Episodes
Alarmingly high stock based compensation risks the dilution of future earnings growth. How you can lose money while the company succussed. We dive into the premium charged for this growth monster and while earnings are expected to grow more than 2,000% over the coming year, this stock seems to price all that growth in. How to play Palantir $PLTR?
"Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying...
Published 07/25/24
Must-listen: $100 billion revenue growth and why $AMZN is the GOAT. Join us as we provide a comprehensive review of their financials, analyze market multiples, and forecast potential returns. Whether you're an investor, financial enthusiast, or just curious about one of the world's most influential companies, this detailed analysis will give you valuable insights into Amazon's revenue streams and future prospects.
🔍 What You'll Learn:
Detailed breakdown of Amazon's $100 billion annual free...
Published 07/19/24
Discover the secret behind this stock's incredible 300% growth! If you're looking for top growth stocks to buy now, this video is a must-watch.
In this captivating YouTube video, Cameron Stewart dives into the surprising surge of Rolls-Royce stock, which has skyrocketed by 300% in the past year. With an engaging on-the-road style, Stewart delves into the company's financials and strategic outlook, highlighting its shift from automotive to aerospace and defense engines and Builds a 1 Pager...
Published 05/03/24
🚀 Unlocking Warner Brothers Discovery Stock Potential! 🚀
Discover the hidden gem of Warner Brothers Discovery (WBD) stock, currently yielding 30% in free cash flow at just over $8. Despite its value, why isn't everyone talking about it? In this deep dive, we dissect the merger between AT&T, Time Warner, and Discovery Communications, revealing brands like HBO, CNN, and DC Comics.
Explore the financials, uncovering how historical data misses the mark. With a shift towards direct-to-consumer...
Published 04/18/24
In this insightful video, Cameron Stewart, CFA, and Ayesha Tariq, CFA dive deep into the topic of whether China is still a viable investment opportunity. As two seasoned financial analysts, they bring their expertise to the table and explore the growing signs of trouble that investors should be aware of. From economic indicators to political tensions, they cover it all in this must-watch discussion. If you're interested in the future of investing in China, this video is a must-watch. Don't...
Published 04/11/24
Dive into the world of high-performance activewear with our latest video, "The Ultimate Lululemon Guide: What's Worth Your Money?" 🏃♂️💸 In this comprehensive review, we explore Lululemon's most popular items, from their unbeatable leggings to their innovative workout gear, and give you the lowdown on what's truly worth adding to your fitness wardrobe. Whether you're a seasoned athlete or just starting your fitness journey, this video is packed with insights to help you make the best choices...
Published 04/05/24
🚀 Dive Deep into Palo Alto Networks' Strategic Mastery in Cybersecurity 🛡️ – Discover how the global leader in cybersecurity, Palo Alto Networks (PANW), is revolutionizing the industry by integrating generative AI across its platforms. With a keen focus on medium to large enterprises, service providers, and government entities, PANW is on the frontline, offering unmatched protection against the most advanced cyber threats of our time.
In this exclusive stock review, we'll break down PANW's...
Published 03/09/24
🚀 Join us as we dive deep into ADP's remarkable financial journey over the past decade! 📈 Discover how the global leader in payroll and HR processing not only achieved an impressive annual revenue growth rate of 6%, but also how it reached the monumental milestone of $18 billion in revenue by 2020.
In this video, we'll explore the key strategies behind ADP's consistent earnings growth, robust cash flow generation, and their savvy approach to stock buybacks. Whether you're an investor, a...
Published 02/24/24
Delve into the fascinating 30-year journey of Cisco ($CSCO) and Nvidia ($NVDA) stocks, exploring their meteoric rises, dramatic bubbles, and cautionary tales. From Cisco's astounding growth in the 1990s tech boom to its subsequent bubble burst in 2000, where its value multiples collapsed never to fully recover, to Nvidia's recent surge and parallels drawn to historical bubbles. This video uncovers the lessons learned from these rollercoaster rides in the stock market, offering insights into...
Published 02/15/24
This is a deep dive into the True Free Cash Flow of Exxon. I review 10 years of Revenue, EBITDA, Debt, Market Cap, Enterprise Value, Free Cash Flow CAPEX, Share Count and Investment IRR at different prices. Don't miss this epic video. $CVS $XOM
"Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett
Remember to check my website 👇...
Published 02/07/24
This is the audio from with highly attended Cash Flow Club Webinar on Jan 2024 where I review the current state of the US economy and recap the stocks selected last quarter.
"Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews!
Remember to check my website 👇...
Published 01/28/24
This is a deep dive into 10 years of history for Ulta Beauty the massive makeup and skin care retailer with strong historical growth and low debt. Check out this stock to buy for 2024.
"Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett
••••••••••••••••••••••••••••••••••••••••••••••••••
Remember to check my website 👇...
Published 11/15/23
This video is a 10 year financial recap of Bristol-Myers Squibb Company (BMY) and the expected future performance. Income Statement, Balance Sheet and Cash Flow + Strong Growth and Low Debt. Possible Trifecta. Don't Miss This Review!!!
"Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren...
Published 11/11/23
Unpack Lockheed Martin's cash flow and recent price drop to reveal a company growing Revenue, EBITDA and Cash Flow with Low Debt + share buybacks - TRIFECTA possible over the long term. Don't miss this amazing Company
"Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett
Don’t forget to Like this video and SUBSCRIBE for weekly stock...
Published 11/01/23
This cheap stock might not grow but is yielding 10% free cash flow for the long term investor. Let's deep dive into Honda and find it's true value based on a discounted cash flow (DCF) and EV / EBITDA market multiple approach.
"Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett
Don’t forget to Like this video and SUBSCRIBE for weekly stock...
Published 10/21/23
This video is an analysis of Brown-Forman Corp (BF-B) from the fiscal year 2022 financial results as well as an estimate of the future value and possible investment return based on a discounted cash flow (DCF) and EV / EBITDA market multiple approach.
"Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett
📄 Free 1 Pager Sign up here 👉...
Published 10/12/23
AutoZone (AZO) is a cash generating beast with strong historical growth and is expected to beat the market. Let's revisit this automotive retailer for a new forecast and expected return. Income Statement, Cash Flow Statement and IRR.
"Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett
Don’t forget to Like this video and SUBSCRIBE for weekly...
Published 10/07/23
Valuation of JD.com Stock ($JD) at ALL TIME LOW!!!!! Now is the time to invest in the Largest Online Retailer in China. Don't miss this EPIC REVIEW. I also announce the winner of a free Cash Flow Club Membership.
"Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett
📄 Free 1 Pager Sign up here 👉...
Published 09/20/23
Buy a Volkswagen for the price of a Ferrari. Both $60 Billion in market cap, but only one has +$200 Billion in revenue and produces 10x the Free Cash Flow. Watch this epic battle of Growth vs Value. Plus, I'm giving away a free Cash Flow Club Membership to the lucky viewer.
"Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett
📄 Free 1...
Published 09/07/23
A Must Watch comprehensive exploration of Estée Lauder's 10-year financial journey and cash flow analysis. As of 2022, this industry titan holds the #3 spot on the list of Top Global Beauty Companies. Renowned as the fourth largest skincare brand globally, Estée Lauder sets the standard in luxury makeup, skincare, fragrance, and hair care sales. Notable subsidiaries like #Clinique, #LaMer, #tomfordbeauty, #mac, and #BobbyBrowncosmetics further exemplify its influence.
"Long ago, Ben Graham...
Published 08/30/23
The 2020 Mega Merger of Raytheon and United Technologies formed RTX Corporation. The street is undervaluing this aerospace, engine and technology powerhouse. A Must Watch Video that breaks down this cash machine to uncover the value behind their assets.
Learn to Combine TWO Companies in this classic video below:
https://youtu.be/bkJYt-CNjWE
"Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality...
Published 08/22/23
Trading at 70x EBITDA with Stock Based Compensation at 10% of REVENUE, this stock has significant down side risk and could collapse to $85. This video is a deep dive into the financials and stock performance of NVidia ($NDVA). Learn how earnings can grow AND the stock price can fall. Be careful with NVIDA. #Bubble #AI #nvidia #stockmarket #investingforbeginners #money
30 Year History of MSFT - Must Watch. https://youtu.be/e-25ed89jSM
"Long ago, Ben Graham taught me that 'Price is what you...
Published 08/16/23
This is a deep dive into the Deere & Company $DE, a Trifecta 10 years ago and the lessons learned from this wonderful dividend machine. Total Dividends have been $45 over the past 20 years, a 200% return from Dividends ALONE. Don't miss this amazing company.
"Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett
Don’t forget to Like this...
Published 08/11/23
This is a deep dive into 10 years of financial data for Johnson & Johnson ($JNJ). Strong Dividend, Stock Buy Backs, Growing Earnings and Revenue. The stock returned over 200% in the last 10 years, when should be buy this stock to make another 200%?
"Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett
Don’t forget to Like this video and...
Published 08/03/23