Value Investing with Sven Carlin, Ph.D.|12. Juli
Best Time To Join Research Platform is NOW!
1. Investment Philosophy: Value Investing with Margin of Safety
- Sven emphasizes a strategy based on business ownership, margin of safety, and hedging, rather than blindly chasing the market.
- Goal: 10-15% annual returns through holding equity stakes, not speculation.
- Current example: A stock where 80% of the price is in cash and trades near book value – while others chase AI and SpaceX stocks.
- 25 years of experience: The first 10 years (late 1990s to 2000s) saw a 50% drop in the S&P 500, followed by a 10-11x increase over the last 16 years.
- Overvaluation warning: The cyclically adjusted P/E ratio (CAPE) stands at 41 – similar to the dot-com bubble (44), the Nifty Fifty bubble (24), and the Roaring Twenties (30+). After each, it took 13 to 25 years for markets to recover.
- Uncertainty: Nobody knows the next 10 years, but value investing offers higher probability of success.
- Model portfolio: Over 15% annual returns for 8 years, with real-time transaction emails and earnings updates.
- Two strategies:
- Punch card approach: Focus on a few high-quality investments for the next decade.
- Diversified portfolio (currently being built).
- Community: Threads with comment sections for exchange and discussion – “Perhaps the most important reason to join.”
- Current price: $499 per year (for 2024/2025). From 2027, the price increases by $100 annually.
- Price lock: Those who join now keep the current price forever.
- Risk-free trial: 21-day money-back guarantee with no questions asked.
- Contact: Questions via email to invest.with.sven@gmail.com.
- Act now: Current market conditions (high valuations, low margin of safety) make value investing platforms especially valuable.
- Long-term perspective: “Give yourself a year to understand this.”
