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Dividend Compounders with Cheese
United States
Приєднався 21 січ 2021
I make videos about investing, wall street, & retirement but with a sense of humor sprinkled in.
Who am I? My name is Amos. I graduated from a military academy for my undergrad & got my MBA from a top US program. I worked at two different fortune 20 companies. Now i'm a full-time UA-camr and I do what I genuinely love to do.
I am not a professional investor. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Please do not blindly follow me into any investments. Make sure your portfolio is built around your specific income, risk tolerance, personality, timeline, and overall circumstances. The content on this channel should not be considered professional financial investment or tax advice.
Who am I? My name is Amos. I graduated from a military academy for my undergrad & got my MBA from a top US program. I worked at two different fortune 20 companies. Now i'm a full-time UA-camr and I do what I genuinely love to do.
I am not a professional investor. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Please do not blindly follow me into any investments. Make sure your portfolio is built around your specific income, risk tolerance, personality, timeline, and overall circumstances. The content on this channel should not be considered professional financial investment or tax advice.
Lam Research (LRCX) | Semiconductor Stock to Buy Instead Of Nvidia
Believe me when I say, you've never heard of this company before. And boy is it undervalued at the time of making this video. The company is called Lam Research Corp and its a semiconductor equipment manufacturer.
Adjusted Stock Price Explanation: ua-cam.com/video/GMAAKKXUMH0/v-deo.html
Lam Research Stock
Lam Research Corporation Stock
Lam Research Corporation Stock Analysis
Lam Research Corporation Stock Dividend
Lam Research Corporation Stock Dividend Investing
LRCX Stock
LRCX Stock Analysis
LRCX Multiples Valuation
LRCX Discount Cashflow Valuation
LRCX Dividend Discount Model Valuation
Did This Top 10-For-1 Stock Split Just Go On Sale? Lam Research (LRCX)
Lam Research Stock: Next Wave of Memory Chip Demand Incoming?
lam research stock , can it double by 2028?
1 Unstoppable Semiconductor Stock to Buy Instead Of Nvidia
#DividendInvesting #InvestingForBeginners #DividendGrowthInvesting #StockMarket #DividendGang #LamResearchStock #LRCX
Adjusted Stock Price Explanation: ua-cam.com/video/GMAAKKXUMH0/v-deo.html
Lam Research Stock
Lam Research Corporation Stock
Lam Research Corporation Stock Analysis
Lam Research Corporation Stock Dividend
Lam Research Corporation Stock Dividend Investing
LRCX Stock
LRCX Stock Analysis
LRCX Multiples Valuation
LRCX Discount Cashflow Valuation
LRCX Dividend Discount Model Valuation
Did This Top 10-For-1 Stock Split Just Go On Sale? Lam Research (LRCX)
Lam Research Stock: Next Wave of Memory Chip Demand Incoming?
lam research stock , can it double by 2028?
1 Unstoppable Semiconductor Stock to Buy Instead Of Nvidia
#DividendInvesting #InvestingForBeginners #DividendGrowthInvesting #StockMarket #DividendGang #LamResearchStock #LRCX
Переглядів: 775
Відео
Stocks to Watch for THIS Week (& How to know if a company is undervalued)
Переглядів 65212 годин тому
In this video we will be reviewing the most anticipated earnings the week of (November 11th, 2024). I'll give my thoughts and opinions on the various companies. Believe me, insightful commentary and opinions will enlighten your poop session while you watch this. More importantly, I talk about valuation of companies and how to know if a certain stock is undervalued in comparison to their peers. ...
The Easiest Companies to Invest In (And Why I Love Them)
Переглядів 474День тому
In this video we will be reviewing the most anticipated earnings the week of (November 4th, 2024). I'll give my thoughts and opinions on the various companies. Believe me, insightful commentary and opinions will enlighten your poop session while you watch this. More importantly, I talk about 'My Favorite Type of Companies to Invest In (And Why)'. The Biggest Earnings Week Has Started: What To E...
Earnings Update on The Magnificent 7 + My Top 2 Buys Right Now!
Переглядів 670День тому
In this video, I talk about the following: Washington Post - Presidential Endorsement Estee Lauder AB InBev Starbucks Boeing Intel Apple Amazon Meta Huntington Ingalls Skyworks Solutions Electoral College Map Prediction Good reason as to why beginners and veterans alike are better off investing into any or all of the Magnificent 7. Can't beat 'em? Join 'em!!! #DividendInvesting #InvestingForBeg...
TRUMP WON. Which Stocks Will Go Up?
Переглядів 70414 днів тому
My hot take on which sectors and stocks should thrive because Trump will be the next President in 2025. Kamala Version: ua-cam.com/video/Mv4Z7C9KPh4/v-deo.html which stocks will go up after election which stocks will go up if trump wins is trump good for the stock market Which Stocks Will Go Up if TRUMP Wins? (Is Trump good for the stock market) #DividendInvesting #InvestingForBeginners #Divide...
These are the stocks & sectors I thought would thrive under a Kamala administration
Переглядів 35214 днів тому
Which stocks will go up after the US Presidential Election? Well, Kamala lost the election. But here are the stocks I thought would do well if she won. Trump Version: ua-cam.com/video/ysYN1QBhA3I/v-deo.html Which Stocks Will Go Up if KAMALA Wins? (is Kamala good for the stock market) #DividendInvesting #InvestingForBeginners #DividendGrowthInvesting #StockMarket #DividendGang
Which stocks will go up when rates go down?
Переглядів 89021 день тому
This video will give my personal opinion on the interest rate cut stock winners. I'll be giving my rationale and reasons to believe in each sector (plus my stock picks for that respective sector). If you don't care for a life update, you probably have small nipples and you can skip to @7:20 where the video fundamentally begins. Feels good to be back!!! Looks like MEAT IS BACK ON THE MENU, BOYS!...
Is Devon Energy (DVN) Stock a Good Buy? Full Analysis & Valuation
Переглядів 1,4 тис.Місяць тому
Wow, what a company Devon Energy is. Adjusted Stock Price Explanation: ua-cam.com/video/GMAAKKXUMH0/v-deo.html Murphy Oil Analysis: ua-cam.com/video/_nIykOQOHXY/v-deo.html HF Sinclair Analysis: ua-cam.com/video/PlFY75wOffQ/v-deo.html Devon Energy Stock Devon Energy Corporation Stock Devon Energy Corporation Stock Analysis Devon Energy Corporation Stock Dividend Devon Energy Corporation Stock Di...
HF Sinclair (DINO) Stock: A Dinosaur Ready to Roar or Go Extinct?
Переглядів 505Місяць тому
What if I told you there's a QUALIFIED dividend paying company out there with a p/e ratio of 7 and a dividend yield of 4.47%? And the best part? Their dividend payout ratio is 29%!!! Allow me to introduce you to HF Sinclair ticker symbol DINO. Adjusted Stock Price Explanation: ua-cam.com/video/GMAAKKXUMH0/v-deo.html Murphy Oil Analysis: ua-cam.com/video/_nIykOQOHXY/v-deo.html HF Sinclair Stock ...
Murphy Oil (MUR) Stock Analysis: Hidden Gem or Risky Bet?
Переглядів 272Місяць тому
Murphy Oil Corporation (MUR) is an Oil & Gas company engaged in the exploration, & production of raw oil. With a presence in key regions across the U.S. and Canada, the company focuses on both onshore and offshore projects to optimize resource extraction. The PE Ratio is an 8 with a 3.5% dividend yield. Right now, the company is on a mission to reduce its debt and to build a fortress balance sh...
Why Google is Losing its Grip & Starbucks' New CEO: Can He Brew Success?
Переглядів 414Місяць тому
I like Google but this could be their potential downfall. With that said, I made an analysis on the company! (The best one available on UA-cam): ua-cam.com/video/HIJZnjgZlmc/v-deo.html Humana Stock Analysis: ua-cam.com/video/pnizdnwtfzM/v-deo.html Visa x 100: ua-cam.com/video/YioFUdvGdys/v-deo.html Visa Stock Analysis: ua-cam.com/video/63fSlrnIXdg/v-deo.html Starbucks Stock Analysis: ua-cam.com...
Skyworks Solutions Stock Analysis (SWKS the cheaper alternative to QCOM & AVGO?)
Переглядів 522Місяць тому
Skyworks Solutions is a "technology" company that designs and manufactures semiconductors, which are tiny electronic components that help power devices. These semiconductors are used in things like smartphones, Wi-Fi routers, cars, smart home gadgets, and even medical equipment. And I got curious about this company as I was digging around for NVDA peers and saw how "undervalued" SWKS was. Or, i...
Why Wall Street is Wrong About Google (GOOGL is Undervalued)
Переглядів 938Місяць тому
In this video, I will be doing a stock analysis on GOOGL aka Alphabet. I think it is absolutely undervalued right now. Adjusted Stock Price Explanation: ua-cam.com/video/GMAAKKXUMH0/v-deo.html Google Stock Google Stock Analysis Google Stock Dividend Google Stock Dividend Investing GOOGL Stock GOOGL Stock Analysis GOOGL Multiples Valuation GOOGL Discount Cashflow Valuation GOOGL Dividend Discoun...
Why Dividend Investors Should Look into Nvidia (NVDA Stock Analysis)
Переглядів 1,3 тис.2 місяці тому
Nvidia's earnings per share (EPS) expectations are rising, but will they meet the pressure or blow the analysts' forecasts out of the water? NVDA plays a huge and influential role in AI, gaming, and data centers. What do they do? They make chips that optimize the output of computers in said industries and sectors. So is the hype warranted around this company? I will do a deep dive and an analys...
Smith & Wesson Dividend Analysis (SWBI Stock Review)
Переглядів 6782 місяці тому
In this video we will be analyzing and doing a deep dive together on Smith & Wesson ticker symbol SWBI. This company currently has a P/E ratio of 15, has a dividend yield of 4% with a payout ratio of 64%, and an interesting story. I haven't done a stock analysis in a while so it felt good to dig through the 10-K, earnings presentations, and company numbers to see if SWBI is worth it or not. You...
The TRUTH About Stock Prices: Adjusted vs. Unadjusted (Explained)
Переглядів 4332 місяці тому
The TRUTH About Stock Prices: Adjusted vs. Unadjusted (Explained)
Your Wife's Boyfriend's Favorite Super Dividend ETF!
Переглядів 1,4 тис.2 місяці тому
Your Wife's Boyfriend's Favorite Super Dividend ETF!
Why Do Investors Look at the Dividend Payout Ratio (and Stocks I'm Buying Now!)
Переглядів 6262 місяці тому
Why Do Investors Look at the Dividend Payout Ratio (and Stocks I'm Buying Now!)
Why This Dividend ETF Should Replace SCHD in Your Portfolio
Переглядів 4,7 тис.2 місяці тому
Why This Dividend ETF Should Replace SCHD in Your Portfolio
The Best Performing Stocks of All Time & Why I Love Dividend Stocks
Переглядів 7032 місяці тому
The Best Performing Stocks of All Time & Why I Love Dividend Stocks
SCHD vs. the Competition: Is It Still the King of Dividend ETFs?
Переглядів 5 тис.2 місяці тому
SCHD vs. the Competition: Is It Still the King of Dividend ETFs?
Is it Necessary to Invest into EVERY Stock Market Globally? (VT the World ETF)
Переглядів 5493 місяці тому
Is it Necessary to Invest into EVERY Stock Market Globally? (VT the World ETF)
Why Investing $500 Every Month is Worth It
Переглядів 1,1 тис.3 місяці тому
Why Investing $500 Every Month is Worth It
What if I Invested into 500 SCHD Shares?
Переглядів 10 тис.3 місяці тому
What if I Invested into 500 SCHD Shares?
Which Industry Will Grow The Most in the Future? (Best Industry to Invest)
Переглядів 6213 місяці тому
Which Industry Will Grow The Most in the Future? (Best Industry to Invest)
What is the BEST Sector to Invest into Right Now?? (Which sector will grow in the future)
Переглядів 7133 місяці тому
What is the BEST Sector to Invest into Right Now?? (Which sector will grow in the future)
Dividend Stocks I Am Buying Right Now
Переглядів 2,2 тис.3 місяці тому
Dividend Stocks I Am Buying Right Now
Investing in VTI for 25 Years: The Ultimate Long-Term Strategy
Переглядів 2,8 тис.3 місяці тому
Investing in VTI for 25 Years: The Ultimate Long-Term Strategy
100 Shares of VTI and How Much Dividends it Paid in 20 Years
Переглядів 2,5 тис.3 місяці тому
100 Shares of VTI and How Much Dividends it Paid in 20 Years
Great video! Just two things: WACC for a high growth stock with high volatility should be higher than 8% (between 10 and 12 I would say). Perpetual groeth rate you should use the nominal GDP growth instead of the real growth (sits around 3 to 4 %). Everything else great video!
You're absolutely right. I should be modifying and adjusting those numbers according to take into account the industry/sector. Thanks for the feedback!!
You should do a video on AMAT. They release their earning’s report after market close today.
Oh man, it did not look too pretty. They're getting punished by wall street in the after hours/pre-market hours. They did good on this CURRENT quarter, but their guidance for the next year scared investors lol
I did my research too 😂 and found the same. Great to hear the same from you. I have bought a couple of months ago and have also ASML. They are both monopolys Great job i ❤ it🎉🎉🎉
LRCX would look better at 51 dollars since they only have 4 customers. My opinion.
Excellent content, absolutely love the delivery. Keep up to good work.
Hey do more story time of rag to riches or do a ranking video of stocks
Soon.
I've heard of it haha. I hold it through SMH but not directly. David Lam is an inspiration. He's a Hong Konger! Well, born in China then family fled to Vietnam. Then fled again to Hong Kong. Went to Canada then the US, worked hard and had ambition, and more ambition...
Believe me when I say, you've never heard of this company before. And boy is it undervalued at the time of making this video. The company is called Lam Research Corp and its a semiconductor equipment manufacturer. Adjusted Stock Price Explanation: ua-cam.com/video/GMAAKKXUMH0/v-deo.html
What website is this?
I don't believe you. I think I heard of them when designing Etch/PLD systems for Lam over the past decade.
This channel is so underrated. Every video is hilarious, informative, and unique
Desalination has limitations. They cause the water around the plant to heat up and thus changes the ecosystem. They also suck energy. There's some progress - especially with Isreali companies - but most in Australia and all in Hong Kong have been shut.
Talking a lot of sense in this video. I tend to avoid restaurants for the moat reason. And I like the quick bits (but not over the top) humour thrown in. Especially the unexpected pineapple line.
Here comes AMOSS
Commenting for the algorithm
i love you 🧇
I literally just came here to say/gloat that my Ipswich Town just beat your boys. I'm surprised but that win is long overdue. Time for bed and looking forward to watching the video in the morning.
I just saw the result this morning. I can't believe it. We beat City and then lose to Ipswich LOL
@@UsernameAmosWe had a great game plan. Stopped your wingbacks and hit you on the counter.
I’m happy to see that you’re still making videos 👌🏾
Trump 2025! This administration will deregulate all the stupidity and we Americans will make historical record
BREAKING 💥 Trump announces full conceal carry reciprocity WHAT THIS MEANS: No matter which state you're in, if you've got your concealed carry license, each state will still have to honor it - for example, you have a Florida concealed carry permit - California would have to honor it. HUGE
Huge.
1st every time!!
THANK YOU.
I want to invest in csco but there is also qcom, will there be a problem? CSCO AI technology but communications related QCOM semiconductor AI technology
Two entirely different companies in different spheres. For QCOM, their peers are more like SWKS & AVGO.
@UsernameAmos Thank you very much for your comment❤️
❤
Why do you think this company is selling so far bellow the valuation models?
Hello! I answered your question in the most recent upload. A dedicated response for you!
@UsernameAmos Thank you
Please consider doing a deep dive on Berkshire Hathaway's holding: Jefferies.
Had a massive day today. Gotta love it
Not to toot my own horn but after Trump won the election, the predictions made in this video unfolded like clockwork.
Question. The gas prices arnt affected by more supply the companies dictate their own price. So is more drilling going to solve anything. We are currently drilling more then we ever have biden allowed 3500 new contrcats for drilling in his presidency and proces have not changed.
If Harris wins, you should invest in the makers of personal lubricants and Preparation H! And tampons! And defense contractors because WW3 will be in full swing!
TRUMP WON!!!!
Great content, as always. So many youtubers regurgitate the same content and seem to just copy each other's recommendations. It gets old, fast. But you're different, and more thought provoking. I'm thinking of going into HSY too. Looks undervalued.
Simplest business model for you to investigate: TPL
Fingers crossed for PLTR
@@bodiandras crushed it
First time watcher, pretty good show. You’ve earned my like and if I see a few more good reviews like this you’ll get a subscribe too.
Glad you liked it. Sounds like a deal!
is YUM china headquarters in the raw dong province region ? and how bout the seattle sea chickens
I liked the coverage of various sectors. Dominion is at 59 I would join you buying at 22....lol Not a dividend stock use to be is LUMN. The CEO is setting this company up for data centers, and I think she's former Microsoft management. ENPH,CRUS, and QRVO I need to look at from drop.
I like all of your videos, keep pushing😊
Please make a video about ARM. I would love to hear your thoughts about it.
Like you opinion about Hershey, now my 2nd position because of last descent in price. I don't know how the Earnigns Report is going to be, although I consider absolutely unlikely for the management to cut the dividend. We'll see on Thursday...
I miss the tone and humor of your older content, too many dividend channels are drier than your wife when she's having to look at you and not her bf.
Shots fired :)
Now that's funny
I own DVN. But it is very hard to get an accurate calculation of its yield because the company pays a fixed rate dividend of 22 cents per share PLUS a variable dividend based on (cash flow?) each quarter. Last four payments: Dec 2023 0.77 Mar 2024 0.44 Jun 2024 0.35 Sep 2024 0.44 annual div: 2.00 Extremely unusual for Yahoo to actually have the CORRECT dividend figure! This fluctuating dividend likely discourages and decreases potential individual stock owners from investing. … Because these wide swings push the share price mostly lower the last two years. DVN’s all-time high price was 124.36, but that was LONG ago.
5.21 percent current yield thru its 11/1 closing price.
Dominion Energy has crappy, crappy, crappy management.
Warren Buffet says good management is key to investment returns.
Solar? Cloud cover… Wind? Replacement costs astronomical & blades are biohazardous…
Wind is probably the worst of all the renewable options. Maybe hydro when you think about how much of an impact it has on the local ecosystem and wildlife. The best is Nuclear, and then Solar! (Solar is ironic because the manufacturing process & materials for the battery are not so innocent).
Looks like Boeing Workers’ Union wants 40% raise and their retirement pension reinstated that was dissolved in 2014. www.reuters.com/business/aerospace-defense/us-transportation-chief-says-increasingly-important-resolve-boeing-strike-2024-10-10/
My guy: you went from _'people will come back to Target and watch NFL again'_ to _'companies have to keep their customers happy or they won't come back'_ in both your points about making emotional decisions. Agreed whole-heartedly: people say/pledge things but don't follow-through with those decisions. (Feels like that's a spineless thing to do imo. When I say "I'm not going to support [organization/company]", I *do* mean it.) But nonetheless, it's like you're arguing both sides(?). idk, maybe I misheard.
Yeah, I guess now I see it your way. In the video, maybe i'm arguing both sides now that I think about it. For the first point, people wouldn't "boycott" or "leave" in the first place if companies would just do the right thing from the get go. If you have a great product or service, and things are working, why take a risky/gamble on a marketing campaign? (Then again, maybe they take that PR gamble because they think and forecast customers will end up coming back after a period of time). Not sure if its worth the hit on the bottom line for a quarter or two lol. And then for the second point, the beauty of capitalism is that we can vote with our wallets. We just don't have to buy their product again! I am like you. If a business does me wrong, I vote with my wallet and shop with their competitor instead.
@UsernameAmos Hey thanks for clearing it up; I thought maybe I wasn't getting something lol Companies feel like they need to "make waves" as PR stunts by marketing teams (I know because I work big corpo marketing but never would I recommend our industries to do that...) The marketing "theory" is: 1. take a stance on something controversial -- bonus points if they *act* like it isn't controversial -- 2. they lose an audience that disagrees with {thing} but 3. they gain more audience of people that agree with that stance. #3 outweighing #2 and receive net gain of 'loyal' customers. However there's now major downsides: alienated lost customer base, those who do agree over {thing} may not ever buy what they're trying to sell, and potential gains are never realized. Plus, now the public eye will pressure the company to take sides on other hot-button issues, locking them into a never-ending spiral. It's insane but that's the trend. Reputation takes a looonnnnng time to gain back once they figure out it's a bad move. Like, just make and sell something! Nobody wanted to know what Megacorp Inc thinks about politics. And people certainly don't want to listen to them on their soapboxes.
The companies that are reporting their earnings the week of November 4th, 2024. Also, its the election week!!!
Enjoyed the video. I would challenge North Carolina going blue. Sniffy Joe was on a beach somewhere talking to his buddy in Ukraine, making sure sufficient (billions of dollars) funds were received while offering 750 pesos to victims of the hurricane floods. North Carolina turned red over this issue. What's your view on MU?
I looked into MU briefly about a month ago. I think of them as an adjacent play to NVIDIA. If NVIDIA is doing well, I think MU will do well. Likewise, an alternative/adjacent play to Amazon is the paper packaging companies like WestRock. Me personally, I like to invest into the company that has the wind in its sails rather than the companies riding on its coattails. Just my two cents!
Yet another banger, Amos. The only problem with your view on presidential endorsements has been that it has occurred for hundreds of years...even The Economist endorses presidents/prime ministers. It's only a recent trigger for people. And I swore to never watch another NFL game after the Rams relocated to LA (due to the manner it was handled). And I never watched another game again... Why do I disagree with you so much today :) I disagree with your assessment on Boeing and union too. Union was being extractive, and taking advantage of Boeing's problems. Most workers would be ecstatic about a 38% wage increase over the next few years! And pensions...the union bosses had to be having a laugh over that demand. But agree with you on HII and Trump.
LOL well, agree or disagree, I always enjoy your input. And I agree - with your NFL perspective. From what I hear, San Diego residents and locals are still salty about the Chargers "relocating" to Los Angeles!
@@UsernameAmos I was just thinking of looking deeper into HII the other day, so your validation means I'll be looking through some company reports/news tomorrow. So I'll give you a pass on the Boeing/union stuff haha.
@@international_dividendWell, I started looking into the Boeing union stuff and you’re right. It looks like the Union is bullying Boeing on this one. I thought perhaps according to the WSJ article that Boeing was being mean but that doesn’t seem to be the case here lol
Hey mate, appreciate you coming back to this. I've decided to go into HII tomorrow. You still planning on doing so too?
@@UsernameAmos Hey mate, appreciate you coming back to this. I've decided to go into HII tomorrow. You still planning on doing so too?
First like then watch ❤
In this video, I talk about the following: Washington Post - Presidential Endorsement Estee Lauder AB InBev Starbucks Boeing Intel Apple Amazon Meta Huntington Ingalls Skyworks Solutions Electoral College Map Prediction Good reason as to why beginners and veterans alike are better off investing into any or all of the Magnificent 7. Can't beat 'em? Join 'em!!!