VIDEOS

I regularly collaborate with other bloggers and vloggers to create videos. Some of them deal with the articles and reports I have published on this website, others deal with entirely different subjects. It’s also worth checking out my collaborators’ websites.

Ash Perera

Is Fiverr the 'Amazon of freelance'?

17 November 2020

Fiverr, the Israeli freelance services marketplace for businesses, has a lot going for it: gross margins of over 80%, achieved profitability before expected, revenue growth of 82%, expanding base of repeat customers and a fantastic management team, to name just a few.

This podcast with Ash takes you on a deep dive into the company, and uncovers how best to find investment ideas in the fast-changing decade that we live in.

Please visit Buzzsprout to listen to this podcast on other platforms, like Apple Podcasts or Spotify.

Ash Perera

Fiverr: A deep dive

20 November 2020

Why should you own Fiverr for the entire 2020s?

In my 23-minute chat with Ash, we take a deep look at the Israeli freelance services marketplace for businesses. What are the company's fundamentals and growth drivers, and how does it benefit from the change and opportunity that this decade presents?

Ash's YouTube channel is available here: https://www.youtube.com/channel/UCXefjj0OBTh8foKemlgC7KQ

valueDACH

Where do you currently find value, Swen Lorenz? A talk on long-term opportunities

24 June 2020

Tilman Versch of valueDACH interviewed me about SNP, Fiverr, how I generate new investment ideas, what life is like on the island of Sark, and how to balance value vs. growth.

Proactive Investors

What is Undervalued-Shares.com?

6 February 2020

Proactive Investors is a global web platform for investors. They interviewed me about the track record of my website and how I help investors succeed. The 18-minute video is a good primer for anyone who is curious about Undervalued-Shares.com.

The website of Proactive Investors is www.proactiveinvestors.co.uk.

 

Jens Rabe

Investment ideas outside of the mainstream (in German)

1 January 2020

What sectors, companies and themes do you need to look at in 2020? Jens and I talk about a wide range of ideas that are currently not on investors' radar, but which could rise to prominence over the next 12 months (and beyond).

Much of what we discussed in this video is already earmarked to form the basis for upcoming issues of the Weekly Dispatches and a range of new in-depth reports for Members.

As always, this video is only available on Jens’ YouTube channel: https://www.youtube.com/watch?v=_Hmcynjs4Po

Jens Rabe

Why invest into this one particular airline? (in German)

26 December 2019

Few sectors have as bad a reputation among investors than commercial airlines. Maybe that's exactly why they are now worth investing in? Warren Buffett has plonked down USD 10bn to buy airline stocks, and a secretive Californian fund has invested an even larger amount.

In my half-hour chat with Jens, we explore some of the lesser-known factors driving airline stocks.

As always, this video is only available on Jens’ YouTube channel: https://www.youtube.com/watch?v=_Hmcynjs4Po

Jens Rabe

Gazprom in 2020 – how high can it go? (in German)

22 December 2019

In spring 2019, Jens and I had discussed Gazprom. It has come a long way since. In this video, we take a look at what may lie ahead in 2020.

As always, this video is only available on Jens’ YouTube channel: https://www.youtube.com/watch?v=_Hmcynjs4Po

Jens Rabe

What books to read for inspiration and education? (in German)

22 September 2019

German investment blogger Jens Rabe and I are discussing 10 books that I have come to love and appreciate. They cover a range of different areas and subjects, and the video should have something for everyone.

As always, this video is only available on Jens’ YouTube channel: https://www.youtube.com/watch?v=_Hmcynjs4Po

Jens Rabe

In-depth discussion on analysing shares, based on the example of Gazprom (in German)

15 June 2019

How to be ahead of the crowd? That's the key question I discussed with Jens during a half-hour conversation, and centred around the example of Gazprom. This was the most fun (and most popular) talk I have done with Jens so far. If you speak German, this video is highly recommended!

As always, this video is only available on Jens’ YouTube channel: https://www.youtube.com/channel/UCrTTBSUr0zhPU56UQljag5A

Jens Rabe

We are looking at a European take-over target (in German)

8 June 2019

Most of the time, I analyse stocks that are great long-term investments. However, sometimes I do feature investments that have a shorter time-frame. In my latest interview with Jens in Germany, we talk about a technology company that could make us 60% in 6-18 months. As usual, we cover a lot of ground and also discuss investment analysis and investment strategies.

As always, this video is only available on Jens’ YouTube channel: https://www.youtube.com/channel/UCrTTBSUr0zhPU56UQljag5A

Sven Carlin

Deep-dive into Gazprom

28 May 2019

My Amsterdam-based colleague Sven Carlin has long shared my interest in Gazprom. We sat down for a 40-minute chat about some of the lesser-known aspects of the company, and why they could soon drive the share price yet higher. This video provides a taster of the two in-depth Gazprom reports that I have published in my Members' section.

Sven’s fast-growing YouTube channel, which has grown from 0 to 40,000 followers in less than two years, is available here: https://www.youtube.com/channel/UCrTTBSUr0zhPU56UQljag5A

Jens Rabe

Meet-up in Monte-Carlo to discuss SBM shares (in German)

25 May 2019

My German investment buddy Jens happened to be in Monaco at the same time that I was carrying out research there. We sat down in a street-side cafe to talk about the Société des Bains de Mer ("SBM"), the legendary Paris-listed company that owns vast amounts of real estate and trophy businesses in the Principality. You, too, could own a piece of Monaco real estate through SBM! The video is in German. 

Jens' popular German YouTube channel is available here: https://www.youtube.com/channel/UCrTTBSUr0zhPU56UQljag5A

Sven Carlin

Discussing our current European Takeover Target

29 April 2019

Sven Carlin used to teach finance at university, but nowadays spends 100% of his time on his fast-growing, popular YouTube investment channel. He is a value investing expert who has both a PhD and a published book to his name. In this video, Amsterdam-based Sven and I discuss an opportunity in the European takeover arena. Is it "The Best Trade of 2019"? You be the judge!

You can find Sven Carlin's YouTube channel here: https://www.youtube.com/channel/UCrTTBSUr0zhPU56UQljag5A

Jens Rabe

Talk show with Swen Lorenz (in German)

25 April 2019

German options strategist, Jens Rabe, shares my philosophy of seeking out companies that are undervalued, and where a catalyst of some kind is likely going to lead to a higher valuation. I sat down with him to talk through the investment case of Porsche SE / Volkswagen. Jens’ studio is a short distance from a Volkswagen plant, so I faced some well-informed, critical questions!

For anyone interested in options strategies, Jens’ German-language website is: www.optionsstrategien.com

Jens Rabe

Talk show with Swen Lorenz (in German)

20 April 2019

Jens Rabe is Germany’s leading expert for option strategies, and he is an old friend who has a similar approach to investing. To kick off a regular series of talk shows, we sat together in his office for this 45-minute background chat. New, shorter videos about specific investment ideas and themes will follow every month.

His German-language website for anyone interested in options trading: www.optionsstrategien.com