Dispelling Big Investing Myths | Dan Rasmussen

Поділитися
Вставка
  • Опубліковано 23 гру 2024

КОМЕНТАРІ • 19

  • @GasMart623
    @GasMart623 6 днів тому

    Will Dan make his book available on audible?

  • @adamm2716
    @adamm2716 10 днів тому +3

    the people in charge of europe don't even want europe to do well

  • @HepCatJack
    @HepCatJack 11 днів тому +2

    Some businesses are very predictable, one example are cities with large rivers before a bridge is built usually has a boat service that takes customers and their cars across the river. The earnings for this kind of business tends to be fairly stable unless something disrupts it such as a competitor or a bridge. A toll bridge would be a similar example.

  • @reneebuffington2014
    @reneebuffington2014 12 днів тому

    13:57 there’s not a heading on the leftmost column. What does it represent?

    • @ExcessReturns
      @ExcessReturns  12 днів тому

      Sorry about that. It is where the bond is trading relative to par value.

  • @lustgarten
    @lustgarten 9 днів тому

    wow you upped your lighting game.

    • @ExcessReturns
      @ExcessReturns  8 днів тому

      Still a work in progress. It was a rainy day. Still working on it on bright days.

  • @adamrumball2582
    @adamrumball2582 12 днів тому

    19:45
    25:48

  • @stevebach8620
    @stevebach8620 8 днів тому

    deal flow is a differentiator in private markets

  • @JB-ty8vf
    @JB-ty8vf 9 днів тому

    Underestimates long-term Quality metric trends underlying individual Equities. Non ETF.

  • @claymanwayfaerer
    @claymanwayfaerer 9 днів тому

    I think my ultimate issue with Verdad cap is that their analysis is based on aggregate data and that the analysis is “generally” true but if you have an idiosyncratic bet you honestly should ignore their analysis if you’ve done your homework and done some scenario analysis.

  • @fufutilgner2196
    @fufutilgner2196 10 днів тому

    coiuld you ask your european expert friend why there are so many countries in the european union having a higher gdp growth rate than britain !?!?!?! I love your view on the markets but on this one you are completely off...

  • @ray_glaze
    @ray_glaze 10 днів тому

    Another candidate: "This time it's different."

  • @Nemlv
    @Nemlv 12 днів тому

    Can anyone be more wrong than this firm? Geeeeeeez bro.
    Name a single European company i interact with on a daily basis. I’ll wait

    • @Nemlv
      @Nemlv 12 днів тому

      All this research and still can’t understand socialism will lose 😅😂😂😂

    • @fredpanhuizen3716
      @fredpanhuizen3716 11 днів тому +3

      Potentially Adyen in payment services. Otherwise not much. ASML, Novo-Nordisk and SAP come to mind.

    • @Nemlv
      @Nemlv 11 днів тому +1

      @@fredpanhuizen3716 exactly, and they both have vicious us competitors.
      The idea that us is irrationally outpacing global is a joke.
      Literally anyone successful or ambitious is drained to the US as well.
      Only an American would think this.

    • @DollarsAndDad
      @DollarsAndDad 11 днів тому

      Availability bias in action here

    • @DollyRanch
      @DollyRanch 9 днів тому +2

      every job I've worked at has used SAP and Siemens