Have You Lost Your Touch

Have You Lost Your Touch

Many say Warren Buffett lost his touch because Berkshire has been underperforming the S&P 500 index. The arguments are that Buffett didn't take advantage of the 2020 stock market crash, how his $137 billion are idle, that Occidental, Heinz and Airlines have been a huge mistake and how Buffett should be investing in the new stocks out there. I am arguing that there is a difference between investing that works always and speculation that works just sometimes. Investing will make you richer and richer over the long-term while speculation will make you rich until thing turn south. Berkshire outperformed the S&P 500 over the last 20 years alongside extremely low risk. I would say, over the next 20 years, the story will be similar. The main message is the differentiation between long-term sustainable investing and speculation. See what best fits you! Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com/ Check out Modern Value Investing YouTube: https://www.youtube.com/c/InvestwithSvenCarlinPhD

Episoder(500)

Buffett/BRK Waiting For Structural Market Issues

Buffett/BRK Waiting For Structural Market Issues

Buffett, or better yet Abel, are waiting for structural market issues to arise. Here are my key takeaways from Berkshire's 2025 Shareholder meeting. Want to know more about what I do? https://goo.gl...

10 Mai 20258min

Sven Carlin at SpeakUp With Anthony Scaramucci

Sven Carlin at SpeakUp With Anthony Scaramucci

Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock I...

8 Mai 202526min

Fed Rate Cuts, Recession, Tariffs and Value Investing

Fed Rate Cuts, Recession, Tariffs and Value Investing

Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock I...

7 Mai 20258min

Portfolio Crash Hedging Strategies That Don’t Lose You Money!

Portfolio Crash Hedging Strategies That Don’t Lose You Money!

The goal of cost-effective portfolio hedging is that you have more wealth thanks to the hedging/insurance process compared to not using any hedges. We discuss what is cost-effective portfolio hedging,...

6 Mai 202551min

Gold to Hit $5k, Even $10k!!! I am 100% Sure!

Gold to Hit $5k, Even $10k!!! I am 100% Sure!

Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock I...

6 Mai 202510min

3% Deficit Solution Leads To Immediate Recession!

3% Deficit Solution Leads To Immediate Recession!

Ray Dalio's solution for debt is a 3% budget deficit pledge. He knows that it would lead to an immediate recession, but it would be worth it in order to prevent something much worse than a just one or...

29 Apr 202514min

My Comments On The FED & Politics (Powell's Speech)

My Comments On The FED & Politics (Powell's Speech)

Jerome Powells speech and Q&A at the Chicago Economic Club was very interesting. Here are my takeaways and a note on politics. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time ind...

28 Apr 202515min

Ray Dalio 'Worse Than Recession' Forecast (Summary + Europe Cost Example)

Ray Dalio 'Worse Than Recession' Forecast (Summary + Europe Cost Example)

Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock I...

20 Apr 20259min

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