RATIONAL INVESTING, with Cameron Stewart CFA

Alarmingly 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...

Must-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...

Discover 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,...

🚀 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...

In 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 discussio...

Dive 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 s...

🚀 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 m...

🚀 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 ca...

Delve 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...

This 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 mer...

This 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...

This 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 •••••••••...

This video is a 10 year financial recap of Bristol-Myers Squibb Company (BMY) and the expected future performance. Income Statement, Balance Sheet and Cash Flow + Strong Growth and Low Debt. Possible Trifecta. Don't Miss This Review!!! "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...

Unpack Lockheed Martin's cash flow and recent price drop to reveal a company growing Revenue, EBITDA and Cash Flow with Low Debt + share buybacks - TRIFECTA possible over the long term. 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...

This 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 i...

This 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 qual...

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 wh...

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....

Buy 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 sto...

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, #tomfor...

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 p...

Trading 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 - Mus...

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...

This 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 qua...

10 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,...