Comments
Transcript
-
SSThe best interview I found since I subscribed. Invite him again. Best.
-
RMExcellent interview and I like the stock recommendations. See that he owns ING which has been on my watch list. Compass sounds interesting. SYS leaped back up in US. As a US investor, looks like it trades OTC.
-
ABThis was a truly great piece. An absolute clinic on value investing.
-
CMI did a DCF on ABB, and it was overpriced with a debt load, so I’m not so sure here. Also would have enjoyed more calculations and true advice for the individual investor. Good topic though and valuable guest (if superficial).
-
ABEnjoyed the company specific ideas. Would like to see more of this on RV and even see whole videos on one company giving time to go into the micro details.
-
WGReally enjoyed this guys, thanks to u both!
-
DTLet's see who is gonna be right on dollar. Interesting.
-
OWPainless and informative root canals only on Real Vision!
-
DPNothing for RV Plus members this week?
Chapters
-
An Overview of Value Investing
-
Artisan International Value Team’s Four Main Investing Tenets
-
How to Avoid Value Traps
-
Thoughts on Growth Stocks and the Discounted Cash Flow (DCF) Model
-
Individual Company Analysis: ABB
-
Position Sizing, Diversification, and Shareholder Activism
-
Individual Company Analysis: Compass Group
-
Thoughts on How the Pandemic Impacts Companies' Earnings and Value
-
The Macro Backdrop: Growth vs. Value
-
Advice for Retail Investors