Thứ Hai, 4 tháng 2, 2019

Waching daily Feb 4 2019

Chris Hill: Question from Nick Burgess in Atlanta, Georgia. He writes, "Hey, guys.

Love the show and everything it has helped me learn in my young investing journey so far.

As I'm only 26 years old, I'm looking for companies that I can stick with for the long haul.

I know I need to look for companies within my circle of competence with great management teams,

but I always hear about looking for companies that are undervalued.

With that in mind, what is your favorite way to value a company?

Again, thanks for all that you do." Thanks for listening, Nick!

Thanks for the question! Ron, you're up first. Ron Gross: I could talk about this for hours.

Jason Moser: He literally could. Hill: We don't have that kind of time.

Gross: I'm going to give you one that's off the beaten path and is perhaps easier,

and that's called earnings power value.

It assumes a company has no growth and you value it assuming it's stable.

Then, you can compare the no-growth value that you get to the current price to determine

what you're actually paying for that growth. Hill: That sounds like it involves math.

Gross: A little bit of math, but it's easy. Hill: Jason, what about you?

Moser: I preface this by saying that valuation is more art than science.

It's an option, really, and everybody's is probably a little bit different.

I know a lot of people like to look at cash flow. I do like to look at that.

But I also think that generally speaking, most people are out there looking at actual earnings per share.

I do like to fiddle with these income statements and stretch out earnings per share five years

down the road, get an idea of what the company's going to be earning, and look at it from a multiples perspective.

Aaron Bush: I think it's important to learn how these different frameworks work.

Discounted cash flow, earnings, power value.

I may be a little bit different in the sense that the companies I'm looking

for are the ones that break all of these models.

I'm looking for the companies that can grow faster and longer than what most people would

plug into those models. There are qualitative reasons why that happens.

Optionality, great products, great leadership. You could go a million ways with it.

Moser: I think that's really the point.

Something we've learned here with our years as analysts is, the idea in analyzing stocks

and valuing these stocks is having as many tools in your toolbox as you can.

There's no one right way to value a company. There are better ways for certain markets and whatnot.

Learning all of those different ways over the course of time is the most valuable way to go about it.

For more infomation >> How Do You Value a Company? - Duration: 2:28.

-------------------------------------------

TOP 13 Acoustic Songs YOU SHOULD PLAY! - Duration: 6:12.

Hi, Greetings from music shop MUZIKER

In this video

You will see the best-known songs,

you should be able to play on acoustic guitar

so Let's go!

For more infomation >> TOP 13 Acoustic Songs YOU SHOULD PLAY! - Duration: 6:12.

-------------------------------------------

Q&A: Meet The Mangy Cat Videos Team - Duration: 16:50.

my name is Tabby and I am one of the main presenters on mangey cat videos hi

I'm pops I do editing filming presenting brains behind a lot of the

jokes and some of the way we do things on the filming

well I'm Peter I do a lot of co-presenting some presenting and

that's about it really my name's Aaron and I have been in the

team since the beginning I mostly did stuff behind the camera and I did a lot

of editing it took me a very long time to get on to the actual video as a

presenter but I did a lot of stuff in the background

my first video on the channel was funkopop haul part 1 and it was really

bad I think that I actually broke one of the things which I was reviewing and

also we were using a webcam at the time so its quality is so bad but it's still

on our channel so you can actually go back and check it out

yeah I remember my debut on the channel was pops with pops Magic the Gathering

that's a great little video I enjoyed that one my debut on the channel that

would have been a I forgotten what it was called but I was trying Wizarding

sweets and snacks this is a hard question because as I said I've

been there since the beginning I edited the first ever video that we made and I

did a lot of the production stuff in the early days the first video that I filmed

was the Resident Evil 7 let's play for the gaming channel and it didn't get

released until after another video that I did on mangy cat videos which was the

Steve Sims haul video so technically my debut was the Steve Sims haul video but

I had already done like three or four parts of the Resident Evil 7 by then

I'm not sure which one I'm most proud of being in because I've done so many

different things now I really like doing the interviews like that is pretty good

experience but I think that most fun for me was probably doing the treats

challenge with my twin brother to be fair I'm proud of being in a lot of them

this is one of the good ones because it's a amalgamation of everything we've

done up to now and it's such a big event today and we're all looking forward to

it but my absolute favorite has got to be the one we've done on the train I'm

proud of all of the ones that I've been in I have a soft spot for the Steve Sims

Haul because of the picture that we got but I think I'm most proud of the

Resident Evil seven because we've never done a let's play and we don't just take

the footage and then just upload it like a lot of youtubers we put it onto our

computer and we do editing on it and we do a lot of work with the videos aside

from just their presenting and uploading so I'm most proud of those because I

learned a lot of things while doing it. the most proud of I think it was probably

some of the I think is probably the Resident Evil 7 let's play I'm not sure

which one was my best maybe the one with the chainsaw fight no that was pretty

good. I liked that one it was cool.

ohhh ok

so initially I wanted to be in mangy cat videos because I don't have a lot of

confidence I get very nervous and I thought they would help me to be a bit

more outgoing but I like to do it because it's something which fills up my

time and lets me just try out new

stuff why did I want to join mangy cat videos I didn't

I got blackmailed I've got persuaded

family hogtied they brought me in made me do it haven't looked back it's great fun

I thought it seemed like a pretty cool project so I thought it'd be fun to be

involved in also I've always been pretty good at presenting and kind of

telling people things so you know I thought it would be fun to do a bit more

on that well I was already an actor I studied acting at college and I work as

a supporting artist that's my job so I love this sort of media from the offset

but the reason I wanted to do on as a YouTube channel is so that in between

acting jobs I have something to do I'm able to focus on my videos it's a really

good hobby and I just love making films

because I'm the main presenter that means that I do a lot of filming work

but I also do a number of editing and I design pretty much all of the thumbnails

in addition to that I'm very much into Harry Potter or wizardry videos so I do

a lot of the making and the planning of those

Aniki I contribute Anarchy to the mangy cat videos a lot of the jokes it's very

easy to make a film where you're sat there like a newsreader

and now this is a pop from pops with pops and we're doing this and having no

emotion in it I bring the emotion to it I make them make the words live and

working and moving my winning personality my stunning good looks and

my raw talents and sometimes you bike about I had a bike about T sounds like I

don't know what I contribute I mean a lot of people would say that I'm the one

that makes sure everyone gets the work done and I'm a bit strict there's other

words for it but everyone says that I'm the strict one but I also do do a lot of

other stuff like writing scripts and when we run out of ideas I'm the one

that comes up with a lot of ideas so I think I contribute a fair amount but I

think that we are a team and that we all contribute different things so I think I

don't think any one of us works more than the other

if I could do any video in existence I think it would be quite cool to

interview a number of cast from Harry Potter and also from fantastic beasts oh

there's so many things I I'd like to do almost like a sketch show for the

channel where we create a set series of characters just like you see on comedy

shows with us lots of different sketches but they're bringing the articles and

the items that we want to show you to the world but at the same time we do it

in a fun way that we enjoy in you I enjoy as well you said the last one was

a difficult one this is the difficult one possibly to be a Harry Potter world

thing I'm not as big a Harry Potter fan as tabi but I still think that would be

fun because I did like the movies but you'd enjoy flying out to Orlando maybe

Orlando that's where they're big Harry Potter wonders in America there is one

in London but the big one or maybe oh maybe or maybe the Doctor Who think I

think this is there like a toxic a museum or shut down oh if I had any

budget I probably go skydiving or something I think that would be pretty

cool I'd like to do some traveling you know go around Europe or something

that'd be pretty cool maybe America but you know I'd like to basically it sounds

a bit boring but I want to just keep doing what I'm doing I enjoy doing

review videos I enjoy trailer reactions and I love gaming and I really in my

favorite thing about being a youtuber is that I get to talk to people on the

other side of the screen who say that we're doing a good job and it really

makes me feel good about myself so yeah

Pop's he is eccentric he has a lot of ideas he's always coming out with them

but he's also a very calming influence Pop's okay pops old clever London ish

dude I think that pops was a real asset to this team he brought something that

the other members that the team didn't have he has a real passion and drive for

things in this media he is also an expert on TV and videos and movies he

has a wealth of knowledge in this area he's been watching TV since he was born

pretty much so doesn't matter what era 60s 70s 80s 90s all the way up till now

he has a wealth of knowledge so if we need to pick out a reference and make a

joke funny he'll know what reference to use he also

comes up with a lot of ideas when we've run out of ideas and you know that's

great but I would say that he is a dreamer because he says things like

let's type rockets to our shoes and do a video like that can we can we do

something like that and it's like no it's dangerous and we don't know how to

do it and he'll say things like oh we could just animate maingi for this video

and I'm like yeah firstly we haven't studied animation it's very complicated

and he's like do it anyway but yeah I think he he makes everybody

stop being so serious and just enjoy the channel

Pizza is a funny one he's very confident and he just goes the things like fish to

water he'll just try anything and he's very

smart but he's also very stupid at the same time which just makes him hilarious

oh dear Peter is brilliant and when I say that I mean I'm not just randomly

saying he's brilliant I mean he's brilliant he's a very intellectual he's

smart but he has this way about him where he is really funny

he is camp but yes but that's what's funny about him and he'll laugh with you

about it and join in because it is funny he enjoys life he is a great asset to

this channel and to the gaming channel Peter yeah you'll notice that we all

struggle with Peters description because he's so many things he's bright and

intelligent and he's witty and funny he's very camp which is just brilliant

and we wouldn't change anything about him we're quite protective of Peter but

you know he is so clever the things he knows I mean that stellaris video that

he did on the gaming channel was just insane and he's so humble he doesn't

even really know why he did a good job he doesn't understand what it is that he

did right and what he does wrong because he's just being himself and his

presenting skills are phenomenal like his first video he just went straight

for it I don't know another person who gets onto the camera doesn't go blue you

know he was just able to spit out this dialogue like it was second nature

Aaron is the grumpy but organized member of the team he can be quite funny he can

come up with some really good lines but he's also the team grouch I would say

Aaron Aaron is a Svengali look it up it's a great film 1970s brilliant he is

a taskmaster he pushes us for deadlines and he pushes us to be serious yeah I

think Aaron is problem most knowledgeable when it comes to making

videos and presenting and doing all this slightly theatrical stuff you know

that's his background you know I think he has a certain amount of fuzziness but

he's also quite focused tabi tabi is brilliant she's funny she's giggly she's

a girly girl and she loves life and she loves the joke and she likes to put fun

things into life but the same time she's very smart and hard-working

now the rest of us have been a slob with blokes what can I say

and tabby will run around after us tidying up and cleaning up and and all

this tabby my lovely little sister although she's actually my twin she's in

the other room isn't she she's sweet she has puts up a lot with me

generally annoying parent son sighs deliberately well Toby is pretty great

you know she's in pretty much every single video and she has confidence

issues so she really pushes herself to make better content and really you know

has to work hard at her passion and you know she does have her challenges quite

often we have to do take after take after take and she still you know made

some mistakes but she never gives up and she she still goes for it which is just

you know she's got such a phenomenal and Drive I think she's

glue holds everyone together she is mangy in a lot of ways she yeah we

wouldn't be anywhere without her so yeah nothing bad to say about Toby

as something to say to you guys for watching over the years I would just

want to say thank you so much for supporting us and thank you especially

for your supportive comments when you guys communicate with us that lets us

know exactly what you like and what you don't like what you need to see more of

and it just gives us like the feedback that we need but it also gives us the

confidence base and lets us know that it's worth doing so hearing from you

guys is the most important thing so thanks

yes if you liked them let me know we can do some more you've got any ideas

bring it on we'll try them out we are gonna do some things with other

youtubers who are doing roughly the same thing so let's join together but yeah if

you like life if you like jokes tune in and subscribe

people who specifically like to watch my videos well that's the thank you very

much for your attention cuz I mean one of the videos you've all nearly 600

people yeah well I'm really glad you enjoyed I guess

that would have been the stellaris video I still I still didn't like my

presentation with that but I'm glad it been done well yeah keep watching the

videos and make sure that you subscribe and we love your comments the comments

are brilliant we've got so many comments at the moment you know even if you just

put a dot you know like a full stop and then press send

we'll still appreciate that because it's something and but yeah the one thing

that I want is for you guys to keep commenting because we don't always know

what content you want sometimes we don't know what video to do so please please

let your comments down in the comment section

you

For more infomation >> Q&A: Meet The Mangy Cat Videos Team - Duration: 16:50.

-------------------------------------------

Levianth - I Need You (ft. Natassa Tsonis) - Duration: 2:53.

♪ There's a secret ♪

♪ Hidden deep inside ♪

♪ You make me ♪

♪ Feel alive ♪

♪ Cannot leave, cannot sleep, breathe ♪

♪ You are my undiscovered paradise ♪

♪ Cannot leave, cannot sleep, cannot breathe ♪

♪ I need you ♪

♪ I need you ♪

♪ Cannot leave, cannot sleep, cannot breathe ♪

♪ I need you ♪

♪ You're in my heart and on my mind ♪

♪ Close my eyes ♪

♪ Offer my life ♪

♪ Cannot leave, cannot sleep, breathe ♪

♪ You are my undiscovered paradise ♪

♪ Cannot leave, cannot sleep, cannot breathe ♪

♪ I need you ♪

♪ I need you ♪

♪ I need you ♪

For more infomation >> Levianth - I Need You (ft. Natassa Tsonis) - Duration: 2:53.

-------------------------------------------

Best Morning Weight Loss Drink To Help You Lose Weight - Duration: 2:53.

For more infomation >> Best Morning Weight Loss Drink To Help You Lose Weight - Duration: 2:53.

-------------------------------------------

You, Your Child and FOOD | Andrew - Duration: 2:33.

My wife was raised by a chef and we ate really well before we had kids and since

we've had kids we have very plain meals.

We've learned to offer options to our kids in terms of food and give, kind of the,

'I'm hungry and I want the same thing that I always have'. And I say 'okay, well, what

about also having a little cucumber or orange or crackers' and giving options of

something else that you might try outside of the normal because we want to

give them an experience of the broader scope of what food could be.

If the kids don't like it the first time or the tenth time, you know, it's still an option for them to try and, if not,

then they can have the plain pasta and we'll have the pasta with the sauce.

One of the things I really love to do with my kids to help

give them a sense of the world of food and how important it is for us with food

is to invite them into the kitchen with me when I'm cooking. My wife does most

of the cooking because I'm at work and she's home with the kids often but, when

I get a chance, I'll invite them in and one of the things that my son and I have

gotten really good at doing together is making pancakes.

Once we mix the batter together he pours some into his bowl and he makes his own pancakes.

And it's really cool to see 'cause he's very clear that those are his pancakes.

He has a separate plate that he puts his pancakes on and I cook pancakes for the rest of the family.

And, it's very cool to watch his ownership of that. And, sometimes he'll want to share one of his pancakes

with his mom or his sister and he'll offer it to them like this divine offering.

Like, 'this is something I've created from nothing.'

But, we do want to eat together and having something that the kids have created that they want to

share with us that we also want to eat is pretty cool.

Yeah, I think those are a few stories.

Do you want anymore?

Okay.

For more infomation >> You, Your Child and FOOD | Andrew - Duration: 2:33.

-------------------------------------------

You, Your Child and SLEEP | Nikki - Duration: 2:00.

It was the fight pretty much every night 'till we just gave up and she slept on

the couch until she would fall asleep and we would carry her into bed and that

would be pretty much the only way she would sleep through the night.

That got old pretty fast and I was ready to have my second baby.

We decided that we should probably work on sleep.

All the kids are different. They all have different sleep cues.

Alyssa, my oldest, does this weird thing with her

mouth and she sucks her tongue and it is the most bizarre thing I've ever seen.

That's her biggest sign and, right away, we know that that's it she's ready for bed.

All my other kids kind of have their own cues. We have two that are very

hyper at bedtime so that is ... takes a while to calm them down and we know that

we have to kind of prepare 15-20 minutes just to bring them back down and calm them back down.

Typically, they get to have a bath, if it's bath night, and they

get their milk, they brush their teeth and then we all pile up on the couch and

the six of us read stories. Each of the kids pick out their pajamas that they want to wear.

It's really helped Alyssa know that, like, when we say 'okay, it's

it's time for bed' we're not messing around anymore. I think before we kind of

just let her set the table for it and now we're, like, 'nope'.

Bedtime's pretty smooth ...

right now ...

... hopefully.

For more infomation >> You, Your Child and SLEEP | Nikki - Duration: 2:00.

-------------------------------------------

You, Your Child and PLAY | Trevor & Liz - Duration: 1:44.

We feel that children have a right to risk.

We try to let them find their own boundaries rather than

pulling them back when we feel nervous about something that they're doing.

If one of our kids is doing something that might be new, or might be a little

or might be a little bit more risky than what they're used to doing we might hear ourselves

say things to them like, "do you think that's a safe choice for your body?"

or, "is that something you feel is a good choice for you?"

And, it kind of just gets them thinking, like, "am I pushing this too far?"

or, "am I comfortable with this? and usually

they're like yeah, I'm good with it and they keep going and then it helps us go,

"okay, they're good with it, they know what they're doing."

When they can form their own physical limits and understand what they are capable of

when they gain a little bit more freedom, as they grow older, the risks that they take

won't have as great a consequence.

Once we are able to understand...

Daddy!

...what she's going through...

Daddy!

Yeah, Remy?

Find Suzy.

Suzy? I'm not sure where she is.

Huh?

Can we find her when we're all done?

Yeah.

Yeah.

For more infomation >> You, Your Child and PLAY | Trevor & Liz - Duration: 1:44.

-------------------------------------------

You, Your Child and RELATIONSHIPS | Haley - Duration: 2:00.

If I stay calm it helps them in their relationship

and it and it helps us to solve things better.

If I get upset then they get more upset and it just escalates from there.

I think it's really important to keep an eye on both of them and and let them

play together but also be there and be watching them all the time so you know

when when you should be there with them right down on the ground with them and

when when you can just let, like, sit back a little bit and let them play

together and let them figure out their roles as siblings together.

If there's an issue or a conflict I'll let the ... I'll sit for a sec and I'll

just let them, you know, see what they're gonna do, how they're gonna react and

then, if they can figure it out, I'll just sit back and I'll say 'oh', maybe make

a comment like, 'oh, good job'. That sort of thing and ... or 'I like the way you did that'.

That sort of thing. And, if it continues and they're not solving

anything it's just escalating, I'll get down on the floor with them then and

I'll talk about what's going on and why they're getting frustrated and what this

person wants and what that person ... like, what each of them want and how we should

solve it and we'll just bring words to it to help them figure out what they're

feeling and what they're wanting and how we should solve it.

For more infomation >> You, Your Child and RELATIONSHIPS | Haley - Duration: 2:00.

-------------------------------------------

When your team makes the GRAND FINAL and you move up in marshalling . . . - Duration: 0:15.

When your team makes the GRAND FINAL and you move up in marshalling . . .

For more infomation >> When your team makes the GRAND FINAL and you move up in marshalling . . . - Duration: 0:15.

-------------------------------------------

'This Is Us' Star Mandy Moore Opens Up About Her Intimate Wedding | TODAY - Duration: 5:18.

For more infomation >> 'This Is Us' Star Mandy Moore Opens Up About Her Intimate Wedding | TODAY - Duration: 5:18.

-------------------------------------------

You, Your Child and SLEEP | Michelle - Duration: 2:17.

All of a sudden as soon as that light switch went off she wanted to talk about

something that happened at school or she had a scratch and needed a band-aid

then she needed to pray for all the sick kids in the world and then she had ... thirsty

and then she's starving because I didn't feed her.

Like ...

... it was terrible.

I felt like I was negotiating with her. 'Okay, I will lay with you', but it was

never long enough 'cause I never put my foot down and stayed consistent.

After buying the timer I chose a time that I knew that I could keep up.

So, I would put the timer on and I would explain to her that

in 15 minutes that I would be leaving the room.

And so, I let her choose whatever she wanted to do in that 15 minutes

whether it was reading another book, talking or a nice quiet game or

something that we could do together.

The first couple nights was difficult

because she had to get used to that I was actually doing what I was saying I

was going to do which I wasn't doing in the past.

I found that within three days it was working so I was missing that one-on-one

time that she must have wanted with me because the days are so busy and it was

just that 15 minutes that she just needed just me with her

either tickling her back or talking about her day.

That's what she needed.

The first two days were hell because she couldn't believe that I was sticking to my guns

but by day three she was like 'okay, she's not full of ...

... she's gonna do it.

For more infomation >> You, Your Child and SLEEP | Michelle - Duration: 2:17.

-------------------------------------------

You, Your Child and PLAY | Matthew & Jen - Duration: 2:28.

I would never want to deny her the opportunity to grow and express herself

in what works for her and her way of expressing herself is through play.

She is incredibly brave and incredibly adventurous so we've had to learn how to

roll with that differently than we even did with our other children and let her explore more.

So, we had to really just work with her on showing her and talking to her about

safety risks while allowing her to still climb and jump and roll and

leap and get a bruise and get a bump and learn from that.

She has learned through some of those bumps and bruises on her own

and through us guiding her through some of them so we have ...

Mostly the bumps and bruises.

You're always there when she needs a little bit of help (yeah, for sure).

I mean obviously, if something's dangerous, then we're gonna make sure

we're there to help but, yeah, not even just letting her ... letting her do her

own thing but sometimes encouraging her where we know she can do something.

You know, where she may be a little hesitant. So, 'Yeah, no, I think you can reach that jump for it'.

And when she does stumble off or she does, you know, have a

blooper as we like to call them, she can get back up and say 'oh no, I got this'.

There really isn't anything as beautiful as your child doing something that they

worked so hard to, whether it's climbing up a tree or leaping and landing for the first time,

Allowing her to reach that level of pride

in what she just did

is absolutely incredible.

Clearly I'm the talker so ... Yeah, no, she's the leader here.

Không có nhận xét nào:

Đăng nhận xét