Youtube provides us access to the top investors worldwide.

But 98.8% don't use it to its full potential.

Five videos that provide the best investing insights:

Terry Smith is often referred to as "the English Warren Buffett".

He runs Fundsmith which has a fund size of £27.9bn.

Despite the size, Fundsmith did a CAGR of 18.4%.

In his book Investing for Growth, he explains his investing philosophy.

Here's a breakdown:

1. Fundsmith's winning formula

Find companies that focus on delivering value.

Not those who are looking to pacify Wall Street with short-term results.

2. Avoiding "cheap" companies?

Low multiples are not a reason to buy a company.

A ship will continue to sink if it has a hole in it.

"A stock may have a low valuation but an even lower intrinsic value. Buying such a stock is not a recipe for investment success."

3. Getting quality right

For long-term investors, getting the quality of the business is more important than the valuation.

“An investor could have paid 281 times earnings for L’Oréal, 156 times for Colgate, and 147 times for Brown-Forman and still beat the market.”

4. "Unprofitable" companies could be good investments

Many of the best companies don't show earnings today.

But that's because they're heavily reinvesting for the future.

It's just that the earnings hasn't show up.

Marathon Asset produced several iconic investors such as Nick Sleep and Jeremy Hosking.

Their letters from 2002 to 2015 provided a treasure trove of insights into their investment frameworks and how they look at the capital cycle.

Here are my main takeaways:

1/ Periods of high profitability leads to reckless investments.

When profits are high:

-Boost CAPEX with little regard for ROIC
-Competitors will follow suit to avoid losing market share
-CEO's incentives aren't aligned with shareholders

It's a race to the bottom.

2/ The capital cycle will swing down when investments are taken too far.

Forecasts that were reasonable will now look overly optimistic.

Profits collapse, management teams are changed, CAPEX is cut, and consolidation begins.

This will pave way for a recovery of profits.

3/ Asset growth matters

Consider both asset growth at the company and industry level.

Avoid industries where assets are growing rapidly.

4/ We tend to extrapolate

When overdone, investments that appear logical at first can become disastrous.

We have a tendency to forecast linearly when many things are cyclical.

Examples: trade cycles, credit cycles, etc

At 98, Munger is as sharp as ever.

His recent 2-hour sharing at $DJCO was 🔥

Talked about $BABA, $COST, $ATVI, crypto, interest rates, envy, antitrust, the great resignation, growth vs value investing and MORE.

Here are my notes:

1. Let's get the white elephant out of the room and talk:

$BABA

Why invest in China? And why Alibaba?

To find out more about $BABA without going through 10 years of annual report, check out my deep-dive here.

More than 20,000 people have viewed it in 7

2. It's no secret that Munger has a contempt for crypto

While there are legitimate use cases (IMO), Munger hates the negative spillover it brings.

3. On whether there'll be a major interest rate increase

Japan managed to maintain low interest rates and reduce their debt without compromising their living standards.

But we're not sure if the U.S. can pull off the same trick.

Here's why:

Peter Lynch averaged 29.2% annual return between 1977 to 1990.

His books One Up Wall Street and Beating the Street offered great insights into his success.

Here are my top 10 lessons from the legend:

1. This quote was so good Warren Buffett cited it in his shareholder letter.

“Selling your winners and holding your losers is like cutting the flowers and watering the weeds.”

2. Volatility is the price of admission.

“People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare them out of the game.”

3. On how many stocks you should own.

"Owning stocks is like having children. Don't get involved with more than you can handle."

4. On making mistakes.

"There's no shame in losing money on a stock. Everybody does it. What is shameful is to hold on to a stock, or worse, to buy more of it when the fundamentals are deteriorating."

Did you know?
Ahilyabai Holkar was one of India's
greatest women rulers of all time.

Ahilyabai was Born on May 31,1725 in the village of Chondi,Jamkhed distt,Maharashtra to a man named Mankoji Shinde,who was the Patil(Chief) of a village and a member of proud Dhangar Community.

Despite the fact that girls' education was a farther dream in those days, Ahilyabai was homeschooled by her father.
Ahilya didn't belong to any royal family but in a twist of fate she is still remembered as one of the most revered Queen in the history.

While they were living their humdrum lives, one day Malhar Rao Holkar, commander of the Peshwa Bajirao & Lord of the Malwa stopped in Chondi on his way to Pune, where he couldn't help but notice a young 8yrs old Ahilyabai in the temple service feeding the poor & hungry.

He was so impressed by the sheer innocence&beauty with simplicity character of Ahilyabai dat he asked her hand in marriage for his son Khanderao Holkar.Just like that she got married to Khanderao in 1733 at a tender age of 8&became a bride of esteemed Maratha community of Holkars

But destiny had something else in store for her as her husband died in the Battle of Kumbher in 1754 leaving her widow at 29.Distressed Ahilyabai was to commit Sati when her father-in-law Malhar Rao refused to let it happen.

5 star RSI Strategy by @VishalMalkan

Unconventional approach of 60-40 RSI and range shift concept.

According to him,
whenever the market is bearish,
it won’t be able to cross 60,
and whenever in a bullish trend,
it won’t be able to cross 40.

Like & Retweet for Maximum Reach.

So, instead of the 70-30 Relative Strength Index,
we will use the 60-40 range for the RSI indicator for this strategy.

When the
Monthly and Weekly RSI>60,
& when the RSI takes support at 40 in the daily chart,
it may bounce back and most probably it will not go below 40.

If a bullish candle is formed at the 40 RSI level,
the prices may bounce back, and one can enter the stock.

The stoploss can be placed at the low of that bullish candlestick,
and the target can be the 60 RSI level.

When the
Monthly and Weekly RSI<40,
& when the RSI takes resistance at 60 in the daily chart,
it may bounce back and most probably it will not go above 60

If a bearish candle is formed at the 60 RSI level,
the prices may bounce back from there, & 1 can enter the stock 4 shorting

The stoploss can be placed at the high of that bearish candlestick, and the target can be the 40 RSI levels.

#banknifty

This range shift concept can be applied in any timeframe,
whether intraday, daily,weekly, etc.

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