compoundeverything

Welcome to this comprehensive video that covers the concept of margin of safety in investing and why it is crucial for investors to understand. In this video, we will explain the meaning of margin of safety, its importance, and how it can help investors avoid significant losses in the stock market. Additionally, we will discuss a valuation method that we have used to help us make informed decisions about investing in a particular company. We will showcase how this method using Dollarama, a Canadian company, as an example. It's important to note that this video is for educational and entertainment purposes only and should not be construed as financial advice. We encourage all viewers to seek advice from a professional financial advisor before making any investment decisions

oin us in this episode as we uncover the value of Alimentation Couche-Tard Inc (ATD.TO), a Canadian multinational company that has been making waves in the convenience store industry. We discuss the company's history, including its founder. We also explore the company's management structure and corporate culture, which have contributed to its significant growth through acquisitions. Furthermore, we analyze the company's financial statements, revenue streams, and markets to provide insights into its valuation. We run some numbers to give a rough estimate of the company's intrinsic value, allowing listeners to see its potential as an investment opportunity. As always, this is not investing advice and is for entertainment purposes only as you should do your own research and consult with financial professionals before making any investment decisions.

Warren Buffett says the number one job of a CEO is capital allocation. Return on invested capital (ROIC) is A financial metric that one can use to assess how the management is doing at deploying capital and bringing returns back to the shareholder. Today we go through what return on Invested capital is, how to calculate it and why it is so important for the investor to understand the ins and outs of this particular metric. This is not investing advice and is for entertainment purposes only. https://www.morganstanley.com/im/publication/insights/articles/article_returnoninvestedcapital.pdf?1665064386283

As value investors we like to find companies that are trading for less than intrinsic value. There are a few ways for the investor to run valuations on companies they are looking at.

There is almost no economic environment that investors of the past haven't already lived through. We know that history doesn't repeat itself but it does rhyme which gives us an edge if we are willing to look back and study different economies throughout time.

If you look throughout history there is not much that happens in economies that has never been seen before. In this passage from the book by Thomas Phelps you can see that what happened 40 years ago is playing out again today within the economy and the stock market.

There is so much wisdom for The self-taught investor within the archives of the Berkshire Hathaway meetings. Buffett and Munger give a university level Business course to anyone willing to take the time to listen.

A very fast summary and review of the book 100 to 1 in the stock market by Thomas Phelps.

The best 7 takeaways from the book 100 to 1 in the stock market.

Today we are summarizing Mohnish Pabrai’s lecture that was given to a management class, where Pabrai discusses his search for multibaggers. Multibagggers are stocks that give returns that are several times their cost. These are essentially stocks that are undervalued and have strong fundamentals, thus presenting themselves as great investment options. Today we breakdown this lecture and give the three identifiers Pabrai uses in his search for such a company. Not investing advice !

Today we discuss volatility and risk and how the two may not necessarily be correlated when investing. We discuss the metric beta and why if you are a long-term investor this particular metric does not make any sense to use. Of course this is not investing advice it’s only for entertainment purposes.

Bill Ackman recently sold a very large position in Netflix for a big loss. We sit down today and go through his letters to investors both from the purchase of Netflix and the letter addressing the closing of that position. We comb through each letter carefully in order to find lessons that we can personally use in our own investing practice.

We headed to Omaha Nebraska this weekend to attend the Berkshire Hathaway 2022 annual shareholders meeting. We sit down in this video and try to condense six hours of learning from the greatest investors Warren Buffett and Charlie Munger. We discuss oil, simplicity in investment choices, share buybacks and much more.

Today we talk about different stock market bubbles. We start with the history of the first known bubble; the tulip bubble. We also discuss what happened in various other bubbles in different time periods and discuss what we as investors can take away from these particular moments in history as to avoid some of the catastrophic outcomes that other investors before us have have gone through.