Looking forward to the added value comments - example: TICKER - I think that this stock will have higher margins and higher growth rates because of this or this! The risks are this and this but mitigated with this and this! THANKS!!!
FB, I see them as the leader in AI on a specific type of intelligence that many other companies lack. Ofcourse you have to balance the pros to its cons but I think FB is underlooked right now. Intel recently made some nice moves towards GPU and why the stock price rose.
What are your thoughts on a simple strategy of buying all the Chamath Palihapitiya SPACs on day one? Allocating 5% of your total portfolio to just buying those? They tend to shoot up after a merger target is announced and he has actually done a pretty decent job of pricing/valuing his targets. You're essentially betting on his deal-making ability and so far he's 4 for 4. Pretty good odds I'd say. Chamath has reserved tickers IPOA - IPOZ and has already announced or merged IPOA, IPOB, IPOC and IPOE. All of these tickers have jumped more than 50% after the announcement of a merger. IPOA turned into SPCE, IPOB turned into OPEN, IPOC turned into CLOV and IPOE will soon merge with SoFi. The returns for all of these if you invested on day one look like this: IPOA - 157% IPOB - 154% IPOC - 49% IPOD - 38% IPOE - 71% I've never seen anything like this...
Take a look at M.D.C. Holdings! Primarily an American homebuilder with a long history, growing margins, great management, and potential for future growth ahead. I really like the fundamentals plus it's PE ratio is sitting around 10. A potential rise in inflation could also be very helpful for them, although rising interest rates are a potential risk. However, this could be offset because they also have a mortgage lending business.
This makes me think, all the big hedge fund guys know when these stocks are almost over cooked, one morning they text each other and sell everything, the retail investor is left holding the bag
Quality video and cool ending. The sound effect while sliding down was precious! :D Nice of you to catch up the current hysteria surround growth stocks. Keep going this way!
Sven, you are on a level of your own with Cameron Stewart CFA. We need more of you guys and less of the click bait hype trains. Real analytics. Keep up the great work
Thanks for sharing that ending Sven, that looks fun! It's so nice to remember that at the end of the day, there is also a whole lot of real life value to be found beyond stock and digits. Big thumbs up from me 😊
Picking great companies for the future is hard enough when they are already profitable. It becomes even harder if you start trying to calculate when they may break even. Another great video from Sven.
Thank you so much. We're learning so much. You are doing actual quantitate and qualitative analysis rather than generic statement and opinions like other analysts on youtube.
Its nice to see someone who still talks sense out there in youtube land. It gets me nervous when even my neighbours start talking about tesla and Ark and other tech. It usually does not end well for most. Keep up the good work.
Sven thanks for all the efforts you are putting in. This is the only channel i have come across where a certain logic or rationale is provided when talking about stock valuations.
Hi Sven, I have been following you now for about a year. I just wanted to thank you for your great videos and the work you’re doing through your website. You have truly opened my eyes towards investing. I am mainly active on the Nordic stock market (nasdaq Stockholm & Oslo stock exchange). I think we do have a few really interesting value picks up here, eg. Essity, Cloetta and husqvarna to name a few. In terms of growth I think that Norway has a few exiting companies riding the green wave, eg. cadeler and aker Carbon capture. Thinking of looking in to what the Nordic exchanges has to offer? Wish you a great day!
Funny you're mentioning husqvarna . I have a food forest and can't get around them. They've gotten an chunk of our money recently. Really good gear in every price range, and very all-round towards consumer. No idea about the business behind it. You have more info?
Hey Svern, thank you for being a sensible voice amidst all the other speculative channels. Wonder if you can look into the INDONESIAN stock market (eg IDX: INDX, BBCA, MYOR etc)? It is a large economy with a still dormant investing community and not covered by others. It seems like many companies there are fairly valued from a PE value perspective relative to other regions and thus quite some potential!
It seams to me, that term " Growth stock" is used simply to promote an overvalued stock and create more hype, chasing imaginable profits that doubtly will be there ever. I stick to real profits, and investments already backed by profits.
i was so focus on what ou are saying and boom, shooked to hear you voice on what I thought it was a comercial. Thanks for the video and up with the algorithm.
Enjoyed the video and appreciate the way you explained things Sven... Thanks for sharing the moment with your son at the end. It was nice to see the everyday Sven.
Thanks for all the valuable content you create for free! Could you please investigate in the PLTR stock? I am very intrigued by their business, but would like to hear what kind of earnings they would need in next 5 years to justify current stock price.
Hi Sven. A follow-up video to this would be worth your consideration. You were absolutely correct that many of these stock values were irrationally high. Today, many of these stocks are trading at around all-time-lows. In retrospect, 2020-2021 seems to have been a growth-stock bubble. The big follow up question: Is there value in these stocks today, given that interest rates may be pausing? Thank you and appreciate your content as always.
Hey Sven. Interesting content as always. Would you possibly consider doing a similar video about cybersecurity companies such as Cloudflare and CrowdStrike?
Sven is awesome :) this is coming from a millennial, the knowledge that I have gained from your channel is worth more than 1Mil. Plus its nice to see you are finally getting the recognition you deserve, the channel is compounding nicely since I started following. :)
I was in NYC 20 years ago during the dotcom era, and I just got my series 7 and 24. my observation now is history is repeating itself. All bunch of tech companies whose stock is through the roof but no sales no earnings. I don’t mean to say each and every tech company is worthless or uninvestable. However for Tesla to reach its current valuation, each car it sells need to have a price tag of 600,000.- usd. I like being a value investor. Truly enjoy your videos.
At current growth - they will have sales of 20m cars per year in 2030. Let’s say they make a profit of $5k a car (which is not unrealistic considering their software sales per car and highest gross margins in the industry). That’s $100b in earnings. Let’s assume I’m wrong though and they make only half that - $50b in earnings per year at a multiple of 30 is still decent [and that doesn’t account for autonomous driving or insurance or energy]. Ignorance will cost you in opportunity cost.
@@Witnessmoo 😂 I hope you’re right. It’s actually amazing you are able to predict what’s going happen 10 years from now. Let me know what pill you’re taking so I take the same thing.
@@Witnessmoo tesla would have to grow the amount of cars they sell per year by 44% over the next 10 years to reach that 20 million mark. As it sells more cars, that growth rate slows down a whole lot. Keep in mind 1/4 cars being sold per year around the world would have to be teslas at that point.
I recently combed through hundreds of world stocks. It's like that everywhere...Tons of worthless, even near bankrupt companies shooting up. Even with declining sales and earnings. I'm taking a little profit and attempting to compound it into reasonable priced, or dividend stocks.
That is the problem though. Looking at a graph is a very bad way to judge the underlying business. A lot of growth companies managed to raise a lot of capital in 2020, acquire more companies etc. This makes them fundamentally a bigger company with a better ability to run it's business and grow it's business faster.
Its kind of trying to pull a rope from both ends.....one one hand UA-cam wants this kind of videos, on the other hand value is found in some boring company... that no one cares about. Nice video indeed, even if you cant recomend this high flying stocks it is nice that you take the time to analyse them. thx for your work ;)
@@Value-Investing Just a suggestion ( hope you don't mind ), in the future is it possible to split into 30mins into 2 parts? Easier for us to digest. You can perhaps post it after 2 1 or days for Part 2. I really enjoy your video and I bought BABA after your thorough analysis :) Thank you
Hi Sven, What are your thoughts on the rare earth metals sector? especially considering U.S is trying to remove its dependency on the Chinese supply etc. Also, thoughts on Chamath Palihapitiya and Cathy Woods?
You are the only UA-camr who talks about stocks and investment that i never shook my head over what he or she says. Thanks for providing all these great thoughts and studies and experiences of yours through this channel.
Sven, fantastic video and I am part way through your excellent course. I’m struggling with the Teladoc example above, needing to multiply revenue by 74 times. My calculation is 2 x 33bn = 66bn mkt cap in 5 years, divide by PE 40 = 1.65bn earnings, x 10 = 16.5bn target revenue. Divide this by 0.867bn current revenue = 19 x revenue target, not 74 that you have in the table. Am I missing something with the Teladoc example?
Hey Sven, very humbling this video i truly enjoyed it. One question: growth for 10% net profit margin -> tesla already has 35% on their cars, which will be more on software. Same for other software companies like zillow/square/... ? which decreases the needed growth substantially and makes it a more realistic valuation no? How do you factor in the different net profit margin per industry? Any insights? Thanks in advance!
@@Value-Investing yes i believe you are right. I think I mistaken it with profit margin on single model 3 or something. Aynway the question still remains :p even 20% would be a doubling
Keep up the good work, I really like your videos, at least somebody is sticking to well tested good old rules. Sick of these pump and dump shops on youtube.
PACB: As far as I understand, PACB at least competes with ILMN. Both working on reduction of costs for letting your genomes tested. Naturally, for ILMN the same kind of growth is expected. Maybe there are other players in this field as well. So, either this is a „winner takes it all“ scenario in the long run or the market has to be split (i.e. further competition most likely leading to reduced revenues for all players)...
I have been watching your channel for a while now. You are awesome!! I dont own the stocks you mentioned but when you get a chance, please do a video on SNOW, PLTR (tech stocks)or ABNB (Hospitality) or SABR and AAL (Travel). I bought BABA based on your advise and bought more on dip when it went to 210s. I was confident of what I was doing while the market was going down on BABA because of your analysis. Now I am sitting on a high return :) Hats off to you!!
I look at the comments to see more value comments but I couldn't see anything like that. Everyone comment about stocks without looking at numbers or fundamentals. That's what Sven is trying to tell us, there is no magic button to increase stock prices. Thank you Sven for teaching us the difference between investing and gambling.
Me encanta que te lo tomes con humor (I love your sense of humor) ; "A I is the smartest thing on the block" :) Thank you for aware of risks on growth stocks for novel people as me. I really laugh with you
Recent Howards memo took me to start to look at growth value companies. Thanks for sharing value information! (Nice snow there too :) ) TBIO from Boston, US which had developed mRNA technology could be interesting if Moderna fully proves potentials in mRNA based medicines.
Hi, Thank you for this great video. Why did you take 10% net income? Don't you think it is too low for high growth tech coms? When they will establish their business margin can rise to 25%. MSFT, CRM and more... . Most of them run under SAAS model. They have huge gross profit margin with a potential to grow even further when the recurrent revenue from same customer will increase. In early stage that is eaten by the r&d , selling and marketing expenses. They don't have high hard operational expenses and stock (Like EV). Do I miss something?
FYI, the main competition for Pacific Bio is illumina Inc (by far the largest market share) and Oxford Nanopore (still private I believe - much smaller share of the market). Working in a genetics lab, my colleagues overwhelming use illumina sequencing, and on the odd occasion Nanopore sequencing, rarely PacBio (although I am based in the UK, may be different in the US). In terms of nucleotide per buck, illumina is by far the most competitive. PacBio sequencing gives you much longer reads of DNA, which illumina technology can't. However, this is pretty niche. The vast majority of sequencing is done using illumina machines, and I think this will continue in the future.
Well done , great analysis. However when I did it, I have PE 30 and 20% margin in the future but perhaps it was wrong? Also missing how much loans and assets they have compared to their spending needed to keep the growth for the next 5 years.
Looking forward to the added value comments - example: TICKER - I think that this stock will have higher margins and higher growth rates because of this or this! The risks are this and this but mitigated with this and this! THANKS!!!
Hi nice video. Thanks but I think the Teladoc Part is missing? Keep up the good work!
FB, I see them as the leader in AI on a specific type of intelligence that many other companies lack. Ofcourse you have to balance the pros to its cons but I think FB is underlooked right now. Intel recently made some nice moves towards GPU and why the stock price rose.
What are your thoughts on a simple strategy of buying all the Chamath Palihapitiya SPACs on day one? Allocating 5% of your total portfolio to just buying those? They tend to shoot up after a merger target is announced and he has actually done a pretty decent job of pricing/valuing his targets. You're essentially betting on his deal-making ability and so far he's 4 for 4. Pretty good odds I'd say.
Chamath has reserved tickers IPOA - IPOZ and has already announced or merged IPOA, IPOB, IPOC and IPOE. All of these tickers have jumped more than 50% after the announcement of a merger.
IPOA turned into SPCE, IPOB turned into OPEN, IPOC turned into CLOV and IPOE will soon merge with SoFi.
The returns for all of these if you invested on day one look like this:
IPOA - 157%
IPOB - 154%
IPOC - 49%
IPOD - 38%
IPOE - 71%
I've never seen anything like this...
Alibaba -> stock price is like a 💩, company is booming in many sectors of tech
Take a look at M.D.C. Holdings! Primarily an American homebuilder with a long history, growing margins, great management, and potential for future growth ahead. I really like the fundamentals plus it's PE ratio is sitting around 10. A potential rise in inflation could also be very helpful for them, although rising interest rates are a potential risk. However, this could be offset because they also have a mortgage lending business.
Sven, you should end all your videos with that clip. It 100% makes us see you as a father and a real person. Love it!
+1
would be nice a clip with something going up 😊 that's always better
@@ppoison44 Play it backwards
great to hear! I'll be adding things then!
Agree with Houston observer, we respect as investor, now were glad to see you as a person and good father
Sven diving into the Growth Stocks sector - been looking forward to this 🙌🚀
great to hear!
2 years after I revisit this video to thank Sven for guiding us and not doing stupid things. Extremely valuable
By far the best investor on UA-cam, cuts out the crap and sticks to what is real learnt a lot over the past couple months. Big up my man!
great to hear!
Goede werk Sven. Ik volg je al lang.... Integere manier van doen... Ik leer veel!
This is one of the best videos I have seen to address growth stocks and put things into perspective ! Very well done !
I appreciate that!
that is for sure the best ending I've seen on youtube in years! Also great video :)
Thank you! 😊
This makes me think, all the big hedge fund guys know when these stocks are almost over cooked, one morning they text each other and sell everything, the retail investor is left holding the bag
Loved the ending 😅
:-)))
Quality video and cool ending. The sound effect while sliding down was precious! :D
Nice of you to catch up the current hysteria surround growth stocks. Keep going this way!
Thanks! 😄
Let me comment nice video as always. Now I'm gonna watch it.
Thanks!
Sven, you are on a level of your own with Cameron Stewart CFA. We need more of you guys and less of the click bait hype trains. Real analytics. Keep up the great work
Thanks for sharing that ending Sven, that looks fun! It's so nice to remember that at the end of the day, there is also a whole lot of real life value to be found beyond stock and digits. Big thumbs up from me 😊
So true!
Picking great companies for the future is hard enough when they are already profitable. It becomes even harder if you start trying to calculate when they may break even. Another great video from Sven.
thanks!
First one watching this, I feel special :) Thank you for all your research. I am absorbing all the information on your platform.
Thank you Jurre!! Happy to hear that!
Unfortunately I beat him though :D
@@comred hahaha nice! Than you were faster than UA-cam could tell; Lucky Luke- style!
Get Sven's book, I recommend it. Modern value investing
@@ChristophLeitl I own it too !!! =)
Eye opening!!! Already a subscriber of the platform, but even more happy after this video...
that was the key of the point of the video!
I hope everyone that is an Investor finds this channel. Amazing content. Thank you!
Much appreciated!
As I already said, I was lucky to find your channel 4 years ago when I started investing. Thank you Sven!
great to hear that!
lucky you
Thank you so much. We're learning so much. You are doing actual quantitate and qualitative analysis rather than generic statement and opinions like other analysts on youtube.
thanks!
Love the ending. 😂
Thank you for the video Sven.
Glad you enjoyed it!
Haha I lked the video at the end! Do more of that. Thank you for sharing this informative video with us.
Thank you! Will do!
Great ending.
The Snowball: Warren Buffett and the Business of Life?
great book!
Its nice to see someone who still talks sense out there in youtube land. It gets me nervous when even my neighbours start talking about tesla and Ark and other tech. It usually does not end well for most. Keep up the good work.
Well said!
Sven thanks for all the efforts you are putting in. This is the only channel i have come across where a certain logic or rationale is provided when talking about stock valuations.
I agree, most other channels spend time ”timing” the market. Sven provides great analysis and comments. Loves this channel
I appreciate that!
Hi Sven, I have been following you now for about a year. I just wanted to thank you for your great videos and the work you’re doing through your website. You have truly opened my eyes towards investing. I am mainly active on the Nordic stock market (nasdaq Stockholm & Oslo stock exchange). I think we do have a few really interesting value picks up here, eg. Essity, Cloetta and husqvarna to name a few. In terms of growth I think that Norway has a few exiting companies riding the green wave, eg. cadeler and aker Carbon capture. Thinking of looking in to what the Nordic exchanges has to offer?
Wish you a great day!
thanks! Will have to check!!
Funny you're mentioning husqvarna . I have a food forest and can't get around them. They've gotten an chunk of our money recently. Really good gear in every price range, and very all-round towards consumer. No idea about the business behind it. You have more info?
Fantastic video, Sven! As always 😁
Glad you enjoyed it!
Sven your channel is a gem among the mud
great video, most likely will watch a few times more to really understand, Thank you.
Glad it was helpful!
Hey Svern, thank you for being a sensible voice amidst all the other speculative channels. Wonder if you can look into the INDONESIAN stock market (eg IDX: INDX, BBCA, MYOR etc)? It is a large economy with a still dormant investing community and not covered by others. It seems like many companies there are fairly valued from a PE value perspective relative to other regions and thus quite some potential!
Nice personal touch at the end! I'm glad that You have time beside researching and creating video content. Bravo Sven!
Thank you very much!
It seams to me, that term " Growth stock" is used simply to promote an overvalued stock and create more hype, chasing imaginable profits that doubtly will be there ever. I stick to real profits, and investments already backed by profits.
That is true is some cases but to say some "growth stocks" were not worth the price they were 5 years ago 😅 some rich people disagree
Ha exactly
he chose the most high quality growth stock imo. as you can see all of them had a below 40 p/e
Then you never bought AMAZON...
@@DS-ls2jm and I don't have to.
i was so focus on what ou are saying and boom, shooked to hear you voice on what I thought it was a comercial.
Thanks for the video and up with the algorithm.
thanks!
Great analysis Sven and what a beautiful end :). Ciao
Many thanks!
Enjoyed the video and appreciate the way you explained things Sven... Thanks for sharing the moment with your son at the end. It was nice to see the everyday Sven.
thanks!
Thanks for all the valuable content you create for free!
Could you please investigate in the PLTR stock? I am very intrigued by their business, but would like to hear what kind of earnings they would need in next 5 years to justify current stock price.
"Push subscribe button, investment performance magic happens" 😀
haha!
I bought Tesla when it was about a $200B market cap... It sure made more sense to buy at that time than it does now!
Another tech recommendation to look at:
Palantir PLTR
This is some scary stuff, indeed. Great video and fabulous ending 😊
Glad you enjoyed it
The only channel that gets my like before watching the entire video!!!!!!!!!
Hi Sven. A follow-up video to this would be worth your consideration. You were absolutely correct that many of these stock values were irrationally high. Today, many of these stocks are trading at around all-time-lows. In retrospect, 2020-2021 seems to have been a growth-stock bubble.
The big follow up question: Is there value in these stocks today, given that interest rates may be pausing? Thank you and appreciate your content as always.
Hey Sven. Interesting content as always. Would you possibly consider doing a similar video about cybersecurity companies such as Cloudflare and CrowdStrike?
I wanted to ask the same thing, but it would be nice to compare the ones you mentioned and also with Zscaler and Okta.
@@cyfrowymuza Yeah, it would be great to see an analysis of those too.
might do, we will see!
Best outro ever! Thanks for your analysis, Sven. It's always appreciated!
Glad you think so!
Would really like to hear your thoughts on Nio. Thanks for all the great videos.
we will see:-)
Sven is awesome :) this is coming from a millennial, the knowledge that I have gained from your channel is worth more than 1Mil. Plus its nice to see you are finally getting the recognition you deserve, the channel is compounding nicely since I started following. :)
thanks for the support!
@@Value-Investing And thank you for helping me make all that money :) Looking forward to your next sector research on the platform.
Today there is a great article about the Disruptor bubble trending on Seekingalpha. Very good read
just want to say thank you sir for all what you have been doing on your channel. Big fan of yours!!
I appreciate that!
I was in NYC 20 years ago during the dotcom era, and I just got my series 7 and 24. my observation now is history is repeating itself. All bunch of tech companies whose stock is through the roof but no sales no earnings. I don’t mean to say each and every tech company is worthless or uninvestable. However for Tesla to reach its current valuation, each car it sells need to have a price tag of 600,000.- usd. I like being a value investor. Truly enjoy your videos.
To quote Warren Buffett: „What we learn from history is that people don’t learn from history.“ 😉
At current growth - they will have sales of 20m cars per year in 2030. Let’s say they make a profit of $5k a car (which is not unrealistic considering their software sales per car and highest gross margins in the industry). That’s $100b in earnings. Let’s assume I’m wrong though and they make only half that - $50b in earnings per year at a multiple of 30 is still decent [and that doesn’t account for autonomous driving or insurance or energy].
Ignorance will cost you in opportunity cost.
@@Witnessmoo 😂 I hope you’re right. It’s actually amazing you are able to predict what’s going happen 10 years from now. Let me know what pill you’re taking so I take the same thing.
@@Witnessmoo tesla would have to grow the amount of cars they sell per year by 44% over the next 10 years to reach that 20 million mark. As it sells more cars, that growth rate slows down a whole lot. Keep in mind 1/4 cars being sold per year around the world would have to be teslas at that point.
good points, many haven't been around for 20 years, so they don't see it
I am really a fan, (from south africa) I truly admire the fact that you tryna make the comments educational with people's point of view
thanks!
Another great video. Thanks for changing the background view. 👍
Thank you!
Very good video! And the finish was great! You might consider using more often...
Thanks, will do!
Strong buys for today: Stanley Black and Decker, UPS, Amazon.
Very accurate analysis ..Loved the video at the end .
Glad to hear it
Hahah i loved the end, thanks for all the work Sven
Glad you enjoyed it!
Thank you so much! I just got your book and love it so far, congratulations. Could we have access to the comparison table?
take a snip on the video :-))
@@Value-Investing Ok :) great book btw! I love it so far!
Hey sven love the channel i am greatful for your knowledge and expert information.
Glad to hear it!
When I look at the graph, I don't feel safe. All the stocks listed went up drastically in 2020.
Exactly.
I recently combed through hundreds of world stocks. It's like that everywhere...Tons of worthless, even near bankrupt companies shooting up. Even with declining sales and earnings. I'm taking a little profit and attempting to compound it into reasonable priced, or dividend stocks.
That is the problem though. Looking at a graph is a very bad way to judge the underlying business.
A lot of growth companies managed to raise a lot of capital in 2020, acquire more companies etc. This makes them fundamentally a bigger company with a better ability to run it's business and grow it's business faster.
Its kind of trying to pull a rope from both ends.....one one hand UA-cam wants this kind of videos, on the other hand value is found in some boring company... that no one cares about. Nice video indeed, even if you cant recomend this high flying stocks it is nice that you take the time to analyse them. thx for your work ;)
thanks for the kind words - boring coming in the next videos!
Sven, you didn´t talk about Teladoc at 7)
maybe he do a new video for this, teladoc very intressting :)
i noticed that too. I wonder if he left that in there just to talk about in the comments. He has it as having to grow 74x.
sorry, I think I forgot :-(
@@Value-Investing Just a suggestion ( hope you don't mind ), in the future is it possible to split into 30mins into 2 parts? Easier for us to digest. You can perhaps post it after 2 1 or days for Part 2. I really enjoy your video and I bought BABA after your thorough analysis :) Thank you
Hi Sven,
What are your thoughts on the rare earth metals sector? especially considering U.S is trying to remove its dependency on the Chinese supply etc.
Also, thoughts on Chamath Palihapitiya and Cathy Woods?
f
hard to find something value investing there.
@@Value-Investing Hahahha I respect your answer and also really excited you replied. Love your work
A voice of reason in a world of chaos. Thanks, Doc.
You are the only UA-camr who talks about stocks and investment that i never shook my head over what he or she says. Thanks for providing all these great thoughts and studies and experiences of yours through this channel.
I appreciate that!
Sven, fantastic video and I am part way through your excellent course. I’m struggling with the Teladoc example above, needing to multiply revenue by 74 times.
My calculation is 2 x 33bn = 66bn mkt cap in 5 years, divide by PE 40 = 1.65bn earnings, x 10 = 16.5bn target revenue. Divide this by 0.867bn current revenue = 19 x revenue target, not 74 that you have in the table.
Am I missing something with the Teladoc example?
Loved the content and the end was epic!
Thanks!
Hey Sven, very humbling this video i truly enjoyed it. One question: growth for 10% net profit margin -> tesla already has 35% on their cars, which will be more on software. Same for other software companies like zillow/square/... ? which decreases the needed growth substantially and makes it a more realistic valuation no? How do you factor in the different net profit margin per industry? Any insights? Thanks in advance!
where did you find 35%? Isn't gross at 20%?
@@Value-Investing yes i believe you are right. I think I mistaken it with profit margin on single model 3 or something. Aynway the question still remains :p even 20% would be a doubling
Keep up the good work, I really like your videos, at least somebody is sticking to well tested good old rules. Sick of these pump and dump shops on youtube.
Thanks, will do!
Hi Sven, amazing video. The end is the best part. Hahaha!
Glad you liked it!
Thanks for this Sven. I think I might add square to my watch list
The clip with your son was pure gold! That could become your signature at the end of every video. ☺️
thanks!
really enjoy your channel, thanks for sharing!
Thanks for watching!
Every video is a bullseye Sven you're the best !
happy to hear that!
PACB: As far as I understand, PACB at least competes with ILMN. Both working on reduction of costs for letting your genomes tested. Naturally, for ILMN the same kind of growth is expected. Maybe there are other players in this field as well. So, either this is a „winner takes it all“ scenario in the long run or the market has to be split (i.e. further competition most likely leading to reduced revenues for all players)...
I wish I saw this video last year... appreciate your videos!
better late than never!!!
Loved your snowride!!!!! 😂
Great video!
Glad you liked it!!
Great video! Wow. The number of years from 2021 to 2059 is my current age in 2022. In 2059, I'll be the age that my parents are now in 2022.
:-))))
Hi Sven, great video, as always but....what about TELADOC discussion !?
I think I forgot it:-(
Thumps up for the last scene. Made me laugh :D
goog to hear!
man, that sled ride looked fun fun fun! Great video Doc
It is!
but it is a fundamental thing - I worked hard to make it smooth :-)))
I have been watching your channel for a while now. You are awesome!! I dont own the stocks you mentioned but when you get a chance, please do a video on SNOW, PLTR (tech stocks)or ABNB (Hospitality) or SABR and AAL (Travel). I bought BABA based on your advise and bought more on dip when it went to 210s. I was confident of what I was doing while the market was going down on BABA because of your analysis. Now I am sitting on a high return :) Hats off to you!!
Thanks!
I look at the comments to see more value comments but I couldn't see anything like that. Everyone comment about stocks without looking at numbers or fundamentals. That's what Sven is trying to tell us, there is no magic button to increase stock prices. Thank you Sven for teaching us the difference between investing and gambling.
good for us - that is why value investing is hard, because few do it!
Hi Sven, what your input on CRM and ABNB? P.S. Great Ending!
Me encanta que te lo tomes con humor (I love your sense of humor) ; "A I is the smartest thing on the block" :) Thank you for aware of risks on growth stocks for novel people as me. I really laugh with you
Gracias!!!
What about using a longer time period for growth rate? Like 5,10 years? Only using last years growth may be missleading?
Especially in 202p 🤣🤣
actually using past data is always misleading because as the busienss grows bigger, it growth is slower.
Excellent video! You could alway buy and hold for a few months though, you don’t have to HODL onto this sort of stock?
you can, that is a strategy
Recent Howards memo took me to start to look at growth value companies. Thanks for sharing value information! (Nice snow there too :) ) TBIO from Boston, US which had developed mRNA technology could be interesting if Moderna fully proves potentials in mRNA based medicines.
Nice analysis. I'm curious what you make of Buffett growth stocks like Stone co and snow?
I'll check it out and make vid
I only own teladoc from this hype list, but it seems it is the only stock you missed :))
sorry :-(
Great analysis Sven..Can you tell me what website you're using to analyse yoy fundamental data for these companies. Thanks
morningstar!
Great video Sven !
Thank you very much!
Last part was epic ! Haha bravo 👏
Hi, Thank you for this great video. Why did you take 10% net income? Don't you think it is too low for high growth tech coms? When they will establish their business margin can rise to 25%. MSFT, CRM and more... . Most of them run under SAAS model. They have huge gross profit margin with a potential to grow even further when the recurrent revenue from same customer will increase. In early stage that is eaten by the r&d , selling and marketing expenses. They don't have high hard operational expenses and stock (Like EV). Do I miss something?
could be! But then you have competition etc.... will be different for each company!
I like your videos, so much better than the clickbait style channels.
thanks!
If you turn i around, would it be a good strategy to short all 10 and perhaps get 9 of 10 profitable from current prices?
shorting is always dangereous because all of these can double before falling!
Yes it was
FYI, the main competition for Pacific Bio is illumina Inc (by far the largest market share) and Oxford Nanopore (still private I believe - much smaller share of the market). Working in a genetics lab, my colleagues overwhelming use illumina sequencing, and on the odd occasion Nanopore sequencing, rarely PacBio (although I am based in the UK, may be different in the US). In terms of nucleotide per buck, illumina is by far the most competitive. PacBio sequencing gives you much longer reads of DNA, which illumina technology can't. However, this is pretty niche. The vast majority of sequencing is done using illumina machines, and I think this will continue in the future.
thanks for sharing. The thing is that Illumina has a higher market share and can't be pumped up, so all for Pac Bio! That Wall Street!
"And many of these stocks will go down like this" *proceeds to slide down a hill full speed without brakes*
VERY indicative of the current market!
hehe!
Keep up the great work Sven :).
Thanks, will do!
Thanks Sven! Beautiful video.
Many thanks!
Good analysis!
Well done , great analysis. However when I did it, I have PE 30 and 20% margin in the future but perhaps it was wrong? Also missing how much loans and assets they have compared to their spending needed to keep the growth for the next 5 years.
mentioned the costs with one stock - but great points!!!
The best In-depth videos for stocks ever
thanks!