Cameroncstewart - Podcast Details

Shows

RATIONAL INVESTING, with Cameron Stewart CFA Palantir $PLTR Stock: Massive Stock Based Compensation - A WarningAlarmingly high stock based compensation risks the dilution of future earnings growth. How you can lose money while the company succussed. We dive into the premium charged for this growth monster and while earnings are expected to grow more than 2,000% over the coming year, this stock seems to price all that growth in. How to play Palantir $PLTR? "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett

2024-07-2549 min

RATIONAL INVESTING, with Cameron Stewart CFA Inside Amazon's $100 Billion Cash StockpileMust-listen: $100 billion revenue growth and why $AMZN is the GOAT. Join us as we provide a comprehensive review of their financials, analyze market multiples, and forecast potential returns. Whether you're an investor, financial enthusiast, or just curious about one of the world's most influential companies, this detailed analysis will give you valuable insights into Amazon's revenue streams and future prospects. 🔍 What You'll Learn: Detailed breakdown of Amazon's $100 billion annual free cash flow In depth review of Amazon's financial statements Analysis of market multiples and their implications Forecasted returns and fut...

2024-07-1922 min

RATIONAL INVESTING, with Cameron Stewart CFA The Secret Behind This Stock's 300% GrowthDiscover the secret behind this stock's incredible 300% growth! If you're looking for top growth stocks to buy now, this video is a must-watch. In this captivating YouTube video, Cameron Stewart dives into the surprising surge of Rolls-Royce stock, which has skyrocketed by 300% in the past year. With an engaging on-the-road style, Stewart delves into the company's financials and strategic outlook, highlighting its shift from automotive to aerospace and defense engines and Builds a 1 Pager live!!! He meticulously analyzes key metrics such as revenue growth, earnings, cash flow, debt levels, and valuation, offering viewers a comprehensive understanding of...

2024-05-0324 min

RATIONAL INVESTING, with Cameron Stewart CFA Uncover $WBD Merger Value Secrets - Stock Breakdown🚀 Unlocking Warner Brothers Discovery Stock Potential! 🚀 Discover the hidden gem of Warner Brothers Discovery (WBD) stock, currently yielding 30% in free cash flow at just over $8. Despite its value, why isn't everyone talking about it? In this deep dive, we dissect the merger between AT&T, Time Warner, and Discovery Communications, revealing brands like HBO, CNN, and DC Comics. Explore the financials, uncovering how historical data misses the mark. With a shift towards direct-to-consumer models, is WBD your next big investment opportunity? Hit play now and let's uncover the hidden gems together. 💎💼 "Long ago, Ben Graham t...

2024-04-1833 min

RATIONAL INVESTING, with Cameron Stewart CFA Is China Investable? Growing Signs of Trouble - Cameron Stewart, CFA & Ayesha Tariq, CFA DiscussIn this insightful video, Cameron Stewart, CFA, and Ayesha Tariq, CFA dive deep into the topic of whether China is still a viable investment opportunity. As two seasoned financial analysts, they bring their expertise to the table and explore the growing signs of trouble that investors should be aware of. From economic indicators to political tensions, they cover it all in this must-watch discussion. If you're interested in the future of investing in China, this video is a must-watch. Don't miss out on this valuable insight from two industry experts. Watch now and stay ahead of the curve in...

2024-04-1151 min

RATIONAL INVESTING, with Cameron Stewart CFA Hidden Truths Behind Lululemon's Share ValueDive into the world of high-performance activewear with our latest video, "The Ultimate Lululemon Guide: What's Worth Your Money?" 🏃‍♂️💸 In this comprehensive review, we explore Lululemon's most popular items, from their unbeatable leggings to their innovative workout gear, and give you the lowdown on what's truly worth adding to your fitness wardrobe. Whether you're a seasoned athlete or just starting your fitness journey, this video is packed with insights to help you make the best choices for your active lifestyle. Don't forget to hit the subscribe button and join our community for more honest reviews and fitness tips. Let's elevate our...

2024-04-0532 min

RATIONAL INVESTING, with Cameron Stewart CFA Insider Moves: Pelosi's Call Option Play in Palo Alto Networks ($PANW) - Time to Buy?🚀 Dive Deep into Palo Alto Networks' Strategic Mastery in Cybersecurity 🛡️ – Discover how the global leader in cybersecurity, Palo Alto Networks (PANW), is revolutionizing the industry by integrating generative AI across its platforms. With a keen focus on medium to large enterprises, service providers, and government entities, PANW is on the frontline, offering unmatched protection against the most advanced cyber threats of our time. In this exclusive stock review, we'll break down PANW's impressive $5.5 billion revenue stream, dissecting the contributions from Subscriptions, Support, and Products. With Subscription and Support revenues forming the backbone of their financial model, accounting for 75% of...

2024-03-0920 min

RATIONAL INVESTING, with Cameron Stewart CFA ADP's Decade of Dominance: Unveiling a 10-Year Journey of 145% EBITDA Growth to $5.1B!🚀 Join us as we dive deep into ADP's remarkable financial journey over the past decade! 📈 Discover how the global leader in payroll and HR processing not only achieved an impressive annual revenue growth rate of 6%, but also how it reached the monumental milestone of $18 billion in revenue by 2020. In this video, we'll explore the key strategies behind ADP's consistent earnings growth, robust cash flow generation, and their savvy approach to stock buybacks. Whether you're an investor, a business enthusiast, or someone curious about successful corporate finance strategies, this analysis is packed with valuable insights. 🔍 What You'll Learn: The secre...

2024-02-2414 min

RATIONAL INVESTING, with Cameron Stewart CFA 30-Year History of Cisco vs. Nvidia Stock: Bubble Bursts & Cautionary TalesDelve into the fascinating 30-year journey of Cisco ($CSCO) and Nvidia ($NVDA) stocks, exploring their meteoric rises, dramatic bubbles, and cautionary tales. From Cisco's astounding growth in the 1990s tech boom to its subsequent bubble burst in 2000, where its value multiples collapsed never to fully recover, to Nvidia's recent surge and parallels drawn to historical bubbles. This video uncovers the lessons learned from these rollercoaster rides in the stock market, offering insights into the dangers of overvaluation and the importance of long-term sustainability. Whether you're a seasoned investor or a curious observer, this retrospective offers valuable insights into the...

2024-02-1519 min

RATIONAL INVESTING, with Cameron Stewart CFA $58 Billion in Free Cash - Exxon ($XOM) - Stock Price to Maximize Your InvestmentThis is a deep dive into the True Free Cash Flow of Exxon. I review 10 years of Revenue, EBITDA, Debt, Market Cap, Enterprise Value, Free Cash Flow CAPEX, Share Count and Investment IRR at different prices. Don't miss this epic video. $CVS $XOM "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Remember to check my website 👇 https://www.cashflowinvestingpro.com/ Business Inqu...

2024-02-0730 min

RATIONAL INVESTING, with Cameron Stewart CFA Cash Flow Webinar - Recap - Unlock the Economy and Value StocksThis is the audio from with highly attended Cash Flow Club Webinar on Jan 2024 where I review the current state of the US economy and recap the stocks selected last quarter. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews! Remember to check my website 👇 https://www.cashflowinvestingpro.com/ 10 years of...

2024-01-2856 min

RATIONAL INVESTING, with Cameron Stewart CFA Ulta Beauty ($ULTA) - $700 Expected Price - Lots of Free Cash Flow - Wonderful Company for 2024This is a deep dive into 10 years of history for Ulta Beauty the massive makeup and skin care retailer with strong historical growth and low debt. Check out this stock to buy for 2024. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett •••••••••••••••••••••••••••••••••••••••••••••••••• Remember to check my website 👇 https://www.cashflowinvestingpro.com 10 years of historical financials + a Cash Flow 1 pager!! Download here 👉 https://www.cashflowinvestingpro.com/ Cash Flow Investing Club: https://www.cashflowinves...

2023-11-1514 min

2023-11-1120 min

2023-11-0126 min

RATIONAL INVESTING, with Cameron Stewart CFA Honda Motors ($HMC) - Massive Free Cash Flow But Falling RevenueThis cheap stock might not grow but is yielding 10% free cash flow for the long term investor. Let's deep dive into Honda and find it's true value based on a discounted cash flow (DCF) and EV / EBITDA market multiple approach. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews! 📄 Free 1 Pager Sign...

2023-10-2114 min

RATIONAL INVESTING, with Cameron Stewart CFA 300% Increase in Debt on Flat Earnings - The Collapse of Jack Daniel’s and other SpirtsThis video is an analysis of Brown-Forman Corp (BF-B) from the fiscal year 2022 financial results as well as an estimate of the future value and possible investment return based on a discounted cash flow (DCF) and EV / EBITDA market multiple approach. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett 📄 Free 1 Pager Sign up here 👉 https://www.cashflowinvestingpro.com/a1dd6e3f-dcaa-4151-a334-e4fdcf7fb9b4...

2023-10-1212 min

RATIONAL INVESTING, with Cameron Stewart CFA AUTOZONE - BUY THIS STOCK TODAY!!! - Hold for 10 Years!AutoZone (AZO) is a cash generating beast with strong historical growth and is expected to beat the market. Let's revisit this automotive retailer for a new forecast and expected return. Income Statement, Cash Flow Statement and IRR. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews! 📄 Free 1 Pager Sign up here 👉 https://www.cashflow...

2023-10-0723 min

RATIONAL INVESTING, with Cameron Stewart CFA JD.com - Over 400% Potential Return! $JD Valuation AT ALL TIME LOWs.Valuation of JD.com Stock ($JD) at ALL TIME LOW!!!!! Now is the time to invest in the Largest Online Retailer in China. Don't miss this EPIC REVIEW. I also announce the winner of a free Cash Flow Club Membership. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett 📄 Free 1 Pager Sign up here 👉 https://www.cashflowinvestingpro.com/a1dd6e3f-dcaa-4151-a334-e4fdcf7fb9b4

2023-09-2120 min

RATIONAL INVESTING, with Cameron Stewart CFA $50 Billion for Ferrari or Volkswagen - 6x vs 20x Cash Flow - Growth vs Value + Membership GiveawayBuy a Volkswagen for the price of a Ferrari. Both $60 Billion in market cap, but only one has +$200 Billion in revenue and produces 10x the Free Cash Flow. Watch this epic battle of Growth vs Value. Plus, I'm giving away a free Cash Flow Club Membership to the lucky viewer. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett 📄 Free 1 Pager Sign up he...

2023-09-0833 min

RATIONAL INVESTING, with Cameron Stewart CFA Analyzing a $16B Beauty Giant: Estee Lauder ($EL) On Sale? Deep Dive into Financials & Growth 📈💄A Must Watch comprehensive exploration of Estée Lauder's 10-year financial journey and cash flow analysis. As of 2022, this industry titan holds the #3 spot on the list of Top Global Beauty Companies. Renowned as the fourth largest skincare brand globally, Estée Lauder sets the standard in luxury makeup, skincare, fragrance, and hair care sales. Notable subsidiaries like #Clinique, #LaMer, #tomfordbeauty, #mac, and #BobbyBrowncosmetics further exemplify its influence. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality me...

2023-08-3025 min

RATIONAL INVESTING, with Cameron Stewart CFA RTX Corp (Raytheon + United Technologies) - UNDERVALUED OPPORTUNITY $$$The 2020 Mega Merger of Raytheon and United Technologies formed RTX Corporation. The street is undervaluing this aerospace, engine and technology powerhouse. A Must Watch Video that breaks down this cash machine to uncover the value behind their assets. Learn to Combine TWO Companies in this classic video below: https://youtu.be/bkJYt-CNjWE "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t...

2023-08-2220 min

RATIONAL INVESTING, with Cameron Stewart CFA Beware of NVidia Collapse $85 - Watch Before You Buy! The AI BUBBLE IS HERETrading at 70x EBITDA with Stock Based Compensation at 10% of REVENUE, this stock has significant down side risk and could collapse to $85. This video is a deep dive into the financials and stock performance of NVidia ($NDVA). Learn how earnings can grow AND the stock price can fall. Be careful with NVIDA. #Bubble #AI #nvidia #stockmarket #investingforbeginners #money 30 Year History of MSFT - Must Watch. https://youtu.be/e-25ed89jSM "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or...

2023-08-1622 min

RATIONAL INVESTING, with Cameron Stewart CFA Deere & Company $DE : 2,000% Growth with Massive Dividend Yield.This is a deep dive into the Deere & Company $DE, a Trifecta 10 years ago and the lessons learned from this wonderful dividend machine. Total Dividends have been $45 over the past 20 years, a 200% return from Dividends ALONE. Don't miss this amazing company. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews! 📄 Free 1 Pager...

2023-08-1117 min

RATIONAL INVESTING, with Cameron Stewart CFA JNJ +200% in 10 years - Compounding Monster - When to Buy This Cash MachineThis is a deep dive into 10 years of financial data for Johnson & Johnson ($JNJ). Strong Dividend, Stock Buy Backs, Growing Earnings and Revenue. The stock returned over 200% in the last 10 years, when should be buy this stock to make another 200%? "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews! 📄 Free 1 Pager Sign...

2023-08-0327 min

RATIONAL INVESTING, with Cameron Stewart CFA CVS is ON SALE! - Monster Return Potential over the next Decade - Don’t Miss this Opportunity10 Years of financial history and performance, this company has NEVER BEEN CHEAPER and is possibly a huge investment opportunity!!!!. We review the cash flow and potential return of $CVS. Buy this stock and get Aetna, Signify Heath and Oak st Health almost for Free!!!!! "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews!...

2023-07-0533 min

RATIONAL INVESTING, with Cameron Stewart CFA Diageo ($DEO): Strong Cash Flow but Weak Growth – A Financial Analysis#Diageo ($DEO) stands out with its strong cash flow, making it an appealing investment choice. However, the company is challenged in achieving substantial growth, with mature brands like Johnnie Walker, Smirnoff, Captain Morgan, and Guinness . Gain valuable insights into Diageo's financials, strengths, weaknesses, and future prospects in this informative video. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video an...

2023-07-0128 min

RATIONAL INVESTING, with Cameron Stewart CFA British American Tobacco (BTI) Stock - 12% Free Cash Flow Yield - Estimated 22% IRRA Deep Dive into the British American Tobacco (BTI) Revenue, Earnings and Cash Flow of one the world's largest Tobacco companies. The long term revenue growth, low debt and cash flow makes this stock a compelling long term cash generations opportunity. Will the growth be there? Let's get into it. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video an...

2023-06-2128 min

RATIONAL INVESTING, with Cameron Stewart CFA $687 Billion in Dividends and Share Buybacks - Apple is the GOAT!! You Buying??Apple has grown by +$250 billion in revenue over the last 10 years and is expected to continue. EBITDA and Free Cash Flow are strong and continue to grow, debt is ZERO. Learn how Buffett bought this Ultimate Trifectia and make BILLIONSSSS. I uncover the secrete to long term compounding. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE fo...

2023-06-1424 min

RATIONAL INVESTING, with Cameron Stewart CFA PayPal (PYPL) Collapsed 80% and is Now Cheaper than Pre-Pandemic!!!!This video is a deep dive into PayPal pre and post Pandemic. The company is growing revenue and earnings but the stock is down 80%. When does this stock become a buy again? Let's review the Cash Flow and forecast a 10 Year Stock Return. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews! ...

2023-05-3127 min

RATIONAL INVESTING, with Cameron Stewart CFA Kroger’s $25 Billion Mega Buyout of Albertson’s - Unveiling a Recession-Proof Investment PowerhouseThis video is a deep dive into the merger of Kroger ($KR) and Albertsons ($ACI) valued at $25 Billion for a combined $200 Billion revenue grocery store giant. We will review the financials, explain the merger, forecast the business and estimate a possible return if all go well. Watch me uncover hidden value in the recession proof stock. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t...

2023-05-2429 min

RATIONAL INVESTING, with Cameron Stewart CFA Pepsi Co is Wildly Overpriced and so is the Broader Stock Market - Index Investing Beware !!!This video is a deep dive into the financials of Pepsi ($PEP) and draws comparison to the broader financial markets as the TSY risk free rate increase. What is an appropriate amount of return to expect from a risky investment. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews! 🎧 Rational Investing Podca...

2023-05-2028 min

RATIONAL INVESTING, with Cameron Stewart CFA Paramount Global Stock ($PARA) - Collapse Bring 400% Return PossibilityThis is a deep dive into the financials of Paramount Global ($PARA). Brands include #CBS, #BET, #ComedyCentral, #Paramount+, #Pluto TV, #MTV, #ParamountPictures, #Showtime #Netwo, #SmithsonianChannel, and #nickelodeon. The recent earnings decline provides an opportunity for recovery and long term capital for the cash flow investor. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE for weekly stock rev...

2023-05-1322 min

RATIONAL INVESTING, with Cameron Stewart CFA FedEx Forecasted Earnings Decline - The Warning Signs We Can’t Ignore - Economic BellwetherDebt-fueled share buybacks have boosted EPS and now the bill has come. This video is a deep dive into the financials of FedEx, income statement, cash flow, debt level and share buyback program. This includes a forecast and a discussion of the risk / return profile of FedEx ($FDX). "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE fo...

2023-05-0626 min

RATIONAL INVESTING, with Cameron Stewart CFA Amazon ($AMZN) Cheapest in 20 Years!!!Amazon stock as lost $900 Billion in value during the recent market decline and is now the cheapest its been in 20 years!!! Follow me as I walk you though 20 years of amazon financials and forecast the future price, investment return. This is a comprehensive stock valuation model as a value based investor. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this vi...

2023-04-2142 min

RATIONAL INVESTING, with Cameron Stewart CFA Zoetis (ZTS) - Pet Drug Co - Barron’s Calls it a Buy - Growing 11% AnnuallyZoetis Inc. (ZTS) develops, manufactures, and commercializes animal health medicines, vaccines, and diagnostic products in the United States and internationally. Growing 11% annually, buying back stock. This is a deep dive into the financial statements, market multiples and forecasts. Is this wonderful company a buy? "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews!...

2023-04-1516 min

RATIONAL INVESTING, with Cameron Stewart CFA Stanley Black & Decker (SWK) - Long Term Strong Value Play - 9% Free Cash Flow YieldDeWalt, Black & Decker, Craftsman - Some of the biggest names in tools are owned by $SWK. The drop in earnings provides huge long term value for the cash flow investor. This stock is estimated to yield 9% free cash flow by 2024 and can be bought at a steep discount. A deep dive into the financials of Stanley Black & Decker tools. #dewalt #blackanddecker #craftsman #stanley #lenox #irwin #portercable #mactools #construction #build "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying...

2023-04-0829 min

RATIONAL INVESTING, with Cameron Stewart CFA The Crash of Deutsche Bank or Buy on WeaknessA deep dive into the financial strength of Deutsche Bank ($DB), book value, and net income and test the bank for the critical flaw that brought down Silicon Valley Bank and Credit Suisse Bank. Learn how the value bank stocks in this critical time in stock market. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE for wee...

2023-03-2931 min

RATIONAL INVESTING, with Cameron Stewart CFA The Shocking Collapse of Charles Schwab (SCHW) Balance Sheet - Will The Company Survive????This is a deep dive into Charles Schwab financial statements and a review of book value along with the unrealized loses that might jeopardize the company. A closure look at the financials reveal a shocking discovery. Not Financial Advise. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews! 🎧 Rational Investing Podcast https...

2023-03-2536 min

RATIONAL INVESTING, with Cameron Stewart CFA JP Morgan Stock Review and Comparison to Silicon Valley Bank - Lessons LearnedThis video is a deep dive into the financial statements of JP Morgan ($JPM), it's book value and a forecast investment return. I also review the issues with Silicon Valley Bank ($SVB) and how it collapsed and search for those issues within JP Morgan. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett So, here’s what we’ll be looking at in this video: 00...

2023-03-1824 min

RATIONAL INVESTING, with Cameron Stewart CFA AIG - 20% Earnings Yield - Long Term Value with Strong Upside - Management is Executing On PlanThis is a deep dive into AIG (American International Group) their earnings and book value for the past 10 years along with a forecast showing deep value if management can continue to execute on plan. Learn about with complex stalwart of the insurance industry. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews! ...

2023-03-1139 min

RATIONAL INVESTING, with Cameron Stewart CFA Simple Business that Make Money $$$!! +10% Cash Flow & Growth = Outstanding Investment Return Est.This is a deep dive into Westrock a packaging company that makes +10% free cash flow yield and could produce +23% IRR for the next decade. The market misprices assets all the time, take advantage. See our estimated return profile for Westrock (WRK). Educational Proposes Only "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews! 🎧 Ration...

2023-03-0434 min

RATIONAL INVESTING, with Cameron Stewart CFA CVS Health - Cash Machine with 300% Growth + Dividend + BuybacksCVS Health to acquire Oak Street Health. CVS is growing Revenue, EBITDA and Cash Flow, and is priced to perform. Learn to value an add on acquisition in this incredible review of CVS Health. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews! 🎧 Rational Investing Podcast https://podcasts.apple.com/us/podcast/rational-investing/id166...

2023-02-1847 min

RATIONAL INVESTING, with Cameron Stewart CFA Walgreens (WBA) - WARNING! - Failing to Grow Shareholder ValueA review of 10 years of Walgreens (WBA) financial data and Per Unit Economics. Failing to grow EBITDA but trading at a premium. This stock is a large downside risk. Let's dive into the number and find the true Cash Flow Value. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett So, here’s what we’ll be looking at in this video: 00:00 Walgreens stock anal...

2023-02-1126 min

RATIONAL INVESTING, with Cameron Stewart CFA Intel (INTC) - Revenue & Earnings Fall - Dividend Cut Coming? Stock Down 45% in 12 mo - Turnaround?Intel's revenue and earnings for 2022 were worst than expected and we dive into the number to find out how much Cash Money this business makes and if they can afford the Dividend AND the massive CAPEX coming. Is Intel a Value Stock or a Falling Knife????? This video is an analysis of intel from the fiscal year 2022 financial results as well as an estimate of the future value and possible investment return based on a discounted cash flow (DCF) and EV / EBITDA market multiple approach. "Long ago, Ben Graham taught me that 'Price is what you...

2023-02-0437 min

RATIONAL INVESTING, with Cameron Stewart CFA Mohnish Pabrai Goes All In!! $90 Million in Micron Tech - Should You Invest in $MU?Mohnish Pabrai, Buffett disciple and Billionaire, bets everything on 1 stock. The King of focused portfolio investing is doing it again. Learn why he invested in Micron Technologies (MU) and with the stock down you should buy it too? "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett So, here’s what we’ll be looking at in this video: 00:00 Why Mohnish Pabrai bought the Micr...

2023-01-2542 min

RATIONAL INVESTING, with Cameron Stewart CFA Nvidia (NVDA) - Stock Down 33% in 12 month - Could fall to $50/shrNVIDIA trades at a premium based on it's growth, however growth is slowing. The company has fallen in valued based on a reduced Gaming revenue. More stock declines are possible as the growth multiple shrinks, $45/shr is possible. Learn to buy cash flow. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews! 🎧 Rational Inves...

2023-01-2146 min

RATIONAL INVESTING, with Cameron Stewart CFA VF Corp Dividend Yield of 8% - Trading at 9x EV / EBITDA - Great Deal or Problem Company????This Video reviews VF Corp ($VFC) with 10 years of financial history and relative value metrics EV / EBITDA and Free Cash Flow Yield. FVC owns #Vans, #NorthFace, #JansSport, #Timberland, #Dickes, #IceBreaker "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews! 🎧 Rational Investing Podcast https://podcasts.apple.com/us/podcast/rational-investing/id1661854715 📄 Free 1 Pager Si...

2023-01-1136 min

RATIONAL INVESTING, with Cameron Stewart CFA Lessons Learned in 2022 - Some Stocks Fell 99%We will review some of the hottest stocks of the last several years and their dramatic fall. What are the similarities and what can we learn to carry into 2023. Free 1 Pager at https://www.cashflowinvestingpro.com/a1dd6e3f-dcaa-4151-a334-e4fdcf7fb9b4 Website: https://www.cashflowinvestingpro.com/ YouTube Channel: www.youtube.com/c/CameronStewartCFA Not Financial Advise

2023-01-0431 min

RATIONAL INVESTING, with Cameron Stewart CFA Ferguson (FERG) - A Plumbing and Heating Company that can deliver - Trifecta PotentialThis video is an analysis of Ferguson PLC a plumbing and heating company with ~2,000 locations and growing. 10 Years of financial history, EV / EBITDA multiples and Free Cash Flow Yields along with a per unit forecast. This is a long term cash flow machine. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett So, here’s what we’ll be looking at in this video:

2022-12-2936 min

RATIONAL INVESTING, with Cameron Stewart CFA Nailed It!!! Called the Telsa Stock Crash of 70% - Check out my Stock Review$TSLA Crash - Best Time to BUY this Value Stock? We build to a 10 million cars sold forecast with EBITDA and free cash flow margins, then compare that to the Ark Investment and their $4,000/shr price target. SUBSCRIBE for weekly stock reviews! -- Disclosure -- Not Financial Advice

2022-12-2836 min