Відео

I'm up to the point where you're looking at the balance sheet in the 10Q. So let me explain a little, the writedowns are mostly on items related to Steward BK, and prospect's managed care business. This is all known if you followed what's going on. This stock requires more babysitting than I prefer, but that's how it is sometimes. Stewardship - Steward's managed care business PHP - Prospects managed care business The joint venture with Macquarie (related to the MA hospitals they gave back to Apollor, tied up in the Steward BK) These are some of the big ticket items, also any loans they made to Steward, back rent prior to cash basis accounting, all have to be written off. It's just the way the accounting works. The balance sheet is going to be consolidated, of course. To know specifics you need to read the press releases, listen to conference calls, and to an extent follow the dockets on the bankruptcy cases. And as bad as this all looks - in a lot of these deals they already extracted a ton of value, unfortunately much of it was paid out as past dividends to previous shareholders. Being a REIT they're obligated to pay a certain amount out for that designation.

A lot of these were moved over from Seadrill. They do have less risk than the others. 🎉

I remember starting investing before the troubles began. Was trying to diamond hands until I saw a quarterly report with a negative revenue (!) and I was like -- I'm out 😅

Bro as someone who bought high and sold low, your legitimate frustration is evident. But you better be less cynical and gloating. 2025 looks promising for MPW. Long habibi!

no more hospital reits for me 🤷‍♂️

There is some room for spot rate , not all rigs are contracted at $148,000. Once those contracts expire which some do end of the year, they can negotiate higher day rates in contracts or just keep them open for spot rates. The rates are going to be steadily rising over the next few years, they have to. A lot of old rigs will be retired. Borr has new rigs that are only like 7 years old that will last a long time. It's too hard to calculate 50 years into the future, that's too far out. Current estimates of current total reserves puts us running out of oil in 47 years anyway. I think BoRR could be debt free in 10 years if rates double and they sell a few rigs.

By your own logic, though, the worst case scenario is a $2-2.5 floor in a buyout situation, which is a 50% loss on investment, and on the flip side you say it could easily double due to the disconnect from underlying property values. In the meantime, enjoy an 8% dividend. That's a relatively safe bet, all things considered. The company did write down a LOT, but that's much better than not doing so, and it shows integrity that they are willing to write down bad assets early. I love your videos on MPW. You get a like from me on this one, too.

You should always listen to UA-camrs and sell low and buy high while ignoring the long-term. I am sure Price Water House Coppers is just helping them break the laws with no regard for ethics. I unfortunately bought 250k worth in 2021 and holding for next 5 years minimum because I like losing my life savings to scams.

Thank you, Slav, for the transparency and the valuable information. Over the past year, I held onto the belief that the company could stage a potential turnaround, considering the NAV and the possibility of even slightly positive FCF. However, this experience has taught me a valuable personal lesson: “Be aware of your own stupidity and acknowledge that there are far more things you don’t know than you do, even if you read every report and understand every variable.” Since I was 17, I’ve looked up to the greatest investors of all time, especially my favorite, Charlie Munger. While Graham’s approach of betting on NAV and liquidation was attractive to me, I’ve come to realize that long-term success hinges on two critical factors that MPW lacks: robust FCF and a management team with integrity and talent. Even though my IQ is 140 and I can wrap my head around many complex fields, it literally means nothing because I feel dumber and dumber every day.

Largest owners of MWP is Vanguard (78,965,329shares) and Blackrock(89,509,007shares). You think you are smarter then those guys ? Ed owns 3,497,206 shares. Worth about 14million dollarinos. I am just like a hyena following the lions, i might get some free meats.

Since I’m not invested in the company anymore, I’m doing this more for the viewers than for myself. I thought it would be a good idea to try ad spreads in the video. I’ve never done it before and don’t plan on making it a regular thing. But let me know if you have any feedback about it. Thanks!

All in

If you like REITs check out a specialty REIT $DEA. Its way oversold bc of fears about fed government moving agencies to different states under new administration. I may do a video on it soon.

He strikes again!!!!

Something that I did not see in your analysis are the write downs of capital depresiation over time. There are schedules of depreciation used for various equipment to determine the duration of time and how much the equipment will be discounted. Over so much time, the equipment will approach zero value. These annual write-downs can offset a balance sheet liability as a tax break

TORM, HAFNIA and BORR is a buy. My personal price target for BORR is $9. Payout is 30% yield is 2.48%

im invested in PBR and EC but still bearish on oil. There is so much supply coming online in the next few years and Europe is going full renewables.

Drill ships and stuff are cool and all….but what the people need to know is…..how are you feeling about MPW these days lol. You sold out correct?!

What discount rate did you assume and what inflation rate for the "day rate"? Inflation and discount rate is important when looking at cash flows over long time horizons like 50 years.

Who owns this? How did you come to the conclusion to buy?

You won’t lose your entire position unless it’s down 34% in one day… multiple days does not do that.

Thank you for sharing this with us

i dont know men...offshore oil drillers is very specific. why not go with the tankers instead ? TORM and HAFNIA looks interesting, they got oil, gas and chemicals.

I think using excel here could make the numbers more accurate, especially when considering the costs of various scenarios. Ex less costs in low utilization scenarios.

Alright, I put some work into this. Let me know if you think my approach is bogus and why. Enjoy!

Thanks for the forecast! Could you help me with something unrelated: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). Could you explain how to move them to Binance?

I disagree… I’ve held tecl and spxl for 1.5 years now and I’m up an insane amount. Even thru the down months I was good! Even dumb money podcast talk about 3x ETFs as a great thing to hold. I have over 50k between the two.

TQQQ up 10,000 percent since the 90s. 😂 I'm so glad this random guy cares so much about my money. Bought 0 DTE options like he wants so i can be homeless 🙄

Great video! Thank you. I have a small position, under 5%. But I'd like to add more

Quantum stocks are rallying :) IONQ up 250%+ QUBT up 750% QBTS up 150% RGTI up 65% Others in the sector also up. Hope you bought a few. Louis Navellier called IONQ 6 months ago (had to pay $50 for the info though) He's worth 6bn, so always worth listening when he makes a call, paid for or not. Bill Gates and Bezos invested in IONQ, poss now a US military contract, now up to $32, some say might reach $200 Early days, Trump might soon crash the market.

Sold ASML at $4100 gains. Short candle went green, iam a simple worker its a lot of money for me...

Bought ASML 93 shares...

Sound advice! Thank you!

I am looking at ASML....

Do you own this? What are your thoughts?

Wrong ur wrong bear markets are short lived bull markets are much longer look at the history of sp 500 it always goes up

5ys later, computate is a word lol

Take it to the moon 💯

you def bought in at the right time.

liar

IONQ is one of the most undervalued stocks in Wall Street right now.

no..

Hey Slav, great video, increase your shares to 100 and start selling covered CALL OPTION way out of the money, you should be able to generate 20% to 50% profit annually while waiting for it to blast to the moon!

great video, I have been following this stock for a while, and it is headed to the moon in the next 12 months!

amd is still garbage. lisa su is in over her head and only good at gas lighting with no results to show for it. So many better companies out there this year while amd still can't get out of it's own way. Maybe 2025 may be better like 2024 was supposed to be? 3 months into the second half of the year and amd is still only up single digits and falling.

i just find it little bit strange that the market cap is around 2billion... i mean nvidia is "only" double the market cap. and 99% of people know nvidia. for ionq 99% people don't know. i think the market cap is way to high... but sure interesting

24.76 Days to cover…the high short interest is primed for a short-squeeze now that “the deal” has been resolved and rate-cuts are imminent.

You should have stayed in. MPW is now at almost $6.40 a share and there’s a lot more good news coming along with a short squeeze possibility.

Thank you for making this video! I am proud to be a part of small group of investors :) IONQ delivered the first Ion Trap to Switzerland. UA-cam channel Mike Bretall covers a lot of IONQ.