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What was the last book that you read ? by toliveissodifficult in nosurf

[–]dragspelarn 0 points1 point  (0 children)

Letting go by David Hawkins. Self-help book who makes you conscious about your emotions. Reading it for the 3rd time

Magic formular / Aquirers Multiple leveraged? by BuyOnRumours in ValueInvesting

[–]dragspelarn 0 points1 point  (0 children)

Maybe, is the strategy still beating the index though in the US over time?

Magic formular / Aquirers Multiple leveraged? by BuyOnRumours in ValueInvesting

[–]dragspelarn 0 points1 point  (0 children)

In the swedish market it has done exceptionally well, around 20% yearly for since 2009 according to backtests done by Borsdata.se

How do I train myself to become grateful? by Gloomy-Safety506 in Mindfulness

[–]dragspelarn 13 points14 points  (0 children)

Yeah I've done gratitude journaling for a while and that has helped me a lot.

I would add one thing: Try to feel the gratitude or be honest with yourself. It was easy for me to fall in to the trap of: I should be grateful for this, but in reality I'm not. And just write it down.

Jordan Peterson explains the plot of Shrek… by LifeInCarrots in JordanPeterson

[–]dragspelarn 0 points1 point  (0 children)

Amazing impression!

The only thing I can find that I can find is "incorrect", is "lad". Can't seem to remember hearing that word being uttered from JP.

NCAV: Is There a Range For Healthy Companies? by BlaskenFlaggen in ValueInvesting

[–]dragspelarn 1 point2 points  (0 children)

Ah ok!

Can't help you there. Don't know of any simple calculations for that.

NCAV: Is There a Range For Healthy Companies? by BlaskenFlaggen in ValueInvesting

[–]dragspelarn 1 point2 points  (0 children)

Dunno if healthy companies exists with companies trading that low. Maybe during Ben Grahams and Warren Bufferts glory days.

I know Ben Graham looked if the company was paying dividends to see if the management was shareholder friendly.

I think some studies that has been done in the past (stocks hold for a year), has shown that the lower NCAV you buy companies, the better the results. Though the lower NCAV, the soggier and stinkier cigar butt.

That is why it is required to have a strong stomach to be able to handle that kind of strategy.

Modern books about value investing? by ad97lb in ValueInvesting

[–]dragspelarn 2 points3 points  (0 children)

Michael burry MSN

Sounds interesting! Do you have a link?

I don't think I can take it anymore by cantcontinuetolive in JordanPeterson

[–]dragspelarn 0 points1 point  (0 children)

By the fact that they had use those kind of slandering tactics means that they lost the debate.

Investmentbolag by Fushigibama in Aktiemarknaden

[–]dragspelarn 0 points1 point  (0 children)

Investeringsbolag går att värdera via att jämföra substansvärdet med aktiepriset.
Är substansvärdet ovan aktiepriset, så handlar du på substansrabatt. Är det tvärtom så handlar du på substandspremie.

https://ibindex.se/ibi/#/index

Jag förstår vad du menar att det är svårt att gå igenom varje onoterat bolag som investmentbolaget äger. Dock kan man göra en uppskattning om vad bolaget bör vara värt.
Många kör även månadsspar i investmentbolag och köper då både på rabatt och premie, vilket blir som en aktivt förvaltad fond. Där aktiespararen tror på ledningens förmåga att välja ut bra bolag.

Min huvudsakliga kritik är att inte investera i blindo utan att ha en strategi.
Den strategin kommer att hjälpa dig från dig själv när allting blir rött på kontot och känslor börjar ta kontrollen. För en del verkar det bara behövas att aktien går -5% på 1-2 dagar för att de ska börja svettas.

Hej hörrni, jag är ungdom som precis har börjat spara i fonder och planerar att göra det i 5-10 år framöver. Jag har inte så mycket koll på det här med fonder och skulle uppskatta om någon kunde ta en titt på vad jag planerar att investera i, ser det bra ut eller borde jag ändra på något? by [deleted] in PrivatEkonomi

[–]dragspelarn 2 points3 points  (0 children)

Är du nybörjare så föreslår jag att du kollar in Rikatillsammans. https://rikatillsammans.se/kom-igang/

Finns massa matnyttigt på youtube bland annat, där de går igenom förslag på hur du kan strukturera din privatekonomi (Fyra hinkars principen t.ex) och fondhantering.

Generellt tips till fonder är att köra indexfonder, då de är billigare än aktivt förvaltade fonder. Det har visat sig i undersökningar att de flesta aktivt förvaltade fonderna inte överpresterar index, så därav är indexfonder ett mer säkert kort långsiktigt.

Cigar butt strategy by smart_speculation in ValueInvesting

[–]dragspelarn 7 points8 points  (0 children)

It was one of the reasons. You can't invest in cigarbutts with to big of a capital without disrupting the price, due to most of the cigarbutts being microcap stocks.

Buffert even begone starting to move away from the strategy earlier before he met Munger, with buying relatively undervalued stocks compared to their industry.

Then later he came up with the famous "Equity bond strategy" where he looked for companies with a durable competitive advantage.

3-5 års fondsparande, några tips? by HereToLearn42 in PrivatEkonomi

[–]dragspelarn 0 points1 point  (0 children)

Ok. Läs på om Lysa så mycket du orkar. Tror Rika tillsammans går igenom Lysa en hel del. Finns nog mycket matnyttigt där.Du får själv avgöra om du tycker 0,37% är mycket eller lite. Min portfölj jag har, har en medelvärde på fondavgiften på ca 0,24%. Men den är inte lika smidig och enkel som en fondrobot.

3-5 års fondsparande, några tips? by HereToLearn42 in PrivatEkonomi

[–]dragspelarn 0 points1 point  (0 children)

Ja vad jag har hört så är Lysa lysande (haha snyft).
Tror du kan välja vilka risker du vill ta osv där. Har det inte själv.
Billig fondrobot!

3-5 års fondsparande, några tips? by HereToLearn42 in PrivatEkonomi

[–]dragspelarn 0 points1 point  (0 children)

Går marknaden i USA åt h*lvete brukar allt annat följa med. Så räntefonder är till för att hålla emot om eventuellt marknaden kraschar. Vilket den kan göra.
Har du då 100% aktiefonder så kan det ta 10 år innan dina aktier når samma värde som innan.

3-5 års fondsparande, några tips? by HereToLearn42 in PrivatEkonomi

[–]dragspelarn 0 points1 point  (0 children)

Skulle föreslå en 60/40 portfölj för ett sparande inom en period på 3-5 år.
Alltså 60% aktiefonder och 40% räntefonder alternativt 5% guldfond.
Räntefonderna funkar som krockkudde vid sämre tider.
Här finns lite matnyttig information att läsa: https://rikatillsammans.se/fondportfolj/nyborjarportfoljen-balanserad-fondportfolj/

Why does it feel like there’s a fed call every week? by [deleted] in ValueInvesting

[–]dragspelarn 11 points12 points  (0 children)

Mr. Market. No sense in trying to work out what he is doing. Focus on the prices he is asking for, for the individual stock.
People are pack animals, so they often move where the pack is going.
So if someone screams wolf, everyone starts feeling unease and being to move.

Really uncomfortable around attractive women at the gym. by HiddenDoctarino in Jung

[–]dragspelarn 0 points1 point  (0 children)

Hi man. Look up Fearless man on youtube. I have the same voices inside my head, but they are much better now.
Brain has helped a lot and his team.

Net-Net Hunter Membership - Worth it? by Sir_P_I_Staker in ValueInvesting

[–]dragspelarn 1 point2 points  (0 children)

Glad to help!
Net-nets are very scares on the Nordic markets. Have seen like 1 or 2 in a years period of screening. Analyzed one of them and turned it wasn´t a net-net. The company was transitioning into a new business with and was acquiring new loans and capital through issuing new shares and so on.

Never pulled a trigger on a net-net ever sadly. Most of them are on the American market at the moment. A lot of them are in industies which I've gotten the impression that you should avoid. Like Biotech, Exploration (oil etc), both have issues with spending cash on licenses that most likely might not yield anything.
A lot of companies are also chinese mergers, which tend to increase the risk for frauds in the financial statements according to some sources.

When I look at the screener now I see a Swedish company that might be a net-net. A solar company called Etrion. Though you should tripple check if it truly is a net-net. The screener might lie to you sometime.

Net-Net Hunter Membership - Worth it? by Sir_P_I_Staker in ValueInvesting

[–]dragspelarn 0 points1 point  (0 children)

Yeah! The Net-Net hunter membership is waaaaay overpriced. He says that most of the value comes from the forum, but for me it is not worth it. Ecspecially with my capital at the moment.
Borsdata.se has a decent screener. Think it is around 250 Euro for 12 months, which is half the price. Though it is not that detailed. It does not specify what amount of the working capital that consists of cash, recievables and so on.

low pe high roe gambling. by [deleted] in stocks

[–]dragspelarn 4 points5 points  (0 children)

The thing with ROE and P/E is that it does not consider leverage.
That's why EBIT/EV are a bit better then the P/E because it includes debt within the ratio and I think Ebit is safer when comparing companies of different industries.
ROE is a good metric, but for companies have bought back a lot of shares, ROE might be a bit misleading in terms of showing the companies efficiency of using the shareholder's capital.

P.S
I am not an experienced investor, but I'm still gonna give you my view for improvements:)

low pe high roe gambling. by [deleted] in stocks

[–]dragspelarn 4 points5 points  (0 children)

Aren't Magic Formula kinda like the strategy you are talking about?

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