Stocks Value Investing with Sven Carlin, Ph.D. has covered
Value Investing with Sven Carlin, Ph.D.
@value-investing ↗
270K subscribers · 2437 videos · Started 2017-05
Stock market investing is not easy but if you apply a little bit of common sense, it can be much easier. Helping people to make smarter financial decisions is the mission of this channel. You can make better financial decisions by: Having the right investing mindset (we do not speculate and hope - we see how the risk and reward fits our investment goals). Doing good analyses (earnings and cash flows alongside a margin of safety is what makes a stock portfolio grow over the long-term) Enjoy! Disclaimer: All videos are provided for informational purposes only. Nothing contained here in should be construed as an offer, solicitation, or recommendation to buy or sell any investment or security, or to provide you with an investment strategy. Nor is this intended to be relied upon as the basis for making any purchase, sale or investment decision regarding any security. This merely expresses my opinion, which is based on information obtained from sources believed to be accurate.
Fact270K subscribers · 17 US-stock videos in the last 90 days
RosterIn the roster since Aug 11 for $GOOGL $META $MSFT · last checked Sep 13 13:01
$NVDABearish2026-09-121 entryNVDA's high growth claims are marketing-driven; reliance on circular financing creates systemic risk to the AI trade.
$VCBullish2026-09-111 entryVC is attractive at its current price due to a 7% yield and valuation below book value, representing a medium-risk opportunity with a likely 7% return.
$BRK.BNo side taken2026-09-103 entriesBRK.B is a cautious, 'okay' choice for low-effort investing due to high cash and low AI exposure, though this safety is already priced in and the insurance sector faces potential future crises.
$XIACFBearish2026-09-091 entryXiaomi is fairly priced but not attractive at P/E 19; wait for P/E 9-10 to buy.
$FICOBearish2026-09-081 entryFICO presents structural risks from debt-financed buybacks and aggressive pricing; it lacks a margin of safety for value investors.
$MCDBearish2026-09-061 entryMCD is expensive and should be avoided due to slow growth and lack of cheap pricing in the current interest rate environment.
$AAPLBearish2026-09-051 entryAAPL is overvalued for value investing; current price yields only single-digit returns, so wait for lower valuation.
$LBTYABullish2026-09-051 entryLBTYA is undervalued; market cap of $3.6B is covered by $2.4B cash and >$2B investments, leaving telecom assets effectively free.
$LULUBullish2026-09-043 entriesLULU is a good buy; low valuation, profitability, and potential PE takeover/CEO turnaround offer upside.
$NKENo side taken2026-09-043 entriesNike is cheap now; price may fall further due to volatile fashion trends.
$ADBEBearish2026-09-031 entryAdobe is not an exceptional value; at P/E 15 it lacks margin of safety and growth is non-organic, so downgrade to orange/less attractive.
$CHTRBullish2026-09-031 entryCHTR has upside potential if capex cuts enable debt reduction and buybacks, but faces risks from high leverage and subscriber decline.
$CNHIBearish2026-09-031 entryCNHI lacks competitive advantage in a down-cycle; avoid due to low margins and uncertain timing.
$FLOBearish2026-09-031 entryFLO fundamentals are deteriorating (sales -4%, net income -$17M) and high debt makes it a poor investment despite positive cash flow.
$GOOGLBearish2026-09-031 entryGOOGL is a risky bet; avoid buying at current prices due to inflated reported profits (valuation gains) and unprofitable cloud customers.
$KSHTYBullish2026-09-031 entryKuaishou's AI valuation covers its market cap, making the core platform free; it is worth exploring as a value bet.
$KSPINo side taken2026-09-031 entryKSPI has low valuation and growth potential but high volatility; worth watching for further analysis or price entry.
$PDDNo side taken2026-09-031 entryPDD has limited downside risk due to high cash levels, but upside depends on unverified management promises, leading to a cautious assessment.
$UBERBullish2026-09-031 entryUBER is a buy-and-hold candidate for 3-5 years with significant upside potential from FCF growth, despite high tech-related risks.
$VRSNBullish2026-09-031 entryVRSN is a valuable investment with potential for good returns in 1-2 years if stability improves.
$CSUBearish2026-09-021 entryCSU is a bad bet due to low organic growth (3%) and risky M&A strategy; wait for market cap to drop to 30-40B CAD.
$JDBullish2026-08-311 entryJDCOM is undervalued with strong cash position and logistics growth; low risk of losing money over 5 years.
$ADDYYBearish2026-08-281 entryAdidas is overvalued (P ratio 20) and too risky due to volatile demand and fickle consumer preferences; no value present.
$ANTANo side taken2026-08-281 entryAnta has solid fundamentals (growth, dividends, buybacks) but lacks the required valuation discount (P ratio of 10) for a safe entry; currently 'interesting' but not 'cheap enough'.
$BIRKBearish2026-08-281 entryBIRK faces deteriorating quality and stagnant profits post-PE takeover, leading to a negative outlook.
$DECKNo side taken2026-08-281 entryDECK is undervalued with low downside risk, but faces slow growth and brand longevity uncertainty.
$ONONNo side taken2026-08-281 entryONON growth is decelerating; valuation at P/E 20 depends on future growth rates, with risk of further slowdown.
$UABearish2026-08-281 entryUA faces a $3-4B revenue ceiling; expansion beyond this niche carries high risk, lower profitability, and slower growth.
$ACNBearish2026-08-271 entryDeleting ACN from watchlist; price rise to 180 removed appeal despite 3% dividend.
$ADENBullish2026-08-271 entryADEN remains a viable investment as a 19% growth company with a P ratio of 30 and an estimated 8% return.
$AMZNNo side taken2026-08-271 entryAMZN is fairly priced for an 8% return (good buy) but not undervalued enough for a 15% target; speaker waits for a downturn to buy.
$ASMLBearish2026-08-271 entryASML is too risky for value investing due to high valuation (P ratio in 50s); potential upside requires excessive market cap growth.
$BHPBearish2026-08-271 entryBHP is currently too expensive due to a commodity bubble; skip for now, revisit at a lower price.
$FISVNo side taken2026-08-271 entryFiserv's value depends on hitting 2027-2028 targets for an 8x P ratio and 15% growth; currently held but no immediate buy signal.
$HPQNo side taken2026-08-271 entryHPQ's investment appeal has decreased as the stock price rose, resulting in a lower dividend yield and a worse risk/return balance compared to previous levels.
$KWEBBullish2026-08-271 entryKWEB offers upside potential as its constituent companies grew significantly despite the ETF's flat 13-year performance.
$MELINo side taken2026-08-271 entryMELI left alone; current price 2,000 vs missed entry 1,500; credit issues must subdue over months for growth story to resume.
$METABullish2026-08-271 entryMETA is fairly valued at current levels with upside potential from AI growth; sentiment improves as price decreases.
$MSFTBearish2026-08-271 entryMSFT has high risk-reward due to reliance on questionable AI partnership revenues; risky if growth slows.
$NFLXNo side taken2026-08-271 entryNFLX is not bad but has downside risk in a conservative scenario; momentum led to a slight downgrade.
$OTISNo side taken2026-08-271 entryOTIS offers ~6% total return via dividends and buybacks as a defensive play, but faces margin pressure from Chinese competition.
$QSRBullish2026-08-271 entryQSR Brands remains a good investment with a 3% dividend; no change in thesis despite price rise.
$VZBearish2026-08-271 entryVZ is risky due to reduced dividend yield (8% to 6%) following price appreciation (30s to 50).
$ADRNYNo side taken2026-08-261 entryAhold is a defensive business with stable cash flow, a 4% dividend yield, and a 3.7% buyback yield, offering a high single-digit long-term return, but the stock is not cheap enough for a 10%+ return, so it's interesting but not a buy at current prices.