Value Investing Proper Definition - Is Value Investing For You?
74.7 هزار بار بازدید -
4 سال پیش
-
Is Value Investing, Dead Or
Is Value Investing, Dead Or Alive, Something For You?
0:00 Value Investing
0:49 Being a Business Owner
1:29 Earnings are Key
2:19 Growth is Value
3:47 Margin of safety
4:47 Stock Price
5:36 Value Investing and Risk
6:38 Low Risk High Return
7:48 Intrinsic Value
8:51 Risk a Function of Price
9:50 Comparing
10:34 Value Investing For You
Berkshire March 2020 video - 2020 Berkshire Stock Valuation - 10% ...
Berkshire Q3 2020 earnings - Buffett Stock To Buy = Berkshire - Q3...
Full the Intelligent Investor book summary - THE INTELLIGENT INVESTOR - BENJAMIN G...
There is a plethora of articles and videos attacking value investing, discussing whether it is dead, detrimental, whether people like Buffett should change their strategies and embrace the new ways of investing?
There is one certainty with such content; as Warren Buffett is a declared value investor, if you attack value investing you are sure to get a lot of attention and clicks.
But there are 2 key things most of these articles omit that are crucial for understanding and even just discussing value investing:
- Properly defining value investing is key to understanding it – many fail to grasp what value investing really is.
(it is not just taking price to book or price to earnings)
- Then the key question, when you understand what is value investing, is whether value investing is something for you or not?
(value investing is what it is, it is a different strategy than most have, so it can’t be dead; it can be for you, or it isn’t for you – it is as simple as that)
My passion is to look for low risk high reward investment opportunities with a long-term business owning like focus. I apply my accounting skills and investing experience in order to find the best businesses to own that offer the possibility to lead me towards my financial goals.
If you are a sophisticated investor looking for in depth, independent stock analyses and investing ideas, here is my STOCK MARKET RESEARCH PLATFORM (business research and risk reward analysis, stocks to buy from my covered stocks list, my portfolio):
https://sven-carlin-research-platform...
Are you an investor that is just starting? Sign up for the FREE Stock Market Investing Course - a comprehensive guide to investing discussing all that matters: https://sven-carlin-research-platform...
I am also a book author:
Modern Value Investing book:
https://amzn.to/2lvfH3t
Check my website to hear more about me, read my analyses and about OUR charity. (YouTube ad money is donated)
www.svencarlin.com
Listen to Modern Value Investing Podcast:
https://svencarlin.com/podcasts/
This video will define value investing, focusing on the form used by the best value investors over the past decades, from Buffett to Klarman and even Lynch (all about earnings), to give you the inputs you need to answer the most important question, which is not whether value investing is dead, but whether value investing is something for you?
The key value investing factors and beliefs in my opinion are:
1) A value investor is first and foremost a business owner.
2) Business earnings are the driver of investing returns.
3) Growth is an essential component of value.
4) Value investors look for the best growth, best earnings but always consider the margin of safety.
5) The margin of safety can be found in a low stock price compared to intrinsic value based on conservative business and economic estimations.
6) Business risk is to be avoided and patience is required to buy low risk businesses at a fair price.
7) Unlike most other investing philosophies, value investors look for low risk to achieve high returns. By focusing on minimizing the downside, what is left is only upside.
8) Intrinsic value is key – it is calculated by looking at what is the present value to you personally, of all the future cash flows a business will likely deliver from today to judgement day.
9) The lower the stock price is, below your intrinsic value calculation alongside a margin of safety with conservative calculations, the lower is the risk of investing. Consequently, as the stock price increases, the risk becomes higher.
10) Bottom line, it is all about comparing and finding the lowest risk, highest return opportunities for your portfolio that will lead you towards your financial goals with the highest possible level of certainty.
#valueinvesting #warrenbuffett #investing
0:00 Value Investing
0:49 Being a Business Owner
1:29 Earnings are Key
2:19 Growth is Value
3:47 Margin of safety
4:47 Stock Price
5:36 Value Investing and Risk
6:38 Low Risk High Return
7:48 Intrinsic Value
8:51 Risk a Function of Price
9:50 Comparing
10:34 Value Investing For You
Berkshire March 2020 video - 2020 Berkshire Stock Valuation - 10% ...
Berkshire Q3 2020 earnings - Buffett Stock To Buy = Berkshire - Q3...
Full the Intelligent Investor book summary - THE INTELLIGENT INVESTOR - BENJAMIN G...
There is a plethora of articles and videos attacking value investing, discussing whether it is dead, detrimental, whether people like Buffett should change their strategies and embrace the new ways of investing?
There is one certainty with such content; as Warren Buffett is a declared value investor, if you attack value investing you are sure to get a lot of attention and clicks.
But there are 2 key things most of these articles omit that are crucial for understanding and even just discussing value investing:
- Properly defining value investing is key to understanding it – many fail to grasp what value investing really is.
(it is not just taking price to book or price to earnings)
- Then the key question, when you understand what is value investing, is whether value investing is something for you or not?
(value investing is what it is, it is a different strategy than most have, so it can’t be dead; it can be for you, or it isn’t for you – it is as simple as that)
My passion is to look for low risk high reward investment opportunities with a long-term business owning like focus. I apply my accounting skills and investing experience in order to find the best businesses to own that offer the possibility to lead me towards my financial goals.
If you are a sophisticated investor looking for in depth, independent stock analyses and investing ideas, here is my STOCK MARKET RESEARCH PLATFORM (business research and risk reward analysis, stocks to buy from my covered stocks list, my portfolio):
https://sven-carlin-research-platform...
Are you an investor that is just starting? Sign up for the FREE Stock Market Investing Course - a comprehensive guide to investing discussing all that matters: https://sven-carlin-research-platform...
I am also a book author:
Modern Value Investing book:
https://amzn.to/2lvfH3t
Check my website to hear more about me, read my analyses and about OUR charity. (YouTube ad money is donated)
www.svencarlin.com
Listen to Modern Value Investing Podcast:
https://svencarlin.com/podcasts/
This video will define value investing, focusing on the form used by the best value investors over the past decades, from Buffett to Klarman and even Lynch (all about earnings), to give you the inputs you need to answer the most important question, which is not whether value investing is dead, but whether value investing is something for you?
The key value investing factors and beliefs in my opinion are:
1) A value investor is first and foremost a business owner.
2) Business earnings are the driver of investing returns.
3) Growth is an essential component of value.
4) Value investors look for the best growth, best earnings but always consider the margin of safety.
5) The margin of safety can be found in a low stock price compared to intrinsic value based on conservative business and economic estimations.
6) Business risk is to be avoided and patience is required to buy low risk businesses at a fair price.
7) Unlike most other investing philosophies, value investors look for low risk to achieve high returns. By focusing on minimizing the downside, what is left is only upside.
8) Intrinsic value is key – it is calculated by looking at what is the present value to you personally, of all the future cash flows a business will likely deliver from today to judgement day.
9) The lower the stock price is, below your intrinsic value calculation alongside a margin of safety with conservative calculations, the lower is the risk of investing. Consequently, as the stock price increases, the risk becomes higher.
10) Bottom line, it is all about comparing and finding the lowest risk, highest return opportunities for your portfolio that will lead you towards your financial goals with the highest possible level of certainty.
#valueinvesting #warrenbuffett #investing
4 سال پیش
در تاریخ 1399/08/24 منتشر شده
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