Global Value
"All intelligent investing is value investing." - Charlie Munger
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Global Value
I’m excited to share an update about how the Patreon for our channel is evolving. To ensure all content remains accessible to every viewer, I’ve decided to make the fair value assessments available to everyone. This includes all the companies we’ve covered, plus some exclusive bonuses!
I’ve already reached out to our existing Patreon supporters, and I’m grateful for their understanding and support of this change.
If you’d still like to support the channel, you can do so voluntarily through Patreon or by becoming a Channel Member on YouTube. Your support is always appreciated, but it’s entirely optional.
For now, the fair value posts will continue to be hosted on Patreon. If there’s enough interest, I’m open to the idea of sharing them or a weekly roundup on YouTube in the future.
I’d love to hear your thoughts on this update, so feel free to share any feedback!
9 months ago | [YT] | 9
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Global Value
Warren Buffett's Berkshire Hathaway bought a new position in Ulta Beauty ($ULTA) in the latest round of 13F filings.
Ulta is a Select Six Stock we recently covered on the channel!
It's most likely a holding of Ted Weschler's or Todd Combs at 0.10% of the portfolio. Still, it's very cool that we share similar ideas about the business.
Be sure to watch the video if you haven't already!
9 months ago | [YT] | 3
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Global Value
I will go over some stocks on the channel for a quick judgement.
Name a business with a durable competitive advantage trading at a reasonable valuation and explain why you like it.
I'd like to try this as a new video format that I have seen work well on the Focused Compounding podcast.
1 year ago (edited) | [YT] | 17
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Global Value
"Those who keep learning, will keep rising in life" - Charles T. Munger
99 years is a long time and he lived well, but the world is not a better place for him being gone. Charlie's wit, wisdom, and generosity inspired generations.
I would like to send my condolences to Charlie Munger's family, friends, and colleagues.
Rest in peace Charlie.
1 year ago (edited) | [YT] | 76
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Global Value
Thank you all for your support! I appreciate each and every one of you in this amazing community! 🙏
2 years ago (edited) | [YT] | 26
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