Modern Value Investing with Sven Carlin

Thank you for your comments... 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

28 Des 202413min

Is the stock market in a bubble or this time is different....I feel the exuberance and new paradigm mantra in the comments, nothing can stop this stock market... I've seen it in 2000, 2007, and in many other smaller bubbles, but yes, this time it might be different.... 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

28 Des 20244min

I've looked into lithium and into each of the lithium stocks and I must say it is tricky to invest, some will surely make money with lithium, but you need to watch the lithium cycle carefully! 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

26 Des 202428min

Some economic positivity for Christmas.. 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

26 Des 20244min

Sibanye Stillwater Stock Analysis NYSE: SBSW 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

24 Des 202410min

DHL stock is representative of the European economy and therefore when it is down, like it is currently the case, it is something to watch for two reasons. The first reason is a potential investment in a company that has scale and is growing alongside the e-commerce/parcel trend that is expected to grow 9% per year up to 2029 in Europe. The second reason to watch DHL is to get a real business grasp on the economy and for now, DHL business activity tells us things in Europe are somewhere in a limbo, not growing but not declining either. If things turn south for whatever reason, DHL stock will follow which is the key risk. Unfortunately, there is little that could turn things on the positive except for the dividend and DHL stock buybacks that already give an interesting shareholder yield. 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

11 Nov 20246min

Samsung stock looks good as it trading at a PE ratio if you look at Samsung's average earnings over the cycle of 40 trillion KRW. Samsung's profits depend mostly on the semiconductor cycle and are therefore volatile. It is impossible to know when will Samsungs profit return and surpass the previous highs, but the last 12 months are already improving by reaching 30 trillion KRW. If the earnings continue to improve and reach 40 trillion, the stock will likely follow as the market always has a short-term perspective on stocks, even on clearly cyclical stocks like Samsung. Samsung hasn't been this cheap for a while and for those looking to add an interesting business to a long-term global diversified portfolio, now it is the time to consider Samsung. The dividend is 2.5% but what is most important about Samsung is its conservativeness. Wall Street would argue there is too much of it as the company has no debt, but that also means that it can compound at its own pace, without the burden of debt increasing the sensitivity of the business to the clear cycles. Apart form the strong balance sheet, there is also the leading global position in smartphones and consequently the growth coming from increased global economic growth and more people owning smartphones. This is also a risk as with an economic slowdown, demand for both phones and semiconductors would decline. Perhaps the market is expecting a further decline in demand, but when it comes to big businesses like Samsung, if you ever wished to own it, this is a much better time to do so. 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

9 Nov 20247min

There are two kinds of forecasters, those that know they don't know and those that don't know they don't know. I know I don't know, so all that I can do is to be ready. 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

9 Nov 20245min