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A Market-Beating Investor Changing His Mind on Sea Limited After Earnings? | $SE Analysis 

Long Term Mindset
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16 авг 2024

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Комментарии : 22   
@zenman9064
@zenman9064 3 месяца назад
I bought heavily at the $35 levels back in January when pretty much everyone was bearish. I sold at about $58 last month to pay off my remaining debt. I have no regrets, as I'm now debt free. Happy that SE is getting the recognition it deserves now.
@Roy-BBQn
@Roy-BBQn 3 месяца назад
I bought some in August of 23 after a big drop. Brian’s put out a video that valuation looks pretty decent. I did my due diligence and made 2 buys. Thanks for all your videos.
@Mike-ym6rl
@Mike-ym6rl 3 месяца назад
I bought the stock at $35 per share and plan to hold it for the long term. I think one needs to let the company sort itself out over time.
@user-bc4tg4re9c
@user-bc4tg4re9c 3 месяца назад
@BrianFeroldiYT How do you calculate your portfolio CAGR? Since I buy, sell, deposit and withdraw money in my account I'm not sure how to calculate the CAGR for the entire portfolio. Any input will be appreciated.
@mmlg24
@mmlg24 3 месяца назад
One thing that stands out is management. They truly wanted to turn things around and took the necessary steps immediately. They take the company seriously and have a strong commitment towards their investors.
@social_trading187
@social_trading187 3 месяца назад
I have to disagree as the management adapted their narrative whatever their numbers were
@crxinvestments
@crxinvestments 3 месяца назад
Has the FCF used in the reverse DCF been adjusted for SBC? If not you aren’t taking into account stock dilution - correct?
@stoffelbrian
@stoffelbrian 3 месяца назад
Correct
@Martin-qm2lg
@Martin-qm2lg 3 месяца назад
Thanks!
@BrianFeroldiYT
@BrianFeroldiYT 2 месяца назад
Wow -- thanks so much, Martin!
@Martin-qm2lg
@Martin-qm2lg 2 месяца назад
@@BrianFeroldiYT Just a token of my gratitude. Could easily be $200, or $2000 with all the free, excellent education, tips, and insights you guys have given me over the years. You sharing your mistakes, what you do right, and the moves you make are good to see, even if I don't agree. Thank you!
@BrianFeroldiYT
@BrianFeroldiYT Месяц назад
Wow -- love that!!!! Thanks so much!
@paulevans2246
@paulevans2246 3 месяца назад
👍
@prat-man
@prat-man 3 месяца назад
"Market-Beating Investor"? Calm down brother.
@chaarashchaabar1037
@chaarashchaabar1037 3 месяца назад
😂
@adham7912
@adham7912 3 месяца назад
What about your performance?
@prat-man
@prat-man 3 месяца назад
If Market==SnP500 then I'm "Market-Spanking" too (investing since 2021)
@adham7912
@adham7912 3 месяца назад
@@prat-man what are your top lines positions?
@prat-man
@prat-man 3 месяца назад
Current biggest positions ETFs: VUG, VONG Stocks: GOOGL, AMZN, CRM, BN, NFLX, SHOP
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