A.J. Button - Value Investing & Contrarianism; The China opportunity; Bank of America, TD, Google, Microsoft, and more! [EP. 42]

Newcomer Investor

Newcomer Investor द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Newcomer Investor या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

1+ y ago 41:46

MP3•एपिसोड होम

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW A.J. Button on Twitter: https://twitter.com/AJButton2 SUBSCRIBE to his Youtube: https://www.youtube.com/@UCqIHNKfWKUDZzhvm1cDF9rQ READ his articles: https://seekingalpha.com/author/growth-at-a-good-price Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ (0:00) - Intro (1:15) - Why invest in China? (3:55) - Risks of investing in China (5:39) - Emerging markets provide additional opportunities for value (7:30) - What could/would happen if a Taiwan conflict erupts? & Taiwan Semiconductors (11:05) - Investing strategy - long, with a focus on valuation (12:10) - Alibaba vs PDD: which is better??? (15:15) - Alibaba spinoff of its operating segments (16:11) - Alibaba: high free cash flow but slow buybacks (for now) (18:50) - KWEB: probably one of the better ETFs for retail investors looking to invest in China tech stocks (19:56) - Tencent (21:50) - for China: buy cheap & assess risk properly (23:22) - Bank of America: cheap valuation (27:20) - TD: high quality Canada bank with high US exposure (27:20) - Google: incredible business with strong moat (30:00) - Apple: getting expensive (31:07) - High valuation: sometimes signs of quality, but can also be a mistake - Costco vs Shopify (34:00) - Microsoft (35:20) - AJ’s portfolio & allocation between stocks and ETFs (36:50) - Brookfield (This is the Newcomer Investor podcast, after all!) (38:24) - Reallocating portfolio funds based on valuation (38:58) - Biggest advice & lesson (42:10) - Follow @AJButton2 on Twitter!

94 एपिसोडस

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