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But they are super expensive

You rarely see a bad backtest

What a pity that they failed to make it. However it's an inspiring movement by students

We know producing videos are a lot of work. I noticed you haven't posted on X in a while either. Hope everything is ok.

Hello, wake up to the post QE error of high interest rates. When your interest rates out pace, the rate of inflation, then this formula simply will not work. The days of near zero interest rates are over. They will be printing money again, which will ensure these rates remain high.

Inflation is the rate of the monetary supply expansion that’s where he got the 5% from

Thank you to Li Lu and all of the anti-Communist legal immigrants that are ringing the bell as to the danger within America today. Americans should listen and learn from their experiences, lest we repeat them!

Trying the same approach. Avoiding rehearsing. Hit 190. Took 10 years to reach that. Doing what interests me. Experiencing slow steady growth.

I used insider ownership to invest in REITS & BDC. Those business grew around 25% a year for last 3 years. The stocks are not up that much but I know it will grow eventually

Jackal of the Silicon Valley

video becomes really shitty when you always stare at your notes. Do you really know the shit your saying...

So down to the real questions , Can you buy a house with a suitcase full of money if necessary?

Yes, but in a way, when we talk ab margin of safety... that can be partly based on..estimations of free cash flow to back into fair value using DCF...or events in the future.. so, that can be part speculation. No one knows the future or what can throw a wrench into things. Also, everyone comes up with different margins of saftey..esp the pros. As a whole, the stock mkt is volatility in an...upward direction...and time in the market beats timing the market most of the time. Investing in individual stocks takes work but it is so much fun...and addictive

Gives more added perspective on this leading investor & thinker.

What taste? He looks like a normal guy with the out plastic surgery or fillers? He doesn’t care about your superficial taste. He is happy with himself.

G

6 years later. Everyone believes this.

80% down now?

he looks like a cartoon ; what sthe use of all that money if u lack taste.

You only benefit if you borrow the money before inflation hits.

You need to look more into the CPI, the basket of goods, and how it has changed over time. The way that they have measured inflation has changed over the last 50 years.

Yeah, I bought my house during Covid, locked in a 2.875% mortgage, and it's now valued at 50% more than I paid.

Charlie Munger R.I.P was human race equivalent to Master Yoda

Thanks Bald. Great video.

I’d love an update on srg

See little reason given your current holdings why you would not have a small counterbalance allocation to btc (barbell position) for the asymmetric benefits. Buy and hold forever.

I extremely like the video, man. Very helpful and informative. Thank you very much. It is presented so well too. Great, positive work.

You're one of several investment channels that i enjoyed following. Seems like many of them, including yourself, stopped creating content. Perhaps it is related to the pandemic. Hope whatever path you have chosen is going well for you.

Buying now at 55

The book name is Poor charlie's almanack

Whats the name of the book?

What about Semler rigth now?. What is your opinion?

😊🙏👍

Facts

Great review of a book I actually have read! This book is probably the best investment book I have read in the last five years. I’ve been a hobbyist investor since 1987. Since then I’ve Digested a lot of investment information from both the modern guys you listed and the older masters too. Cut my investor teeth with Peter Lynch first book, One up on Wall Street. I think your right on track with your thought process. I’m glad you mentioned the late Charlie Munger because he’s made many of the points you have outlined here. Your excellent Video has been out for three years now and has only about 2600 +- views and 38 comments. I’m surprised there isn’t many more. perversely, that’s encouraging to me. I think your in an elite group of thinkers on this subject. People on the right track. I submit that often the greatest ideas about investing are not particularly attractive to most investors because they are chasing short term rewards measured against a benchmark. ( as an aside, the most successful video producers may not also be the greatest investors) As humans we are attracted to sizzle! Munger had something to say to that , something like, Man’s short comings stem from his inability to do nothing but sit quietly in a room and think. We feel like we aren’t being productive if we just sit on our ass and just think. But in investing, we can be. What did Buffet say about being given a punch card with only 20 trades allowed in a lifetime? Such a card would force the investor to think long and hard about the quality and stamina of each business before pulling the trigger on an investment. I still have much to learn………😊. Cheers! This video, taught me something, I look forward to another.

Yes! I finally figured out who this scientist is! I was recently listening to a, “Symphony of Science” song w/one of my pts. who was also a physicist, and neither of us could recall his name!

You should avoid trying to say "ok" so often. It detracts from your core message.

I agree with Mr. Greenblatt about Mr. Burry’s clear thinking and writing of analyzing stocks.

Thanks for the insight I just entered with roughly $3,500.00 .. It seems cheap and I have conviction. Other then that, I have no idea where it will go :rolling_on_the_floor_laughing:

This book along with about 30 others have been sitting on my shelf for over a year. I thumbed through the middle of ch 8 last night out of randomness and found the content and interpretations to be useful. It will be one seven that I take with me on vacation in June. I’ll circle back by the third week of June.

MagicPEG

Great Video, the theory is Present Value = Future Value ( 1+r ) n well done, kind regards.

Thank you a lot for this video. This is very interesting and informative. Keep posting like those amazing videos, this is awesome.

Much appreciate your thoughts on this topic Brad. I've learned from your video. Again the more videos you watch and the more articles and books you read, the more bones universe throwing at you, making you a better and more sophisticated investor.

Brad, your content deserves millions of views. You provide some of the best value investing content. Unfortunately most of the RUclips population is too dumb to see that. Instead they opt for channels like everything money that only touch the surface.

13f filings, following big traders and 2 billion market cap? Sounds alright.

When the screener finds more than one stock under the same Sector & Industry, which one should we favor?

Li Lu ,🤔 The fifth element

Some people makes big orifit with Magif Formula strategy. If you lost, you shall examine and renew the strategy in terms of timing and flexibility.

Distilled Mental Models: 1. “Investors should remember their scorecard isn't computed using the Olympic-diving method: Degree-of-difficulty doesn’t count. If you're right abt a business whose value is largely dependent on a single key factor that is both easy to understand & enduring, the payoff is the same as if you should correctly analyze an investment alternative characterized by many constantly shifting & complex variables.” - Warren Buffett - 2. “The higher return a business can earn on its capital, the more cash it can produce, the more value is created. Over time, it is hard for investors to earn returns that are much higher than the underlying business’ return on invested capital.” ~ Warren Buffett ~ 3. “Over the long term, it’s hard for a stock to earn a much better return than the business which underlies it earns. If the business earns six percent on capital over forty years and you hold it for that forty years, you’re not going to make much difference than a six percent return - even if you originally buy it at a huge discount. Conversely, if a business earns eighteen percent on capital over twenty or thirty years, even if you pay an expensive looking price, you’ll end up with one hell of a result.” ~ Charlie Munger ~ 4. The P/E ratio of any company that's fairly priced will equal its growth rate. . . . If the P/E of Coca-Cola is 15, you'd expect the company to be growing at about 15 percent a year, etc. But if the P/E ratio is less than the growth rate, you may have found yourself a bargain. A company, say, with a growth rate of 12 percent a year...and a P/E ratio of 6 is a very attractive prospect. On the other hand, a company with a growth rate of 6 percent a year and a P/E ratio of 12 is an unattractive prospect and headed for a comedown. . . . In general, a P/E ratio that's half the growth rate is very positive, and one that's twice the growth rate is very negative. // Peter Lynch, One Up on Wall Street 5. “Over the longest period of time .. your return approximates the business return to capital invested in the business itself over the long term. The 2 tend to really converge pretty closely.” ~ Li Lu ~ 6. “In short, companies that achieve a high return on capital are likely to have a special advantage of some kind. That special advantage keeps competitors from destroying the ability to earn above-average profits.” ~ Joel Greenblatt ~ 7. “It is obvious that a variation of merely a few percentage points has an enormous effect on the success of a compounding (investment) program. It is also obvious that this effect mushrooms as the period lengthens.” ~ Warren Buffett ~ 8. Capital invested is the mother of Growth. Growth is the mother of values. Additional values are generated by the Mother Growth and nurtured by the Grandma Capital Invested.