Value Investor Chatter

In this episode of the Value Investor Chatter Podcast, we dive into the latest state of the economy and how it impacts investments. Join us as we explore the market trends and outlook for the future. We'll also be joined by the latest version of OpenAI's ChatGPT 4, to discuss how artificial intelligence is changing the investment landscape. Episode Outline (00:00) "Exploring the Implications of Silicon Valley Bank and the State of the Economy" (03:00) Impact of Low Interest Rates and Inflation on Banks (05:00) Impact of Raising Interest Rates on Bond Prices and the Risk of Stagflation (07:00) Discussion on the Impact of Economic Uncertainty on Investment Strategies (08:00) Heading: Value Investing During a Recession (10:00) Discussion on Value Investing in a Down Market (13:00) Conversation on Investing and AI Impact on the Economy (15:00) Discussion on the Impact of AI on Productivity and Regulated Industries (21:00) Discussion on the Impact of Technology on Business Efficiency and Innovation (22:00) "Exploring the Benefits of Automated Content Creation" (24:00) Discussion on the Impact of the Gig Economy and AI on the Economy Socials Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Exclusive Interview with Alex from TSOH Research on Disney and Roblox" - Get an inside look into the research process of one of the industry's most respected investment research firms, as Alex from TSOH Research shares his expert opinions on Disney and Roblox. In this exclusive interview, Alex provides valuable insights and analysis on these two companies, giving you a better understanding of their potential growth prospects. Episode Outline (00:00) Value Investor Chatter: Alex Morris on DollarRBLX and DollarDIS (03:00) "Finding a Job in the Investment Industry: My Experience" (04:00) "Exploring Alex's Investment Philosophy and Research Service" (06:00) Exploring Warren Buffett's Long-Term Investment Strategy (09:00) Investing as Finding a Co-Founder: Examining the Trade-Offs of Value Investing (10:00) Discussion on Long-Term Investing and Disney's Risk Profile (12:00) Analysis of Disney's Management Challenges and Long-Term Value Sustainability (14:00) Discussion on Disney's Streaming Business and Fox Asset Acquisitions (16:00) Analysis of Linear TV and Streaming Services in the US Media Landscape (21:00) Discussion on Disney's Content Strategy and Investment Decisions (25:00) Exploring the Impact of Streaming Services on Sports Leagues (27:00) Discussion on Disney's D2C Strategy and Ad-Supported Model (28:00) Exploring Monetization Strategies for Public Companies (31:00) Analysis of Roblox's Path to Profitability (33:00) Exploring Roblox's Path to Profitability and Its Impact on the Gaming Industry (37:00) Conversation on Roblox's Business Model and Revenue Streams (39:00) Roblox's Expense Structure and Growth Potential (41:00) Discussion on Disney+ and Roblox with Alex Rodriguez Socials: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

In this episode of the Value Investor Chatter podcast, the hosts analyze the recent troubles at Silicon Valley Bank from a value investor's perspective. They share their insights on what investors should look at when analyzing bank stocks or any company that uses its balance sheet to lend money. They caution listeners that the situation is constantly evolving and offer a disclaimer that they're not financial advisors. They recommend consulting an appropriate advisor before making any investment or tax decisions. Episode Outline: (00:00) "Analyzing Bank Stocks: Three Things to Look For" (03:00) Analysis of Silicon Valley Bank's Financial Situation Following FDIC Intervention (07:00) Analysis of Silicon Valley Bank's Impact on the Innovation Economy (08:00) Analysis of Silicon Valley Bank's Annual Report (10:00) Analysis of Silicon Valley Bank and Regional Banks in the Financial Sector (15:00) Conversation on Bank Regulations and Loan Writing (16:00) Exploring the Risks of Banking and Insurance Companies (18:00) Conversation on Risk Management for Insurance Companies in Florida (20:00) Discussion on Insurance Industry and its Impact on the Economy (23:00) Discussion on the Impact of Silicon Valley Bank's Insolvency on the Economy Socials: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

In this episode, we're taking a deep dive into Etsy's 2022 earnings report and what it means for the company's future. As a two-sided marketplace, Etsy has been able to capitalize on the e-commerce boom brought on by the Covid-19 pandemic. But what sets them apart is their focus on connecting buyers and sellers in the creative space. We'll explore how this network effect has contributed to Etsy's success and how they're expanding into new markets with their recent acquisitions of Reverb, Depop, and ELO seven. Whether you're an Etsy seller or just curious about the e-commerce industry, this episode will provide valuable insights into one of the most successful online marketplaces. Episode Outline (00:00) "Exploring Value Investing with Etsy: A Discussion on the Company's Earnings and Membership Benefits" (03:00) Analysis of Etsy's Performance in 2021 (06:00) Overview of Etsy's Performance During the Pandemic (08:00) Analysis of Etsy's Revenue Growth During the Pandemic (13:00) Exploring Etsy's Growth Narrative: A Discussion on Acquisitions and Revenue Trends (15:00) Exploring the Write-Down of Depop, ELO Seven, and Other Acquisitions (17:00) Analysis of Etsy's 2021 and 2022 Financial Performance (23:00) Analysis of eCommerce Giant's Acquisition Strategy and Valuation (25:00) Discussion on Etsy's Growth Potential and Capital Allocation Strategies (29:00) Discussion on Etsy's Capital Allocation Strategies and Incentive Structures Socials: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Are you interested in becoming an expert in spinoff investing? Then you won't want to miss this episode of the Value Investor Chatter Podcast. Beko is joined by Rich Howe, a spinoff investing guru, to discuss everything from the basics to advanced strategies. Together, they take you on a journey from novice to expert, providing you with the knowledge and skills you need to succeed in this exciting investment field. So what are you waiting for? Tune in now! Episode Outline 00:00 "Exploring the Benefits of Stock Spinoff Investing with Rich Howie" 05:00 Exploring the Benefits of Stock Spinoff Strategies 06:00 Exploring Spinoff Investing Opportunities: A Discussion with Beko 08:00 "Exploring Spinoff Opportunities: The Benefits of Forced Selling" 12:00 Analysis of Spinoff Investing Opportunities 14:00 Exploring Spinoff Management Strategies 16:00 Discussion on Spinoff Incentives for Management Teams 19:00 Exploring Factors to Consider When Investing in Spinoffs: A Discussion with Beko and Rich 22:00 Analysis of Spin-Offs: Examining Management Strategies and Historical Performance 23:00 Heading: Analyzing Corepoint and Timing Considerations for Stock Selling 25:00 "Exploring Spinoff Investing with Rich: A Discussion on IC Inc." 27:00 Analysis of IAC Spinoff Strategies and Value Unlocking Potential 31:00 Analysis of IAC's Potential Value for Investors 33:00 Heading: Overview of Match Group's Two-Sided Marketplace Businesses and Investments 35:00 Analysis of Turro, Angie, and IAC's Portfolio Companies 38:00 Analysis of IAC's Investment in People Magazine and Dash Meredith Business 00:39:00 Heading: Value Capture Mechanism for Publicly Traded Companies - Match Case Study 41:00 Discussion of IAC and MGM's Investment Strategies 44:00 Oil and Gas Investment Opportunities: A Discussion on ESG Concerns and Decarbonizing the World 46:00 Investment Recommendation: Unit Corp. 50:00 Conversation Summary: Analyzing the Quarterly Dividend of a Special Situation Oil and Gas Company 52:00 Interview with Rich How, Founder of Stock Spinoff Investing.com Rich's Website: www.stockspinoffinvesting.com Socials: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Affirm Holdings, led by Max Leche, one of the co-founders of PayPal, has been disrupting the financial industry with its innovative products and services. The company's IPO in 2020 was a resounding success, with the timing proving to be spot-on. However, the company has been facing headwinds recently, with the market punishing its stock price and the recent workforce cuts. Nevertheless, the company remains optimistic about its future prospects, given its strong fundamentals and experienced management team. As the fintech industry continues to evolve, Affirm Holdings is poised to remain a key player in the sector. Episode Outline (00:00) Value Investor Chatter: A Discussion on Affirm Pay Now and Pay Never (05:00) Analysis of Q2 Earnings for Walmart: Examining Gross Merchandise Volume and Revenue Growth (07:00) Analysis of FinTech Company's Revenue Growth (11:00) Discussion of 0% Interest Loans and Payment Terms for Businesses and Consumers (12:00) Discussion of the Impact of Interest Rates on Default Rates and Capital Allocation (14:00) Analysis of Transaction Costs and Operating Expenses of a Non-Profitable Business (16:00) Analysis of Affirm's Business Model and Impact of Macro Environment on Credit Delinquency Rates (20:00) Conversation Summary: Value Investing and FinTech Company Analysis (22:00) Discussion on Amazon, Walmart, and Peloton's Credit Card Business Model (24:00) Conversation on Analyzing Companies from an Investment Perspective Socials Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Uncover the truth behind the rise and fall of Uber with our latest video! From its humble beginnings as a small start-up to its current status as one of the most talked-about companies in the world, we take a deep dive into the history of Uber. From the controversies surrounding its business practices to the drama surrounding its CEO, this video has it all. Get ready to join us on an epic journey as we examine the "Uber Dumpster Fire" and its impact on the world of technology and business. Hit that subscribe button now for more thought-provoking content! Episode Outline (00:00) "Exploring Uber's Business Model: A Value Investor Chatter Podcast" (04:00) Analysis of Uber's Financial Performance and Growth Potential (07:00) Analysis of Uber's Financial Performance During the Pandemic (08:00) Analysis of Uber's Q4 2020 Earnings Report (14:00) "Understanding Uber's Financial Performance: A Closer Look at Business Model Changes" (16:00) Investment Thesis for Uber: Examining Delivery and Freight Footnotes (18:00) Discussion on Uber's Financial Struggles and the Impact of Low Interest Rates (21:00) Investment Analysis of Uber: Understanding the Risks and Opportunities (23:00) Heading: Analyzing the Risks of Ride-Sharing Companies (25:00) Discussion on Uber's Investment Potential Socials: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

In this episode, we discuss the recent earnings announcement by AMD and delve into the concerns surrounding the company's long-term prospects. With a highly complex supply chain and the threat of commoditization, can AMD maintain its current stock price? We analyze the report and provide our take on the future of the company. Episode Outline (00:04) "Exploring AMD's Rise in the Semiconductor Industry" (05:50) Analysis of AMD's Market Cap and Earnings Report (08:14) Analysis of AMD's Quarterly Financial Results (11:41) Analysis of Intel Corporation's Q2 2020 Financial Results (14:27) Analysis of PC Sales and Data Center Revenues in 2021 (16:07) Analysis of Data Centers and Chip Companies in the Cloud Computing Industry (18:01) Discussion on the Impact of AMD on the Data Center and Cloud Computing Landscape (23:33) Discussion on AMD's Cloud Infrastructure and the Impact of Nvidia (25:51) Analysis of the Chip Manufacturing Industry: Challenges and Opportunities (27:40) Discussion on the Challenges of the Semiconductor Industry (29:55) Analysis of Carp Company's Financials and Valuation (32:18) Heading: Discussion on AMD's Free Cash Flow and Potential Disruption from Apple and Amazon Socials: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

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The holiday season is usually a time of cheer, but for Southwest Airlines, it's been a nightmare. The airline's recent troubles have raised questions about how it will affect the stock market. In this video, we take a closer look at the situation and what it means for investors. Episode Outline 00:00 "Exploring the Southwest Airlines Meltdown During the Holidays" 03:00 Summary of Southwest Airlines' Corporate Culture and Business Model 05:00 Analysis of Southwest Airlines' Recent Earnings and Impact of Snowstorm Outage 10:00 Analysis of Southwest Airlines' Q1 2021 Earnings Call 12:00 Discussion of Southwest Airlines' Liability and Technical Issues 17:00 Exploring the Challenges of Legacy Technology in the Digital Age 19:00 Analysis of Southwest Airlines Financial Statements (1992-2019) 21:00 "Analysis of Southwest Airlines' Share Buyback Strategy" 23:00 Discussion on Capital Allocation and Buybacks During Covid Times 26:00 Discussion on Southwest Airlines' Buyback Strategy Post-COVID 28:00 Discussion on Southwest Airlines: Analyzing the Company's Performance and Prospects Socials: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Disney is one of the most iconic companies in the world, and its stock is a favorite among investors. In this video, we'll dive into the numbers and provide an in-depth analysis of Disney's stock performance. From its media and entertainment division to its theme parks and resorts, we'll take a closer look at the various business segments that drive Disney's success on the stock market. This video is perfect for anyone looking to gain a better understanding of Disney's financials and how to invest in the company. Episode Outline (00:00) Exploring Disney's Leadership Changes (02:37) Disney's Acquisition of Fox Searchlight and Its Impact on Streaming Services (04:33) Disney's Leadership Transition: Bob Chapek to Bob Iger (06:53) Analysis of Bob Iger's Tenure as Disney Director and Its Impact on Capital Allocation (08:51) Discussion on Disney's Streaming Strategy and Leadership Changes (13:04) Discussion on Disney's Capital Allocation and Customer Service Quality (14:56) Discussion on Disney's Capital Allocation Strategy (20:08) Discussion on Disney's Financial Challenges Following the Acquisition of Fox (23:35) Analysis of Disney's Capital Allocation Decisions and Trian Partners' Proposal to Restore the Magic (27:21) Analysis of Disney's Financial Struggles and Potential Turnaround (28:58)  Combining the Entire Organization into a Single PNL: Exploring the Streaming Business Strategy (30:43) Strategies for Streaming Business Profitability (32:28) Discussion on Value Investing: Analyzing the Case of a Struggling Company Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

In this video, we will be discussing a major news story that has recently impacted the business world: Darden Restaurants' earnings report. We will explore the implications of this report and how it may affect the company, employees, and investors. Tune in to stay informed on the latest business news. Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

In this video, we will be discussing a major news story that has recently impacted the business world: Academy Sports and Outdoors' earnings report. We will explore the implications of this report and how it may affect the company, employees, and investors. Tune in to stay informed on the latest business news. Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

The Lehman Brothers moment 2.0 has been used to describe the potential consequences of the current financial crisis. In this video, we examine the events leading up to the original Lehman Brothers bankruptcy and discuss how those events may be playing out in today's economy. We also explore the potential impacts of a major financial collapse on the global economy and what steps can be taken to prevent it. Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

The economy has been a hot topic recently with discussions about student debt forgiveness, potential investment opportunities, and Nvidia's earnings report. In this video, we will be discussing these events and their potential impacts. We will explore how these developments may affect investors, consumers, and the economy as a whole. Tune in to stay up to date on the latest economic news. Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Recent developments in the global economy have sparked a lot of conversation. In this video, we will be discussing the potential collapse of China's economy, Davita's stock performance, and Target's earnings report. We will analyze the implications of these events and how they may impact investors, consumers, and the overall economy. Join us as we unpack the latest economic news. Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Recent developments in the economy have been making headlines. In this video, we will be discussing the proposed stock buyback tax, Disney's impressive performance in the streaming market, and the possibility of stagflation. We will analyze the implications of these events and how they may impact businesses, investors, and consumers. Join us as we unpack the latest economic news. Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

In this video, we will be discussing three major news stories that have recently impacted the business world: Uber's first-ever profit, House Speaker Nancy Pelosi's visit to Taiwan, and Walmart's announcement of layoffs. We will explore the implications of these events and how they may affect the companies, employees, and investors. Tune in to stay informed on the latest business news. Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

In this video, we will be discussing three major events that have recently impacted the economy: Facebook's disappointing earnings, the Federal Reserve's interest rate decision, and the proposed Inflation Reduction Act. We will explore the implications of these events and how they may affect investors, consumers, and the economy as a whole. Tune in to stay informed on the latest economic developments. Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Are you curious about the connection between inflation and monetary policy? In this video, we will be exploring this important topic and discussing how changes in monetary policy can impact inflation and vice versa. We will also talk about the role of the central bank in managing this relationship. Tune in to learn more about this complex but crucial aspect of economics. Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Alibaba is a huge company with many different businesses, and in this video, we're going to talk about the company's risks, valuation, and criticisms. Alibaba is a great investment opportunity, but some risks should be considered before investing. We'll talk about all of that in this video. Episode Outline (00:00) Introduction (00:46) The Thriving Busines of Alibaba (01:19) Risks Associated with Alibaba (01:59) China's Economy is controlled by Chinese Government (03:15) China putting some limitations on Alibaba's Growth (05:28) The Delisting of Alibaba on United States' Stock Exchange (07:05) The Two Risks of the Alibaba (08:35) The Disappearance of Jack Ma (09:37) The Valuation of Alibaba (14:17) The Pushing down of the price of Alibaba (16:06) The Broad Criticism against Chinese Companies (17:22) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

In this episode, we're going to talk about Alibaba. It's a big company, and most of you guys probably know what it is. We're going to do a deep dive into that company today.  The short of it is they're basically like the Amazon of China. They operate multiple businesses that sell eCommerce in China, Southeast Asia, and Turkey. They also have a cloud business, just like Amazon's cloud services, that supplies infrastructure for their own business and anybody who wants to be on their network. And they're expanding into other areas like food delivery and entertainment. Episode Outline:  (00:00) Introduction  (01:23)What is Alibaba?  (03:05)Alibaba's Competitive Advantages  (06:12) Alibaba's Revenue  (09:00) Alibaba's Long-Term Prospect  (10:46) Alibaba's Cloud Business  (13:04) Alibaba is now under the control of the Chinese Government (13:47) Alibaba's Founder: Jack Ma  (16:32) Read Annual Report (17:36) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

In this episode, we are going to talk about the big investment themes for 2022. We'll discuss what we think will be the most important factors driving the markets next year and how you can position yourself to take advantage of them. Episode Outline (00:00) Introduction (04:42) Three Interest Rate Hikes (07:32) How will the workforce affect the economy? (08:57) Commercial Real Estate (12:07) How does everything affect the value investors? (13:15) Macro Environment (15:12) The Economy is not performing well (18:53) Investing in the Overseas Market (19:31) Conclusion Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

It's been a long, strange year for supply chains. From the pandemic to the trade war, there have been plenty of challenges to navigate. So, how did supply chains fare in 2021? Join us as we take a look back at the state of the supply chain this past year.   Episode Outline (00:00) Introduction  (01:31) Brief Moment of Explanation  (03:07) Covid's Influence on the Market  (10:43) Resilience Supply Chain   (12:31) Principles of Supply and Demand (17:43) 2022 Big Trends  (18:24) Conclusion  Episode Outline Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Fantasy sports offer a way to make money by investing in a players performance in a given sport. One popular site for fantasy sports is Draft Kings. But is it a good investment? Fantasy sports are a fun and easy way to make money. You can pick your own players and watch them compete against other people's teams. Draft Kings is one of the most popular sites for fantasy sports. You can make money by playing in fantasy leagues, but you can also make money by investing in players. You can buy shares of players and sell them when they do well. Draft Kings is a great place to invest in players because it is easy to use and there is a lot of information about the players. So, is Draft Kings a good investment? Listen to the episode to find out! Episode Outline 00:00 Introduction 00:31 What do Draft Kings do? 05:10 The Valuation of this Company 09:33 Competitive Advantage 12:23 Dealing with the Regulatory World 14:03 Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Draft Kings is a Fantasy Sports platform that allows users to compete against each other for prizes. The company has been in business since 2012 and is based in Boston, MA. Draft Kings offers a variety of games and features that give users a competitive edge over other fantasy sports platforms. However, the company has faced scrutiny for its business practices and has been accused of being a "pay-to-win" platform. Episode Outline (00:00) Introduction (01:48) Background of Draft Kings (05:55) Competitive Advantage (09:34) Disadvantages of Draft Kings (11:14) Morality of Gambling (13:37) Does the business have a favorable relationship with everybody? (16:19) Conclusion Episode Outline Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/vitvinvestor/ Website: https://valueinvestor.org/

Is the U.S. economy headed for a correction? In this video, we discuss the potential headwinds the economy may face in the near future. We also talk about what a correction would mean for the stock market and the overall economy. Episode Outline (00:00) Introduction (01:18) Impact of Inflation (04:18) A huge gap between open jobs and jobs that need to be fulfilled. (05:47) Stocks and Bonds (07:00) The Real Pricing Power has fallen apart. (08:38) What does it all mean for investors? (10:34) Making Portfolio Decisions (11:06) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/vitvinvestor/ Website: https://valueinvestor.org/

Evergrande is a Chinese conglomerate that has been in the news recently for all the wrong reasons. The company is in the midst of a financial crisis, and its stock has been plummeting. However, Evergrande is still a powerful force in China, and its fate will have a significant impact on the country's economy. In this video, we break down what's going on with Evergrande and what it could mean for China. Episode Outline (00:00) Introduction (00:50) The Evergrande Company (02:40) The Chinese Economy is heavily focused on Real Estate (05:04) Evergrande has 300 Billion Debt (07:56) The Layman Brothers in 2008 (09:54) The Trump Presidency levy tariffs on Chinese goods (10:19) The tension between China and Taiwan (11:44) Energy Prices are increasing significantly (13:28) Evergrande's value long term (14:53) Conclusion Episode Outline Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Micron Technology, Inc. is one of the world's leading semiconductor companies. However, with the rise of Chinese competitors, the company's future is uncertain. In this video, we take a look at Micron's history and current position in the market to see if it is headed for disaster or resurgence. Micron has been a major player in the semiconductor industry for decades, but now faces stiff competition from Chinese companies. Can Micron make a comeback? Watch this video to find out. Episode Outline (0:00) Intro (1:30) Morgan Stanley Micron Report (10:30) Inventory in the market & spot price of PC DRAM (24:15) PC DRAM spot price prediction (28:45) PC DRAM corporate market & Window 11 update (33:00) Long-term prospects for the spot price (37:50) PC DRAM vs Other DRAMs & Non-Fungibility of DRAMs (43:10) Price prediction prior to COVID Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah Sunil Shah Email: shah@icon.co.za Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Micron Technology, Inc is a major player in the semiconductor industry. However, with the rise of Chinese competitors, the company's future is uncertain. In this video, we take a look at Micron's history and current position in the market to see if it is headed for disaster or resurgence. Episode Outline (0:00) Sunil (5:04)  Investing is storytelling (6:17) Micron high level (9:50) Cyclical nature of semiconductor industry (24:20) Recent drop in share price Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah Sunil Shah Email: shah@icon.co.za Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Michaels is the largest arts and crafts retailer in America. It all started with a single store in Dallas, Texas. In this video, learn about how Michaels became such a powerhouse company. Find out what sets it apart from its competitors. Michaels offers a wide variety of arts and crafts supplies, as well as classes and events for people of all ages and skill levels. Episode Outline (00:00) Introduction (01:46) Does the Company have enough cash to maintain its business? (07:33) Benefits (10:21) Cash Flow (11:36) Does a company have a reasonable debt level? (12:28) How does the management handle excess capital and what's their buyback strategy? (25:49) Margin Safety (26:50) Buyback and Debt. (30:25) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Michaels is the largest arts and crafts retailer in America, and it all started with a single store in Dallas, Texas. In this video, learn about how Michaels became such a powerhouse company and find out what sets it apart from its competitors. Episode Outline (00:00) Introduction (01:28) What does Michaels do? (06:30) The New CEO of Michaels (09:17) Michaels' Business Model (09:54) The Competitors of Michaels (16:07) Michaels' Competitive Advantage (17:35) Michaels'Biggest Risk (18:24) Does the company require a lot of capital reinvestments to maintain its business? (20:52) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Lennar Corporation (LEN) is one of the top-rated home builders in America. With over 60 years of experience, Lennar has a commitment to building quality homes and providing customer satisfaction. This has made Lennar one of the most trusted names in homebuilding. If you're interested in learning more about this stock or investing in American real estate, be sure to check out our latest video! If you're interested in learning more about this stock or investing in American real estate, be sure to check out our latest video! Alex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast...) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen. Episode Outline (0:00) How does their top line and bottom line look?   (16:37) Debt load and overall balance sheet health. (21:05) Return on capital  (28:50) Excess cash management (ie. dividend, buyback)  (38:30) Management incentives (43:30) Valuation  (53:05) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Looking for a top-rated home builder? Look no further than Lennar Corporation (LEN)! For over 60 years, Lennar has been committed to building the best homes in America. With a focus on quality and customer satisfaction, Lennar has become one of the most trusted names in homebuilding. If you're interested in learning more about this stock or investing in American real estate, be sure to check out our latest video! Alex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast...) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen. Episode Outline (0:00) How does their top line and bottom line look?  (16:37) Debt load and overall balance sheet health. (21:05) Return on capital  (28:50) Excess cash management (ie. dividend, buyback) (38:30) Management incentives  (43:30) Valuation (53:05) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Alex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast/stock-stories-case-studies-mental-models-for-individual/id1358108851) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen.  (0:00) Intro (2:17) How did Value Investor Chatter Podcast begin? (6:06) Value  investment philosophy and process (8:06) What is the focus of Stock Stories Podcast? (11:30) Importance of diving into stories behind companies (18:34) What is our full time job? What do we do outside of podcasting? (24:30) Lessons learned / insights from running our podcasts (30:00) Our very first stock pick (32:40) Who do you look up to the most? (38:40) Closing Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Micron Technology is a leading provider of semiconductor systems worldwide. The company offers a variety of products, including DRAM, flash memory, and CMOS image sensors. Micron has a strong history of financial stability and is well-positioned for future growth.  (0:00) Intro (1:06) Micron’s Chinese Competitors  (15:44) Is Micron Underpriced?  (22:23) Is it fair to compare Micron with Nvidia? (31:24) Conclusion  Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah Sunil Shah Email: shah@icon.co.za Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Don't Miss Out! The Best Time to Invest in Micron Technology If you're looking for a great stock to invest in, look no further than Micron Technology. Founded in 1978, this company is one of the leading providers of semiconductor systems worldwide. And with the stock market on the rise, now is the perfect time to invest! Episode Outline (0:00) Intro  (1:19) Who is Sunil  (5:46) 20 Years of Semiconductor Industry  (12:56) Micron’s Inventory Management and Cloud Boom (21:50) Diversification of Revenue Stream (29:18) Closing  Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah Sunil Shah Email: shah@icon.co.za Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

What do GameStop and Bitcoin have in common? Both were once doubted by many, but both have proven themselves to be worth billions. In this video, we explore how GameStop became a powerhouse in the retail industry, and why Bitcoin is set to take over the world economy. Episode Outline (00:00) Introduction (00:53) Rundown of GameStop (12:48) Bitcoin and Cryptocurrency (14:15) Blockchain Technology (20:58) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

The Hall of Fame Resort and Entertainment Company (HOFV) is a leading sports, entertainment, and media enterprise headquartered in Canton, Ohio. Established in 2020, the publicly traded Company is the result of a merger between HOF Village, LLC., a partnership between the Pro Football Hall of Fame and Industrial Realty Group (IRG) which began in 2016 and Gordon Pointe (GPAQ) Acquisition Corp. Under the leadership of seasoned executive, Michael Crawford, the combined entity is poised to capitalize on its unique partnership with the most dominant professional sports brand in the country. This platform allows for the continued development of an integrated destination resort in Ohio named the Hall of Fame Village powered by Johnson Controls as well as other entertainment and media verticals for some of the most powerful and storied brands in the world. Episode Outline (0:00) What does the company do?  (2:50) Three-phase strategy across three business vertices (11:00) What is HOFV competitive advantage? (13:50) Growth drivers in '21/2 (18:13) HOFV NFT strategy (21:16) Debt principal due and share dilution (27:05) Summary and contact information   Jason Krom Linkedin: https://www.linkedin.com/in/jason-krom-7b33102 Twitter: https://twitter.com/jkrom814 HOFV https://www.hofreco.com/ Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Jason Krom, CFO of The Hall of Fame Resort and Entertainment Company, discusses how he achieved success in his career. Hear about the importance of leadership and growth in this insightful interview. Episode Outline (0:00) Intro (1:06)What does $HOFV do? Who is Jason Krom? (2:08) Career trajectory (6:19) Day in the life of (7:55) Impact of COVID (9:12) Day in the life of... (part 2)  (12:01) Impact of COVID... (part 2)  (15:26) SPAC'ing (18:05) Who does Jason look up to the most? (21:20) Get in touch and learn more about $HOFV Jason Krom Linkedin: https://www.linkedin.com/in/jason-krom-7b33102 Twitter: https://twitter.com/jkrom814 HOFV https://www.hofreco.com/ Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

In this video, we take a look at the current state of inflation and the US economy. We'll explore what's causing inflation to rise, and discuss some potential solutions. Episode Outline (00:00) Introduction (1:14) Inflation (05:55) Wage Inflation (08:44) Unemployment (10:10) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

The government has announced a new stimulus check program. Here's how to make sure you get your share! In this video, it will be explained what the stimulus checks are, and how you can make sure you get your fair share. I'll also talk about the potential benefits of this program, as well as how to protect yourself from inflation. So don't miss it! Episode Outline (00:00) Introduction (03:00) Stimulus Package (07:28) Big Uptick in Unemployment (09:23) Uptick in Interest Rates (12:43) Income Inequality (13:12) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Matthew Peterson is the Managing Partner of Peterson Capital Management, LLC. He has been working as a financial professional for two decades. His experience includes working with global financial services firms including Goldman Sachs, Morgan Stanley, Merrill Lynch, American Express, and Ameriprise Financial.   Prior to forming Peterson Capital Management, Matthew split time between Wall Street and London as Capital Markets Manager at Diamond Management and Technology Consultants with expertise spanning risk management and derivative processing.   In 2010, Matthew left Wall Street, moved to Los Angeles, and launched Peterson Capital Management and the long term value fund, Peterson Investment Fund I, LP. This year Matthew and his family relocated to Austin, Texas.   Matthew holds a Chartered Financial Analyst (CFA) designation. He earned his Bachelor of Science in economics and minor in mathematics from the University of Puget Sound. Matthew has lived and worked in China, England, and the United States. Episode Outline (0:00) Intro (1:45) Bull Market Is Just Beginning (11:20) Recap of Matt's Investment Strategy (14:50) Daily Journal Investment Thesis (31:40) Why Has It Not Been Discovered? Risks in Daily Journal (36:57) Barrier to Entry, Similarities to Healthcare Tech Business (40:41) Get in Touch with Matthew Peterson Capital Management: https://www.petersonfunds.com/about-us/ Twitter: https://twitter.com/MattPetersonCFA Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Matthew Peterson is the Managing Partner of Peterson Capital Management, LLC. He has been working as a financial professional for two decades. His experience includes working with global financial services firms including Goldman Sachs, Morgan Stanley, Merrill Lynch, American Express, and Ameriprise Financial.   Prior to forming Peterson Capital Management, Matthew split time between Wall Street and London as Capital Markets Manager at Diamond Management and Technology Consultants with expertise spanning risk management and derivative processing.   In 2010, Matthew left Wall Street, moved to Los Angeles, and launched Peterson Capital Management and the long term value fund, Peterson Investment Fund I, LP. This year Matthew and his family relocated to Austin, Texas.   Matthew holds a Chartered Financial Analyst (CFA) designation. He earned his Bachelor of Science in economics and minor in mathematics from the University of Puget Sound. Matthew has lived and worked in China, England, and the United States. (0:00) Intro (3:00) Utilizing 13F to Narrow Down Investable Universe (10:25)Deep Fundamental Analysis (12:30) Using Puts and Calls to Enter Positions (16:30) Understanding Capital Allocation Strategy (18:10) Summary of Matt's Investment Strategy (20:40) More on Using Options to Enter Positions (27:04) Is Value Investing Relic of the Past? (31:07) Get in Touch with Matthew Peterson Capital Management: https://www.petersonfunds.com/about-us/ Twitter: https://twitter.com/MattPetersonCFA Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Seritage Growth Properties is a fully integrated REIT and owner of 195 properties totaling over 30 million square feet across 44 states and Puerto Rico. The company has great investors, including Warren Buffett, Guy Spier, Mohnish Pabrai, and Phil Town. In this podcast, we invited Abhishek Shete, who is an active member of the Value Investor Chatter Slack Community, to discuss SRG. He has been working for a construction company in the US for past 5 years but have always been fond of learning about businesses. Inspired by Charlie Munger, Warren Buffet and Mohnish Pabrai, he is looking for an opportunity in this field on professional level. He loves constructive feedback so feel free to reach out to him on twitter handle - @abhishekshete15. If you would like to read more on Abhishek's analysis of SRG, here is a link to his blog: https://coffeewithabhishek.wordpress.com (0:00) Introduction & About Abhishek  (2:54) SRG Thesis Summary  (4:04) Health of Their Balance Sheet  (7:15) Owned by the Greats (Warren, Guy Spier, Mohnish Pabrai, and Phil Town)  (8:50) Poor Cash Flow & Bear Case  (15:50) Management Incentive Structure (18:09) How do they handle excess capital?  (19:06) Is management open and honest? CEO and CFO Departure (22:13) SRG Valuation and Valuation Thesis  (29:51) How to reach out to Abhishek? Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

The art of copying.. This is a company owned by the greats: Warren, Guy Spier, Mohnish Pabrai, and Phil Town. Seritage Growth Properties (NYSE: SRG) is a fully integrated REIT and owner of 195 properties totaling over 30 million square feet across 44 states and Puerto Rico. In this podcast, we invited Abhishek Shete, who is an active member of the Value Investor TV Slack Community, to discuss SRG. He has been working for a construction company in the US for past 5 years but have always been fond of learning about businesses. Inspired by Charlie Munger, Warren Buffet and Mohnish Pabrai,  he is looking for an opportunity in this field on professional level. He loves constructive feedback so feel free to reach out to him on twitter handle - @abhishekshete15. If you would like to read more on Abhishek's analysis of SRG, here is a link to his blog: https://coffeewithabhishek.wordpress.com Episode Outline (0:00) Introduction & VI TV Community Engagement (2:10) About Abhishek (3:35) What does SRG do? What is a REIT? (6:40) What is their competitive advantage? Their portfolio breakdown.  (10:15) How durable is their competitive advantage? (14:44) Short-term and Long-term prospects. Current Risk. Growth Strategy (20:20) Does the company require reinvestment short-term and long-term?  (23:35) Any relationship red flags? (24:32) SRG Thesis Summary & How to get in touch with Abhishek (27:32) Amateurs "one up on Wall Street" Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Ebix could be a great stock to invest in if you're looking for growth. They offer on-demand software and ecommerce services, and their client base is only going to continue to grow. (0:00) Intro  (1:16) Balance Sheet Health   (3:54) EbixCash IPO (6:17) China v.s. India and Indian Homegrown Story (8:08) Branding Effort, Media and Sports Partnership (11:24) The 3rd Act in the Ebix Story  (14:40) Weak Board of Directors  (15:57) Seeking Alpha and Sunil Contacts  Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah Sunil Shah Email: shah@icon.co.za Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

If you're looking for a stock to invest in that's poised for growth, look no further than Ebix. They offer on-demand software and ecommerce services, and their client base is only going to continue to grow. Listen to this episode to learn more about Ebix and why they're a great investment option. “The digital beast in India is about to awaken”  "Digital emergency of 300 million people offer unrivaled opportunity" "Last call for e-train to Mumbai, hop on board" These are quotes from Sunil's articles on Seeking Alpha. Sunil is a fund manager who cut his cloth in Schroders London. He joined Coronation South Africa in 1998, running the Smaller Companies Fund which had the best 5-yr record in the sector during his tenure. In 2005 he left Coronation to pursue his passion in writing (and invest without constraints). He recently completed his first novel, a financial thriller called "White Man's Numbers." In this podcast, we discuss our $EBIX hypothesis and why it is a 2 bagger opportunity in the short-term, with a 10 bagger potential in the long run.  (0:00) Intro (3:40) Ebix Core Legacy Business and Competitive Advantage (14:34) EbixCash Indian Operation and Gold Rush (18:06) Mistakes and Stock Price Downward Spiral (23:45) The Great Comeback and Opportunity for a 2 Bagger (29:49) Capital Reinvestment Requirement and Share count (35:00) Red Flags with Customers/Regulators/Investors Relationship (39:00) How to Connect with Sunil Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah Sunil Shah Email: shah@icon.co.za Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

There are a number of macro trends happening in India right now that make it an attractive place to invest. In this video, In this video, we talked about three of the most important ones. If you're thinking of investing in Indian stocks, this is the video for you! Value Investor Chatter (0:00) Intro (3:00) Investment Mental Schema  (10:13) How to Assess Management (13:00) Accounting 10K/10Q (14:20) Investment as a Story (15:48) Segmental Analysis and Profit Margin (17:18) Macro-Trends (QE + Interest Rates) and Value vs Growth Investing  (23:50) Intro to Indian Market 🇮🇳  & Digitalization of India (37:55) Indian Success Stories (42:49) Fraud in India (45:20) Auditors in India (47:53) Don't Give Your Money to Managers (48:30) Seeking Alpha Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah Sunil Shah Email: shah@icon.co.za Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

What would a Biden presidency mean for the future of US trade relationships? Joe Biden has been a long-standing advocate for free trade and open markets. His presidency could mean good news for countries that trade with the United States, as he is likely to continue policies that have benefited both American businesses and consumers. Episode Outline (0:00) Introduction (2:00) US and China (7:07) US and the Middle East, Africa (11:04) US and Mexico, Canada (11:40) US and Europe (15:40) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

What would a Joe Biden Presidency mean for the United States' relationships with other countries?   Biden has been outspoken about his beliefs on trade, and his presidency could mean big changes for the US economy. In this video, we take a look at some of the potential implications of a Biden Presidency on US trade relationships. Episode Outline (0:00) Introduction (2:37) Win for the Centrist, Importance of Predictability (8:50) Banking Sector Under Biden Presidency (13:55) Oil & Gas Under Biden Presidency (16:42) Tech Under Biden Presidency (22:20) Healthcare Under Biden Presidency (25:37) COVID19 Lockdown, Stimulus Package, Income Inequality (28:28) Trade challenges and Globalization Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Are you looking to invest in emerging markets?   EMQQ's Kevin Carter gives three great reasons why now is the time to invest in these growing economies. He also offers his advice on how to get started with investing in emerging markets. Episode Outline (0:00) Introduction (1:30) Background & Why Emerging Market (7:13) Investment Philosophy (Indexing vs Active; Value Investing) (10:40) Kevin's Checklist (GARP, Recurring Revenue, etc) (15:04) Is assessing management important? (18:31) Risks in investing in the emerging market (21:40) Why focus on the consumer story; internet and e-commerce Kevin Carter LinkedIn: https://www.linkedin.com/in/thekevincarter EMQQ: https://www.emqqetf.com/ Big Tree Capital: http://www.bigtreecapital.com/ Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Learn how to invest in emerging markets with the EMQQ opportunity investing fund. EMQQ is a global index fund that invests in stocks of companies located in countries that are considered to be "emerging."   The EMQQ Emerging Markets Index has outperformed the S&P 500 for the last two years, and offers investors a way to get exposure to some of the world's fastest-growing economies. Episode Outline (0:00) Introduction (1:30) Background & Why Emerging Market (7:13) Investment Philosophy (Indexing vs Active; Value Investing) (10:40) Kevin's Checklist (GARP, Recurring Revenue, etc) (15:04) Is assessing management important? (18:31) Risks in investing in the emerging market (21:40) Why focus on the consumer story; internet and e-commerce Kevin Carter LinkedIn: https://www.linkedin.com/in/thekevincarter EMQQ: https://www.emqqetf.com/ Big Tree Capital: http://www.bigtreecapital.com/ Value Investor Chatter  Facebook: https://web.facebook.com/valueinvestor49  Twitter: https://twitter.com/valueinvestor49  TikTok: https://www.tiktok.com/@valueinvestor49  LinkedIn: https://www.linkedin.com/company/valueinvestor49/  Website: https://valueinvestor.org/

In this video, you will learn the 5 keys to successful options trading in a volatile market. These tips will help you navigate through today's markets and make money while others are losing. Episode Outline (0:00) Intro (1:10) The price of getting into investing or betting/gambling (2:50) Options market dynamic between institutions and retail investors (8:27) How to play in the options market as a value investor (13:09) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Medifast is a leading provider of weight-loss and wellness products and services. The company offers a variety of products and services to help people lose weight and improve their health. Medifast has a strong track record of success in the weight-loss industry. The company is well-positioned to continue its growth in the years to come. Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Weight loss is a multi-billion dollar industry, and Medifast, Inc. (NYSE: MED) is one of the leaders in the space. In this video, we take a look at why Medifast might be a better bet than its competitors, and how it plans to stay ahead of the curve. Episode Outline (0:00) Introduction (3:34) Checklist & house keeping items (5:00) What's the business? (7:07) Competitive advantages (13:05) Long-term prospects (14:13) Capital intensive business? (15:53) Relationship red flags (17:22) Business Summary Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

In this video, you'll learn about how Sherwin-Williams became a Fortune 500 company. Sherwin-Williams started out in 1866 as a small family-owned business. They were able to grow into one of the largest paint companies in the world through hard work and determination. In this video, you'll learn about their history, their products, and some of the things that have helped them succeed over the years. Episode Outline (0:00)  Intro (2:27 )  Part 1 Recap (3:34) High Returns of Capital (7:25) Cash Balance (8:50) Debt Level (10:38) Cash from Operation (11:52)  Management, Excess Cash Management (14:30)  Valuation (21:04)  Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Looking to invest in Darden Restaurants, Inc.? In this video, we break down the company's business model, financial performance and future prospects. We also compare Darden Restaurants to its competitors and offer our opinion on whether or not it would make a good investment. Episode Outline (0:00) Intro (2:24) What Is It? (5:40) Competitive Advantage (15:20) Durability (19:10) Capital Reinvestments (21:10) Red Flags (23:50) Recap / Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

In this episode, you'll learn about how Sherwin-Williams became a Fortune 500 company. Sherwin-Williams started out in 1866 as a small family-owned business. They were able to grow into one of the largest paint companies in the world through hard work and determination. In this video, you'll learn about their history, their products, and some of the things that have helped them succeed over the years. Episode Outline (0:00) Intro (1:12)  Recap of Part 1 (1:33) Return on Capital (4:30) Cash on Hand and Debt (7:25) Excess Cash and Free Cash Flow (8:20) Management Incentives (12:30) DCF Assessment and Valuation (18:35) Conservative Evaluation (22:40) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Looking for a great investment option? Boeing is your best bet! The multinational company has a proven track record of success, and is poised for continued growth in the years to come. Watch this video to learn more about why Boeing is a sound investment choice. Episode Outline (0:00)  Intro (1:50) What is it? (3:15) Competitive Advantage (14:10) Durability (19:40) Capital Reinvestment (23:00) Relation Red Flags (25:25) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

If you're thinking of investing in TikTok stocks, you need to watch this video first. We’ll explain what TikTok is, how it makes money, and whether or not it's a good investment. I'll also give you my opinion on the matter! Episode Outline (0:00) Intro (1:30) What is TikTok? What's this fuss about? (5:20) Where is the synergy? (7:10) Operational concerns/constraints of US-based TikTok (11:47) Why are so many tech companies excited about TikTok? (16:05) Regulation over big techs (17:33) For sale and on sale (21:27) Closing Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

If you're thinking about investing in a business, it's important to know how to spot an EBITDA scam. In this video, We'll explain what an EBITDA is and how to tell if a company is trying to scam you. Watch now for tips that could save you thousands of dollars! Episode Outline (0:00) Intro (2:15) What is EBITDA? (8:45) Let's look at an example (13:40) Counter argument for using EBITDA (17:30) Why use EBIT? (20:30) Counter argument for using EBIT (21:40) Closing Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

In this video, you'll learn about how Sherwin-Williams became a Fortune 500 company. Sherwin-Williams started out in 1866 as a small family-owned business. They were able to grow into one of the largest paint companies in the world through hard work and determination. In this video, you'll learn about their history, their products, and some of the things that have helped them succeed over the years. Episode Outline (00:00) Introduction (01:15) Sherwin Williams (02:28) Sherwin-Williams's Return on Capital (06:54) Does the company have enough cash to maintain its business? (11:48) Compensation Structure (16:31) Red Flags in Management's Communication (23:52) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

In this video, you'll learn about how Sherwin-Williams became a Fortune 500 company. Sherwin-Williams started out in 1866 as a small family-owned business, and through hard work and determination, they were able to grow into one of the largest paint companies in the world. In this video, you'll learn about their history, their products, and some of the things that have helped them succeed over the years. Episode Outline (00:00) Introduction (02:01) Sherwin-Williams (04:12) Competitive Advantage of Sherwin Williams (11:23) Compliance with environmental regulations (13:38) The Risks with Sherwin-Williams (15:29) Sherwin-Williams don't have a lot of competition. (18:03) The CapEx and Cash Flow of Sherwin-Williams (20:52) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

It's been a weird few weeks, hasn't it? With the Coronavirus pandemic on one side and the government response on the other, it can be hard to know whose side you're supposed to be on. In this video, I break down each side and try to make sense of it all. Episode Outline (00:00) Introduction (01:34) COVID-19 (02:02) Giant Corporations such as Walt Disney and McDonald's (02:45) Walt Disney (07:22) COVID-19 and Government Spending (10:38) Sears was founded in the twenties (12:56) Do your due diligence on the financial matters (15:44) Be financially interested in the company. (17:19) Look for the actual owners who have vested interests and long term vision of the company. (20:42) Pandemics follow a certain pattern. (26:40) Multiple Types of Coronavirus (34:14) Psychological and Economic Perspective on COVID-19 (35:17) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Do you know what the most important ratio in investing is? It's not price to earnings, or dividend yield. It's return on investment, or ROI for short. In this video, we explain what ROI is and how you can use it to make better investment decisions. Episode Outline (00:00) Introduction (03:03) What is Return on Capital? (09:36) The Rate of Return: The Most Important Metric (11:21) McDonald's (14:23) What are some thing to keep in mind when using these metrics? (16:28) Return on Capital (20:09) Equity Analysis (24:27) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

McDonalds is a well-known company with a long history. But is it still a good investment? In this video, we'll take a look at the pros and cons of investing in McDonalds stock and help you decide if it's right for you. McDonalds is a publicly traded company, so anyone can buy and sell its stock. And because it's such a large company, it's pretty stable - you're not going to see the same wild swings in its stock price that you might with a smaller company. On the downside, McDonalds is facing some significant challenges. The rise of fast casual restaurants like Chipotle and Shake Shack, and the growing interest in healthy eating, have both been bad for McDonalds business. Its stock price has been declining for several years now, and there's no guarantee that it will ever recover. So, is McDonalds a good investment? That's a decision that only you can make. But if you're thinking about buying its stock, make sure you do your research first and understand the risks involved. Episode Outline (00:00) Introduction (01:55) McDonald’s (04:36) EBITDA (08:21) Current Ratio (08:58) Debt and Free Cash Flow (15:21) CapEx (17:59) Business Model (23:03) Valuation (35:09) Function of Directors (35:45) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

McDonalds is a well-known company with a long history. But is it still a good investment? In this video, we'll take a look at the pros and cons of investing in McDonalds stock and help you decide if it's right for you. Episode Outline (00:00) Introduction (01:40) What does McDonald's Do? (04:46) The Competitive Advantage of McDonald's (08:26) McDo vs. Competitors (11:33) Intangible Assets of Mcdo (16:27) McDo is not a growth company. (21:14) McDo's CapEx (24:56) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Looking for a comprehensive guide on investing in the Walt Disney Company? This video has you covered, from an overview of the company and its stock, to why it might be a good investment and how to buy shares. We'll walk you through everything you need to know, so whether you're new to stocks investing or just want to learn more about the Walt Disney Company, this video is for you! Episode Outline (00:00) Introduction (03:17) Financials of Disney (03:39) Income Statement (08:59) Disney's Revenue (13:06) Valuation (25:32) Competence of Business (29:24) Long Term Viability (41:16) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Looking to invest in Walt Disney Company? In this video, we provide a comprehensive guide on the company, its stock and what investors should be aware of.   We'll walk you through everything from what Walt Disney Company does, to why it might be a good investment and how to buy shares in the company. So whether you're completely new to stocks investing or just want to learn more about Walt Disney Company, this video has you covered! Episode Outline (00:00) Introduction (04:54) Disney operates four different business segments (11:28) Walt Disney' Competitive Advantage (19:48) Intangible Assets of Walt Disney (27:48) The Business Model of Walt Disney (31:14) Disney + vs. Competitors (42:36) Does the company require a lot of capital reinvestment to maintain its business?  (43:40) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Cummins is a powerhouse of American manufacturing. They produce engines and power systems for a variety of industries including transportation, construction, and more. As the world moves towards more advanced technologies, Cummins is well-positioned to capitalize on this growth. In this video, I take a look at Cummins' stock and offer some investing strategies for those looking to get in on this company's potential growth. Episode Outline (00:00) Introduction (02:02) Cummins' Moat and how does it translate into a return on capital? (04:47) Does the company have enough cash to maintain its business? (07:59) EBITDA (12:07) Return on Equity (14:39) Valuation (22:35) Margin of Safety (24:34) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Cummins is a powerhouse of American manufacturing. As the world moves towards more advanced technologies, Cummins is well-positioned to capitalize on this growth. In this video, I take a look at Cummins' stock and offer some investing strategies for those looking to get in on this company's potential growth. Episode Outline (00:00) Introduction (03:45) Cummins Company (06:53) Competitive Advantage (11:56) Network Effect (19:21) Do they have a low cost moat? (21:22) Intangible Asset of Cummins (29:40)The relationships that the company has with various parties (33:00) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Stamps.com is a company that provides online postage services. It has been around since 1997 and was founded by Jeff Katz, Ken McBride, and Jerry Kaplan. The company went public in 1999 and trades under the symbol STMP on the NASDAQ stock exchange. The company had a rocky start to life as a publicly traded company, but it has turned things around in recent years. In this video I take a look at the financials of Stamps.com and try to answer the question: Is now a good time to invest in Stamps.com stock? Episode Outline (00:00) Introduction (01:33) Does Stamps.com able to translate its moat into high returns on capital? (03:21) Return on Equity (07:45) Percentage of the business is using the U S P. (09:53) Return on Equity (10:57) Does the company maintain reasonable debt level? (13:10) What are their earnings moving forward? (18:08) Company Incentive (20:17) Buybacks or Dividends (23:14) Returns on Capital (27:01) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

What's the future of Stamps.com? Stamps.com is a company that provides online postage services. It has been around since 1997 and was founded by Jeff Katz, Ken McBride, and Jerry Kaplan. The company went public in 1999 and trades under the symbol STMP on the NASDAQ stock exchange. The company had a rocky start to life as a publicly traded company, but it has turned things around in recent years. In this video I take a look at the financials of Stamps.com and try to answer the question: Is now a good time to invest in Stamps.com stock? Episode Outline (00:00) Introduction (01:32) What does www.stamps.com do? (06:34) Competitive advantage of stamps.com (09:15) Network Effects (12:53) Competitors of www.stamps.com (25:28) What are the company's long-term prospects and runaway for growth? (28:04) Does the company require a lot of capital reinvestment? (31:39) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

It is hard to believe that 100 episodes have passed since we started Value Investor Chatter. We recorded our first episode on August 2018, and a lot has happened in the market since then. As we reflect on the past, we can't help but think about what the future holds. We are excited to see what the next 100 episodes bring! Episode Outline (00:00) Introduction (04:09) Welcoming Nick (06:28) What happened in the past hundred episodes? (10:00) Nick's Experience (11:27) Blockchain (14:35) Principle of Value Investing (19:14) US and China (25:40) Competitive Advantage (30:02) The Younger Generation entering the Job Market (33:42) Deep Dive into individual Companies (35:51) Warren Buffet (42:07) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

The market is in a state of flux. The Great Pause has sellers and buyers alike wondering what it all means. In this video, we'll explore the implications of this shift and how you can make the most of it. Whether you're thinking of buying or selling, now is the time to act! Contact us to learn more about how we can help you take advantage of The Great Pause. Episode Outline (00:00) Introduction (02:19) The Economy (04:03) US Stimulus Bill (06:01) Healthcare (09:14) Hospitality Industry (11:52) Reliance on other countries for supplies. (14:56) Pharmaceutical Industry (15:21) Semiconductor Industry (18:55) The Flu of 1918. (20:46) Purchasing power of dollar (21:10) The difficulty of predicting a pandemic (25:15) The Federal Reserve (29:16) Economies that are equipped to recover. (31:03) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

What sets Five Below Inc. apart from other American businesses? Five Below is a unique company that operates differently than most American businesses. Their focus on offering products for $5 or less has helped them succeed where others have failed. If you're interested in stocks, Five Below is a company you should keep an eye on. Five Below has been able to grow rapidly because of their focus on a niche market. Most American businesses try to be all things to all people, but Five Below has found success by appealing to a specific group of consumers. If you're looking for a company that is doing things differently and succeeding, then you should check out Five Below. Episode Outline (00:00) Introduction (01:39) Is the Company able to Translate its moat into high returns on capital? (05:05) Does the company have enough cash to maintain its business? (07:08) Numbers around the percentage of revenue coming from online business. (09:06) Can the company generate a strong amount of free cash flow from operations? (10:49) E-Commerce as a Strategy (12:47) Management of the Company (17:57) Valuation (21:24) Competitive Advantage (23:43) Debt (27:08) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

What sets Five Below Inc. apart from other American businesses? Five Below is a unique company that operates differently than most American businesses. Their focus on offering products for $5 or less has helped them succeed where others have failed. If you're interested in stocks, Five Below is a company you should keep an eye on. Episode Outline (00:00) Introduction (02:38) Five Below (05:36) Competitive Advantage of Five Below (09:46) Network Effects (15:15) Intangible Assets (25:18) Profitability (30:30) Does the business have favorable relationships with the following customers? (31:43) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Carnival Corporation & plc is a leading cruise operator that has a lot of growth potential. Their cruise ships offer a variety of activities, amenities, and dining options that appeal to a wide range of customers. Carnival Corporation & plc also has a strong financial position and a history of consistent earnings growth. Overall, they are a well-established company with a lot of upside potential. Episode Outline (00:00) Introduction (01:41) Does it translate into a high return on capital? (05:38) Balance Sheet (10:45) Depreciation (17:10) Discounted Cash Flow (21:51) Equity (34:03) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Do you want to invest in Carnival Corporation & plc stock? This company is a leading cruise operator, and it has a lot of growth potential. Watch this video to learn more about why Carnival Corporation & plc stock could be a great investment! Episode Outline (00:00) Introduction (02:34) Carnival Corp. (05:13) Competitive Advantage (08:22) Network Effects (11:10) Competitors (22:31) Do you think the company's long term prospects are and what is their runway for growth? (26:13) CapEx (31:45) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Signet Jewelers is the world's largest retailer of diamond jewelry, with over 1,600 stores in the US, UK, Canada, and Puerto Rico. The company has a market capitalization of over $5 billion and is traded on the New York Stock Exchange under the symbol SIG. In this video, we take a look at Signet's business model, its stock, and its recent performance. Episode Outline (00:00) Introduction (02:08) Can Signet Jewelers translate its moat into higher return on capital? (08:42) Debt Level (12:32) Can the company generate a strong amount of free cash flow from operations? (21:22) Has management handled excess capital in a shareholder friendly? (24:12) Buybacks (26:22) Is the management open and honest? (30:48) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Signet Jewelers Ltd. is the world's largest retailer of diamond jewellery with over 1,600 stores in the U.S., U.K., Canada and Puerto Rico. The company has a market cap of over $5 billion and trades on the New York Stock Exchange under the symbol SIG. In this video, we take a look at Signet's business model, its stocks and recent performance. Episode Outline (00:00) Introduction (04:31) Signet Jewelers (09:20) Signet Jeweler's Competitive Advantage (14:00) Network Effect (18:31) Competitors of Signet Jewelers (19:45) Intangible Assets of Signet Jewelers (23:28) Growth of Signet Jewelers (28:23) Does the company allow, require a lot of capital reinvestment to maintain its business (32:40) Does the business have favorable relationships with the following? (35:55) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

The coronavirus pandemic is causing a lot of fear and panic in the world. But don't worry, there's no need to panic. In this video I'll talk about how this outbreak could be a lifetime opportunity for long term investors. We'll explain how the stock market works, and how you can make money even when the markets are down. So don't panic, the coronavirus outbreak is actually a great time to invest! Episode Outline (00:00) Introduction (02:46) The Impact of Coronavirus (05:50) Buybacks (09:20) NVR (11:09) Alta Beauty (14:49) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

The coronavirus pandemic is wreaking havoc on businesses and stock markets around the world. In this video, we take a look at three industries that have been hit the hardest by the virus: travel, hospitality, and retail. We also discuss what you need to know about the impact of COVID-19 on the economy and offer our thoughts on how to protect your investments in these turbulent times. Episode Outline (00:00) Introduction (01:09) What this virus could mean for GDP Growth? (02:06) Buybacks of bonds (03:34) China's debt. (05:16) Hollywood (05:59) Sporting Events (11:22) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

The Covid-19 virus is causing a lot of concern in the business world. In this video, we break down what's happening with the stock market and talk about the potential economic impact of the virus. Episode Outline (00:00) Introduction (01:45) Coronavirus and China (04:12) Tourism (09:04) Mortality Rate (17:35) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Micron Technology, Inc. (MU) is one of the most popular stocks on Wall Street. The company is a leading provider of innovative semiconductor solutions. Micron Technology, Inc. has a strong history of profitability and is a great long-term investment. Episode Outline (00:00) Introduction (03:59) How is Micron doing from a profitability standpoint? (06:13) Do they have enough cash to maintain the day-to-day operations of the business? (09:30) Is Management properly incetivized to protect shareholders interests over its own? (13:12) Has management handled excess capital in a shareholder friendly way? (14:32) Dividend and buybacks (16:16) How many shares outstanding do they have? (18:07) Valuation (21:39) Margin of Safety (22:56) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Micron Technology, Inc. (MU) is one of the most popular stocks on Wall Street. In this video, we’ll give you five reasons to stay bullish on Micron Technology, Inc. business! Episode Outline (00:00) Introduction (02:50) Micron Technology (09:31) Network Effects (11:29) Switching Costs (13:10) Micron's relationship with China (19:36) Competitive Advantage (24:38) CapEx (32:12) Relationships with the Customers (33:18) Relationships with Suppliers (35:11) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

WEX Inc is a publicly traded company that provides corporate payment solutions. We take a look at whether or not you should invest in WEX and cover all of the basics, from what the company does to how its stock has performed. We also look at some key risks to consider before investing, and give our opinion on whether or not WEX is a good investment opportunity. Episode Outline (00:00) Introduction (02:31) WEX's Return on Equity and their ability to translate moat into a higher return on capital. (03:49) Return on Equity and Return on Asset (08:07) Debt Level (10:18) Free Cash Flow (18:54) Margin of Safety (22:52) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

In this video, we take a look at WEX Inc (WEX) and whether or not you should invest in the company. We cover all of the basics, from what WEX does as a business to how its stock has performed over time. We also look at some key risks to consider before investing. Finally, we give our opinion on whether or not WEX is a good investment opportunity. Episode Outline (00:00) Introduction (02:26) Wex Inc. (06:18) Competitive Advantage (07:35) Network Effects (10:36) Competitors of WEX (11:49) Switching Cost Mode (19:16) Revenue Growth (20:15) Capital Reinvestment (25:15) Relationships with Various Parties (29:28) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

The coronavirus pandemic has everyone on edge. But as an investor, you need to stay calm and take action. In this video, I'll share what you need to know about the virus and how it could impact your investments.   We'll also offer some advice on what to do in light of this global crisis. So don't panic - watch this video now and learn how to protect your money! Episode Outline (00:00) Introduction (01:25) Impact of Coronavirus (10:50) Investment Portfolio (13:33) Entertainment (20:14) Tourism (21:09) China (37:56) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

Tesla (TSLA) hit a record high today. But should you invest in Tesla? Watch this video to find out. We'll go over the pros and cons of investing in Tesla, and whether or not it's a good investment for you. I'll also give my opinion on what the future holds for Tesla. Episode Outline 00:00 Introduction 01:49 Tesla 12:00 Liabilities 16:22 Stock Valuation 21:21 Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/

When WeWork first came on the scene, it was seen as a revolutionary company that was going to change the way we worked. But in recent months, they've come crashing down. What went wrong? Watch this video to find out. We'll also take a look at what this means for investors and business owners alike. The Fall of WeWork: How a Startup Darling Came Unglued https://www.wsj.com/articles/the-fall-of-wework-how-a-startup-darling-came-unglued-11571946003 Episode Outline 00:00 Introduction 01:39 WeWork 07:19 Software Benefits 10:01 Craving for Valuation. 12:56 Adam Neumann: The Poster Child 29:10 Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/