MYNEWS, POS MALAYSIA, SERBA DINAMIK, PALANTIR - Jonathan Choi | FIRL Podcast #14
7.3 هزار بار بازدید -
3 سال پیش
-
We have Jonathan Choi of
We have Jonathan Choi of Choivo Capital to share with us his thoughts on MYNEWS, Pos Malaysia, Serba Dinamik, and Palantir.
Jonathan's Blog: https://choivocapital.com/
00:00 Start
5:46 The value of an investment is all future cashflows discounted back to present value.
8:48 I thought I had a lot of knowledge in terms of investing, but it’s actually zero.
11:01 My dinner basically be just roti canai with just a lot of dhal, because there’s where I get my(nutrients) and then I’ll take a lot of kari ayam, bcoz there’s technically some protein in it.
11:24 I had a pair of shoes… at one point it was starting to break down, but I just refused to change it
11:58 I think about less than 1 year plus, I had about 50k. There was literally no way for me to do that, if I did not save like that.
12:24 There was an arbitrage opportunity. (Razer Blade 15”)
24:31 he is so sincere , where else can you find a billionaire, sit there for 3-4 hours and answer every single question your have?
25:10 What would Warren Buffett do?
27:20 Timecom
28:28 Graham style. Net-nets.
28:54 Daiman.
30:30 Poker & probabilities
32:54 Find a company with a strong catalyst (trades, mid-term investment) or Find a really long compounder… Think about opportunity costs…
48:34 What is your allocation geographically, and what do you think of diversification?
1:02:37 If a business costs you 2 bucks, and it can make you 1 buck every year, would you sell the business to me for 2 bucks?
1:04:40 Mynews
1:31:36 Pos Malaysia
1:40:54 Serba Dinamik
1:50:43 Palantir + Apple
2:26:23 might as well buy some Chinese index, just sit there and wait.
2:40:30 "spent 2 months just reading about packaging technology, not about the company, just about wafer packaging..."
Free Stock Investing Masterclass (LIVE)
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Free 6 Figure Stock Portfolio Guidebook
➡ https://www.firl.co/free
Mentorship Program
➡ https://bit.ly/mentorshipapply
__________________________________________________________________
Connect With Us 📲
Podcast(YouTube): http://bit.ly/firlpodcastYT
Spotify Podcast: http://bit.ly/firlpodcast
Instagram: Instagram: firl.co
Website: https://www.firl.co/
Facebook: Facebook: firlguys
TikTok: www.tiktok.com/@firlguys
Telegram: https://t.me/firlco
MJ: Instagram: mjganny
E-Mail: [email protected]
DISCLAIMER
The information in this video is accurate as of the posting date. These are just the opinions of the FIRL Guys and do not in any way represent investment advice or stock recommendations, the content in this video is purely educational.
Information in the video might not be applicable to all investors as it does not take into account the financial circumstances, investment goals, and risk tolerance of any specific investors. Risk is inherent to all investing, including the permanent loss of capital. Past performance does not equal future results. We are not licensed by Malaysia's Securities Commission as financial/investment advisors. Please speak to a licensed financial advisor before making any financial decisions.
#mynews #palantir #serbadinamik
Jonathan's Blog: https://choivocapital.com/
00:00 Start
5:46 The value of an investment is all future cashflows discounted back to present value.
8:48 I thought I had a lot of knowledge in terms of investing, but it’s actually zero.
11:01 My dinner basically be just roti canai with just a lot of dhal, because there’s where I get my(nutrients) and then I’ll take a lot of kari ayam, bcoz there’s technically some protein in it.
11:24 I had a pair of shoes… at one point it was starting to break down, but I just refused to change it
11:58 I think about less than 1 year plus, I had about 50k. There was literally no way for me to do that, if I did not save like that.
12:24 There was an arbitrage opportunity. (Razer Blade 15”)
24:31 he is so sincere , where else can you find a billionaire, sit there for 3-4 hours and answer every single question your have?
25:10 What would Warren Buffett do?
27:20 Timecom
28:28 Graham style. Net-nets.
28:54 Daiman.
30:30 Poker & probabilities
32:54 Find a company with a strong catalyst (trades, mid-term investment) or Find a really long compounder… Think about opportunity costs…
48:34 What is your allocation geographically, and what do you think of diversification?
1:02:37 If a business costs you 2 bucks, and it can make you 1 buck every year, would you sell the business to me for 2 bucks?
1:04:40 Mynews
1:31:36 Pos Malaysia
1:40:54 Serba Dinamik
1:50:43 Palantir + Apple
2:26:23 might as well buy some Chinese index, just sit there and wait.
2:40:30 "spent 2 months just reading about packaging technology, not about the company, just about wafer packaging..."
Free Stock Investing Masterclass (LIVE)
➡ https://firl.ewebinar.com/webinar/fir...
Free 6 Figure Stock Portfolio Guidebook
➡ https://www.firl.co/free
Mentorship Program
➡ https://bit.ly/mentorshipapply
__________________________________________________________________
Connect With Us 📲
Podcast(YouTube): http://bit.ly/firlpodcastYT
Spotify Podcast: http://bit.ly/firlpodcast
Instagram: Instagram: firl.co
Website: https://www.firl.co/
Facebook: Facebook: firlguys
TikTok: www.tiktok.com/@firlguys
Telegram: https://t.me/firlco
MJ: Instagram: mjganny
E-Mail: [email protected]
DISCLAIMER
The information in this video is accurate as of the posting date. These are just the opinions of the FIRL Guys and do not in any way represent investment advice or stock recommendations, the content in this video is purely educational.
Information in the video might not be applicable to all investors as it does not take into account the financial circumstances, investment goals, and risk tolerance of any specific investors. Risk is inherent to all investing, including the permanent loss of capital. Past performance does not equal future results. We are not licensed by Malaysia's Securities Commission as financial/investment advisors. Please speak to a licensed financial advisor before making any financial decisions.
#mynews #palantir #serbadinamik
3 سال پیش
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