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Which of these if any are you most interested in and would you like to see more videos like this?
ОтветитьThanks for sharing your process
ОтветитьNice video! I’m excited to share my next Magic Formula update in a few weeks. Started logging my Magic Fomula portfolio journey back in November 2021. Planning to get at least 10 years of data.
ОтветитьSadly the Magic Formula has underperformed since 2014. Just like all the other systems like Dogs of the Dow etc it stops working eventually. What happens is that word gets out and everyone jumps on it, so it's self defeating.
ОтветитьWish you go to detail with HSII, medifast and mastercraft. they seem intriguing
ОтветитьAMC Networks seems interesting based on how low a multiple it is trading at compared to future EPS projections. The Buckle looks attractive based off it's consistent FCF generation and reasonable multiple of earnings. I always love looking at the Magic Formula stocks and seeing if there are some lesser known companies worth diving into deeper - great video!
ОтветитьVery useful! I like the way you comb through such stocks and see what fits your circle of competence and especially what metrics to look at. Thank You!
ОтветитьGood observation on the asset light / low moat trend in magic formula stocks. Granted pharma companies might be an exception given that their intellectual assets might give them a decent moat for a while (while they have patents).
ОтветитьAnother fantastic vid. I also love doing stock research while drinking a Guinness :)
ОтветитьGreat video. Would like to see a full video on Mastercraft.
ОтветитьVery helpful!
ОтветитьLove it, would first check what the company is doing not the warning (which usually is momentum)
Btw why pass on medifast actually ?
Some interesting ideas
ОтветитьI agree with your approach; avoiding sin stocks and those with a dark future. Keep up the good work!
ОтветитьI liked this style of video. 🍻
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