9:00 I want to thank you for the last year ! Even though i do my own due dilligence , your channel was always and will be my " go to " to make sure i am on the right track ! You saved me from making a few mistakes and also convinced me to go for it . Pls continue what you are doing and hope we can see more of you next year !
Sven, I wasn't clear where you are from. I thought Dutch... Respect for going through the former Yugoslavian war. I know of people on multiple sides of the conflict and it was a true horrible mess.
Great Channel IMO please allocate more time to fear and doubt orientated content & guests so that this will motivate sellers to complete their good work and asset price will be on bargain prices again
The longer you hold a stock the closer you will get to its historical average return, regardless of overpaying for it or not. So if you find an excellent company that is fairly valued, don’t get greedy and wait for a price you might never see. Personally I don’t bother with fair company’s anymore, no matter how cheap they are. I’m looking at companies that I think will do great for 10 years or more.
What I am fascinated by with WBA is in the UK, the Boots stores are always busy, but without visibility of Wallgreens stores, i will never know if this is simply bad sentiment or something more serious. 😅
What do you mean when you say "the fed looses control"? I would guess it means that, whatever they do, they cannot keep inflation down. Is it something else?
the FED's job is to keep prices stable and unemployment low, if there is a stagflation and monetary tools don't work anymore, that is how they lose control, given the fundamentals, this will likely happen at some point in time!
FED losing control is an interesting scenario, difficult question is how to track the "rate of crash"? if FED lose control, global markets are all affected - what could be the safe harbour?
@@TheScaryGermanGuy if you had invested in the last 100 years in gold you would have not made any profits ( calculated for inflation ) and actually LOST. Every years. Gold is the refuge of imbeciles or of those sure of impending war.
I work in one of the biggest chemical clusters in the world. I can tell you the forecast for Q1 are shite. 2023 was really bad. Look at chemical company stockprices. Our collective work agreement was worse than the one we got in 2008.
36:05 “A true margin of safety is one that can be demonstrated by figures, by persuasive reasoning, and reference to a body of actual experience.”, p. 520, The Intelligent Investor (1973 version, 2003 revised edition)
Ever seen Chinese people gambling in a casino? That's how they act on the market. It's not comparable to Western markets, where money is imvested and institutions place retirement savings.
So this is a video about how their channels are nonsensical and whatever happens in the market has nothing to do with the “lessons” they are teaching? Sounds greeeeat. 😂 Unsubscribing.
The fact that you won't talk about e.g. stocks in China because you don't want the negative response, even though you believe that may produce superior returns, takes a lot away from your channel and portrays you as cowardly.
That's not Sven but an AI generated bot. Sven wears a fancy blue yachting blazer he bought in 1982..
🤣🤣
You’re mean. His blazer is very nice and modern.
Hi Sven, i want to thank you. I started Investing in Rubis thanks to you and i am in profit :)
Sorry that we dont thank you enough
Fantastic!
9:00 I want to thank you for the last year ! Even though i do my own due dilligence , your channel was always and will be my " go to " to make sure i am on the right track ! You saved me from making a few mistakes and also convinced me to go for it .
Pls continue what you are doing and hope we can see more of you next year !
Daniel wanted to hear « etctera etcetera » and « when it comes to investing » live. Check ! Good job guys Sven keep feeding Daniel for stock ideas :P
Sven, I wasn't clear where you are from. I thought Dutch... Respect for going through the former Yugoslavian war. I know of people on multiple sides of the conflict and it was a true horrible mess.
I wasn't affected much, but it was a mess for sure...
Looking back, I believe your margin of safety is your whole investment process and temperament.
Sven, I love your analysis. Big fan of the channel. Use some of those big gains to get yourself a nice HD webcam so we can see you in all your glory.
Happy new year 2024
Great Channel IMO please allocate more time to fear and doubt orientated content & guests so that this will motivate sellers to complete their good work and asset price will be on bargain prices again
heeey, my 2 favorite content creators
The longer you hold a stock the closer you will get to its historical average return, regardless of overpaying for it or not. So if you find an excellent company that is fairly valued, don’t get greedy and wait for a price you might never see. Personally I don’t bother with fair company’s anymore, no matter how cheap they are. I’m looking at companies that I think will do great for 10 years or more.
Nice discussion. Sven, it is time to come back to Asia again.
Interesting discussion 👍
Nice video. It is a scary situation that the market can and eventually fall 50%
Have you read the book “where are all of the billionaires”.
:-) haven't read ...
I always like these kind of videos
Can we look at lithium companies in one video that have reasonable value, sector at lows prob has good potential.
oh no comments hurt Svens feeling :)
Intelligent and informative interview, thanks!
great chat would love more of these!
What I am fascinated by with WBA is in the UK, the Boots stores are always busy, but without visibility of Wallgreens stores, i will never know if this is simply bad sentiment or something more serious. 😅
Great video. Love Sven, he really keeps you down to earth when you need it :)
Nice interview. Intelligent investing info.
What do you mean when you say "the fed looses control"?
I would guess it means that, whatever they do, they cannot keep inflation down. Is it something else?
the FED's job is to keep prices stable and unemployment low, if there is a stagflation and monetary tools don't work anymore, that is how they lose control, given the fundamentals, this will likely happen at some point in time!
Just a positive comment. Keep up the great work :)
Nice interview, Sven. Happy holidays 🎄
FED losing control is an interesting scenario, difficult question is how to track the "rate of crash"? if FED lose control, global markets are all affected - what could be the safe harbour?
Gold and other tangible assets?
@@TheScaryGermanGuygold has performed horribly in the last... 100(!!!) years
@@cr4yv3nI thought he was asking safe harbour and making profits.
@@TheScaryGermanGuy if you had invested in the last 100 years in gold you would have not made any profits ( calculated for inflation ) and actually LOST. Every years.
Gold is the refuge of imbeciles or of those sure of impending war.
I work in one of the biggest chemical clusters in the world. I can tell you the forecast for Q1 are shite. 2023 was really bad. Look at chemical company stockprices. Our collective work agreement was worse than the one we got in 2008.
yes, it looks ugly! However, ugly is the only time to consider buying chemical stocks!!
Daniel is bullish on Canadian solar, interesting to have a discussion on that where you are not bullish at all
th-cam.com/video/7ZFonRg2mqc/w-d-xo.html
Wonderful collaboration!!!
36:05 “A true margin of safety is one that can be demonstrated by figures, by persuasive reasoning, and reference to a body of actual experience.”, p. 520, The Intelligent Investor (1973 version, 2003 revised edition)
Daniel defers, no more demo video or Ehang hot tips
Didn't Daniel invest in ehang? ..... Seems very dishonest to brush it off like that
Careful my friend with Microsoft it might surprise you in 10 years….
I find it funny how people still look at Asia as the emerging market, especially as globalization is retracting. LatAm is more viable IMO.
latam was never viable, but you never know !
Ever seen Chinese people gambling in a casino? That's how they act on the market. It's not comparable to Western markets, where money is imvested and institutions place retirement savings.
yep!
Didn't like the convo. Did the other guy even prepare what to talk about? Feels like wasted time.
I have followed Daniel for sometime he is nothing like Sven. He is a trulive cannabis guy..
So this is a video about how their channels are nonsensical and whatever happens in the market has nothing to do with the “lessons” they are teaching? Sounds greeeeat. 😂 Unsubscribing.
Thanks for sharing
The fact that you won't talk about e.g. stocks in China because you don't want the negative response, even though you believe that may produce superior returns, takes a lot away from your channel and portrays you as cowardly.
We are only getting a watered down and self-censored version of the real Sven Carlin...
well, this is YT, go on my research platform and you have it all there - it separates the boys from the man!