How To Find Compounding Machines - A Full Guide

Here is the FREE presentation: www.dropbox.com/scl/fi/vrtexx5dnv06npg1oatrn/Josep… You can download the PDF file and open it in any browser. I hope you enjoy it!

I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024

Valuation is one thing a lot of people miss, especially when it's about high-dividend paying companies, forgetting that high dividends are sometimes for supporting the stock price of under-performing companies. I have a good portion of my portfolio in dividend and growth stocks, and I've realized up to 20% over the last six months. It's yet about a strategic approach, rather than running after 'hot' stocks or high dividends.

The idea of investing a significant sum of money may be both thrilling and intimidating. There is potential for considerable wealth increase with the correct strategy. How can one take advantage of compound interest and potentially grow your retirement savings/net-worth to about $3M over time?

One of Joseph’s best qualities is his humility and eagerness to learn from others. This is a masterclass in how to generate alpha in the stock market. Great video.

How come you never make a video on the greatest investor of all time. Nancy Pelosi

What a master class. This is the video to share with your friends and hope they pay attention. Your most thorough video ever on how to find good companies and you've made a lot of great ones.

This was an eye opening video. I've read about operating leverage and organic growth from papers and such, but I don't think I have ever realized how important these factors are when trying to find quality companies. You just put it into words so well that everything clicked. I have been "value investing" for a while now, trying to estimate the intrinsic value and only investing in what I feel are undervalued stocks. I have thought to myself that I have been smart in my investing. My problem is that I have not really focused on quality as much as I have told myself. My analysis on the quality of businesses has been pretty much only qualitative. Like "this is a fairly large company that has had a decent CAGR..." and so on. The examples you gave on STABLE FCF/per share, organic revenue growth and operating leverage really got me to understand the quantitative ways to analyze quality. I thank you for this incredible video explaining your philosophy, it is extremely valuable.

Like Warren Buffet said, dividends are only good if the business you’re investing into can’t make good use of that capital. So if you’re trying to invest into businesses with actual growth, looking at dividends is a waste of time. Why are you investing into a company if they’re returning capital to you because they think you can make better use of it than they can. It’s not much different from bond investing. The way I see it if you have a million at some point, that’d be enough to create a portfolio that would pay you between 50k-70k in dividend income.

the yield on bonds have decreased especially on the long end (30 and 10 Y) indicating that the demand is still there even if the supply remains huge showing a preference for safety. I'm still at a crossroad regarding whether or not to liquidate my $138k

That is why I have my interests set on key sectors based on performance and projected growth to my 7 figure portfolio. They range from the EV sector, renewable energy, Tech and Health alongside coins, and gold. I'm also working on an investment plan that includes AI looking into Nvidia, MSFT, Alphabet stoccks among others with my FA, Anna Rounds Fay. It's been a year and half of steady growth...

I've never been able to understand all of the "investing like Buffett" advice/recommendations. I in fact DO invest exactly as he does. I own BRK. Easy.

This is an excellent video with priceless information. Great job Joseph!

One of my favorite videos to data! I like the slide format for these educational videos. I feel like im in a masterclass.

Great video. I recognize all 6 "Bad Temperment" traits in my own practice, but working to learn and improve one step at a time.

Wow this is one of the most educational videos on YouTube 🙌🏻

Nice overview. Wish you sort talked about how industry matters as much as market share in Buffetts approach. Its why he has AXP, MA, V and COF, and AXP is a much larger part of his portfolio than V or MA. Its also why ADP, PAYX, PAYC and PCTY have all outperformed despite the larger two losing market share. Theres industries that Buffett has stayed completely away from, and some he buys parts of the whole industry like payments and banks. If an industry's current cash flow yield and/or its future growth is larger than the market, a whole industry can outperform despite a company losing market share. Especially when it has low levels of reinvestment and high total shareholder return. Also just for clarity, Berkshire owns part of Citi lol I dont want to come off wrong here though, this is by far the best overview of Buffett's approach I've ever seen on Youtube. Especially the part about competitive advantage, outstanding shares/dividends, and DCF analysis. I think this is one of the best investing channels on Youtube

I stumbled upon your channel and have been watching your videos yesterday and this morning. The clarity of your presentations and your ability to communicate your strategy and the why behind it is incredible. I've definitely found more value and understanding in how i should invest in the few videos of yours, than every other video i've ever watched elsewhere. Thank you Joseph.

Joseph Carlson..........A Compounding Legend !!

Might be my favorite video of yours yet. Thank you for breaking this down!