted cash flows calculator spreadsheet, the only variable (since we're using IRR and don't need to come up with a discount rate) is the estimating of future cash flows. That's a part which I haven't covered too in depth. Is that mostly what you're trying to get from more videos like this?
@@IntelligentStockInvesting Hey Richard! Thanks for the reply! Yep, exactly. If you could make an in-depth video about estimating future cash flows using real-world examples that would be great! I would even watch a multi-part series about this. I remember you mentioning that we want to be "conservative" with our estimates for future cash flows, but that is about the extent of my knowledge, therefore it would be great if you could expand on this in future videos. Thanks again!
Do you think value investing should always involve undervalued stocks. Costco is expensive but it still returns value.
I aim for at least a very solid 12% and that’s definitely possible from an expensive looking but great company.
Solid advise!
I like the book recommendation too!
I also don’t feel guilty that I have money sitting in a savings account waiting patiently for the right stock to come along!
👌👌
Great video again, I went back and watched your original market timing video. My only critique is that I would’ve liked to see a comparison of lump sum investing vs DCA. For example, if you have 100,000 in capital, would it be better to deploy all of it right away or DCA into the market at a certain rate (factoring in different time horizons).
That would be a good one to do. I'll add it to my list :)
lump sum wins most of the time
Hey Richard! Great video as always man. When do you think you will be making your next application video where you will go through stocks and show us how you would value them (using real numbers and real techniques)? Those are my favourite types of videos on this channel. It would be great if you could make a mini series/playlist just dedicated to going through real-world application examples on how you calculate the expected IRR of a business. Thanks!
Hey Brandon, before investing in a company a lot of it is just me reading through their reports and sitting there and thinking and trying to understand it fully and considering future threats to its competitive position. But I don't really know how to make that into a video. Perhaps a video on my investing checklist would be good.
As for plugging numbers into the discounted cash flows calculator spreadsheet, the only variable (since we're using IRR and don't need to come up with a discount rate) is the estimating of future cash flows. That's a part which I haven't covered too in depth. Is that mostly what you're trying to get from more videos like this?
@@IntelligentStockInvesting Hey Richard! Thanks for the reply! Yep, exactly. If you could make an in-depth video about estimating future cash flows using real-world examples that would be great! I would even watch a multi-part series about this. I remember you mentioning that we want to be "conservative" with our estimates for future cash flows, but that is about the extent of my knowledge, therefore it would be great if you could expand on this in future videos.
Thanks again!