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Real People is a podcast hosted by Jason Dunstone, the founder and managing director of Square Holes. Jason builds on his 25 years of conducting human-centred research, interviewing average and not so average people (rich, poor, old, young, content and vulnerable) to understand what they believe and how they behave. On this podcast, Jason interviews academics, researchers, leading thinkers, and other interesting people. Jason also interviews “actual real people” about their passions, aspirat ...
 
Insights for long-term stock pickers. Make better decisions when faced with the inherent uncertainty of stock picking. Hi! I’m André. Here’s my investing style: Fundamental approach Ten year timeframes or more Very concentrated, with almost 90% of my invested portfolio in a few individual companies Low turnover: a median and average of two individual stock trades per year Circle of competence: consumer brands Geographies: Europe and US
 
The Insiders Show: Insights from Innovators is the response by The Advanced Imaging Society and Cinionic to the ongoing need for information by entertainment stakeholders in content and technology at the intersection of new technologies and changes in consumer behaviors during COVID-19. The series will feature conversations with respected veteran voices in Hollywood and deep focused discussions on the state of play for 2021, diversity and inclusion in entertainment, the future of film distri ...
 
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show series
 
Written Post: http://stockpickinginsights.com/inditex-expansion-of-physical-stores 0:00 Intro 0:14 Summary 4:10 Inditex expansion by physical store count 8:29 Action points Summary Stores play a logistics and advertising role today, being an important chess piece; There’s 94k potential store openings worldwide, with emphasis on China and U.S.; Indi…
 
Guest: Paul Dergarabedian, Sr. Media Analyst, Comscore; Has there ever been a time when more summer blockbuster movies are heading to the big screen then now? After months of delays, studios are releasing a season's worth of blockbusters this fall as the box office rebounds from the greatest challenge it’s ever faced. To unpack the slate of movies …
 
Written Post: http://stockpickinginsights.com/investing-is-a-zero-sum-selfish-game 0:00 Intro 0:18 Summary 2:15 Passive ownership = zero-sum 4:48 Action points Summary The company you own produces new goods and services, so it isn’t a zero-sum case; Passive ownership is useless to everyone but yourself; Entrepreneurship is a direct contribution to …
 
Written Post: http://stockpickinginsights.com/mcdonalds-expansion-potential 00:00 Intro 00:15 Summary 01:59 Mcdonald’s expansion due to volume 03:32 Mcdonald’s expansion sensitivity analysis 10:01 To sum it up Summary The U.S. is the benchmark of restaurants per 100K, with a value of ~4; China is 1/3 to 1/2 of the potential restaurant count upside;…
 
From CinemaCon 2021, Wim Buyens and Jim Chabin report on the latest breaking industry news coming out of Las Vegas during this important moment in cinema history. This round-up includes updates from studio presentations, including news and reactions on the latest trailers and films shown at the annual gathering at Caesars Palace.…
 
Written Post: http://stockpickinginsights.com/stock-analysis-checklist-updated-version 0:00 Intro 1:20 A few quick notes 3:24 Stock analysis checklist: latest questions Because new analyses were made since then, new questions came in too. This is an update to that checklist, and here’s the updated pdf I promised. Spotify: https://open.spotify.com/s…
 
From CinemaCon 2021, Wim Buyens and Jim Chabin report on the latest breaking industry news coming out of Las Vegas during this important moment in cinema history. This round-up includes updates from studio presentations, including news and reactions on the latest trailers and films shown at the annual gathering at Caesars Palace.…
 
Guests: John Fithian, CEO of NATO; Mark Zoradi, CEO of Cinemark; It’s been called the most important movie industry gathering in two years. A critical moment where decisions are made about what movies millions of fans will see between now and Christmas. Two drivers of this effort to get fans back to the movies are Mark Zoradi, a Disney veteran and …
 
From CinemaCon 2021, Wim Buyens and Jim Chabin report on the latest breaking industry news coming out of Las Vegas during this important moment in cinema history. This round-up includes updates from studio presentations, including news and reactions on the latest trailers and films shown at the annual gathering at Caesars Palace.…
 
Written Post: http://stockpickinginsights.com/shareholder-focused-companies-no-thanks 00:00 Intro 00:12 Summary 02:11 Facebook’s shareholder focused approach 05:47 Alphabet: shareholder focused or not? 12:14 To end… 15:22 Action points Spotify: https://open.spotify.com/show/2uFjecBDw6KDEYA6Zbk7ah?si=aOPLtnfPRnuhdaEF_eMeZw&nd=1 Website: http://stock…
 
Written Post: http://stockpickinginsights.com/bitcoin-disruption-in-financial-services 00:00 Intro 00:13 Summary 02:34 Bitcoin disruption: merchant side 07:07 Credit cards, fraud and privacy 09:04 Bye Paypal, bye Wise, bye Revolut 11:36 Bitcoin disruption via Lightning Network (Strike) 20:03 Competition is good 25:57 Action points Spotify: https://…
 
Written Post: http://stockpickinginsights.com/the-impact-of-dividend-in-total-returns 00:00 Intro 01:15 Summary 02:17 Impact of dividend distributions: the good and the bad 07:25 Do you want risk or return? The impact of dividend in your portfolio 10:05 Action points Spotify: https://open.spotify.com/show/2uFjecBDw6KDEYA6Zbk7ah?si=aOPLtnfPRnuhdaEF_…
 
Written Post: http://stockpickinginsights.com/sp-500-historical-returns-with-dividends 00:00 Intro 00:27 Should we look at historical returns with or without dividends? 01:29 Accumulating (Acc) v Distributing (Dist) ETF’s 04:15 A look at S&P 500 historical returns with dividends 05:24 What about over a 20 year period? 08:25 40 Year rolling S&P 500 …
 
Guests: Kip Kroeger, Supervising Producer, Ted Lasso; Ramy Katrib, Founder & CEO, DigitalFilm Tree; With production teams in London and Los Angeles, the producers of the hit show Ted Lasso have used innovative remote tools to create the summer’s biggest comedy. Now with 20 Emmy nominations, Kip Kroeger, Supervising Producer of Ted Lasso, is joined …
 
Written Post: http://stockpickinginsights.com/sp500-rolling-returns-10-20-and-40-years 0:00 Intro 0:23 Why bother as a stock picker? 1:48 S&P 500 Rolling 10 Year Returns 4:40 A bigger picture: 20 Year Returns 6:43 The ultimate boss: 40 year S&P 500 CAGR’s Spotify: https://open.spotify.com/show/2uFjecBDw6KDEYA6Zbk7ah?si=aOPLtnfPRnuhdaEF_eMeZw&nd=1 W…
 
Written Post: http://stockpickinginsights.com/return-on-capital-formula-conservative-approach 00:00 Intro 00:27 Return on capital by Joel Greenblatt 02:18 What’s the problem with return on capital? 04:33 So, is ROE and ROCE ok? 05:58 My return on capital proposal 09:04 To end… Spotify: https://open.spotify.com/show/2uFjecBDw6KDEYA6Zbk7ah?si=aOPLtnf…
 
Guests: James Aquilina, Advisory Board Member & Strategic Advisor to the CEO, BlueVoyant; Austin Berglas, Global Head of Professional Services, BlueVoyant; Cyber criminals no longer fit the movie cliché of the big screen. Instead these bad actors now form complex networks that resemble enterprises more than rogue agencies. They will cripple a busin…
 
Written Post: http://stockpickinginsights.com/dcf-alternative-reinvested-capital 00:00 Intro 00:22 Quick DCF model overview 02:03 DCF alternatives that are not CAPM related 05:00 The DCF alternative is: reinvested capital 08:36 DCF alternative: assumptions and adjustments 11:12 Where is the money going? 14:04 Summing up reinvested capital model as …
 
Guest: Chris Aronson, President of Domestic Distribution, Paramount Pictures: Paramount’s A Quiet Place 2 jolted the U.S. box office back to life. So where do we go from here? Chris Aronson of Paramount joins Wim and Jim in a chat about the titles and technologies that will thrill movie fans and drive blockbuster box office revenues.…
 
Written Post: http://stockpickinginsights.com/spotify-churn-rate-39-hurdle 00:00 Intro 00:12 Spotify doesn’t fully disclose churn rates 03:41 Spotify churn rate sensitivity analysis 06:53 Final remarks Spotify churn rates are just one of the forces that move revenues, although a concerning one: a 39% hurdle. If these assumptions are right, they are…
 
Written Post: http://stockpickinginsights.com/conservative-investing-measures-for-stock-pickers 00:00 Intro 00:24 Basic guidelines for conservative investing 01:58 Accounting for inflation in conservative investing 04:36 Getting specific 07:25 Normalize some things, but not others 10:04 Summing it up Conservative investing is playing on the safer s…
 
Written Post: http://stockpickinginsights.com/twitter-mdau-doesnt-tell-the-whole-story 0:00 Intro 1:36 From Twitter MAU to Twitter mDAU: History 6:25 Can mDAU substitute MAU? We will take a look at part of Twitter’s user growth history by analysing Twitter mDAU and MAU. The objective is to analyse the company as a potential investment. One of the m…
 
Written Post: http://stockpickinginsights.com/index... 0:00 Intro 1:04 Why aren’t you buying the stock? 2:56 Indexing as an alternative 8:45 Conclusion Indexing can be an alternative for a stock picker with parked cash. Is this a good idea? Depending on the type of investor you are, you may be holding a hot potato (cash). And indexing may not help …
 
Written Post: http://stockpickinginsights.com/indit... 00:00 Intro 00:19 Where does Inditex growth in profits come from? 05:06 Volume as a revenue source 09:28 Pricing and pricing power 14:04 Inditex growth from product mix 17:16 Inditex growth in profit from cost reductions 18:36 Headcount savings 23:45 Profiting for a longer period 29:32 Putting …
 
Guest: Bill Simon, Global Sector Leader, Media & Entertainment, Korn Ferry: In a flurry of company and management re-structurings, entertainment industry organizations large and small are transforming themselves for the future. At the center of these changes are recruiters with an inside understanding of the new strategies and skills needed to acce…
 
Written Post: http://stockpickinginsights.com/alphabet-growth-potential-3-main-sources 00:00 Intro 00:18 Alphabet growth from industry shifts 02:34 Shifts from physical to cloud 07:31 Alphabet growth from Youtube 10:19 Unmeasurable sources of revenue 11:36 Conclusion Today we're analysing Alphabet growth sources, particularly the three that are mea…
 
Written Post: http://stockpickinginsights.com/alphabets-qualitative-factors/ 00:00 Intro 00:19 Alphabet's qualitative premises 01:45 Business model 03:45 Alphabet's qualitative advantages 07:41 Youtube purchase in 2006 08:49 Great business management 12:12 Free products with indirect benefits 15:08 Alphabet's qualitative hurdles 19:04 Conclusion Al…
 
Guest: Danielle Costa, VP of Visual Effects, Marvel Studios: What’s it like to create the visual effects that's thrilled millions of movie-goers across the world? Come behind the scenes with Danielle Costa, VP of Visual Effects, who leads a global team of artists and technicians who create the visual magic at Marvel Studios.…
 
Written Post: http://stockpickinginsights.com/facebooks-growth-potential/ 00:00 Intro 00:14 Facebook's ad engine 02:00 Where does Facebook's growth in revenue come from? 02:36 First branch: Growth from users 04:43 MAU and Total Addressable Market 07:50 Inflation and user spending 08:40 Second branch: Facebook's growth from relevance 11:37 Third bra…
 
Guest: Matt Shakman, Director, WandaVision: In this episode, WandaVision Director Matt Shakman discusses the hit Disney+ show and reveals the real villain of the series. Fans of the show and upcoming directors in Hollywood won’t want to miss this master class in the art of storytelling.The Advanced Imaging Society tarafından oluşturuldu
 
Written post: http://stockpickinginsights.com/qualitative-analysis-of-facebook/ As we did with Inditex, let's start with the basic premises around this business: People like to be entertained. If you think about Facebook and Instagram from a user perspective, what we are doing when scrolling is actually entertaining our minds with the affairs of ot…
 
Written post: http://stockpickinginsights.com/per-share-values-disadvantages/ If you owned 100% of the business (paying enterprise value for every share outstanding) per share values wouldn’t even matter as you own every one of them. Also, buying back shares wouldn’t even be a capital allocation option. That is why I sweat when a company excessivel…
 
Use cost of opportunity instead of CAPM. Written post: http://stockpickinginsights.com/cost-of-issuing-shares-capm-alternative/ When a company issues shares, they likely need the money for their operations. But why not get a loan instead? Sometimes they can’t. Sometimes they consider share issuing to be less expensive. If you use beta in company va…
 
My stock picking checklist, to help you cover your blindsides. Written post: http://stockpickinginsights.com/do-you-have-a-checklist/ I started building my checklist a long time ago, and from time to time I add some new questions to it. I use it in the final stage of analysing a company, it helps to mitigate unchecked aspects of a business and cons…
 
Be wary of averages in your investing process, track record checking and news! Written post: http://stockpickinginsights.com/average-returns-mean-nothing/ I invite you to take a look at the table below and see the difference between average growth and actual CAGR. This is critical in the quantitative analysis of a company, for example when analysin…
 
Careful when using PE Ratio, doesn't account for the company's debt Written post: http://stockpickinginsights.com/market-cap-enterprise-value/ I recommend you to use Enterprise Value because it accounts for the company’s debt. This means I use EV Ratio instead of PE Ratio in any analysis. You can think of EV Ratio as a debt adjusted PE Ratio. --- S…
 
What you know gives you unique insights, but makes you biased. Written post: http://stockpickinginsights.com/investing-in-what-you-use/ The takeaway is: what you use is a great place to fetch ideas. All the single companies (except holdings) I’ve invested in have products that I’ve been using before buying. Be careful with your own biases, we are r…
 
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