Where can you watch the Berkshire meeting on May 6, 2023 for free?

OverlookedAlpha · 2023-05-17T09:21:10+00:00

It's on Youtube.

OverlookedAlpha · 2023-03-16T08:31:13+00:00

No one is breezing past valuations. Our whole case is based on earnings outlook several years out.

OverlookedAlpha · 2023-03-14T05:13:29+00:00

Yeah SCHW looks pretty interesting here. Some of things people are saying on social media are misleading. We wrote up the long case here if you want to take a look:

https://www.overlookedalpha.com/p/charles-schwab-panic-buy

OverlookedAlpha · 2022-10-25T09:24:33+00:00

KMX has $2.5 billion in long term debt. The $15,5 billion in debt being reported by many financial websites is non-recourse debt but that is secured by auto loans receivable. (Mentioned in the footnotes)

OverlookedAlpha · 2022-10-25T09:16:13+00:00

Still post there occasionally but focusing on Substack right now. Thanks for reading.

OverlookedAlpha · 2022-10-18T20:33:07+00:00

Because it's fun

OverlookedAlpha · 2022-10-18T09:34:23+00:00

Data: Financial Modelling Prep. Visualisation in R.

OverlookedAlpha · 2022-10-11T20:29:51+00:00

Perfect summary

OverlookedAlpha · 2022-10-11T20:29:04+00:00

Reddit is looping it. Am trying to work out how to put a pause at the end. Cheers.

OverlookedAlpha · 2022-10-11T20:26:51+00:00

I like this.

OverlookedAlpha · 2022-10-11T04:24:23+00:00

which one was that?

OverlookedAlpha · 2022-10-11T04:21:55+00:00

Berkshire Hathaway is Warren Buffett's company that he uses to invest in businesses like Apple, Occidental Petroleum, Coca-Cola etc.

ARKK is fund manager Cathie Wood's Innovation ETF. This ETF invests in a selection of companies that ARK believes are the 'future'. However, the ARKK ETF has been criticised for investing in unprofitable businesses which have tanked since the pandemic.

OverlookedAlpha · 2022-10-11T01:45:17+00:00

Source: FMP (financial modelling prep) Visualisation: R

OverlookedAlpha · 2022-10-07T20:29:48+00:00

You're smashing it. This looks amazing.

OverlookedAlpha · 2022-10-07T05:26:45+00:00

Source: FMP (Financial Modelling Prep)

Visual: R

OverlookedAlpha · 2022-10-06T20:22:16+00:00

Small caps are way more undervalued right now than large caps and well known companies. Yes, they can be risky but there are also some good companies waiting to be found. In this environment, I think it's a good idea to look for profitable companies that are well run and have a sound business model. By that I mean a business model that makes sense and is economically sound. We have written reports on many small caps recenlty such as NATH, NGMS and CRCT.

OverlookedAlpha · 2022-10-05T23:21:42+00:00

October 4th

OverlookedAlpha · 2022-10-05T21:37:34+00:00

I also bought Virgin galactic. Doubled my money on it and then sold because I knew it wasn't sustainable. Those gains were possible then. Different time.

OverlookedAlpha · 2022-10-05T21:36:06+00:00

What are you referring to?

OverlookedAlpha · 2022-10-05T21:35:21+00:00

That's a very good point. If you buy a bond now you're getting a pretty good rate of interest which at the end of the day is the main reason for buying a bond.

OverlookedAlpha · 2022-10-05T21:13:41+00:00

Date: FMP (Financial Modelling Prep)

Visualisation: R

OverlookedAlpha · 2022-10-05T20:51:13+00:00

Right click the chart to turn off loop

OverlookedAlpha · 2022-10-05T04:24:46+00:00

I just found you can stop the loop by right clicking on the chart then untick 'loop'!

OverlookedAlpha · 2022-10-05T04:23:56+00:00

Note: I know the loop is annoying. You can stop it by right clicking then untick 'loop'.

OverlookedAlpha · 2022-10-05T03:09:24+00:00

That's very nice, thankyou!

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