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Good man Sven. It's nice to hear a sensible guy on RUclips. I've got some risky investments and I'm increasing my sensible stuff now.

there is a problem about the video .

ALSN looks good with roughly 12% estimated return

The problem with buying beaten down value stocks like tyson food or any other stock you like, they can stagnate, stay around for months, meanwhile blue chips keep climbing unless its bear market, this is the reason for having low return. 20% Annum wold be good return

essentially you are fighting with computer algos that care about grabbing pennies in nano seconds.

Housing prices are up because investment funds have locked up large amounts of the Us housing stock, during the pandemic.( they came into the markets with blank check more or less and out bid the local buyer in some cases 300% and 400%) There really isn't a housing supply shortage.

Then what is your allocation given the market conditions? Are you mostly invested in short-term bonds, Asian stocks, or something else?

🆘 WBD/CNN stock on 5/15/24 is trading at $8.44 down again today. Will WBD stock incompetent management clown show ever end? ✔️ Remember Warner Brothers Discovery lost money last year and shareholders have now lost around 70% in shareholder value but their CEO David Zaslav’s was paid $50 million for his utter failure. Let’snot forget that CNN fake news is a “dying media company” which is also killing the total Ad $Revenue$ and $profits$ for WBD bottom line. Yes! excellence is never an accident. Failure at WBD is a result of poor leadership and management decisions. 🔴 Remember Warner Brothers Discovery management gets paid $millions$ to grow and protect shareholder value and have totally failed at doing their jobs. Vote all the bums out on shareholder proxy ballot.

Hi Sven, following a detailed analysis on BRK would you consider an update on Allianz? Allianz is trading a P/E near 10. Thanks!

First time on your channel, great topic

Maybe the market is correctly priced for higher long term inflation. If companies are expected to hedge against inflation by growing profits nominally than the valuations might make sense. If we get 5% inflation for 10 years for example then: treasuries yield 0% in real terms and stocks yield 4% in real terms

That is not a contradiction and it is not crazy. That is just the market pricing in a less severe stagflation.

Boomers wanting the increasingly small and demoralized youth to take their pension money to get goods and services. More labor bargaining power, more desperation to spent all of the stored wealth. Heavy inflationary pressure, which would mean really high rates. I can see it.

I own businesses (that just happen to be publicly traded), not pieces of paper.

It would be interesting to know how Seth Klarman and the Bauman Group can have such a poor performance. The guy knows everything about investing and still catastrophe, are there hedges that we cannot see? His 10 year performance is -23% and his 3 year performance is -43% I hope there is a good explanation to this failure.

Timmberrrrrrrrrrrrrrrrrrrrrrrr

Sven, what would it take for you to admit the boglehead strategy advocated by both Jack Bogle and Warren Buffett is superior to what you advocate as a strategy/philosophy?

Hey Sven, I've been following you videos for a long time and I currently invested in BABA shares since your China Investing Video. Can you please share how you allocate capital when you have more than 1 good buying opportunity in your portfolio? I'm a long term investor and I have missed out on major moves like META at 180$/share because of this... Many thanks

Meta may be set to grow over the long term. Here are 4 reasons to be optimistic as generated by financial algorithms on Capnote. ruclips.net/user/shortsCXoq3T8rcLo?feature=shared

Consider offering a la carte access to your reports. E.g., pay once for one-time access; repay to access updates. A recent copper industry written review I would be interested in, not a full-access subscription. Best of success

Great video and analysis like always, thanks!

Glad I didn’t listen to Sven on ZIM. I have doubled my investment in ZIM in a short time while Sven missed this call big time. Looking in the rear view mirror can cause you to miss the opportunity staring you in the face.

Buffett once said he considers Berkshire to be undervalued below 1.4x BV. does it still hokd true now?

I also sold AAPL thanks to you, so Apple was giving me its money too! ^_^ I will buy again when it's way more reasonable valuation for its actual growth. Thanks!

First they do not have the Brandquality of p&g where loyality is part of the brand. Toothbrush, shaving etc. The margin will not raise that much in my opinion. 2. When they sell low margin products its not a double of earnings from the current levels but from future "after-its-sold" levels.

I would love to add since I started a position in 2020 and it started to go up. I think it has to be one of the most safe businesses/stocks in the market, managed by Buffett himself and his mates, and it's still growing even. I think safety will be very important in these times... So, I hope the price falls enough to buy more! Thanks.

Hey Sven, Buffet is not getting 1.5% div yield from Apple, he bought it when it was ~60$ therefore his div yield (on cost) is much much higher. But i agree with your conclusion, brk is great company sitting on huge pile of cash

Hey Sven, do you think the sale of the Icecream division will help improving profitability? Thanks for your content, big fan of the channel 💪🏻 Ciao!

Beating the market or not does not mean much. I consider a pretty good result approaching the geometric and arithmetic average market return over the years with a consistent significantly reduced volatility

Not for me, this will take eons for a 50/50 chance to expand and grow. Thanks Sven

I don't know Sivan about this company. I hope the new management will turn it into a growth company. But as it is, it is a stable cash cow. As an investor, I see as one of the bright points the dividend yield. But the company has no dividend growth. If the dividend is not growing, at least as fast as inflation, you are actually losing money (especially if you can't count on the growth of the business and earnings.)

Seven can you do a video on Papa John’s ticker symbol PAPA. Trading close to 52 low week.

Never thought I'd see the day when a 30 PE was on the lower end

does a good entry matter as much with BRK? I wanna buy in but not sure if its expensive

An idiot can drive company sooner or later. Does not mean it is a bad company? Defensive like waste management ...idk. I do not trust them. Personal choice.

Isnt 9% just what me a diversified etf would bring? Why buy one stock for 9% pa when having an etf with thousands of stocks for 9%…

why would you look at p/e instead of p/nav? do you have any insights into p/nav related to this tranasction

I sold, they sold brands for peanuts and acquired other brands for ridiculous values. Debt is only increasing. Hard pass for me, i rather voo/schd/vhyl at that point

hello sven carlin sir , I am from south 'india\ you are talk about stocks analysis very clearly and meaning full sir ,very interested with me i am also watching your vedios before many years you talk about some fundamentals strong stocks sir ''reply me '' you are reply for me i am so happy?

I have been told not to be fooled, stocks and etfs are not the economy, I had 180k put aside waiting for the feds to stop raising rates, now I’m ready to get back in the market, but it looks like the pause is forever and Faang will still rise/fall, I’m confused, what could be the way moving forward

Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.

Nestlé or Unilever?

Thanks Mate, the sad truth is that no one has a clue, we all react to what happens as it happens and try to analyse it but can’t predict an iota of what is going to unfold in the markets… content creators are like amplifiers, when times are good they affirm it and try to tell you why it’s good and that it’s looking bullish but then all of a sudden the market turns bearish and everyone affirms it again and try to analyse why… it’s so sad that many are so powerless and it's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 2.3Bitcoin to a decent 19Bitcoin in the space of a few months... I'm especially grateful to Kerrie Farrell, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape...

No he is right on this one we are in a super strong order block and I used to work at cvs for years. People are attached to this company but they are just having a slump. Combined with a new pandemic this company is poised to rise to 100$ again.

I'm in my 50s and I'm more interested in investments that could set me up for retirement , I mean I've heard of people that netted hundreds of thousands during these crypto bull run, I listened to someone on a podcast who earned over $650K in less than a year, what's the strategy behind such returns?

Then iam the good thinker than you hahaha just joke

In my opinion we should value asset in real terms. If you adjust values for the inflation of the last 4 years the s&p 500 Is not as High as a prepandemic level and house prices seems much more fairly valutated

Do Ulta Beauty next

The reason why the stock popped recently is the news of the spin-off of the Ice Cream division. The new management took that decision because the want to exit the food business in the GPL-1 new world (Terry Smith is a GPL-1 fan given his stake in Novo Nordisk). Even if will be the a right choice, it makes harder to predict futures cash flow of the whole company in my opinion.

Sell everything and make 5% from Treasuries (i.e. 3% after taxes) and invest that into stocks? What sense does that make?