Columbia Business School Student Investment Management Club Value Investing Chat

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  • Опубліковано 18 лис 2024

КОМЕНТАРІ • 77

  • @drewshegda34
    @drewshegda34 9 місяців тому +14

    It's a lonely world being a value oriented retail investor, but you help to make it a bit less lonely for me. Thank you for all that you do

  • @siggiAg86
    @siggiAg86 9 місяців тому +24

    We need more podcasts with Sven!

  • @LeszekChojnacki
    @LeszekChojnacki 9 місяців тому +8

    What a great time to live in, we can listen to a guy who is giving lecture in investing on the best finance class ❤️❤️❤️

  • @Eline_Meijer
    @Eline_Meijer 9 місяців тому +18

    Im glad to see Sven being recognized by the academic cult. Those trust fund kids need a good example.

    • @Milziade490ac
      @Milziade490ac 9 місяців тому +1

      And not a single one paying attention.

  • @dboe1239
    @dboe1239 9 місяців тому +3

    Sven, I do not comment often. However, I would like to speak up to thank you for doing your part to share your philosophy with the next generation of investors. It is a gift that does not go unnoticed. Best wishes for you and your family! - Daniel

  • @apc9714
    @apc9714 9 місяців тому +6

    Very informative, thanks. I think it's one of your best videos, great questions by the students, great answers by Sven.

  • @TheLazyGamer42
    @TheLazyGamer42 9 місяців тому +5

    This was an excellent conversation! So glad we can watch this freely!

  • @Jinja_Ninja
    @Jinja_Ninja 9 місяців тому +4

    Wonderful talk Sven. Love what you said about focusing on the viewer. Here is to many more in the future 🎉 I think someday we will look back on these like the Buffett university talks. Next CNBC 😉

  • @carolinaboechatl
    @carolinaboechatl 9 місяців тому +1

    Sven, thank you very much for helping us grasp “investing” with your insights. You are brilliant.

  • @micheletarantini5836
    @micheletarantini5836 9 місяців тому +1

    Great lesson, best results in investing are not dependent only by earnings but by a good risk/reward

  • @romanborky5696
    @romanborky5696 9 місяців тому +1

    Awesome lecture! Splendid insight! Kudos to the class organize this call

  • @PonderDuke
    @PonderDuke 9 місяців тому +2

    Sven just scattered some dreams of students with reality 😊

  • @zachkhambatta9545
    @zachkhambatta9545 9 місяців тому +1

    Hello Sven,
    I have been a viewer of the channel for the past 1-2 years and love your content. I am currently a senior at Phillips Exeter Academy, and am president of our school’s investment society and economics association. After watching this video, my immediate thought was how amazing it would be if I could set up a guest speaker event with you before the school year ends. If you are at all interested, I have dozens of intelligent and curious high school students who would love to learn more from you.

  • @Michael_NV
    @Michael_NV 9 місяців тому +2

    Hi Sven,
    I like and appreciate your independence.

  • @AnnieRobinson-ws1xd
    @AnnieRobinson-ws1xd 9 місяців тому +2

    Thanks Sven. What an eye opener, watching your contents has really crushed all my fear. I'm most definitely investing this week!

    • @Value-Investing
      @Value-Investing  9 місяців тому

      Great to hear!

    • @James_Madison92
      @James_Madison92 9 місяців тому

      Okay. Just to remind you it's not all luck, but having a good investment plan, watching professional trading videos and most importantly trading with a trust worthy experts. Is no doubt the digital world is full of unreal persons, I met quite some of them during my success journey. The key is connecting with the right person, cause understanding the basics of investing alone and following the market charts can be time consuming.

    • @CeciliaOsgood
      @CeciliaOsgood 9 місяців тому

      As a newbie about to invest, you must have these 4 things in mind
      1. Be willing to take risk.
      2. Have a long term mindset.
      3. Be careful on money usage, if you're not spending to earn back then stop spending.
      4. Never claim to know all- Ask questions and it's best you work with a financial advisor.

    • @Retire-Certain
      @Retire-Certain 9 місяців тому

      I'm also looking to dip my toes into stock investing as well. Do you have any recommendations for a good financial advisor who specializes in stock market

    • @James_Madison92
      @James_Madison92 9 місяців тому

      Mary Elizabeth Hanson

  • @cwl.5293
    @cwl.5293 9 місяців тому +1

    Great video and even more amazing questioner. Ask all the right questions

  • @Amwatson801
    @Amwatson801 9 місяців тому +6

    Sven provides a brief investment thesis for Liberty Global, essentially a moaty business with a 15-20% buyback yield
    Interviewer: okay but tell us why do you like that?
    😂

  • @sandysamith7218
    @sandysamith7218 9 місяців тому +2

    Thank you Sven for sharing such a great content

  • @austrich0
    @austrich0 9 місяців тому +1

    so glad you did this, got to learn a ton!

  • @lorenzograzioli6558
    @lorenzograzioli6558 9 місяців тому +3

    Tanta roba!!!! Qualità!

  • @giovannicala820
    @giovannicala820 9 місяців тому +1

    Grande Sven, sempre il migliore

  • @StockUnlockOG
    @StockUnlockOG 9 місяців тому

    Thanks for sharing ... much appreciated

  • @Latin_American_Economic
    @Latin_American_Economic 9 місяців тому +2

    Good work and congratulations.

  • @Tom_van_Gerven
    @Tom_van_Gerven 9 місяців тому

    Good video Sven. In regards to the CK Hutchinson stock that you mentioned: How cyclical is the port operator business? The shipping business itself is very cyclical due to under and over supply of ships, but I can't really find good data about the ports. I can imagine it being less cyclical, but also fear it's a value trap at this part in the cycle. Do you have any data on this, or know where to look for it? Thanks!

  • @mathewwilson9776
    @mathewwilson9776 9 місяців тому

    That was a great session. Thank you for posting.

  • @johnmcquaid7524
    @johnmcquaid7524 9 місяців тому +2

    Excellent!

  • @miellamborghini7003
    @miellamborghini7003 9 місяців тому

    Liked this lecture!

  • @kzr83
    @kzr83 9 місяців тому

    Great stuff, Sven 👌🏼
    Love these longer videos also.

  • @kuckol
    @kuckol 9 місяців тому

    Thank you Sven! Great video

  • @dredoctor8271
    @dredoctor8271 9 місяців тому

    Now I want a live Q&A with Sven...

  • @MauriceSener
    @MauriceSener 9 місяців тому +1

    Thanks for the entertainment.

  • @gabrielflaim9984
    @gabrielflaim9984 9 місяців тому +1

    Hey Sven i looked at liberty global and i notise that they have a huge debt 17.5 B like 2 time the market cap and I have done a discounted FCF valuetion with 10 % discont rait and 1.5 B FCF and it needs to grow the FCF alt least at % a year to be fairly price. So my concern is will be there growth at least 3 or 5 % an is the FCF dolid because if it drops a just littel bitt the chang are big. Ex if it drops to 1 B the valuetion from 19 goes to 2 per stock. So what do you think the cash Flow is stable or even better is going to grow?
    It would realy nice and intresting if you make a video

    • @Value-Investing
      @Value-Investing  9 місяців тому

      there is not debt at the holding company, it is all individual on the companies per country, fixed till 2029 at 3.4%.
      They bought back 18% of the company in 2023 so there is something to it. But still, 1 billion on a 7 billion market cap is something.
      No video as it is covered on the research platform :-(

  • @ΦΩΤΗΣΓΕΡΑΚΗΣ-γ4ε
    @ΦΩΤΗΣΓΕΡΑΚΗΣ-γ4ε 9 місяців тому

    There are 2 stocks that I think there is some good value. At least for the medium term.. Euroseas and Alpha Bank.

  • @runabath
    @runabath 9 місяців тому

    one word "zim" baby hope 10x maybe 5x plus dividens only got 100£ in it tho

    • @Sam-ue4rv
      @Sam-ue4rv 9 місяців тому

      I'm holding the bag.. also when is the next Dividend 😂

  • @TidusVen
    @TidusVen 9 місяців тому

    You go Sven!

  • @lorenzom7237
    @lorenzom7237 9 місяців тому

    Grazie

  • @alamine6214
    @alamine6214 9 місяців тому

    Great stuff :D

  • @davorsostaric
    @davorsostaric 9 місяців тому +1

    Finaly longer video :)

  • @MiguelMartinezmtzzz
    @MiguelMartinezmtzzz 9 місяців тому

    Why are all that people walking on the back? Sit down and listen!!

  • @johanwesthuyzen7422
    @johanwesthuyzen7422 9 місяців тому

    academic meeting reality

  • @vidya014
    @vidya014 9 місяців тому +1

    You need to change your hairstyle.

    • @Value-Investing
      @Value-Investing  9 місяців тому

      I am focused on other things, not my hair, but it is what it is....

  • @kennethokoroh8355
    @kennethokoroh8355 9 місяців тому

    Hello Sven, I have been following you on UA-cam for over 2 years, I admire you so much and watched all your videos. I watched this video and wants to give you my honest feedback. You did not do well in this interview because you appeared to have lost your touch, did not provide in depth analysis for the audience despite several efforts by the instructor to guide you appropriately. Your answers to most questions were shallow and/or irrelevant to the questions. It seems you were intimidated by the audience and displayed some arrogance to make up for the intimidation you felt. I trust you will do better next time.

    • @Value-Investing
      @Value-Investing  9 місяців тому

      thanks for the feedback, I don't do much interviews so for sure I hope to do better next time...

  • @kth6736
    @kth6736 9 місяців тому +3

    Meta has reached $450.
    Sven made me sell it at $210.
    😢😢😢

    • @davorsostaric
      @davorsostaric 9 місяців тому

      realy stupid comment

    • @501soap
      @501soap 9 місяців тому +1

      Same😂

    • @Eline_Meijer
      @Eline_Meijer 9 місяців тому +12

      "Made me"? he is not your servant or advisor. its your life and your investing portfolio.

    • @PonderDuke
      @PonderDuke 9 місяців тому +6

      You made that decision. He doesn't give advice. He just shares his views for educational purposes.

    • @paulsondj
      @paulsondj 9 місяців тому

      Did he have a gun? Or are you just not responsible for your trades?

  • @eco-enjoyer
    @eco-enjoyer 9 місяців тому +1

    Really good stuff. Very hard to balance a worthwhile channel to listen to with the desire for more views (views = money here). Listened to the entire thing and all I can say is that great minds think alike. Thanks for all you do!