MARGIN OF SAFETY - SETH KLARMAN - CHAPTER 1 SUMMARY

Margin of Safety - the best value investing book out there - we make a summary chapter by chapter. In this video: Chapter 1 - Where most investors stumble.

Full-time independent stock market analyst and researcher!
STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)

I am also a book author:
Modern Value Investing book:

I am also learning a lot by interning with my mentors: dr. Per Jenster and Peter Barklin at the Niche Masters fund.

The Intelligent Investors summary playlist:

[InvestingBookSummaries]

It's always exciting to start a new series, I'll be watching each episode. Thanks for covering Seth's book!

[noredbull]

Sven, You are very good teacher. Thank You!

[workwithnature]

Well in my view it is neither efficient nor the opposite, because stocks are only lightly tied to the companies. We all believe they are tied 100% but in truth once the ipo is done the only thing that gives the stocks its worth are dividends and the cash flow plus assets the company holds and most importantly what people want to trade it for. It is no surprise that stocks can thereby trend, hence the possibility to make money or loose it. A balance between looking at the fundamentals and seeing what is trending and where we are at in the recession cycle.

[watchdog]

"You do not sell a stock because the market is selling." Very well put.

[jr]

Great video. Everybody has their own style of investing. If a trader/investor reads, gets informed, pays a good coach for investing... might be well ahead of those traders/speculator investors.

[Alafgatatargh]

You keep pumping out those Videos like a machine :)
Thank you for reminding me to withstand the temptation to invest my money NOW.
As I just started building up knowledge a year ago, it is still hard for me to filter out all the information noise and your channel helped me a lot to stay focused.
I think chances for another 10y bullmarket are much lower, than they are for a recession appearing in the same period.
So I keep my feet still for now.
Thumbs up for the great content 👍

[SuperJulio]

Very well illustrated Mr Carlin. Good continuation.

[MTTSLL]

very interesting about the ratios and the how they are actually related to market's pricing rather than fundamentals

[dannyasti]

Hi Sven, always the best professional content on the platform! Have you done all of the chapter? I can only find cp 1, 3 and 5 on your channel. I would like to check the other chapter if you have processed them. thank you and keep up the amazing work!

[sfk]

Great intro to the book Sven! I look forward to the chapter 2 summary!!

[mirokenda]

I'm just reading this now, an amazing book!

[Brehon_TalkingFinance]

This is a phenomenal video.. So much insight.. Great stuff..

[DeGolem]

Can't wait for the next video in this series. I love your channel.

[stevestacy]

Micron is a good example of a low PE stock that doesn’t have a dividend. Stocks like this other than buybacks how does a company pay back its investors ? Also another video topic that mite be interesting is stock price and it’s affects on dividend % amounts . Thanks

[bobsmith]

Nice video Sven!

You need to do a video on the recent yield curve inversion !

[BohdieLotion]

But isn't trying to estimate the future prospects of a sector also speculation? I personally switched to an approach where I value stocks only on the PRESENT and let the speculation part of the TOMORROW to the market. Prediction is all about consensus I guess. So combining value and momentum saves you from hypes on the value side and from cyclical aspects and value traps on the momentum side. Also the best buys are those which are both a good trade AND Investment opportunity imo.

[yalnaabi]

Thanks for the video!
BTW, any thoughts on REIT's? It would be awesome if you can do a video on valuing REIT's and whether they make a good investment

[Andrew-jefm]

I’m actually reading this book now since you recommended it 😊. Also my largest holding is now micron haha. I’ve been buying it here on the way down. It seems pretty low risk given the money it makes and it’s low debt. Could take a while before it’s given the respect of a decent PE again though. Lots to consider here. Have you looked at it?

[spiffffffffff]

Having markets versus central planning is efficient, but that does not make the market's immediate pricing efficient at all.

[marcovalsesia]

non riesco a trovare il riassunto degli altri capitoli?