JULY 2024 Q&A Discussion
Added 2024-08-09 03:29:01 +0000 UTCAsk anything and I will try to answer! I may discuss the question in my youtube if its too hard to explain in a text.
Comments
Thank you sir for the last video that you uploaded for beginners. I really salute you for your belief on "iEducation" (self-education) and not having a herd mentality when it comes to investing. I respect people who follow their own Uniqueness and also encourage to be like that as well. Please continue to share your knowledge and wisdom. Thank you very sir!
tisoy articles
2024-09-08 00:32:28 +0000 UTCI don't do the technical analysis. I buy and sell based on fundamentals and valuations of a company.
TheCheap Gamer
2024-09-05 18:56:38 +0000 UTCHello sir I just joined your Patreon membership today. Tanong ko lang po, does the PH stock market respect Technical Analysis for discounted entries? I just started my PH stock market investing a few days ago for the longterm and I want to do Dividend investing. Ive seen YT videos and a huge percent of them does Fundamental Analysis, like you do. I have zero idea sa mga jargons na ginagamit so nahihirapan ako magFA also because I've not done it before. I am bombarded with new information through YT with FA that I do not know what to follow. I've read somewhere na maraming techniques in analyzing a stock you just have to stick to that technique, follow through with trial and errors and slowly increase your convictions with research. Hopefully I can pick something from your brain and apply it on myself.
burakdat
2024-09-05 13:10:26 +0000 UTCCopy Sir. Thank you again for replying to newbie silly questions. Still, thankful for imparting your knowledge. π
tisoy articles
2024-09-05 10:25:58 +0000 UTCThank you for your answer sir. It's just more sellers. Still I gained from your perspective and experience. Thank you again for replying sir.
tisoy articles
2024-09-05 10:15:14 +0000 UTCIt's better to answer a question of a stock that is down more than 50% in 1 year or more. Those are better questions for long term investing.
TheCheap Gamer
2024-09-05 10:13:59 +0000 UTCNo I don't have a good perspective on that. Its just a normal day to day volatility which I don't pay attention to. If you keep on seeking for answers on why your stocks is down -4% in 1 day, your mind will get fcked before you even know it because a lot of stocks price action does that everyday, every week, every month. Well to give you an answer, basically there are more sellers than buyers during that day.
TheCheap Gamer
2024-09-05 10:09:15 +0000 UTCNo Sir. I'm a Value Investor and I'm actually starting to follow your strategy. Just wondering since it seems their Sept 4 Financial Report is okay. I'm trying to analyze what caused the sell off. I believe you have a good perspective on this based on what I've been hearing from your videos. Thank you Sir.
tisoy articles
2024-09-05 09:59:59 +0000 UTCAre you a short term trader?
TheCheap Gamer
2024-09-05 09:41:03 +0000 UTCSir, why was there a big sell off of AREIT shares?
tisoy articles
2024-09-05 07:04:49 +0000 UTCThank you very sir for replying.
tisoy articles
2024-09-02 12:47:57 +0000 UTChindi ako mahilig magbasa masyado. But if I am going to recommend, it will be books from Peter Lynch, Howard Marks. The Psychology of Money by Morgan Housel. The Little Book of Common Sense Investing by john Bogle
TheCheap Gamer
2024-09-02 12:42:40 +0000 UTCHi Sir. Can you give me your top investing books that you can recommend with the knowledge that you have now? Thank you very much Sir.
tisoy articles
2024-09-02 03:33:37 +0000 UTCwala sia sa new valuations mo sir si SEVN, salamat
Judahbenj
2024-08-25 06:40:14 +0000 UTCok
TheCheap Gamer
2024-08-24 03:33:45 +0000 UTCStock analysis po for EURO thank you!
Earleo Goco
2024-08-24 03:20:00 +0000 UTCThey can do that if they don't have any expansion plans and want to reward their shareholders.
TheCheap Gamer
2024-08-20 08:25:32 +0000 UTCThoughts on BPI's dividend policy of 35% to 50% payout ratio? Request for a review of the stock. Also with $MWC earnings. Thank you.
Linton Lim
2024-08-20 01:20:59 +0000 UTCPlease do. Thanks so much!
Linton Lim
2024-08-14 05:04:15 +0000 UTCI don't follow MAC. I may create a video analysis of it 1 day.
TheCheap Gamer
2024-08-14 04:32:11 +0000 UTCSir, thoughts on $Mac after earnings. Reversal na? Can start accumulating?
Linton Lim
2024-08-14 04:29:11 +0000 UTCI see. Thank you sir.
John C
2024-08-14 00:52:57 +0000 UTCNo, it doesn't make sense because doing that will create an impression that I recommend stocks. I don't recommend stocks. As i indicated in my Portfolio Page in excel "DONT COPY MY PORTFOLIO". I can change my strategy and allocation at any given point in time based on new information that I read. And I can change it without any prior notice and i don't give any notice again because its not meant to be just copied. I share my portfolio with monthly videos to give you an idea how I rebalance stocks in my portfolio.
TheCheap Gamer
2024-08-13 22:52:13 +0000 UTCHello sir do you think it would make sense to have a "top 3-5 stocks you would buy" list every month? I know you discuss your portfolio already but for people with limited budget it would be nice to know which stocks to prioritize.
John C
2024-08-12 04:45:26 +0000 UTCYes, there's a lot of DCF valuation model in the internet, specially YouTube. You can start with the simplest one you can understand.
TheCheap Gamer
2024-08-12 04:38:18 +0000 UTCIt's better to make your own valuation model so that if it fails, you only have yourself to blame. And having your own model can eliminate some of your bias towards some analysts you are following. Well in my case I only follow my personal analysis. I don't bother myself of what others have to say about the stocks I analyze.
TheCheap Gamer
2024-08-12 04:35:29 +0000 UTC1. My growth rates is based on Top Line (Except for banking sector), NOT ROIC or ROE. 2. My exact valuation model is not for sharing. Its a modified DCF valuation model that I am using so that I don't come up with the same valuation as others. And if I am going to share it, people who will use and didn't get the result they expected will put the blame on me.
TheCheap Gamer
2024-08-12 04:23:45 +0000 UTCSir! I know nasabi mo na before sa mga vids mo na madaming nagkalat na tutorial about DCF. if okay lang sayo, baka pwede pa tutorial po ng method mo ng pag DCF. Pansin ko lang kasi naka depende mga values mo based on growth rates(either ROIC or ROE)? If hindi okay baka okay lang pa share ng inputs(books, vids) kung paano ka nag come up sa method mo ng pag DCF. salamats!
POGING G
2024-08-11 18:25:04 +0000 UTCok
TheCheap Gamer
2024-08-10 03:22:01 +0000 UTCsevn sir new valuation mo after stock dividends nia na 100% at opinion. salamat
Judahbenj
2024-08-09 05:20:47 +0000 UTC
