Today's episode is one that I've been excited to share. How to value private businesses, even if you only invest in public stocks. Now, you might be thinking, I don't buy private businesses. I buy stocks. Why should I need this? That's exactly what we're gonna unpack today. Understanding how to value a private business might be the most powerful mental model you can borrow as a public market investor. By the end of this episode, you'll see why some of the greatest investors in history, including Buffettt, Munger, and many small cap specialists, think this way. First, why should you think like a private buyer? When you buy a share of stock, you're buying a small piece of a real business, not just a squiggly line on a chart. Most investors forget this. They think of a stock as a lottery ticket or a day-to-day trading vehicle.

Thank you for watching. ❤️If you’d like to support Global Value, the links below help a lot. They’re affiliate links, which means I may earn a commission at no extra cost to you and everything earned is reinvested into making the videos better.

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#ValueInvesting #Valuation #BusinessValuation #PrivateBusiness #StockInvesting #InvestingBasics #FundamentalAnalysis #IntrinsicValue #DCF #OwnerEarnings #CashFlow #InvestLikeBuffett #WarrenBuffett #CharlieMunger #LongTermInvesting

🚨⚠️ By watching videos posted on Global Value's channel, you acknowledge that you have read, understand, and agree to the following:Global Value is Not an Investment Advisor: Global Value is not an investment adviser, and it is not registered as such with the U.S. Securities & Exchange Commission or any other state or federal authority under the Investment Advisers Act of 1940 or any other law. The investments and strategies discussed in Global Value’s videos are not and should not be considered investment advice and may not be suitable for you. They do not take into account your particular investment objectives, financial situation, needs, or personal circumstances and are not intended to be specific to you. Before acting on any investment or strategy discussed, you should always do your own research and make your own independent decision about whether it is suitable for your particular circumstances. You should also consider seeking advice from your own legal, financial, tax, accounting, or investment advisers. Global Value does not provide such advice. All content and communication from this channel is for discussion, entertainment, and illustrative purposes only and should not be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on the Channel. There are risks associated with investing in securities. Loss of principal is possible. Some high-risk investments may use leverage, which could accentuate losses. Foreign investing involves special risks, including greater volatility and political, economic, and currency risks and differences in accounting methods. Past performance is not a predictor of future investment performance. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing.

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Most investors think the biggest danger comes from recessions, inflation, or the Fed. But Chris Davis, a $20B fund manager mentored by Warren Buffett and Charlie Munger, says the real threat is closer to home: your own behavior.

In this episode, we break down why emotions sabotage returns, how to build the patience to outlast bubbles and crashes, and the timeless principles of value investing that have guided the Davis family for three generations.

You’ll learn:

• Why all real investing is value investing and everything else is gambling.

• The difference between growth, value, and dangerous momentum bets.

• How to protect your wealth from yourself by building discipline and systems.

• Lessons from Buffett and Munger on patience, resilience, and compounding.

Whether you’re a seasoned trader or just starting out, this episode will change how you think about risk and show you why mastering behavior is the ultimate edge.

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Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos!- TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue- Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/- Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!)

🚨⚠️ By watching videos posted on Global Value's channel, you acknowledge that you have read, understand, and agree to the following:Global Value is Not an Investment Advisor: Global Value is not an investment adviser, and it is not registered as such with the U.S. Securities & Exchange Commission or any other state or federal authority under the Investment Advisers Act of 1940 or any other law. The investments and strategies discussed in Global Value’s videos are not and should not be considered investment advice and may not be suitable for you. They do not take into account your particular investment objectives, financial situation, needs, or personal circumstances and are not intended to be specific to you. Before acting on any investment or strategy discussed, you should always do your own research and make your own independent decision about whether it is suitable for your particular circumstances. You should also consider seeking advice from your own legal, financial, tax, accounting, or investment advisers. Global Value does not provide such advice. All content and communication from this channel is for discussion, entertainment, and illustrative purposes only and should not be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on the Channel. There are risks associated with investing in securities. Loss of principal is possible. Some high-risk investments may use leverage, which could accentuate losses. Foreign investing involves special risks, including greater volatility and political, economic, and currency risks and differences in accounting methods. Past performance is not a predictor of future investment performance. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. 📝Contact Information: GlobalValueYT@gmail.com

Are We in the Next Stock Market Bubble? Howard Marks Thinks So

Is today’s market boom the start of another dangerous bubble or just a healthy cycle? Legendary investor Howard Marks believes we might be closer to euphoria than many realize. In this episode, we unpack Marks’ latest warnings, exploring what history can teach us about speculation, risk, and timing.

You’ll hear why bubbles form, the signals professionals watch for, and how ordinary investors can protect themselves when optimism runs wild. We also debate whether today’s AI-driven rally echoes past manias like dot-com and housing or if this time really is different.

If you’ve ever wondered how to spot a bubble before it bursts, this conversation is your playbook. Whether you’re a seasoned trader, a casual investor, or just curious about how markets work, this episode delivers insights you won’t want to miss.

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https://www.patreon.com/GlobalValue

Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos!- TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue- Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/- Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!)

🚨⚠️ By watching videos posted on Global Value's channel, you acknowledge that you have read, understand, and agree to the following:Global Value is Not an Investment Advisor: Global Value is not an investment adviser, and it is not registered as such with the U.S. Securities & Exchange Commission or any other state or federal authority under the Investment Advisers Act of 1940 or any other law. The investments and strategies discussed in Global Value’s videos are not and should not be considered investment advice and may not be suitable for you. They do not take into account your particular investment objectives, financial situation, needs, or personal circumstances and are not intended to be specific to you. Before acting on any investment or strategy discussed, you should always do your own research and make your own independent decision about whether it is suitable for your particular circumstances. You should also consider seeking advice from your own legal, financial, tax, accounting, or investment advisers. Global Value does not provide such advice. All content and communication from this channel is for discussion, entertainment, and illustrative purposes only and should not be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on the Channel. There are risks associated with investing in securities. Loss of principal is possible. Some high-risk investments may use leverage, which could accentuate losses. Foreign investing involves special risks, including greater volatility and political, economic, and currency risks and differences in accounting methods. Past performance is not a predictor of future investment performance. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. 📝Contact Information: GlobalValueYT@gmail.com

Warren Buffet owns 42 stocks worth $276 billion in his Berkshire Hathaway portfolio in 2025. In this video we’re diving deep into his top 15 biggest positions. Starting with #15 Constellation Brands. Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueWe'll dive deep into Warren Buffett's stock portfolio at Berkshire Hathaway after its 2025 annual shareholder's meeting where Warren Buffett announced he's retiring as CEO the end of the year. Warren Buffett is one of the most successful investors of all time. As of today, he is in the top 10 richest people in the world. He runs Berkshire Hathaway, one of the largest publicly traded holding companies with a market capitalization of more than $1 trillion. In this video you'll see which stocks he picks. Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos!- TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue- Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/- Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!)- Discover investing resources by shopping at my Amazon storefront! Affiliate link - https://www.amazon.com/shop/globalvalue#warrenbuffett #berkshirehathaway #charliemunger #investing2025 #stockmarket2025 #stocks2025 #valuestocks #warrenbuffettinvestmentstrategy warrenbuffettinvesting#stockmarket #stocks #investing #valueinvesting #investor #invest #finance #valueinvestor #stockanalysis #dividends #dividendstocks2025 #dividendstocks #fundamentalstockanalysis #august2025stocks🚨⚠️ By watching videos posted on Global Value's channel, you acknowledge that you have read, understand, and agree to the following:Global Value is Not an Investment Advisor: Global Value is not an investment adviser, and it is not registered as such with the U.S. Securities & Exchange Commission or any other state or federal authority under the Investment Advisers Act of 1940 or any other law. The investments and strategies discussed in Global Value’s videos are not and should not be considered investment advice and may not be suitable for you. They do not take into account your particular investment objectives, financial situation, needs, or personal circumstances and are not intended to be specific to you. Before acting on any investment or strategy discussed, you should always do your own research and make your own independent decision about whether it is suitable for your particular circumstances. You should also consider seeking advice from your own legal, financial, tax, accounting, or investment advisers. Global Value does not provide such advice. All content and communication from this channel is for discussion, entertainment, and illustrative purposes only and should not be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on the Channel. There are risks associated with investing in securities. Loss of principal is possible. Some high-risk investments may use leverage, which could accentuate losses. Foreign investing involves special risks, including greater volatility and political, economic, and currency risks and differences in accounting methods. Past performance is not a predictor of future investment performance. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. 📝Contact Information: GlobalValueYT@gmail.com

In this video, we'll look at 12 of the best stocks in Japan to consider in 2025. These stocks earn the most money of any companies in Japan.Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueWe'll also try to figure out what a reasonable fair intrinsic value is for each Japanese stock. And try to answer are these Japanese stocks the best stocks to consider as buys at the current price? Find out in the video above!Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos!- TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue- Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/- Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!)- Discover investing resources by shopping at my Amazon storefront! Affiliate link - https://www.amazon.com/shop/globalvalue#Japanesestocks #Japanstocks #Japanstockmarket #Japanesestocks2025 #stockmarket #stocks #investing #valueinvesting #investor #invest #finance #valueinvestor #stockanalysis #fundamentalstockanalysis #stocks2025 #beststocks2025 #beststockstobuynow 🚨⚠️ By watching videos posted on Global Value's channel, you acknowledge that you have read, understand, and agree to the following:Global Value is Not an Investment Advisor: Global Value is not an investment adviser, and it is not registered as such with the U.S. Securities & Exchange Commission or any other state or federal authority under the Investment Advisers Act of 1940 or any other law. The investments and strategies discussed in Global Value’s videos are not and should not be considered investment advice and may not be suitable for you. They do not take into account your particular investment objectives, financial situation, needs, or personal circumstances and are not intended to be specific to you. Before acting on any investment or strategy discussed, you should always do your own research and make your own independent decision about whether it is suitable for your particular circumstances. You should also consider seeking advice from your own legal, financial, tax, accounting, or investment advisers. Global Value does not provide such advice. All content and communication from this channel is for discussion, entertainment, and illustrative purposes only and should not be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on the Channel. There are risks associated with investing in securities. Loss of principal is possible. Some high-risk investments may use leverage, which could accentuate losses. Foreign investing involves special risks, including greater volatility and political, economic, and currency risks and differences in accounting methods. Past performance is not a predictor of future investment performance. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. 📝Contact Information: GlobalValueYT@gmail.com

This portfolio of just 8 stocks is probably the most expensive in the world. Dev Kantesaria owns 8 stocks in his Valley Forge Capital Management Portfolio worth $3.5 Billion all of which are very pricey today. Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.php

https://www.patreon.com/GlobalValueWe'll try to figure out what is the real fair intrinsic value for each of these expensive stocks even as they are high quality companies. And answer are any of these the best stocks to buy at the current price? Find out in the video above!Timestamps:00:00 Introduction00:21 Stock #802:46 Stock #704:22 Stock #606:11 Stock #507:20 Stock #408:53 Stock #310:27 Stock #211:58 Stock #1Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos!- TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue- Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/- Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!)- Discover investing resources by shopping at my Amazon storefront! Affiliate link - https://www.amazon.com/shop/globalvalue#mostexpensive #stocks #mostexpensivestocks #superinvestor #stocks2025 #growthstocks #growthstocks2025 #stockmarket2025 #stockmarket #investing #valueinvesting #investor #invest #finance #valueinvestor #stockanalysis #investing2025 #valleyforge #devkantesaria 🚨⚠️ By watching videos posted on Global Value's channel, you acknowledge that you have read, understand, and agree to the following:Global Value is Not an Investment Advisor: Global Value is not an investment adviser, and it is not registered as such with the U.S. Securities & Exchange Commission or any other state or federal authority under the Investment Advisers Act of 1940 or any other law. The investments and strategies discussed in Global Value’s videos are not and should not be considered investment advice and may not be suitable for you. They do not take into account your particular investment objectives, financial situation, needs, or personal circumstances and are not intended to be specific to you. Before acting on any investment or strategy discussed, you should always do your own research and make your own independent decision about whether it is suitable for your particular circumstances. You should also consider seeking advice from your own legal, financial, tax, accounting, or investment advisers. Global Value does not provide such advice. All content and communication from this channel is for discussion, entertainment, and illustrative purposes only and should not be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on the Channel. There are risks associated with investing in securities. Loss of principal is possible. Some high-risk investments may use leverage, which could accentuate losses. Foreign investing involves special risks, including greater volatility and political, economic, and currency risks and differences in accounting methods. Past performance is not a predictor of future investment performance. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. 📝Contact Information: GlobalValueYT@gmail.comWorld's Most Expensive Stock Portfolio

In this video, we perform a stock analysis on 10 of the top growth stocks that may be best to buy now in 2025. The super investors featured include Warren Buffett, Michael Burry, Chris Davis, and David Tepper. Their stocks? Ulta Beauty (ULTA), Veeva Systems (VEEV), Copart (CPRT), Atlassian (TEAM), Palo Alto Networks (PANW), Lam Research (LCRX), Applied Materials (AMAT), Alibaba (BABA), Salesforce (CRM), and Home Depot (HD). Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueAre these the best growth stocks to buy now? Do "super investors" know something we don't? Find out in the video above!Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos!- TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue- Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/- Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!)#growthstocks #superinvestors #growthstocks2025 #stockmarket2025 #stocks2025 #stockmarket #stocks #investing #valueinvesting #investor #invest #finance #valueinvestor #stockanalysis #fundamentalstockanalysis #topstocks2025 #beststocks2025 #beststockstobuynow #growthstockstobuy #topgrowthstockstobuynow 🚨⚠️ By watching videos posted on Global Value's channel, you acknowledge that you have read, understand, and agree to the following:Global Value is Not an Investment Advisor: Global Value is not an investment adviser, and it is not registered as such with the U.S. Securities & Exchange Commission or any other state or federal authority under the Investment Advisers Act of 1940 or any other law. The investments and strategies discussed in Global Value’s videos are not and should not be considered investment advice and may not be suitable for you. They do not take into account your particular investment objectives, financial situation, needs, or personal circumstances and are not intended to be specific to you. Before acting on any investment or strategy discussed, you should always do your own research and make your own independent decision about whether it is suitable for your particular circumstances. You should also consider seeking advice from your own legal, financial, tax, accounting, or investment advisers. Global Value does not provide such advice. All content and communication from this channel is for discussion, entertainment, and illustrative purposes only and should not be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on the Channel. There are risks associated with investing in securities. Loss of principal is possible. Some high-risk investments may use leverage, which could accentuate losses. Foreign investing involves special risks, including greater volatility and political, economic, and currency risks and differences in accounting methods. Past performance is not a predictor of future investment performance. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. 📝Contact Information: GlobalValueYT@gmail.com

In this video, we'll look at 15 of the best stocks in the United States to consider in 2025. These stocks bring in the most money of any companies in America.Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueWe'll also try to figure out what a reasonable fair intrinsic value is for each US stock. And try to answer are these American stocks the best stocks to consider as buys at the current price? Find out in the video above!Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos!- TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue- Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/- Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!)- Discover investing resources by shopping at my Amazon storefront! Affiliate link - https://www.amazon.com/shop/globalvalue#USstocks #Americastocks #USstockmarket #Americanstocks2025 #americanstocks #Unitedstatesstocks #stockmarket #stocks #investing #valueinvesting #investor #invest #finance #valueinvestor #stockanalysis #fundamentalstockanalysis #stocks2025 #beststocks2025 #beststockstobuynow 🚨⚠️ By watching videos posted on Global Value's channel, you acknowledge that you have read, understand, and agree to the following:Global Value is Not an Investment Advisor: Global Value is not an investment adviser, and it is not registered as such with the U.S. Securities & Exchange Commission or any other state or federal authority under the Investment Advisers Act of 1940 or any other law. The investments and strategies discussed in Global Value’s videos are not and should not be considered investment advice and may not be suitable for you. They do not take into account your particular investment objectives, financial situation, needs, or personal circumstances and are not intended to be specific to you. Before acting on any investment or strategy discussed, you should always do your own research and make your own independent decision about whether it is suitable for your particular circumstances. You should also consider seeking advice from your own legal, financial, tax, accounting, or investment advisers. Global Value does not provide such advice. All content and communication from this channel is for discussion, entertainment, and illustrative purposes only and should not be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on the Channel. There are risks associated with investing in securities. Loss of principal is possible. Some high-risk investments may use leverage, which could accentuate losses. Foreign investing involves special risks, including greater volatility and political, economic, and currency risks and differences in accounting methods. Past performance is not a predictor of future investment performance. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. 📝Contact Information: GlobalValueYT@gmail.com