Sven Carlin

my verdict now is it smells like a good bet I said that at 60 but now it's really better buy more at 40 we are there

I see a price target of 225 in the next 6 to 12 months for Whipple

if we add the buybacks, that's almost another of plus one trillion. And if we look at the inelastic market hypothesis... 62 going to 72 likely over the next 12 months despite the pressures that the m…

given that the company continues to grow I see it that it's ready for a new jump... Starbucks 75 after the pop

Petroas Petrolo Braziliero which also offers a good return... it still offers a huge return at a 13% dividend yield going forward. Of course it will depend on oil prices but keep in mind it is yes vo…

if Jansen over produces so that's something you need to know when it comes to the risk and reward... I bought... nutrient Mosaic 10% relatively low risk from a long-term business perspective... the s…

I bought... if they make 5 billion on average minus 2.5 capex costs they should make two 2.5 billion over the average cycle... in exuberant times yes they make 2.5 billion in weaker times... on a Mar…

for now we have spent 30 000... let's for now add another 20 000 to meta at the current price and then over time let's leave for if it goes to 60 let's leave it for another buy and then that will be …

I think that somewhere in the future gold will definitely be at 5,000 when I don't know how long it will take will it take two years will it take 20 years I don't know but it's likely that due to the…

the stock price should be 187 in five years if suddenly somebody says Disney Plus is more valuable than Netflix then add just 180 billion to the market capitalization the stock doubles and that is al…

in a way, I am long Bitcoin. I hope that there is no financial destruction that it goes to a million, but I wouldn't mind seeing it going higher. I wouldn't mind the tokenization... So, I'm long cryp…

Birkshire I have priced it here for four 5% long-term return but with very low risk because of the quality of the business

from a sum of parts valuation... so we are there for a conservative 10 return everything else is a positive upside... it is all an uncertainty but that is investing however from a diversification per…

if we look at the numbers and we reinvest those dividends if we look at ADM reinvesting dividends at 8% you would still after 10 years be a very positive return you would have double if then the divi…

in conclusion I think that it will deliver good dividends good cash flows with the ups and downs of the food cycle... it is in the most model portfolio with an accumulation strategy depending on price

we have the dividend here and we are now in line expecting a 6.7% yield for a 10% return... 10% plus long-term returns good to Great

Oh, by the way, I am in my model portfolio long oil. I wanted to build a position through 2026 and 2027.

So, as long as interest rates stay where they are, unlikely to go down for a while given the situation, this keeps on being a good investment. ... Growth stock, scalability stock. So, they have built…

I still think it will get to 10K eventually.

bullish on China still owning Alibaba. market leader cloud just on AI exuberance it can reach 200 that's a good return

if they make 10 billion, 15 from e-commerce, if then they make 10 to 15 billion on the cloud, that's 30 billion. 30 billion times 20, 600 billion. That's a double in 5 years from these levels. That's…

Amazon also possible 50% higher so we are priced in line there

of course tesla is in a pickle i forecast 50 decline

us large is at negative 4.1% estimated real returns over the next seven years

the intrinsic value now is 340. compare that to the stock price it should double it should be an easy double in a year and return back to the previous levels and then over the long term in 10 years i…

all else equal Google is 250 in 2026 ... 2020 at 22 and the p ratio of 30 we are at 300 by 2026 which is a really good return from now

I see gold at 20,000 because central banks will lose control of what's going on print money ... boom you have got the 20,000 in a matter of a few years

I would not be surprised to see gold at 5,000 in the next five six years

we are looking at 10 to 15% long-term returns from such an investment

in the investment day say that their target is earnings per share of 12 bucks per share times 15 that in my maths is 180 that's a 3x and that could happen in the next three years 3x in three years is…

I think it's an easy 2x to 10x investment over the next decade let's say I give it a 90 chance

alibaba stock can crash to 100 as it crashed already 40 ... it can even go to 100 as I said in the video

if they just survive free 4 years and the buybacks are there, 5 6 billion per year, the stock will not stay at 144, the stock will be at 500 800. It goes parabolic from here. That's the upside... 2 t…

Alibaba, market capitalization 300 billion... they are at around 25 billion 4X and AI revenues. If they hit that, just that might double the stock price. Let's say 3X revenue on that, and the 300 bil…

If they can do 3 billion in EBITDA, 1.5 billion in distributions, 2 billion in funds available for distribution, 40 billion market cap, that's a 2x. And if that just happens somewhere in the next 7 y…

with standard growth rates of 15%, 10% growing forward, P/E ratio of 20... Amazon is about to deliver 12% returns over 13% returns over the next 10 years, which is staggering. However, at a stabilize…

Capital allocation, capex going down... 25 billion buybacks starting 3 billion this year, and 25 billion, that's another 10% of the company. That will grow the dividend alongside other growth, and th…

Adyen looks very interesting... let's say the stock now is fairly priced for good numbers, good business, 10% return. ... Seems like potentially offering, let's say, a 12% long-term return. 11, 12%, …

Stay away from these businesses, no matter where the stock goes.

By the way, I am long HP in my diversified portfolio... the P/E ratio is seven. The market capitalization is just 17 billion. Dividend yield 6.39%, high cash flows... Worst case scenario, if they jus…

Now the earnings at 60, I expect a 7% long-term return, 3% dividend, 3% 4% growth over time.

this market now at 58 will be around 70 70 something trillion in the next 12 months. Therefore, it will be up 20% all else equal. No crashes, no nothing. The stock market will just go up to the moon …

Adobe stock now looks like Google in April. Therefore, you can expect 50 to 100% upside in the next 12 months

I think that this with one year of good news of growth can easily be a 50 stock which would give you 60% upside. So from that perspective, it looks like a buy.

value to private owner, there is 30% upside... we have a 10% cash flow yield, a 10% dividend yield depending on how it's going to be distributed. We have a very positive situation, margin of safety, …

this is true value with food. We will need food. So this is the component that I think that over 10 years will deliver a return for this portfolio for sure.

the thing is that in five to 10 years it's unlikely the stock will be below 900. However, it can be much higher on the upside there.

that's why long-term they should do their 10% return.

CH industrial if you wait for that cycle to revert from food it will likely lead you to 10% % returns over time as farmers start buying back more of the equipment.

when it comes to Black Rockck, yes, all else equal growth and everything, the bubble continuing, Black Rockck stock will be a 2x going forward the next 3, four years

I had opened a mid position in ADM at 45 something 50. So now we are already up there going towards a full position.

best buy here on my YouTube quadrant for me, Amsterdam commodities... I might still add that these prices because the fundamentals are really great. 5.5% yield P ratio of 10.

Dividend yield 5.52% P/E ratio of 10, food business, very good, likely will do well over the next 5 to 10 years. Will this be a 5x? No. Will it be 50% plus 50% from compounding dividends plus maybe 5…

I have put here Comcast 10% likely returns going forward.

one of the businesses I own is Amsterdam Commodities which is a Dutch trade spice trading business... it pays a dividend yield of 6% and earnings over the last 10 years have been growing at 8% per ye…

we are close to a 9% likely return from the stock.

positive risk and reward at this moment. Maybe you can lose 30 40% but you can gain 50 60 100 if the trend turns

the S&P 500 could be close to an AIDS situation for your money, your portfolio... 4% return from the S&P 500 at best over the next two decades. Therefore, I have put it here 4% return very high risk

especially if oil prices go higher, you can see it back even perhaps to 100 in the future. So that is a 2x from that reward perspective plus dividends 2x over the next five six seven years that is th…

if you want lower risks, Equinor and Acur BP 10%, there we are. You have these companies that can also be considered a buy here 9 10% dividend

if they keep on growing 10% for the next few quarters, you can expect a P ratio of 20 on the current situation. Therefore, there is still room for 50% 100% growth.

this company with a P ratio of 10 that is growing approximately five it did grow eight and that's the target percent per year. So dividend yield 6% plus growth. I'm again there 10 to 15% investment r…

If things improve and uh get better valuations, better rating, then we can expect a 2x to 3x from the stock, perhaps even higher in case of buybacks.

If I put in five billion on free cash flows, if they start paying that out and dividends doing buybacks, then the intrinsic value is much higher than the 47 billion market cap. We are at 64 billion, …

if we put 13 billion to build it 3 billion of that that's already 10 billion of value compared to the market cap of three billion even at the discount it's 3x 2x upside

5% for 20 30year treasuries is still ridiculously cheap. The 20 30year Treasury when inflation hits will be 7 8%. This is ridiculous on the expectations that the Fed will lower rates crazy low intere…

So I think that 15% returns ahead are likely maybe with ups and downs. They have a margin of safety of land. They have no debt

it is likely that in the next few years stocks return zero at best with possible crashes to 40 50%

as 2027 2028 and full production is reached perhaps we have an upside in Coal this stock could be a two to 3x from that perspective

I think that Bitcoin might keep riding the wave because when you rig one thing when you have fake interest rates and money printing then people look for Alternatives

3.5% with 3 4% growth 7% return the intrinsic value is likely to be better not at 28 but a 24 long-term return

if they keep on paying uh 8 n% dividend yield then the intrinsic value is now still higher than the stock price

5.5% is already way higher than 2.5% and therefore you hear see how if just 3% growth 5% good yield over time and you can see that it can lead to a 10% required return

if I go to a terminal multiple of 15 on the earnings the value is close again to the stock price that's another interesting solution for a 9% return if there is a boom it will go to 20 5

the intrinsic value is close there to the stock price so now we look at a 9% return if the market gets exuberant then the stock price might go higher

birkshire on a very low risk that it will deliver over the next 10 years but maybe the return will be between zero and 5% real returns

also Samsung now is giving a 10% return if there is a different view on Asian stocks and this is a global stock then it might get rated and you have yourself a good return there perhaps even a free x…

huge supplies deliveries will be coming which means we'll go to lower prices the same has happened in 2007

ADM looks good if you want to own that in a portfolio have a strategy if it goes lower you increase the position you reinvest the strong dividend and in five 10 years you have a great dividend player

I didn't sell anything from the position during the rally I actually bought some more today

I added nutrient and Mosaic to my Diversified portfolio at the mid portfolio position so if the cycle food cycle fertilizer cycle deteriorates I can buy that again and then ride the upside when the c…

I added nutrient and Mosaic to my Diversified portfolio at the mid portfolio position so if the cycle food cycle fertilizer cycle deteriorates I can buy that again and then ride the upside when the c…

Apple is extremely risky for a very low reward

if you want to watch it over the next few years I think now it is the best time ever to start a position

I'm pretty sure it will reach 10,000 points in the 2030s

I think Nike will find its way to growth from 2025 2026 2027 like Adidas did

I don't think you will lose money with Nike long term if you buy now you will get that yield earnings BuyBacks will make earnings grow

it is a monopoly it will likely be there in the next 5 to 10 years growing in on increased trading increased Financial activity increased money printing

if the yield goes back to 4% by 2030 that's with some divid divid growth that's still 50% down for the index

if the p ratio reverts you can expect a 45 or a 74% decline in the stock market

at current levels I think that the stock is a great buy a good buy for Pension funds institutions that are looking for Quality diversification long-term business durability and safety

interactive brokers is a good stock to buy now and perhaps an even better broker to check out if we look at the stock price the p ratio is 16 but they are growing their numbers between 10 and 20% and…

ADM is now a much much better buy than it was three days ago

it could go to 2 trillion which is 20% for 20 something perc up going forward

perhaps the most likely outcome for the sap 500 in the next seven years is 10,000 points yes 10,000 points

the reward is below market and better by the S P 500 for sure and the risk is a little bit higher

I wouldn't touch it because I don't see being there in 10 years something else will come somebody will go after this market cap of 70 billion to make it easier faster

so now it is okay possible upside but not that much but significant downside

I don't see more than the dividend I would see something better if there is a complete turnaround in the Telco industry but that's something that's unlikely to happen

so the fair value for me it's a p ratio of 15 on grade times the 70 down nothing against Ferrari but this is the investing reality extremely risky

I always tell people Google is a much better buy here than it was here at 150

today watch Tesla which is still trading at an implausible 900 billion Market Gap when Tesla has tanked that will be a good sign of a market bottom

hpq is definitely a contender because what I like about businesses I like that buying them at a fair cheap price but I also like that that in 10 years the business is likely to going to be bigger and…

Intel is risky especially as everyone is waiting for it to Boom only from 2025 nobody wants it so it looks ugly and value investors have to buy at some point you have to start buying

conclusion from a risk reward perspective it's likely that intel will deliver a double-digit investing return over time

now i have added ten thousand and then we are left with another five thousand and five thousand at thirty and if it comes to twenty so we have first bought fifteen thousand and fifty four seventy thr…

i made this video a while ago how meta facebook the metaverse is a strong buy from a risk and reward perspective how i don't really like it for my core portfolio because of the risk of structural iss…

I would split Verizon, 3M, Starbucks, and maybe even Apple and then reinvest the dividends according to which one is that. If you put a gun to my head, I would go for four diversification out of thes…

I would split Verizon, 3M, Starbucks, and maybe even Apple and then reinvest the dividends according to which one is that. If you put a gun to my head, I would go for four diversification out of thes…

I would split Verizon, 3M, Starbucks, and maybe even Apple and then reinvest the dividends according to which one is that. If you put a gun to my head, I would go for four diversification out of thes…

the intrinsic value for a 10 expected return is 238 which means that at these growth rates at these growth rates 15 the stock price is too high

it should double it should be an easy double in a year and return back to the previous levels

more than a double and google stock at 10 000 in 10 years

so i wouldn't be surprised if google stock hits 4 000 in the next year or two

now bonds are trash and are in a bubble cash is even trashier for that matter and we are going to cover this because it will have a huge impact on how the financial world looks like in the next 10 ye…

overvalued for a 10 return but for a seven eight percent it is a very interesting return especially banking on the trend

we have an intrinsic value of 313 billion compared to the market capitalization of 232 billion we can say that intel is undervalued

so amazon growing 10 50 from an investment perspective is likely

and i have discussed very often how the returns are good 10 percent expected how the stock is undervalued

statistically I think that value investing will continue to do good

this might actually be a gem in your long-term portfolio delivering double-digit returns

yeah I would say a the the on my evaluation this thing would go to 20 my was 42 so I'm not a positive than you as even a repair I am I think it's 20 because this thing's Book value is like 25 and nee…

we have had three positive years one down turn positive two years two years down and now we are two years up but higher lows and higher highs so we can expect more good things over the long term and …

they will grow at 5 to 10% over the next years in a cyclical way so 5 6 7 8% is what you have to expect from these companies in the long term as an investment return

they will grow at 5 to 10% over the next years in a cyclical way so 5 6 7 8% is what you have to expect from these companies in the long term as an investment return

the first thing you have to do is not to be a long-term debt owner because those are the suckers

as I told you yesterday in the news I'm bullish on Tesla but I'm investing in Copper in basic metals that have that have to be the basis of that EV trend electrification of the whole world Renewables…

I'm bullish on Tesla but I'm investing in Copper in basic metals that have that have to be the basis of that EV trend electrification of the whole world Renewables Etc

Beijing Capital airport and we hope that will be a much more also an educational story but much more interesting and attractive as it is I think also a good company and it will deliver good returns o…

I am long this stock

if you're looking for a good long-term investment that will give you above 10% over the very long term Buy Apple reinvest the dividends and you will do probably very very fine over the very very long…

we come to 125 billion of net income in 2027 if Apple continues to buy back 3% of the number of shares outstanding over the next 10 years the number of shares outstanding will go from the current 5.2…

I firmly believe copper might be the metal of the next decade

long-term exposure to China and Emerging Markets across Baba seems rational however for now I'm positive I'm looking at the complete Chinese market Alibaba looks good

we probably might see higher interest rates which means that bonds will go lower for another six months year two years

if you buy Dharma at 50 I think you will have a 10 percent long-term return

I don't think they will hit the 900 million or 1 billion nor the EB TDI guidance they have shown and that means a turnaround from profits... to quickly negative losses

I wouldn't be surprised if we see 20

when all those people start getting out windows inflows that have pushed the market so high over the last eight nine years turn to the negative then it will be doom and gloom and as I said one of the…

such an ETF like drift is from my point of view is a clear scam to get to your money

due to the high valuations we can really see a big big drop somewhere in the next six months

I will expect the long-term return from stocks of 4%

ten-year returns will probably be negative

and they're increasing in 2018 which means lower profits in 2018

Whirlpool I discussed how more demographics Indian growth will do well for the company there are some headwinds it is volatile but long long-term an interesting company

let me show you three reasons why the stock market will not crash and might even double or triple in the next 5-10 years

emerging markets I believe will deliver more than 10% for the intelligent investor

we can see the appreciation of the Bitcoin similar to what happened to tulips similar to the Mississippi bubble and similar to smaller bubbles like the South Sea Bubble the US stock bubble Great Depr…

I would expect prices to drop again even below 40 when there is again an oil glut which will be volatile

the great time to be west in and what long in brazil

I strongly believe that we should not recommend index funds to people but Burkshire heway

so I'm pretty pretty bullish on gold after this analysis even more

one stock like Kroger will outperform the sa p500 by many times over the next 10 20 years just because its valuation is much lower