A+++ from this retired educator! Easy to understand and follow, breaking down components of each subject, and plenty of examples. For those of you who are newbies and overwhelmed, REPETITION is the mother of all learning. Thank you for the freebies, Hammish--sending you massive energy for wealth and success!
@keyzerlingii
5 жыл бұрын
Hey! Ive been reading and doing alot of research on investing in stocks the last 2 years. Your video (and I’m only half way thru) made a bigger impact on my learning than any of those books, podcasts, audio books. Your video and the way you are explaining your process made me able to connect my dots. Now that’s value ! Thank you so much! You are a true inspiration and aspiration on how to share, educate and lead.
@HamishHodder
5 жыл бұрын
Thanks so much! Glad the videos are proving helpful. If you need further help please send me an email and I will be happy to help: hamish@hamishhodder.com
@bryanc.6532
5 жыл бұрын
Got 0% knowledge on Stock market and have just started to educate myself on how it works. Great content. T'was a big help. More power Hamish!
@vihangchaudhari
3 жыл бұрын
This video is simplification Phil Town Rule #1 Investing and The intelligent Investor. Thank you so much.
@WOLF91
5 жыл бұрын
I appreciate this. I've been investing for about 3 years, and this is really good and informative video.
@ZipTrader
5 жыл бұрын
Good Job Hamish. So many people buy into stocks on an emotional basis instead of taking the time to actually calculate and analyze a strategic entry point. Keep it up!
@HamishHodder
5 жыл бұрын
Absolutely! Thanks for watching.
@vairammanickam2865
4 жыл бұрын
Hi, the detailed explanation of calculating the buy price of a stock is very useful for the people who are investing in stock market.
@jv4nderh4m
5 жыл бұрын
This is absolutely fantastic! You're bang on with this Hamish!! Great work!
@ab5526
4 жыл бұрын
Which calculation for the value of intrinsic value is most accurate: 1) DCF(earnings based), 2) DCF (FCF based), 3) projected FCF. Thank you.
@paulraschella2223
Жыл бұрын
Hi Hamish, enjoy your videos immensely….. very informative!!! Just a question, what is the best free stock screener ???
@jennifergonzalez6431
4 жыл бұрын
I've been looking for videos like this for so long. Thank you so so much
@syamajsreedhar1747
4 жыл бұрын
I'm been investing for an year now and learn most of the days how is that I missed your videos
@giorgostsiolakis6179
4 жыл бұрын
You make everything sound so simple and understandable man! Thank you! Keep up the good work!
@TuanTran-sl3lv
Жыл бұрын
Thanks for your video Hamish
@prabukrishnamurthy3490
5 жыл бұрын
this video deserves infinite likes. thank you.
@HamishHodder
5 жыл бұрын
you are a legend ✌🏻 thanks for watching
@HaiTran-fi1uc
5 жыл бұрын
@@HamishHodder Can you send me the spreadsheet to my email @ t.hai46@yahoo.com? Also what do you think of sites like Simply wall st. They also have an analysis on thor industries and are also stating that it is undervalued same as yours.
@anupriyagupta1329
4 жыл бұрын
Wow loved your video I am currently studying masters of finance but want to study trading as well and your videos are just what I need. I am going to binge watch all of them.
@vin19953
5 жыл бұрын
I know there are no certain things with the market, but when you show an example with specific company and 1 year later the stock is down almost 30%, you're starting to doubt the method a bit. But it looks logic + there is no rule, that once you buy at this price the market would only go up. Let's see what happens in the long run, but for now, I'll pass on that ;)
@chuadventura3482
4 жыл бұрын
The way you describe in this vid is so clear. That has made me more confident to invest in value stock .thank you😻
@ducrogers302
4 жыл бұрын
have you been able to use the knowledge in this video successfully or unsuccessfully?
@Sameer-tl1uq
4 жыл бұрын
Fun
@wadapak7622
5 жыл бұрын
Your video is much more valuable than all investing videos i previously watched
@HamishHodder
5 жыл бұрын
Thank you!
@easytorememberuser
4 жыл бұрын
Also we can read Ben Graham's 'Intelligent Investor' book from the 1940's which covers all of these points in more detail.
@TheIcelandicInvestor
4 жыл бұрын
Great content Hamish, thanks for the free education😀
@tomnguyen6940
5 жыл бұрын
Good work! I have been watching your video and series improved over time. Great to have investors like you teaching on KZitem.
@DowsStockTalk
4 жыл бұрын
Excellent content! I will be watching your future videos!
@monjurkarim9661
4 жыл бұрын
simply excellent and probably one of a kind on this type of complex topic which you made so simple. thank you. do you have any video on setting up of technical analysis / chartings etc for better entry and exit signal of stocks?
@nabacov
4 жыл бұрын
You have a such a beautiful flow of words.. keep at it ma man.. & thank you
@diafaradrame9823
5 жыл бұрын
This video is awesome, I can’t thank you enough. God bless you Hamish.
@sep69
4 жыл бұрын
Thanks for a very informative video. I've been investing for a few years and wrestling with determining what a good buying price is. Your formulas will sure be a great help. Thanks again ! Subscribed and going to watch your other videos soon.
@sagarkathaley5371
4 жыл бұрын
Thanks for sharing awesome information. Great Explanations. Appreciations for your work.
@holdencaulfield2538
4 жыл бұрын
hey Hamish, this video is gold. Thanks for sharing.
@billm6610
4 жыл бұрын
Thank you for posting this video. Deep value here that creates a good base for continued learning. I appreciate you!!
@thecooperacademy
5 жыл бұрын
Quality video Hamish!
@HamishHodder
5 жыл бұрын
Thanks Tristan!
@Giezer1984
5 жыл бұрын
Hello Hamish, thanks for your very clear videos. They are very useful! I have one question with your video. In your example you use a $8 dollar EPS (ttm), but lately i has gone to $4,36 (ttm) for THOR. Was using the $8 dollar a bit optimistic? Should we better take an average over several years just like the PE ratio?
@elibrighton
5 жыл бұрын
I'm following the channel and using the spreadsheet. Great work Hamish. All these numbers are starting to make sense.
@HamishHodder
5 жыл бұрын
so great to hear Eli!
@thenewaudi
4 жыл бұрын
Great video, but unable to enter figures, they’re locked in the spreadsheet
@E_JB-4513
4 жыл бұрын
Thank you, you explained that extremely well
@Floatnride
5 жыл бұрын
Hamish, I have no idea how I stumbled on your video but it brilliant. You explain things really well. Thank you.
@HamishHodder
5 жыл бұрын
Thanks for watching James!
@humphreylinda2565
3 жыл бұрын
This was much more easy to understand then your pal Brandon
@TecnoSete
5 жыл бұрын
Awesome video Hamish! Your channel got recommended to me and I just subbed 😄 great content
@HamishHodder
5 жыл бұрын
Welcome to the team!
@vortac2k9
3 жыл бұрын
FANTASTIC WORK. tHANK YOU VERY MUCH
@bhaveshbhavsar260
3 жыл бұрын
Hi Hamish, The video was very informative. But I couldn't found Buyzone calculator sheet on File. Please advise me how can I access it.
@dellman828
3 жыл бұрын
Hey Hamish, great video, I have two questions, is this formula work for financial companies? Also, what would be the best intrinsic value method, DCF this method and other methods? Thanks
@jemryan2921
4 жыл бұрын
how do you estimate the different growth rate? how do you choose which buy price to use considering they correspond to different growth rates?
@elhusseintawfik6127
4 жыл бұрын
Hi Hamish, thank you for the informative video, I have a question, should I add the dividend yield to the EPS or remove it from the rate of return as you mentioned, would they give different results?
@klnbrkr
2 жыл бұрын
Thank you so much Hamish...
@mohlini1
Жыл бұрын
What if EPS for the current year is negative, but good company? Thanks for the video mate cheers
@michaelcloresandersm.d.7050
4 жыл бұрын
Your spreadsheet link shows the old spreadsheet, not the one you use in the video!
@hritikvasuja6250
3 жыл бұрын
intrinsic value formula=div(1-1/(i+1)^n)/(i+1)^n + FV/(i+1)^n where i is rate of 10 year federal note. div=dividend for 1 year n for time period FV= future value of equity
@tinnguyen2219
5 жыл бұрын
Thank you so much for sharing this useful data! Greatly appreciated!
@josebarba
4 жыл бұрын
Great video Hamish
@kal2352
4 жыл бұрын
Great concise video with valuable content. Subbed!
@Heatranoveryou
4 жыл бұрын
Holy shit this spreadsheet is insane.
@holisticeducator9039
5 жыл бұрын
Hamish, thanks for being so forthcoming. Each time someone shares their understandings, as you have, we all take steps forward. MUCH APPRECIATED. Okay, I have a question/request. I'm interested in Prem Watsa's (Canadian Guru Investor that Phil Town speaks about) recent purchase of the Bank of Nova Scotia -- ticker BNS.TO. I've tried to evaluate it but am stumbling because of the reams of confusing financials connected to this institution's year end reports (and quarterlies, for that matter). I recognize that I should push this one aside into a "too hard" pile, however, I still want to understand how to evaluate banks. Can you help? Many thanks for your clarity and attention to detail.
@catherineahonsi4989
3 жыл бұрын
Excellent talk
@Cvspxr
4 жыл бұрын
Please don’t stop doing what you’re doing You’re going to be worth millions one day
@corwaincyrus5
4 жыл бұрын
didn't look at the video, but I subscribed just because you said this.
@mustafanurman2250
4 жыл бұрын
Hi Hamish, I still confuse what PE you were using. You didn't show it in the video. Based on the yahoo finance page in the video EPS 8.14 PE 8.21 Growth agreed ad 15% Expected Return agreed on 13.5%, and input all those figures to your formula Fair Value = (EPS * PE * (1+Growth)^10)/(1.135)^10 is not equal to $139.23. The only way to get the result to be $139.23 is by replacing PE with growth =15. CMIIW
@Juan_Hernandez_Jr.
4 жыл бұрын
Thanks for the video. I downloaded the spreadsheet, but it's not the same spreadsheet that you're using in your video.
@dimarabinovich
5 жыл бұрын
Well, the valuation of THO is changing. The EPS now is 2.14 dollar. If we take growth of 12%, the future EPS after 10 years will be 6.6 dollar, multiplying pe of 15 and divide by 8 it's 12dollar per share. This is the valuation of the stock for now...
@ramseykiven2080
4 жыл бұрын
Thanks Mister, Made me realized lot of things to consider but at least i learn a lot from this video.
@basheerjan2462
4 жыл бұрын
Hamish great video. Where can I download the spreadsheet?
@naveenperera5818
4 жыл бұрын
Well done mate! Youre killing it
@stoneybaloney5514
4 жыл бұрын
you are the GOAT good sir
@ramonunicruz1629
4 жыл бұрын
Looks like you are not applying Rule of 72 by Phil Town in calculating GROWTH, an author of the book that you recommended in one of your previous video. What is the difference between your formula of growth calculation to that of Phil Town's
@gmo709
4 жыл бұрын
Ok, subscribed. It is obvious that you enjoy what you do. I like it. You may be the next Peter Lynch or Warren Buffet.
@Jesper83
3 жыл бұрын
I finally learned stuff. :]
@familydinner1
4 жыл бұрын
I have about 20 businesses on my watchlist and none of them are at my margin of safety. Being patient is difficult.
@thirdeyegambit
3 жыл бұрын
the spreadsheet dowload keeps saying unable to download file. Need help thanks
@aguitarcalledchutzpah
4 жыл бұрын
I like your vids but there was quite a bit there you didnt explain such as where you got the numbers from and why you made certain estimates. So as easy as this spreadsheet looks, Im still not sure how to use it. All that info in the 10plus years was that automatically generated? Also, how did you work out the growth percentages (%) before you chose you 15% average for the manual calculator and what years of a business (say a business only has 6 years history) should one seek to do that for?
@ks-gv5yj
4 жыл бұрын
Hi Hamish, thanks for the advise, this is very concise and appreciated. I can't find the 'BUY ZONE' tab in the spreadsheet, do you have a direct link to it? Thanks again and keep up the good work... :)
@DragoneSteez
3 жыл бұрын
Use version 2.2 (old version)
@kimberly3816
4 жыл бұрын
When a company has a dividend are you subtracting the dividend yield from the 15% or just assuming a 1.5% dividend paid? Should 13.5% be used for evaluating all companies with a dividend?
@Stain-u9t
5 жыл бұрын
the link to the spreadsheet is not working? Great simple video
@KillerBIM1
3 жыл бұрын
The 2021 10 year spreadsheet doesnt have the Buy Zone Calc section along with other sections
@filipmazur4763
3 жыл бұрын
i wanted to ask about the same thing
@conallcannon2492
5 жыл бұрын
Excellent video. Thank you for making it available.
@petershaw9717
4 жыл бұрын
Hello Hamish. Where do I get the 15-20 year financial data you use in your spreadsheet?
@alphabeta01
5 жыл бұрын
Great video. Can you include the link to the spreadsheet also. Thanks.
@leanneli3874
4 жыл бұрын
Hi Hamish, could you update the spreadsheet? The version 3 doesn't have the Buy zone calc tab. Also for MAINTENANCE CAPEX, do we use Net PPE value? Is there a single website where we could get all these data for each company?
@techmech3191
3 жыл бұрын
hey! the video and investing strategy is awesome but I cant download that spreadsheet
@urselfandtom
4 жыл бұрын
Sorry if this question has been asked, but when following your instructions on estimating the fair value of a stock, do we need to fill in every detail of the spreadsheet, including sales, EPS, equity, etc. Or only the parameters you are demonstrating in the video. Because you're showing us one set of data to enter, but not the rest, though I can see you have already entered all of the other data. I ask because I cannot get mine to work, but I haven't entered all data, only the data you're inputting in the video. Also, where do we find the previous 10 years high, low and average PE ratios? I cannot find them on yahoo finance. Are they figures we need to work out ourselves based on other figures?
@ohvugt9666
4 жыл бұрын
Hi, i couldnt go in the bi zone calculator, is it removed or what happend to that section
@thebearcouncil8810
3 жыл бұрын
You need to download the old version which is version 2.2.
@corneliussolomon639
5 жыл бұрын
the link to your spreadsheet is not working. please be so kind and send another link that work.
@gudvsbad
5 жыл бұрын
Amazing video! Thanks Hamish. You provide a lot of value to us. This video is not just for 2019, but forever and ever...
@pjros2054
5 жыл бұрын
I cant even imagine that this is free 🤯
@jbjergh
4 жыл бұрын
It is great. But same concept as available in Rule#1 investor.
@peterpayne2219
5 жыл бұрын
Love your videos! Greetings from Japan...
@tinnguyen2219
4 жыл бұрын
Hi Peter, My name is Tin Nguyen , I saw you comment on this video. I love Japanese culture and it awesomeness, would love to connect with you to share and gain knowledge in investment. Would you like to connect? My email global3xchange@gmail.com Thank you
@sv4149
3 жыл бұрын
Hi Hamish, the spreadsheet doesn't seem to be up to date. for example the buy zone calc is not on there, and a couple of others as well.
@Ignotusist
4 жыл бұрын
Great video thx. In my opinion you should reduce the required rate of return on your example by 3% because the dividend payout ration is round 50%.
@zenaku86
4 жыл бұрын
Hi Hamish, thanks for the informative video. In this video, the formula seems to be similar to Phil Town’s and doesnt appear like the Discounted future cash flow. Is that right? Which one is your preference? Thanks
@nonexistent5030
Жыл бұрын
I just try to figure out which price ratio seems best for the industry (sales, earnings, book) and then buy at extremely cheap looking ratios where I don't have to know the intrinsic value I just know I'm buying at less than that. Don't know my return but don't have to make a bunch of assumptions that could be totally off base either. Just have faith that buying cheap pays off. Switched to this approach away from DCF analysis because it saves massive amounts of time and worry/headache about what's the right figures and thought Monish Pabrai's argument around this topic made a lot of sense. If it's less than liquidation value or p/e is 1 its obviously a buy. Edit: I also use Schiller's CAPE ratio, although this works horribly for high growth companies.
@JosiahPilon
4 жыл бұрын
Hi, thanks for your video! I'm having a little trouble using your spread sheet. I'm forwarning you that I'm a complete begininner so this might not be a difficult question. But, when I input the eps, stock price, and required rate of return, nothing happens in the manual buyzone calculator box. What do you think? I really want to be able to value a stock and make an intelligent decision if its worth buying.
@hasandemirgil951
4 жыл бұрын
but in your first table, $66.83 is not your stock price, it is the price in which the stock was last sold at or bought at.
@valentinorossy7871
5 жыл бұрын
Hamish, im still confusing where i can get the number to determine growth rate?
@mattzuydam
4 жыл бұрын
You can calculate growth rates of stocks on the wall St website. go to the stock your looking at in financials go to balance sheet scroll all the way down to equities and liabilities open up then scroll down to equity now you can compare the equity growth from 5 years ago. here are calculators to help calculate this. Wrote this before watching video. so it might also be described in the video.
@satisfyinglook8291
4 жыл бұрын
@@mattzuydam No one can 100% accurately calculate growth, that's an art.
@satisfyinglook8291
4 жыл бұрын
@@mattzuydam This video is so wrong, Buffett,Munger,Clarman,Pabrai use DCF not this terrible advice!
@mattzuydam
4 жыл бұрын
@@satisfyinglook8291 Yeah obviously but gives the bloke a rough idea and where to start looking at least. :)
@csharpsf
4 жыл бұрын
I think I figured out what he means. First, the author of the video has a worksheet. Download it. The worksheet has the tab to calculate the growth rate, but you need to input numbers in the "data input" tab. The row that produces the growth rate, is, not surprisingly, "equity" row on row 5 (in input tab.) If you already know that, that's great! I must say I didn't know that for myself, and it took me like 10, 15, minutes to figure out. And where would one get the "equity" figures? In Yahoo Finance, you can go to "Financials" then "Balance sheet." (Oh, and it's the "Shareholders equity." I'm a beginner here for all those shorthand, I guess. I was not sure of that myself for a while. But now I'm positive about that.) But it only gives you 4 years. WSJ gives you 5 years (just Google the stock name and balance sheet.) More than 5 years, I don't know. Hopefully someone else can post here?
@pochvillena3591
4 жыл бұрын
Hi Hamish, I just want to ask. I only have the P/E Ratio data for the past 5 years. Can I still put 10 years as my time frame? Or is it better to have it at 5 as well? Thanks! Great video!
@caseymarsh3261
4 жыл бұрын
How would you suggest we find Sales, EPS, equity and FCF without using quickfs? specifically for nzx and asx? thanks for great video
@InvestingwithTom
5 жыл бұрын
Great video Hamish! A quick (hopefully) question on your rate of return. Was that 15% on invested capital, ie. only 7.5% if you include cash on the side? And, do you find the annualised ROR tricky to calculate with new money moving into the account all the time?
@HamishHodder
5 жыл бұрын
15% return on the money you invest in the company so yes if you have 50% of your portfolio in cash and you invest 50% your portfolio's overall return would be 7.5%. Yeah it can be difficult so I use a website called Sharesight to keep track of all my investments.
@InvestingwithTom
5 жыл бұрын
Hamish Hodder thanks, will have to check it out! Having cash can definitely pull those returns down overall, but waiting patiently should mean well above average returns when opportunities do come up!!
@InvestingwithTom
5 жыл бұрын
Hamish Hodder ah sorry, I meant the 15% you mentioned right at the start! I’ve been doing some valuation work with THO too. Good to see some similar numbers coming out, although I’m being a bit more conservative for the next few years of growth with the whole tariff situation
@HamishHodder
5 жыл бұрын
ahhh my bad! yes 15% including my cash position
@InvestingwithTom
5 жыл бұрын
Hamish Hodder haha there we go. Nice work man! Long may the compounding continue 🥳
@kinderzabawki545
4 жыл бұрын
Isn't just easier to estimate the intrinsic value just looking into the stock price chart? And thats it? Instead of guessing the value of factors like company growth, future PE and assuming the numbers like 50% and 15% based on what? If you assume that your company has stable growing EP ratio for last 10 years, can't you just assume the same for the stock price?
@mansi4564
3 жыл бұрын
I can't find the sheet you used on the video, it's not on the description links.
@daledog16
4 жыл бұрын
Great video I was trying to use this worksheet for a negative EPS but was having some difficulties but this PRTY stock has a -5.57 EPS with a current stock price of .6611. There is lots of talk for a push up on value but we don’t know. It’s risky since chapter 11 is in sight but not chapter 7 yet so there is a chance of recovery
@ValueInvestment
5 жыл бұрын
Superb. Thank you. Your explanation of intrinsic value calculation is very good. Will implement it. Thank you for sharing the excel file also. With your permission can I use it in my youyube channel.
@arundsouza1183
4 жыл бұрын
Hi Hamish..not able to see the formula due to subtitles..pls can u share the same for future price..thank you.
@diyreef
5 жыл бұрын
Great Video, thanks for sharing Hamish. I ran the numbers using today's TTM EPS and the story looks very different. Would love to see a follow up on this and hear your thoughts on what has changed.
@marceltawamba
4 жыл бұрын
the spreadsheet you're using in the video can't be found via the link you shared. so the video is hard to follow
@RS12257
5 жыл бұрын
Hi Hamish, You are doing great on your detailed videos! I have a question regarding the spreadsheet: Do you manually key in all the stock details or do you have an automated way to input the values in the data input tab?
@HamishHodder
5 жыл бұрын
I just copy and paste them directly from quickfs.net most of the time
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