Midas Moriarty

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Midas Moriarty

Midas Moriarty

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#valuation #model #performance Making finance content on YouTube can be fun, but it's important to take it seriously, since many of the viewers also take it seriously. In this video, I summarize the performance of stocks I've covered with my valuation models relative to the things I said in my videos.

Timestamps:
00:00:00 Intro
00:00:26 My Content's Returns
00:09:34 Timing Bottoms or Tops
00:11:37 Putting Money where Mouth was
00:15:28 Outro

Disclaimer:
This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
PayPal: https://paypal.me/midasmoriarty
Patreon: patreon.com/MidasInvesting
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#comparable #pricing #valuation is another approach to finding cheap companies in the stock market that I like to use, in addition to my usual DCF process. In this video, I summarize the results of it for the most recently reported fundamentals on Small Caps Indices

Timestamps:
00:00:00 Intro
00:00:48 Small Cap Sector Charts
00:08:25 Most Underpriced Stocks
00:15:14 Outro

Disclaimer:
This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
PayPal: https://paypal.me/midasmoriarty
Patreon: patreon.com/MidasInvesting
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers!

Timestamps:
00:00:00 Intro/Portfolio Update
00:27:40 Moves on the Dashboard (SVM & INMD)
00:48:45 Inflation Trends
01:05:35 Top Companies from Pricing Video
01:24:25 Outro/Next Stream

Disclaimer:
This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
PayPal: https://paypal.me/midasmoriarty
Patreon: patreon.com/MidasInvesting
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#comparable #pricing #valuation is another approach to finding cheap companies in the stock market that I like to use, in addition to my usual DCF process. In this video, I summarize my methodology & the results of it for the most recently reported fundamentals on S&P 500 companies.

Timestamps:
00:00:00 Intro
00:00:34 My Methodology
00:10:14 S&P Sector Charts
00:20:40 Most Underpriced Stocks
00:28:25 Outro

Disclaimer:
This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
PayPal: https://paypal.me/midasmoriarty
Patreon: patreon.com/MidasInvesting
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers!

Timestamps:
00:00:00 Intro/Portfolio Update
00:27:40 The Video Pipeline
00:46:15 Gold Supply & Demand
01:18:30 Gold Price Dynamics
01:42:00 Thoughts on Tesla
02:00:48 Outro/Next Stream

Disclaimer:
This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
PayPal: https://paypal.me/midasmoriarty
Patreon: patreon.com/MidasInvesting
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers!

Timestamps:
00:00:00 Intro/Portfolio Update
00:34:20 F&G Annuities & Life
00:59:00 Advance Auto Parts
01:11:50 Smith & Wesson
01:23:30 Cliq AG
01:13:30 Looking at Tickers
02:05:45 Outro/Next Stream

Disclaimer:
This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
PayPal: https://paypal.me/midasmoriarty
Patreon: patreon.com/MidasInvesting
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#mos #mosaic is a major producer of #phosphate & #potash based fertilizers for the agricultural industry. In this video, I summarize my analysis of their business and valuation of their stock in consideration for my own investment portfolio.

Timestamps:
00:00:00 Intro
00:00:28 The Company & Industry
00:09:36 Segment Charts
00:19:37 Revenue Model
00:31:36 Distributions & Valuation
00:34:56 Outro

Disclaimer:
This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
Support the Channel: https://paypal.me/midasmoriarty
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers!

Timestamps:
00:00:00 Intro/Portfolio Update
00:11:40 Index Concentration
00:24:50 Additions to the Dashboard
00:41:20 Economic Datasets
00:55:00 PayPal Update
01:13:30 Looking at Tickers
01:37:20 Outro/Next Stream

Disclaimer:
This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
Support the Channel: https://paypal.me/midasmoriarty
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#hsii #heidrick & #struggles is an employment service company that's focused on executive talent search. In this video, I summarize my analysis of their business and valuation of their stock in consideration for my own investment portfolio.

Timestamps:
00:00:00 Intro
00:00:27 The Company & Industry
00:12:16 Segment Charts
00:17:26 Revenue Model
00:28:05 Distributions & Valuation
00:31:19 Outro

Disclaimer:
This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
Support the Channel: https://paypal.me/midasmoriarty
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers!

Disclaimer:
This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
Support the Channel: https://paypal.me/midasmoriarty
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers!

Disclaimer:
This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
Support the Channel: https://paypal.me/midasmoriarty
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#svm #silvercorp is a low cost miner of silver & other metals that is going through a potentially trans-formative transaction. In this video, I summarize my analysis of their business and valuation of their stock in consideration for my own investment portfolio.

Timestamps:
00:00:00 Intro
00:00:26 Operations & Transaction
00:09:46 Pricing Analysis
00:13:34 Revenue Model
00:24:04 Distributions & Valuation
00:28:53 Outro

Disclaimer:
This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
Support the Channel: https://paypal.me/midasmoriarty
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers!

Timestamps:
00:00:00 Intro/Portfolio Update
00:08:30 Value Dashboard
00:16:41 Sector/Industry Pricing
00:31:48 PINC, NGD, & SVM
00:56:00 Looking at Tickers
01:17:10 Next Live/Outro

Disclaimer:
This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
Support the Channel: https://paypal.me/midasmoriarty
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers!

00:00:00 Intro/Portfolio Update
00:08:15 Value Dashboard
00:15:55 Other Opportunities
00:34:10 Commodity Updates
00:45:55 Looking at Tickers
01:06:15 Reflecting on Performance
01:12:55 Next Live/Outro

Disclaimer:
This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
Support the Channel: https://paypal.me/midasmoriarty
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers!

Disclaimer:
This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
Support the Channel: https://paypal.me/midasmoriarty
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#swks #skyworks #solutions is a major semiconductor supplier in the mobile & connected device spaces. In this video, I summarize my analysis of their business and valuation of their stock in consideration for my own investment portfolio.

Timestamps:
00:00:00 Intro
00:00:26 Pricing & Operations
00:10:45 Revenue Model
00:17:00 Distributions & Valuation
00:20:35 Outro

Disclaimer:
This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
Support the Channel: https://paypal.me/midasmoriarty
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers!

00:00:00 Intro/Portfolio Update
00:04:40 Rethinking FG
00:10:40 Tools for Relative Pricing
00:30:45 Mood & Momentum
00:43:30 Updating My Financials Sheets
00:47:50 Using Pricing to Find Value
00:56:15 Megacap Valuations & Passive Investing
01:03:00 Next Live/Outro

Disclaimer:
This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
Support the Channel: https://paypal.me/midasmoriarty
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#aapl #apple #iphone is one of the largest consumer brand names worldwide. In this video, I summarize my analysis of their business and valuation of their stock in consideration for my own investment portfolio.

Timestamps:
00:00:00 Intro
00:00:24 Operations Charts
00:12:29 Revenue Model
00:23:46 Services Revenue
00:32:25 Distributions & Valuation
00:37:28 Outro

Disclaimer:
This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
Support the Channel: https://paypal.me/midasmoriarty
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers!

00:00:00 Intro/Portfolio Update
00:16:41 AAPL & SWKS Valuations
00:27:55 Recent & Upcoming Releases
00:32:33 Opportunities in Oil Majors
01:01:45 Looking at Tickers
01:22:53 Next Live/Outro

Disclaimer:
This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
Support the Channel: https://paypal.me/midasmoriarty
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Will I be allowed to stream today? Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers!

Disclaimer:
This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
Support the Channel: https://paypal.me/midasmoriarty
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#schw #charlesschwab Corporation is one of the largest stewards of investment assets in the United States. In this video, I summarize my analysis of their business and valuation of their stock in consideration for my own investment portfolio.

Timestamps:
00:00:00 Intro
00:00:32 Operations Charts
00:08:34 Revenue Model
00:22:44 Projecting Expenses
00:30:41 Macro Sanity Check
00:36:51 Distributions & Valuation
00:40:11 Outro

Disclaimer:
This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
Support the Channel: https://paypal.me/midasmoriarty
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers!

00:00:00 Intro/Portfolio
00:15:44 Market Momentum Strategy
00:23:31 Value Dashboard Changes
00:36:35 Talking Gold
00:57:37 Screening Analysis
01:15:07 Energy Equipment & Capex Cycles
01:18:50 Looking at Tickers
01:30:15 Next Valuation/Outro

Disclaimer:
This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
Support the Channel: https://paypal.me/midasmoriarty
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers!

00:00:00 Streamlabs Crash/Intro
00:01:51 Portfolio/Strategy
00:12:55 $PYPL - PayPal
00:44:55 $GNRC - Generac
01:03:30 $INMD - InMode
01:31:40 Market Movements
01:18:50 Looking at Tickers
01:44:50 Next Valuation/Outro

Disclaimer:
This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
Support the Channel: https://paypal.me/midasmoriarty
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#10k #annualreport are the core source of fundamental data to analyze for any company, and understanding what's in them is key to being a successful investor. In this video, I give a brief overview of the sections of a filing and the type of information that is useful to find in them.

Timestamps:
00:00:00 Intro
00:01:12 First Pages & General Structure
00:05:42 The Business & Risks Factors
00:13:09 Management Discussion & Analysis
00:17:00 The Notes to Financial Statements
00:27:55 Outro

Disclaimer:
This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
Support the Channel: https://paypal.me/midasmoriarty
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

#investing #stocks Weekly live streams where we go over events in the market, actions and future plans with the portfolios, and a look at viewer suggestions. Bring Tickers!

Disclaimer:
This is not investment advice. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.

Come Watch Me Value Companies
Youtube: https://www.youtube.com/channel/@midasinvesting
Twitch: https://www.twitch.tv/midasinvesting
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasInvesting
Support the Channel: https://paypal.me/midasmoriarty
Alternative Support: https://streamlabs.com/midasmoriartyinvesting

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Created 3 years, 3 months ago.

73 videos

Category Business & Finance

I love talking about investing. Check out my videos on finance and economics, or stop by one of my live discounted cashflow valuations