Helt otroliga videor! Så lätta att förstå och det sätter sig som betong på 15 minuter, eftersom jag är en visuell inlärare. Helt magiskt att du tagit dig tiden att skapa sånt här värde och dela med dig. Tack snälla!!!! Guld är du
I'm so glad I found your channel! There are so many useful books around and I absolutely don't have time to read them all. Your summaries allow me to get at least a basic idea of what the main points of the book are and I can benefit from them within 15 mins, rather than spending considerably more time trying to read the whole book. Thank you so much for your great work!
Common investment rules shattered by increasing your knowledge. Great review of how to follow the most fundamental rule to buy low and sell high. "Don't time the market!" the beginners shout. Ask yourself: how can I buy low and sell high without proper timing? "Asking that question is the first step, grasshopper..."
Cheers Jay! The legendary investors all had/have their techniques for timing the markets, although some did/do it (like Buffett) only by looking at individual stocks, pretty much ignoring the market overall
(commenting as I watch)... One of the lessons I learned long ago was that if you invest in quality, you should just keep holding it. There will be ups and downs, but overtime quality keeps trending up... I liked the aggressiveness vs defensiveness comments if you are a trader.. Though my personal strategy is primarily to buy and hold quality dividend companies, regardless of market conditions.
Agreed. Different investors have different approaches to this, and apparently, they can all be successful. Howard Marks has achieved major success using this approach, Buffett has achieved major success without analyzing the cycle specifically. Buffett is still being aggressive at times and defensive at other times just as Howard suggests, but his approach is much more indirect (if there are no great companies at fair prices in the market, he waits on the sidelines).
Cheers Deepak Bhoria, I appreciate your support! I'm quite flattered by the number of people who have subscribed up until this point I have to say. I certainly didn't expect it when I started this channel!
@@TheSwedishInvestor Dear Sir, thank you for your excellent summaries. May I suggest two other books? 1)The Little Book of Bull Moves in Bear Market. 2) The Little Book of Bull's Eye Investing?
Thanks so much for all the time you put into this. Invaluable channel for the worlds investing community. Once you get really popular you should move all these videos to your own site and charge a premium for people access them.
Hello swedish investor. You do a great job summarizing the books you have covered on this channel. I have read a lot of these books, i can appreciate its difficult to capture all the learnings, but you come very close. Again, great work.
I like how he says that evaluating highs / lows isn't scientific since then it wouldn't be profitable. That's exactly what draws me to being a game designer since the puzzle / challenge of figuring out complicated problems via critical thinking and intuition is extremely compelling to me. Because it's so difficult to do, it's extremely rewarding when you can do it better than everyone else. Mentally and monetarily.
Does that real estate guru have a book? That comment of his has gotten my interest. I couldnt figure out how these companies get all this money to do what they need to do.
Awesome video, I couldn't wait to send out the link to friends. I love the graphics and the simplicity. This was a great intro that should be taught at all levels of schooling. I need to check out the book to see if it goes into more detail beyond the bear - bull market and into this uncertainty period or resistance - breakout phase. Most investing firms still see a recession in the future, but that's simple a another cycle; more driven by the new media and panic than ... sorry for the rant.
Thank you Robert Melvin! 🙌 I definitely think that the book is worth a read, it goes into much greater detail about some of the points, and it also covers many takeaways that I couldn't fit in the video, like the best traits to become a successful investor, what a superior investment philosophy needs etc.
the date today is november 13, 2020. DJIA is at 29,479, near an all time high. stocks have relatively "astronomically high" valuations. it seems like the we are at the peak boom of a market cycle. but, the fed has stopped the downturn from occurring. the fed has broken the market cycle. or is this a question: has the fed broken the market cycle or will we see the normal return to mean level soon?
I’m very bullish for now - imo the Cycle ended in 2018 with oil exploration stocks at highs same as 2008 - home building stocks & tech have soared like 2009/10 - financials & biotech have gone like 2011/12 we have good tailwinds - unemployment is low - no banking crisis - the dollar should improve helping transport stocks which just hit new highs - im very bullish on airline stocks - unless we get a war - I bought on Trumps Iran announcement
I would not recommend trying to time the market, buy, and hold would be the best strategy for the average investor. Markets can stay irrational longer than you can stay solvent. Timing requires that you take on a lot of stress focusing on a few stocks. One of the number one rule in investing diversifying is more important than timing the market.
I’m literally Brian right now. I sold on some swings that were profitable ten days later. Worst thing was, it swung based on the tendency we bet on. Feeling super dejected. And not sure to jump back in or not
I've learned to continue buying stocks NO MATTER what we perceive the market cycle to be! However, it's always good to save some cash on the side to invest on a rainy day :)
For the chart: how is the investing community acting. What does that mean if you get a mix from both sides? Or they breakeven with 50% on the left & 50% on the right?
Great question. If it is quite even, the market is not excessively high nor excessively low. There's no tendency for a movement in either direction in that case 👍 Please note that you can find the original version of the list from Howard Marks here: www.oaktreecapital.com/docs/default-source/memos/2006-03-27-it-is-what-it-is.pdf?sfvrsn=2 (the list is a bit more extensive than I presented it in the video)
Great work and content.Visited Sweden last year and i am really curious of how the stock market works over there and what brokers you use etc you should to a video with your favorite companies or Swedish portfolio and what the differences are with American investing. Do these books correlate with how the system works there etc. Thanks
Thank you for your suggestion & support John K! I will make some type of video on my portfolio in the future, but it is not planned in the near-term. Anyhow, stay tuned :)
Probability plays out closer to its expectations in larger sample sizes. The more days you add to your stock holdings, the more likely it is that the scenario you've deemed likely, is to come true. This is assuming that you're valuing the company correctly.
Thanks for making all of these interesting videos! Could you clarify a little on the "taking the temperature" part of the video: The P/E for S&P 500 has been above the median or mean ever since about 2012 based on this criteria. Would this imply that you should have chosen the "defensive portfolio" all this time?
The USA has a lower threshold that people who are not working and fall below the line in longevity of not working get cut from the statistics. This implies that the USA's GDP is false as well.
Hi I am a big fan of yours from India of age14 and just want to thank you for the knowledge you have given me. If I someday become the next Benjamin Graham I will surely mention you in foreword of my book as my guru along with various other people.Also I didn't quite understand the book summary of security analysis that good. And any recommendations for me as a future investor?? And how to do fundamental analysis of a company and please explain terms like pe ratio ,ebit etc.👍👍😀😀
I'm happy to hear that the content on the channel has been valuable to you Sarthakk Gangwani. Also, it is awesome that you start at such an early age, you truly have a great opportunity to have compound interest working in your favor. I cannot explain in one comment what you are asking for, but I will give some general advice: - Read and learn as much as you can (about investing in general) - Start to investigate strong companies. It's important to build up a data-base of possible opportunities in your mind early - Do not listen to specific investing advice, pick your own stocks - Really go out of your way to gather that starting capital - Make mistakes early. Small portfolio = manageable mistakes, large portfolio = potentially devastating mistakes
@@TheSwedishInvestor but in India you're not allowed to trade until 18 years as you need something called PAN to make demat account,which is only for adults
Hey Swedish Investor... You do really fine work... Could be at your hand to make the "Stock Market Investing for Beginners and Dummies" and/or "Dividend Investing for Dummies" by Giovanni Rigters??? I'll thank you anyway... Have a nice 2021...!!!
How little we learn! Stop trying to time the market! If you don't have the patience or time to absorb a 50% decrease in your assets, perhaps you shouldn't be in the market. There are broadbased, inexpensive funds which will allow any patient investor to gain the market's return over many years of dollar-cost averaging. Take advantage of them! Let the pros try to time the market.....most do not beat an index fund.
Cept you cant really tell where were at right now, the beginning of a downtrend or at the bottom, nobody knows. Definitely a risk off enviorment so wouldnt be crazy risky here but who knows if this is the start of a dip of the end
More of “The Most Important Things” in stock market investing: bit.ly/2QOANKP
You should do a summary of Robert Lichello's book
How to make $1,000,000 in the stock market automatically.
Best investing book I ever read.
Hi how are you lm fine the swedish investor
📳
You are a genious
@quicksandd
The Swedish investor deserves to earn something for his output.
Channels way underrated, we appreciate your work.
This is so true
He is climbing his way up ☝️
This is the most undervalued channel!
If it was a stock i would have heavily invested in it😉
Haha, I appreciate it Suyog Patil! I hope I'll be able to live up to that hype by producing more valuable content for you here in the future 😊
yep, cause it is educatinal, and u know how interested people are to learn. Good for people who learn.
@@TheSwedishInvestor Do you take donations? I'd love to pay you back some for the value you create for the community!
Helt otroliga videor! Så lätta att förstå och det sätter sig som betong på 15 minuter, eftersom jag är en visuell inlärare. Helt magiskt att du tagit dig tiden att skapa sånt här värde och dela med dig. Tack snälla!!!! Guld är du
I'm so glad I found your channel! There are so many useful books around and I absolutely don't have time to read them all. Your summaries allow me to get at least a basic idea of what the main points of the book are and I can benefit from them within 15 mins, rather than spending considerably more time trying to read the whole book. Thank you so much for your great work!
Common investment rules shattered by increasing your knowledge. Great review of how to follow the most fundamental rule to buy low and sell high. "Don't time the market!" the beginners shout. Ask yourself: how can I buy low and sell high without proper timing? "Asking that question is the first step, grasshopper..."
Cheers Jay! The legendary investors all had/have their techniques for timing the markets, although some did/do it (like Buffett) only by looking at individual stocks, pretty much ignoring the market overall
(commenting as I watch)... One of the lessons I learned long ago was that if you invest in quality, you should just keep holding it. There will be ups and downs, but overtime quality keeps trending up... I liked the aggressiveness vs defensiveness comments if you are a trader.. Though my personal strategy is primarily to buy and hold quality dividend companies, regardless of market conditions.
Agreed. Different investors have different approaches to this, and apparently, they can all be successful. Howard Marks has achieved major success using this approach, Buffett has achieved major success without analyzing the cycle specifically. Buffett is still being aggressive at times and defensive at other times just as Howard suggests, but his approach is much more indirect (if there are no great companies at fair prices in the market, he waits on the sidelines).
To the person reading this: Even though I don’t know you, I wish you the best of what life has to offer ❤
Thank you, blessings to you
Wish you the same!
Same to u. And thanks for the love ❤️
You to 💯
¡Gracias!
''Brian finds 22.9 P/E in excessive territory'', 22.9 sounds pretty cheap to me today when I look at what's available :D
If you don’t have the book go invest in it now it’s great 👍🏽
Great video to explain wealth cycle and how to estimate when to switch the asset class! Thanks for your contribution. Big thumbs up!
So lucky to find your channel. You deserve way many subscribers... keep up the good work, many will follow :)
Cheers Deepak Bhoria, I appreciate your support! I'm quite flattered by the number of people who have subscribed up until this point I have to say. I certainly didn't expect it when I started this channel!
Another great analysis summary, so charmingly created and presented by the Swedish Investor.
I'm a wealth manager and this is an excellent explanation! Great video.
10:05 only for short-termed swings
Marks' books are great - and this summary is excellent!
Thank you for your support M.C. 😁👍
@@TheSwedishInvestor Dear Sir, thank you for your excellent summaries. May I suggest two other books? 1)The Little Book of Bull Moves in Bear Market. 2) The Little Book of Bull's Eye Investing?
loving your videos bro! excellent quality stuff!! keep em coming.
I think this is the best one I've watched yet, thanks for the great quality content!
Thanks so much for all the time you put into this. Invaluable channel for the worlds investing community. Once you get really popular you should move all these videos to your own site and charge a premium for people access them.
Subscribed your channel right away! Glad, I got to know about your channel. Keep up the good work🥳
Hello swedish investor. You do a great job summarizing the books you have covered on this channel. I have read a lot of these books, i can appreciate its difficult to capture all the learnings, but you come very close. Again, great work.
I like how he says that evaluating highs / lows isn't scientific since then it wouldn't be profitable. That's exactly what draws me to being a game designer since the puzzle / challenge of figuring out complicated problems via critical thinking and intuition is extremely compelling to me. Because it's so difficult to do, it's extremely rewarding when you can do it better than everyone else. Mentally and monetarily.
Very well explained...thanks again..keep up the good work..
Best channel ever
This was a really good video! So much information! ❤️👏👏 Thank you!
Does that real estate guru have a book? That comment of his has gotten my interest. I couldnt figure out how these companies get all this money to do what they need to do.
Hi, is these sharp decline in NVIDIA a correction or a distribution phase cycle? Thanks
I love the Content. Invealuable
Awesome video, I couldn't wait to send out the link to friends. I love the graphics and the simplicity. This was a great intro that should be taught at all levels of schooling. I need to check out the book to see if it goes into more detail beyond the bear - bull market and into this uncertainty period or resistance - breakout phase. Most investing firms still see a recession in the future, but that's simple a another cycle; more driven by the new media and panic than ... sorry for the rant.
Thank you Robert Melvin! 🙌 I definitely think that the book is worth a read, it goes into much greater detail about some of the points, and it also covers many takeaways that I couldn't fit in the video, like the best traits to become a successful investor, what a superior investment philosophy needs etc.
The best book that everyone should really read
Thank you so much for the summary
Great video, Keep it up!
Happy to hear it man! Cheers! 😁
Gratitude for your efforts! Your channel is amazing!
the date today is november 13, 2020. DJIA is at 29,479, near an all time high. stocks have relatively "astronomically high" valuations. it seems like the we are at the peak boom of a market cycle. but, the fed has stopped the downturn from occurring. the fed has broken the market cycle. or is this a question: has the fed broken the market cycle or will we see the normal return to mean level soon?
damn, this is great content. one of the best channels i have seen
Can you make a video about alchemy of finance by soros?
Why there is very low background sounds in your videos???
U need to review robert shiller irrational exuberance
Expected payout of bag A is 1500, not 500?
hit like if you think we are in an over-valued state currently. Comment if you think we aren't in an overvalued market.
I’m very bullish for now - imo the Cycle ended in 2018 with oil exploration stocks at highs same as 2008 - home building stocks & tech have soared like 2009/10 - financials & biotech have gone like 2011/12 we have good tailwinds - unemployment is low - no banking crisis - the dollar should improve helping transport stocks which just hit new highs - im very bullish on airline stocks - unless we get a war - I bought on Trumps Iran announcement
Where would you say we are currently?
currently reading this book.. about halfway.. better than his other book. still a bit of a dry read.
I would not recommend trying to time the market, buy, and hold would be the best strategy for the average investor. Markets can stay irrational longer than you can stay solvent. Timing requires that you take on a lot of stress focusing on a few stocks. One of the number one rule in investing diversifying is more important than timing the market.
When trading you have to be right twice. This detours most traders into investing once you explain it to them.
instant classic and a must read.. its on my favorite shelf
Thank you sir for sharing this.
Superb...
Kindly make video on definitive guide to position sizing
This channel is a gem! You should definitely do some advertising and I am sure you will attract many people
Very well explained!
This is needed right now. We are approaching the end of a business cycle
You are doing great job
Brian is timing the market, right?
Thank you for this great video! 😊🙏🏾
I’m literally Brian right now. I sold on some swings that were profitable ten days later. Worst thing was, it swung based on the tendency we bet on. Feeling super dejected. And not sure to jump back in or not
Keep posting such knowledge. Thanks a lot. 🙏
Amazing. Thank you!
Awesomeness together.....❤
thank you
Please summarise buffetology.(book)
@Mr. 8-Bit Doggo I don't know the answer to that.
Thanks for this summary! Will definitely add this to my list of books to read
I've learned to continue buying stocks NO MATTER what we perceive the market cycle to be!
However, it's always good to save some cash on the side to invest on a rainy day :)
Investing Engineered plz stop commenting on these videos I get all the self promo stuff but plz
Joshua Arceo I know lol, literally no input just does it for exposure. I have no problem with this just not on every single investing video.
Love your vids!!
Cheers Segey Dimitrov! Love the support!
Thanks you review a lot of good books that I wouldn't have ever found.
For the ones who like to hold for a while. Just follow quarters or semesters, retracemenrs are discount of those cycles.
For the chart: how is the investing community acting. What does that mean if you get a mix from both sides? Or they breakeven with 50% on the left & 50% on the right?
Great question. If it is quite even, the market is not excessively high nor excessively low. There's no tendency for a movement in either direction in that case 👍 Please note that you can find the original version of the list from Howard Marks here:
www.oaktreecapital.com/docs/default-source/memos/2006-03-27-it-is-what-it-is.pdf?sfvrsn=2
(the list is a bit more extensive than I presented it in the video)
I love your channel. Can you turn these into podcasts so I can listen whilst at work?
Great work and content.Visited Sweden last year and i am really curious of how the stock market works over there and what brokers you use etc you should to a video with your favorite companies or Swedish portfolio and what the differences are with American investing.
Do these books correlate with how the system works there etc.
Thanks
Thank you for your suggestion & support John K! I will make some type of video on my portfolio in the future, but it is not planned in the near-term. Anyhow, stay tuned :)
Great video, thanks for sharing your expertise.
Cheers! 😁
Probability plays out closer to its expectations in larger sample sizes. The more days you add to your stock holdings, the more likely it is that the scenario you've deemed likely, is to come true. This is assuming that you're valuing the company correctly.
Thanks for making all of these interesting videos! Could you clarify a little on the "taking the temperature" part of the video: The P/E for S&P 500 has been above the median or mean ever since about 2012 based on this criteria. Would this imply that you should have chosen the "defensive portfolio" all this time?
Wow.👌🏼 amazing content plz keep providing more and more
the audio book the end of alchemy was awesome on central banking i listened to it maybe five times sofar. Its neat.
Brian is a very clever polar bear 🐻❄💸
Too good way explained.. Thanking you
Awesome video! I wonder if there's any coincidence why this book was chosen right now? 🤔😋
Cheers Matt Commins! 😁
Thank you for your review
Very nicely explained.. thank you
Brian the bear? If it's a bear shouldn't he prefer bear market
Agreed! Both him and me does! We love buying stocks when they are on sale :)
The USA has a lower threshold that people who are not working and fall below the line in longevity of not working get cut from the statistics. This implies that the USA's GDP is false as well.
Hi I am a big fan of yours from India of age14 and just want to thank you for the knowledge you have given me. If I someday become the next Benjamin Graham I will surely mention you in foreword of my book as my guru along with various other people.Also I didn't quite understand the book summary of security analysis that good. And any recommendations for me as a future investor?? And how to do fundamental analysis of a company and please explain terms like pe ratio ,ebit etc.👍👍😀😀
I'm happy to hear that the content on the channel has been valuable to you Sarthakk Gangwani. Also, it is awesome that you start at such an early age, you truly have a great opportunity to have compound interest working in your favor.
I cannot explain in one comment what you are asking for, but I will give some general advice:
- Read and learn as much as you can (about investing in general)
- Start to investigate strong companies. It's important to build up a data-base of possible opportunities in your mind early
- Do not listen to specific investing advice, pick your own stocks
- Really go out of your way to gather that starting capital
- Make mistakes early. Small portfolio = manageable mistakes, large portfolio = potentially devastating mistakes
@@TheSwedishInvestor but in India you're not allowed to trade until 18 years as you need something called PAN to make demat account,which is only for adults
Hey Swedish Investor... You do really fine work... Could be at your hand to make the "Stock Market Investing for Beginners and Dummies" and/or "Dividend Investing for Dummies" by Giovanni Rigters???
I'll thank you anyway...
Have a nice 2021...!!!
Thank you-Your biggest admirer.😀
Cheers Sarthakk Gangwani! Thankful for your support!
Nice explanation
Are you selling this book summaries as PDF?
I would buy it for 5-10 usd.
Where do you find that community sentiment table on the website
How little we learn! Stop trying to time the market! If you don't have the patience or time to absorb a 50% decrease in your assets, perhaps you shouldn't be in the market. There are broadbased, inexpensive funds which will allow any patient investor to gain the market's return over many years of dollar-cost averaging. Take advantage of them! Let the pros try to time the market.....most do not beat an index fund.
Can an investor can an investor use the macroeconomic formula instead of the GDP = Number of hours worked X Productivity per hour formula ?
Great video!
Awesome videos
i wonder where we are in the market today?
The trend is your friend. I didn't win the recent $200 million Powerball, two others did.
You can take video on money mindset
I’m mad this video doesn’t have 10 billion views because ppl don’t realize this at all
Great 👌
PE 40+ baby!
Gems 💎
That was awesome 🙂
Thanks Man
It would be great if the idea of book is sumup
thanks mate!
Cheers!
Cept you cant really tell where were at right now, the beginning of a downtrend or at the bottom, nobody knows. Definitely a risk off enviorment so wouldnt be crazy risky here but who knows if this is the start of a dip of the end
Like reading abt the experiences and wisdom of seasoned investors.