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)

Are You A Value Investor 10 Questions

Are You A Value Investor 10 Questions

Value investors are born says Warren Buffett. So, here are 10 questions to help you determine whether you are a value investor or not. Want to know more about what I do? https://goo.gl/MQG2k5 Full-...

8 Feb 202510min

Kraft Heinz (KHC) Buffett's big mistake or a buy now

Kraft Heinz (KHC) Buffett's big mistake or a buy now

Kraft Heinz stock or KHC can be discussed as Buffett's big mistake where returns since purchasing have been lower than Buffett might have expected. However, we are where we are now with an interesting...

26 Jan 202511min

Market Short-Term Voting vs. Long-Term Weighting

Market Short-Term Voting vs. Long-Term Weighting

Benjamin Graham Introduced the key value investing concept where mr.market is a voting machine in the short term and a weighting machine in the long term. Want to know more about what I do? https://...

26 Jan 20258min

Apple Stock Intrinsic Value is $105

Apple Stock Intrinsic Value is $105

Apple stock intrinsic value is $100, just the reason why Buffett sold. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARK...

24 Jan 202511min

Bitcoin Is A Great Idea, but...

Bitcoin Is A Great Idea, but...

The bitcoin is a great idea and it offers things no other currency does as all currencies are made to go to zero eventually, that is simply how the world works. By being limited, it makes a huge diffe...

3 Jan 202512min

Devon Energy Stock Analysis - high Reward, but also higher risk...

Devon Energy Stock Analysis - high Reward, but also higher risk...

A lot of requests for me to analyse Devon Energy NYSE:DVN as it looks cheap with a low PE ratio and a relatively high dividend alongside buybacks. Enjoy the risk and reward overview. Want to know mor...

3 Jan 20257min

GMO - NEGATIVE 40% Return for US Stocks to 2030!!!

GMO - NEGATIVE 40% Return for US Stocks to 2030!!!

GMO is projecting a 40% negative real return from investing in US stocks in the coming 7 years according to their GMO 7 year asset class real return forecast. As always, we discuss the risk and reward...

2 Jan 202512min

Top 10 Gold Miners From Gold Miners ETF GDX

Top 10 Gold Miners From Gold Miners ETF GDX

Gold is up almost 2x recently but gold miners haven't moved. Actually, stocks like Newmont are down. We look at the top 10 gold mining stocks and make a comparative analysis based on current higher go...

29 Des 202436min

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