MidasMoriarty

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers! Disclaimer: This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers! Timestamps: 00:00:00 Intro/Portfolio 00:16:15 Viewership & Dashboard Goals 00:32:30 Movements in Value 00:39:40 Fed Funds (History Sidetrack) 00:53:25 Inflation 01:08:40 Seasonality 01:18:50 Looking at Tickers 01:31:45 Next Valuation/Outro Disclaimer: This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers! Timestamps: 00:00:00 Intro/Portfolio 00:10:25 Express 00:29:35 How Cashflow Statements Works 00:51:45 Calculating Free Cashflows 01:18:35 Looking at Tickers 01:46:30 Next Valuation/Outro Disclaimer: This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers! Timestamps: 00:00:00 Intro/Portfolio 00:15:45 Copper Supply & Demand 00:25:35 Economic Reserves & Cost Curves 00:35:30 Copper Uses 00:50:25 Housing Demand Dynamics 01:02:55 Model Output & Alt Estimates 01:11:15 Looking at Tickers 01:29:45 Next Valuation/Outro Disclaimer: This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#encore #wire is a major producer of copper power wire in the United States. this video, I summarize my analysis of their business and valuation of their stock in consideration for my own investment portfolio. Timestamps: 00:00:00 Intro 00:00:34 The Company & Copper 00:06:38 Cost Structure 00:12:30 Revenue Model 00:19:26 Distributions & Valuation 00:22:16 Outro Disclaimer: This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers! Timestamps: 00:00:00 Intro/Portfolio 00:05:20 Commodity Research 00:09:30 Inflation/Rates Discussion 00:34:40 Ranger Energy Services 00:50:50 Canadian Solar 01:02:45 Technoglass 01:12:35 Cash Conversion Discussion 01:21:05 Next Valuation/Outro Disclaimer: This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers! Timestamps: 00:00:00 Intro/Multi-stream Changes 00:04:15 Recent Portfolio Changes 00:12:55 Electric/Climate Themes 00:24:24 Index Momentum/Option Strategies 00:37:25 Encore Wire Discussion 00:48:45 Fertilizers 00:56:35 Looking at Tickers 01:26:00 Next Valuation/Outro Disclaimer: This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#pypl #paypal Holdings is a fintech platform that has become a preferred partner of merchants and consumers worldwide. In this video, I summarize my analysis of their business and valuation of their stock in consideration for my own investment portfolio. Timestamps: 00:00:00 Intro 00:00:34 Company Background 00:09:04 Users & Transactions 00:14:57 Revenue Model 00:24:15 Op Cost Assumptions 00:27:41 Distributions & Valuation 00:31:10 Outro Disclaimer: This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers! Timestamps: 00:00:00 Intro/Portfolio Talk 00:12:55 AAP Comments 00:26:10 Adjustments to Oil Model 00:31:00 Why I Sold Intel 00:50:35 Chatter Suggestions 01:10:15 CVS vs WBA 01:30:20 School & Channel Plans 01:41:10 Next Valuation/Outro Disclaimer: This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#aap #advanceautoparts is a major player in the auto parts retail space, with a focus on professional services. In this video, I summarize my analysis of their business and valuation of their stock in consideration for my own investment portfolio. **In the Summary, I mistakenly say that the 33% is 3:1 upside odds when I meant 2:1** Timestamps: 00:00:00 Intro 00:00:32 Presentation & Industry Trends 00:09:11 Market Share & Margins 00:19:20 Revenue Projections 00:28:18 Distributions & Valuation 00:31:10 Outro Disclaimer: This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers! Timestamps: 00:00:00 Intro/Performance 00:07:44 JP Morgan Guide to Markets 00:13:15 Valuation Dispersion 00:38:10 Employment vs Market Bottoms 00:46:05 Leading Economic Indicators 01:06:30 Unemployment Indicators 01:15:25 Next Valuations/Outro Disclaimer: This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#swbi #smithandwesson manufactures firearms including revolvers, pistols, modern & bolt-action rifles, as well as other defense products. In this video, I summarize my analysis of their business and valuation of their stock in consideration for my own investment portfolio. Timestamps: 00:00:00 Intro 00:01:07 Industry Supply & Demand 00:09:55 Smith & Wesson Trends 00:12:13 Gun Industry Estimates 00:16:30 Revenue Projections 00:22:17 Distributions & Valuation 00:26:37 Outro Disclaimer: This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers! Timestamps: 00:00:00 Intro/Performance 00:05:58 Prices, Supply & Demand 00:15:37 Models & Estimates 00:32:00 Screens & Pricing 00:42:14 Potential Value 01:03:00 Looking at Tickers 01:11:45 Next Valuations/Outro Disclaimer: This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers! Timestamps: 00:00:00 Intro/Performance 00:09:40 Value Dashboard 00:19:55 Momentum & Technicals 00:30:25 Insiders & Estimates 00:53:00 Pricing & Value 01:05:40 Looking at Tickers 01:11:45 Next Valuations/Outro Disclaimer: This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#inmd #inmode is a developer of RF powered minimally-invasive medical devices with a focus on aesthetics and women's health. In this video, I summarize my analysis of their business and valuation of their stock in consideration for my own investment portfolio. Timestamps: 00:00:00 Intro 00:00:38 Presentation & Ratios 00:08:01 Install Base Model 00:14:59 Physician & Health Share 00:21:35 Revenue Projections 00:25:57 Distributions & Valuation 00:29:42 Outro Disclaimer: This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers! Timestamps: 00:00:00 Intro/Performance 00:07:25 Value Dashboard 00:13:45 Will the FED Pause/Skip? 00:21:10 Why Debt to GDP Matters 00:40:50 Inflation Expectations 00:48:05 Looking at Tickers 00:55:05 Kingstone Companies 01:10:55 Express 01:25:05 Next Valuations/Outro Disclaimer: This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#gnrc #generac holdings is the dominant presence in the gas-powered home standby generator industry. In this video, I summarize my analysis of their business and valuation of their stock in consideration for my own investment portfolio. Timestamps: 00:00:00 Intro 00:00:38 10K & Earnings Presentation 00:11:45 Macro & Industry Background 00:16:08 Revenue Model 00:27:04 Distributions & Valuation 00:31:55 Outro Disclaimer: This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers! Timestamps: 00:00:00 Intro/Performance 00:03:25 Market Indicators 00:18:45 Market Timing Model 00:29:35 Far From Perfect 00:44:00 Bread Financial 00:53:40 Loews Corp 01:05:05 Sisecam LP 01:13:50 Next Valuations/Outro Disclaimer: This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers! Timestamps: 00:00:00 Intro/Performance 00:09:05 Valuation Updates 00:15:55 Looking at Tickers 00:21:05 FOMC Projection Record 00:34:45 Inflation Components 00:48:10 More Tickers 01:06:05 "Picks and Shovels" 01:12:10 Canadian Solar - $CSIQ 01:27:40 Outro Disclaimer: This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#CPKC #canadianpacific #kansascitysouthern is one of the largest railroad networks in North America, with rail stretching from Canada to Mexico. In this video, I summarize my analysis of their business and valuation of their stock in consideration for my own investment portfolio. Timestamps: 00:00:00 Intro 00:00:37 Earnings, 10K, & Segmentation 00:06:43 Carloads & Freight Rates 00:10:19 Combined Company Financials 00:13:58 Revenue Model 00:21:07 Operating Assumptions 00:26:01 Distributions & Valuation 00:28:53 Outro Disclaimer: This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers! Timestamps: 00:00:00 Intro 00:03:40 Template CAGR Clarification 00:13:35 Spreadsheet Projects 00:18:50 Model & Main Portfolio Moves 00:29:10 GDP by Sector 00:36:35 Differing Inflation Gauges 00:45:40 Rate Hikes Remaining 00:55:35 Looking at Tickers 01:02:20 Outro Disclaimer: This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#hd #homedepot is the largest home improvement retailer in the United States. In this video, I summarize my analysis of their business and valuation of their stock in consideration for my own investment portfolio. Timestamps: 00:00:00 Intro 00:00:29 Earnings Presentation & 10K 00:08:58 Operating & Market Ratios 00:15:51 Sales Statistics Framework 00:24:14 Revenue Model 00:28:59 Distributions & Valuation 00:32:29 Outro Disclaimer: This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers! Timestamps: 00:00:00 Intro 00:04:43 New Transaction/Portfolio Sheets 00:13:30 Model Returns & Dashboard 00:15:33 ARK Invest's Tesla Article 00:44:00 Wright's Law 00:56:29 Adjusting Cathie's Model 01:09:12 Potentially More Reasonable Estimate 01:12:55 Looking at Tickers 01:21:35 Outro Disclaimer: This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers! Timestamps: 00:00:00 Intro 00:01:55 Portfolio Weights 00:06:19 Rate Hike Discussion 00:16:02 JPM Alternative Valuation Methods 00:25:50 Commodity/Market Movements 00:39:45 Rethinking Positions in Portfolio 00:49:48 Valuations in Progress 00:55:57 Working on the Railroads 01:07:00 Outro Disclaimer: This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so. Come Watch Me Value Companies Youtube: https://www.youtube.com/channel/@midasinvesting Twitch: https://www.twitch.tv/midasinvesting Discord: https://discord.gg/DHb3DrUjZk Other Links: https://linktr.ee/MidasInvesting Support the Channel: https://paypal.me/midasmoriarty Alternative Support: https://streamlabs.com/midasmoriartyinvesting