Take charge of your investment journey with www.unrivaledinvesting.com! Prices are going up at the end of this month, so lock in the discounted pricing now. The UNRIVALED premium subscription offers you exclusive benefits: compelling investment ideas, real-time portfolio updates, and direct access to me through our private Discord server, where you can engage in Q&A sessions and connect with fellow premium subscribers.
Thanks, really liked your video. you mentioned shift4 founder is the largest shareholders, I am trying to verify it. I dont see that in tikr terminal. Thanks a lot
@unrivaled thank you for this summary. There are other interesting movements happening even outside the legendary investors. Personally I am seeing incredible buying opportunities on medium size companies right now but I feel a bit preoccupied by a potential recession in the coming months, which might create even a greater buying opportunity. What a conundrum
It's same in US, the other trend is more asian immigrants who would prefer more Mexican food (chipotle or taco bell) as opposed to pizza, so not a good long term investment.
@@Kevji9 It depends on how you look at it. There is still a huge segment of the population that consumes pizza. I thought the same about Burger King and McDonald’s as my income grew and I stopped eating there, but if you look at lower-income populations, they still go for Domino’s, Burger King, McDonald’s, and so on. You can literally eat for €9 at those restaurants, which is a price you won’t find anywhere else. In Spain, at least for less than 15€ you don't eat outside.
Come on...buffet buys this quarter, the stock moves 20% and he sells next quarter. I dont why he is doing so. He did the same with ULTA, MKL and a few others.
@@twenty4seven368 I mean if you don't eat real pizza, I can understand you may like it, but man, try some real pizza in Europe you'll change your mind for sure.
@@Kevji9 I make neopolitan pizza from scratch. It’s better than Dominos when it comes to freshness and flavor. However for the common person and for the price, it’s hard to beat. It’s way better than frozen pizza for sure.
Take charge of your investment journey with www.unrivaledinvesting.com! Prices are going up at the end of this month, so lock in the discounted pricing now. The UNRIVALED premium subscription offers you exclusive benefits: compelling investment ideas, real-time portfolio updates, and direct access to me through our private Discord server, where you can engage in Q&A sessions and connect with fellow premium subscribers.
I was thinking a little about signing up. I just wanted to know what kind of annual return you have achieved over the last many years is
Thanks, really liked your video. you mentioned shift4 founder is the largest shareholders, I am trying to verify it. I dont see that in tikr terminal. Thanks a lot
I see you trying the Joseph Carlson style thumbnail :)
Would be interesting to also see Seth Klarman called out on these super investor vids.
Should I invest
Very interesting,
comparing the three investment styles and why ntra is actually different what one thinks.
Thank you
Hi Daniel, great video. QQ: although listed on the NYSE, some stocks are missing on AI ticker chat. When will there be 100% coverage? thank you
Which US companies are missing and we will get on it
Moneylion (ML) @@unrivaled
@unrivaled thank you for this summary.
There are other interesting movements happening even outside the legendary investors.
Personally I am seeing incredible buying opportunities on medium size companies right now but I feel a bit preoccupied by a potential recession in the coming months, which might create even a greater buying opportunity.
What a conundrum
Thanks daniel !
Steak? Did someone say steak? Mmmmmmm steak.
Pizza is slowly loosing sales due to people's habits are changing towards healthier (fast) food. At least in Canada
It's same in US, the other trend is more asian immigrants who would prefer more Mexican food (chipotle or taco bell) as opposed to pizza, so not a good long term investment.
In France as well. But the more important thing is that dominos pizza are not good at all 😂
@@Kevji9 It depends on how you look at it.
There is still a huge segment of the population that consumes pizza. I thought the same about Burger King and McDonald’s as my income grew and I stopped eating there, but if you look at lower-income populations, they still go for Domino’s, Burger King, McDonald’s, and so on.
You can literally eat for €9 at those restaurants, which is a price you won’t find anywhere else. In Spain, at least for less than 15€ you don't eat outside.
Come on...buffet buys this quarter, the stock moves 20% and he sells next quarter. I dont why he is doing so. He did the same with ULTA, MKL and a few others.
Dominos pizza are disgusting, won t put a penny
Also surprised so many people buy their pizza. 🍕
Dominos is good, esp the pan pizza.
@@twenty4seven368 I mean if you don't eat real pizza, I can understand you may like it, but man, try some real pizza in Europe you'll change your mind for sure.
@@Kevji9 I make neopolitan pizza from scratch. It’s better than Dominos when it comes to freshness and flavor. However for the common person and for the price, it’s hard to beat. It’s way better than frozen pizza for sure.
I love their pizza. Typically the pizza I get most often (maybe once or twice month)
“This isn’t really a pizza company…”
-unrivaled
It's a pizza supply and royalty company