Great video again ! Today I am celebrating a $3M Dividend portfolio. I have invested much time and money into this. I am also with the right Investment Advisor, who handles my portfolio and executes my trades. Now I have steady dividend income and time for my family as well❤✅
Amazing! I have Liquid $250K to put into stocks, but I want to ensure good profits & safety. With tons of Advisors now, how did you find the right Investment Advisory?
WOOW !! Essmildaa Morgan is finally getting the popularity she deserves and this docent come as a surprise. my favorite stocks She invest in are Amazon,Walmart, TELSA and currently, Crowdstrike.
I want to thank you publicly for the work you do in and outside the patreon community. Your videos, even piblic ones, are never obvious and this is worth stating. I can mention only few channels like this one. Please keep on cause you are making us all better investors. 👏
EVVTy is definitely an interesting stock. Also one stock I still believe is undervalued is still Mercado Libre. I personally believe the company has positioned itself for levels of revenue growth that I believe could be insane for the next 5-10+ years and this company has had compounding fundamental growth that I believe won’t stop even with Amazon. And it’s trading at less than 20x FCF
I have both Evolution and MELI, MELI is my 2nd biggest position, KSPI is the biggest. KSPI is what MELI wan lt to be in terms of business model, superapp and the moat. They are in contact and exchange ideas btw, as they don't compete. The geography is different, MELI has way more space to grow, while KSPI already dominates it's market and it's kind of saturated. But KSPI is dirt cheap.
I get excited whenever I get a notification of your videos - particularly business analysis. I do not necessarily agree with your analysis but I prefer listening to business/stocks analysis over macro or hype/crash predictions (stock market will crash now or stock market will go up, etc.)
I´ve got 19-20% in Evolution. Bought in 2016. Been a nice run and now I only got a fifth of my position left. Great company and amazing management with a lot of skin in the game.
Great content, a pleasure to watch, as usual! 👍👍👍 A remark about Evolution Gaming: it's a Swedish/European company. European companies are trading at lower P/Es than U.S. companies in general and Scandinavian stockholders (Sweden, Norway, Finland form Scandinavia) are "dividend chasers" because there's a lot of high yielders up north
Oil stocks are fantastic at reducing volatility in your portfolio. Another bonus of MPC and valero. Both were up 3% last Friday. I think many investors are realising Refineries are becoming impossible to build in the USA. Tht's a gigantic moat.
Thanks sir. Excellent video as usual. I really like yout analysis of stocks and I'm certainly a better investor partly thanks to you. Please keep it going!
Can you do an episode about commodities? Uranium, palladium, etc.. Would be really great if you could also go over some stocks in the sector like SBSW for example
Definitely interested in this thesis. I bought (and sold after a small gain) ATD.b after the failed bid for 🇫🇷 Carrefour. The 7 Eleven offer is a totally different beast & more in line with ATD’s business model.
I have bought EVVTY at 94$, it is a solid company. please, any thought on TTI ? seems very undervalued considering expectation for future growth, but maybe I`m missing something