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Inflation Is Coming Video:
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DISCLAIMER: I am not a financial advisor. These videos are for educational purposes only. Investing of any kind involves risk. Your investments are solely your responsibility and we do not provide personalized investment advice. It is crucial that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments. Please consult your financial or tax professional prior to making an investment….(read more)
LEARN ABOUT: Investing During Inflation
REVEALED: Best Investment During Inflation
HOW TO INVEST IN GOLD: Gold IRA Investing
HOW TO INVEST IN SILVER: Silver IRA Investing
Thanks Jimmy!
Hi Jimmy , very smart type of content rigth here. I can see this format being extremely useful . Cheers
I've been looking MSFT more and more lately. This video is adding to my conviction.
Hi
Thanks for all the good stuff Jimmy! – The point about pricing power is valid but this is true for any company. It does not make sense to me that growth stocks do well under high inflation. My logic is that if inflation goes up, interest rates also go up, hence future cash flows (which grow stock have a lot of) will be discounted back to have lower present value. – am I mistaking something?
Hi Jimmy, you should start a mentorship program where you can take someone through everything they is to know about investing.
Thank you, Jimmy! I trust your judgment, I am here to learn from you. I am immensely grateful for every piece of advice you give us through this amazing chanel. Great content, great mentor!
Is that person fraud?? Who replied at my comment?? It's got a different profile pic
Hi Jimmy, Can you please run through a live example of a company financial through your DCF template of something more recent based on 2020 – 10K filing for apple for example. I have almost seen all your DCF evaluations, and started to make my own research based on your evaluation methods. Also usually yahoo financial only gives revenue estimates for the next 2 years only – so if you could use an example similar to that with 4 year projections that will be great. Btw , Im a big fan on your channel. Love all the work you do into building each research into a video. I wish I could see more evaluations of other companies more frequently.
ODFL
Perfect. Old Dominion Freight Line (ODLF) looks undervalued using DCF method explained in one of your earlier videos.
This is cool way to add content to this channel.
Shorts having to be vertical is the dumbest thing, it's really funny here though
GOod explanation! i am very curious on your view on Alibaba! you tend to have great stock choises. curioius to see your view on this stock.
Idea for future video; how to mathematically calculate how inflation affects returns from CDs. I have a friend who has a CD, but has never owned stocks. So it is tough to recommend stocks at all time high prices. Should we wait for a correction? Or maybe asset prices will stay inflated for the foreseeable future.
Wowza
Always glad to see a new vid from you.
That clarification helps, thank you.
inflation itself is not bad for growth stocks. the problem is that interest rate hikes usually accompany them, and that's bad for growth stocks
Thanks for the videos! So.. In case of hyperinflation, no industries would do well? Or safe to invest? Or the other 2 sectors that you said in the previous video, would likely do better than others?
Yesterday when you said "growth stocks do well in inflation" I stopped the video and had to rewind if you really said that, this clarifies it! I have been thinking about this since… 🙂 BTW If you could make a video about GEO and CXW, they got hammered in the last 2 days and been on a decline for a while despite PE : 6 and FFO 3.7 (GEO). Have a good day
Please correct me if this is wrong.
Inflation usually means rising interest rates. Which means the future earnings will have a higher discount rate due to inflation or rising interest rates. In turn, the valuation of the company should decline along with share price.
Yes, pricing power is everything. But, if your customers don't have spending power then that's a wash.
Would you consider FB and SQ stock to benefit from this aforementioned inflation?
That makes sense, have a nice day