Value Investors Miss On Upside by Focusing on Dividends and Intrinsic Value

Corning is a picks and shovels business for the 5G trend, the autonomous driving trend with more screens in the car where you don't focus on driving any more but on entertaining and also on other glass uses like vaccines. It is also a fundamentally sound business that has survived many crises. it is however a cyclical business with high capital investments needed to always stay at the forefront of technology with high initial margins that decline fast as the competition ramps up. Nevertheless a stock to watch and perhaps nail the upturn when the huge buybacks will be reinstated. The company returned $20 billion to shareholders in the past where the current market cap is $19 billion. I will be following and covering the company in the future and then compare to other investing opportunities out there. Perhaps you wish to follow it too and I hope you like the analysis. 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

2 Nov 202015min

Google stock 2020 analysis. We are going to use Peter Lynch's categorization of fast growing stocks to analyze Google (Alphabet stock) GOOG, GOOGL. Fast growing stocks have certain characteristics and expectations and we are showing how Google stock fits those expectations. This should give you an answer whether GOOG is a stock you should buy or not. 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

2 Nov 202014min

Charlie Munger discussing how to outperform the market over the long-term. It is not about being smart like many fund managers try to be, it is about doing the right thing a few times in your life. On why index funds outperform the majority, well that is statistics, don't get confused by that. Index funds outperform active due to fees, active outperform individual investors when looking at averages. The key is that you do what is best for 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

2 Nov 202010min

Despite everybody announcing a stock market crash or stock market collapse in 2020 alongside an economic collapse, largest recession, I am buying stocks. Am I just greedy or stupid? Let me know in the comments? We discuss the stock market news, the current economic environment, the flow of money and how that impacts the stock market. Further, on a technical note, we explain the difference between risk and uncertainty and how I don't really just buy stocks, I buy stocks with great fundamentals, low risk and high uncertainty. At the end, it is about you, where you are in your financial life cycles, can you time the market, should you? Align your investing strategy with your financial goals. 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

2 Nov 202020min

Buffett's mistake with airlines is pushing Berkshire's stock down while other things go up. This is such a reminder of 1999 when all dot-com stocks were exploding and BRK was down because Buffett was old fashioned. What we are seeing now is a similar situation with Buffett's 'HUGE' AIRLINES MISTAKE haha. However, we take a look the investment vehicle Berkshire is and that explains the risk and reward of investing in BRK and why, in my opinion BRK stock will always outperform the S&P 500 index! We take a look at book values, equity compounding, valuation and cash flow - which is what BRK stock is all about. 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

2 Nov 202016min

A 15 minute summary of Berkshire's shareholder meeting and key topics. Warren Buffett tells you to never bet against America, how the current situation is just an interruption in the process of growth and how stocks, buying stocks, is always the best long term investing decisions. Warren Buffett uses historical examples to explain what kind of a situation are we currently in. What is also important for valuations are interest rates. Low interest rates increase stock prices. In the Q/A section Buffett answers many questions from why he sold all his airline stocks, interest rates, praising the FED for immediate action, buybacks, Berkshire and shares his eternal investing wisdom. Enjoy the Berkshire Shareholder Meeting 15 minute summary! 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

2 Nov 202016min

I've received so many questions about the next upcoming stock market crash - the inevitable stock market crash in 2020 due to bad economies, budged deficits and insolvency issues. However, when investing, we have to see what are the forces driving stock prices, what is the market pricing in and how to best invest ourselves in line with our investment goals. To see whether there is a market crash ahead, we are going to look at current and potential future news, but also at the elephant in the room, the FED, ECB, BOJ, that will do whatever it takes to keep the economy going forward, manage unemployment and keep prices stable. The bond market is $100 trillion, the stock market is also $100 trillion - the FED is putting $10 trillion in, a few will be added by the ECB etc. Plus, bond yields are turning negative - where will the $100 trillion fixed income go? We end the stock market outlook discussing your potential investing strategy - after all it is your money and you have to see what is best for you to reach your financial goals. 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

2 Nov 202023min

Many requests to discuss the video from Andre Jikh with Raoul Pal about a massive market crash coming: https://www.youtube.com/watch?v=92wenJfjBDY The topics cover baby boomers selling stocks, doom loop, the coming debt crisis and how the market will likely crash hard and then stay down for longer. The investing option suggested is to buy bitcoin because your $5,000 can become a million over time. 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

2 Nov 202024min