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Value Investor TV

Author: valueinvestor.org, LLC

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We explore the stock market as value investors. Seek value stocks. Seek outsized returns. Seek the truth.šŸ€
123Ā Episodes
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Kevin Carter is the founder of EMQQ the Emerging Markets Internet & E-commerce ETF (NYSE: EMQQ) and Chairman of the EMQQ Index Committee.Ā 0:00 - Introduction1:30 - Background & Why Emerging Market7:13 - Investment Philosophy (Indexing vs Active; Value Investing)10:40 - Kevin's Checklist (GARP, Recurring Revenue, etc)15:04 - Is assessing management important?18:31 - Risks in investing in the emerging market21:40 - Why focus on the consumer story; internet and e-commerceKevin CarterLinkedIn: https://www.linkedin.com/in/thekevincarterEMQQ: https://www.emqqetf.com/Big Tree Capital: http://www.bigtreecapital.com/Email: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Kevin Carter is the founder of EMQQ the Emerging Markets Internet & E-commerce ETF (NYSE: EMQQ) and Chairman of the EMQQ Index Committee.Ā 0:00 - Introduction1:30 - Background & Why Emerging Market7:13 - Investment Philosophy (Indexing vs Active; Value Investing)10:40 - Kevin's Checklist (GARP, Recurring Revenue, etc)15:04 - Is assessing management important?18:31 - Risks in investing in the emerging market21:40 - Why focus on the consumer story; internet and e-commerceKevin CarterLinkedIn: https://www.linkedin.com/in/thekevincarterEMQQ: https://www.emqqetf.com/Big Tree Capital: http://www.bigtreecapital.com/Email: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Recently, the market has been extremely volatile, and options trading had a big part to play. How and why?0:00 - Intro1:10 - The price of getting into investing or betting/gambling2:50 - Options market dynamic between institutions and retail investors8:27 - How to play in the options market as a value investor13:09 - ConclusionEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Medifast, Inc. is an American nutrition and weight loss company based in Baltimore, Maryland. Medifast produces, distributes, and sells weight loss and health-related products through websites, multi-level marketing, telemarketing, and franchised weight loss clinics. WikipediaEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Medifast, Inc. is an American nutrition and weight loss company based in Baltimore, Maryland. Medifast produces, distributes, and sells weight loss and health-related products through websites, multi-level marketing, telemarketing, and franchised weight loss clinics. Wikipedia0:00 - Introduction3:34 - Checklist & house keeping items5:00 - What's the business?7:07 - Competitive advantages13:05 - Long-term prospects14:13 - Capital intensive business?15:53 - Relationship red flags17:22 - Business SummaryEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Darden Restaurants, Inc. is an American multi-brand restaurant operator headquartered in Orlando. As of April 2017, the firm owns two fine dining restaurant chains: Eddie V's Prime Seafood and The Capital Grille; and six casual dining restaurant chains: Olive Garden, LongHorn Steakhouse, Bahama Breeze, Seasons 52, Yard House and Cheddar's Scratch Kitchen. Wikipedia0:00 - Intro2:27 - Part 1 Recap3:34 - High Returns of Capital7:25 - Cash Balance8:50 - Debt Level10:38 - Cash from Operation11:52 - Management, Excess Cash ManagementĀ 14:30 - Valuation21:04 - ConclusionEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Darden Restaurants, Inc. is an American multi-brand restaurant operator headquartered in Orlando. As of April 2017, the firm owns two fine dining restaurant chains: Eddie V's Prime Seafood and The Capital Grille; and six casual dining restaurant chains: Olive Garden, LongHorn Steakhouse, Bahama Breeze, Seasons 52, Yard House and Cheddar's Scratch Kitchen. Wikipedia0:00 - Intro2:24 - What Is It?5:40 - Competitive Advantage15:20 - Durability19:10 - Capital Reinvestments21:10 - Red Flags23:50 - Recap / ConclusionEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
The Boeing Company is an American multinational corporation that designs, manufactures, and sells airplanes, rotorcraft, rockets, satellites, telecommunications equipment, and missiles worldwide. The company also provides leasing and product support services. Wikipedia0:00 - Intro1:12 - Recap of Part 11:33 - Return on Capital4:30 - Cash on Hand and Debt7:25 - Excess Cash and Free Cash Flow8:20 - Management Incentives12:30 - DCF Assessment and Valuation18:35 - Conservative Evaluation22:40 - ConclusionEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
The Boeing Company is an American multinational corporation that designs, manufactures, and sells airplanes, rotorcraft, rockets, satellites, telecommunications equipment, and missiles worldwide. The company also provides leasing and product support services. Wikipedia0:00 - Intro1:50 - What is it?3:15 - Competitive Advantage14:10 - Durability 19:40 - Capital Reinvestment23:00 - Relation Red Flags25:25 - ConclusionEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
The deadline for TikTok sale is September 15th. What's going to happen?0:00 - Intro1:30 - What is TikTok? What's this fuss about?5:20 - Where is the synergy?7:10 - Operational concerns/constraints of US-based TikTok11:47 - Why are so many tech companies excited about TikTok?16:05 - Regulation over big techs17:33 - For sale and on sale21:27 - ClosingEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
"I don't like when investment bankers talk about EBITDA, which I call bulls shit earnings."Ā  - Charlie Munger0:00 - Intro2:15 - What is EBITDA?8:45 - Let's look at an example13:40 - Counter argument for using EBITDA17:30 - Why use EBIT?20:30 - Counter argument for using EBIT21:40 - ClosingEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Sherwin-Williams Company is an American Fortune 500 company in the general building materials industry. The company, with headquarters in Cleveland, Ohio, primarily engages in the manufacture, distribution, and sale of paints, coatings and related products to professional, industrial, commercial, and retail customers primarily in North and South America and Europe. WikipediaEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Sherwin-Williams Company is an American Fortune 500 company in the general building materials industry. The company, with headquarters in Cleveland, Ohio, primarily engages in the manufacture, distribution, and sale of paints, coatings and related products to professional, industrial, commercial, and retail customers primarily in North and South America and Europe. WikipediaEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Corporations and governments are battling the coronavirus and the subsequent lockdown by tapping into the debt market and printing more money. What are the long term implications?
A concept so pivotal to winning in investing: return on capital. Let's discuss this in detail.Email: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
McDonald's Corporation is an American fast food company, founded in 1940 as a restaurant operated by Richard and Maurice McDonald, in San Bernardino, California, United States. WikipediaEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
McDonald's Corporation is an American fast food company, founded in 1940 as a restaurant operated by Richard and Maurice McDonald, in San Bernardino, California, United States. WikipediaEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
The Walt Disney Company, commonly known as Disney, is an American diversified multinational mass media and entertainment conglomerate headquartered at the Walt Disney Studios complex in Burbank, California. WikipediaEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
The Walt Disney Company, commonly known as Disney, is an American diversified multinational mass media and entertainment conglomerate headquartered at the Walt Disney Studios complex in Burbank, California. WikipediaEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Cummins is an American Fortune 500 corporation that designs, manufactures, and distributes engines, filtration, and power generation products. WikipediaEmail: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
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