Youtuber Playlist/Video Links

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After H2 2022 results were published I was asked to give my thoughts on Flow Traders again, especially as the operating environment changes so quickly for Flow Traders. In the analysis I go through what they actually do, underlying operating environment trends and valuation in addition to subscriber questions.

Flow Traders - in depth valuation and analysis

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Hey everyone - back on YouTube, trying to rebuild my life (see other videos on my channel). Anyway, Iโ€™m still 100% in Tesla. Hereโ€™s why:

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Done at least 1 video per day for almost a month now. Wooo. @CavanHaganInvesting

Hard work that - donโ€™t burn out!

Good to see bro, and looks like itโ€™s paying off! I really need to get in the routine of doing videos again lol

Havenโ€™t posted in here for a while! Weโ€™re now only about 50 subs away from being Google Employeesโ€ฆ

Join us?

If you prefer shorter content, we chop the full show up into digestible amounts here:

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29 subs away from Google payroll (and me not mentioning it again!)

:pray::pray::pray::pray::pray::pray:

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Liking the rap at the start - selling out to sponsors now are we @Scrooge_McCodf ?

Someones got bills to pay :rofl::rofl::rofl:

19 subs away till Google pays our way!

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Steve, congratulations! :partying_face::tada:

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Thanks man! Yeah we did it with everyones help! Crazy couple of days!

Congrats. Love the show but the formatโ€™s getting a bit tired for me, any plans to give it a revamp?

I feel like I could have a game of Playing Ftse bingo every Sunday as its often the same stocks coming up: ASML, NFLX, ADBE etc.

Thatโ€™s fair. Even Iโ€™m bored of talking about Netflix.

Taking suggestions if you have any?

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I wonder if you could get the audience involved more?: send in your questions, critique listenersโ€™ portfolios, that sort of thing.

It could be good to cover collective investments now and then too, as ETFs, funds and trusts donโ€™t get much of a look in.

Beyond that, maybe delve into wider topics like investment psychology?

Perhaps the other Steve could get his whiteboard out and do a short weekly โ€˜lessonโ€™: how to value a business etc.

Just a random few ideas off the top of my head!

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Yeah, we really donโ€™t get a lot of questions and answering them did really poorly when we tried it on the now shelved midweek show. Iโ€™d love to have people send us voice notes and we answer them on the show, we have the capability of having people stream their questions live to us and join in on the show for a period, Iโ€™m just not sure weโ€™re big enough or have the interest!

We did this a lot early on, we looked at popular ETFs and pulled apart the top 10. Steve found some cracking ETFs like the Catholic Values one. We could do this, although none of us invest in funds really so it might be a bit disingenuous if weโ€™re critical.

Yep. Weโ€™ve long wanted to do this, just other stuff has got in the way! Our earnings shows do really well and itโ€™s easy content to make. Iโ€™d definitely like to cover other stocks, ideas, psychology and philosophies if people want us do.

Funny you say this, Iโ€™ve written a full show on how to value an insurance business, Steve and I worry itโ€™s a little dry, but we might release this over Xmas and see how it goes!

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Thanks man! Yeah would love to answer voicemails. Maybe weโ€™ll try and set something up.

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Take a shot every time Steve W says โ€˜for what itโ€™s worthโ€™.
I would be watching instead of listening every time!

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Not the first person to say this!

Been having fun messing around with Teemill over the last few days: