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자막 품질이 매우 낮아 발언 내용을 명확히 확인하기 어려움 주제: 2020년 투자 종목 2선 (Pershing Square 관련 추정) - 영상은 Bill Ackman(Pershing Square) 투자 아이디어를 다루는 것으로 보임 - 언급된 기업 중 분석 대상 종목은 자막에서 명확히 식별되지 않음 분석 내용: - 특정 기업(분석 기기·화학 계측 기업 추정)의 사업모델, 마진 확장, 잉여현금흐름 증가 가능성 언급 - 2015년 이후 마진 개선 및 현금흐름 성장 가능성 언급 - 자사주 매입 및 배당 확대 가능성 언급 출연자 전망: - 장기 투자 관점에서 기업 가치 상승 가능성을 긍정적으로 언급한 것으로 보이나 자막 품질로 확정 불가 리스크: - 자막 오류로 인해 발언 정확도 낮음
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the dvd mistress black men the mine famous for drunk sorting herbalife end and getting into of forget how the carl icahn the beanie grey here and the portions regarding capital management juli presentation has come out met to very interesting soon this gerard and sean bice about the next here and in the sea dowel discuss persing square housing westgeest pestweb goodwitch is an active investors as well i buy something tries to get to the poor guy tries to change will come on and the friars the work for you can buy the tribe and dancy goud this videoport volle he did this research tool er osn like to follow great in batman blasters and out right to station video have with a sunday and we discuss stok analyze and it will be a great learning opportunities and perhaps the view some great ideas on stock stubai to improve your portfolio please subscribe and click that notification to pay attention means thing to the content to all discussions square ajilon technology and berkshire hathaway wit je ar the condition and the photo with you can buy persian square het uw mond believt men to do the work for you on this comes that the [ __ ] perth perspective fashion square and jill anthony dead and alice is and pines commentary on work sharp and wirebind blackman functions and by and vigilante oh be a bar led start how you pershing square the fans so past the spy file in 2012 you was prior drivers die oosten manager at garden kapitalen tetra what then likes doing most is my 14th amsterdam stock exchange details and loans this goal wheelie well over the plague here since the listing bad the situation greeley improved in total are nineteen where they outperform the market by delivering this diet percent harris and choose an activist in westeros okey bye sphinx legislation sander van you the pink in tries to improve the management trice point profile and then who slang term returns for now how the ups and downs with the big hit because you kind the herbal life and now i is then coming back to his fame and what gedit and the plague gvw this bd scp-500 since 2000 for you can buy perching give you won't geen to work for you their son fils related to the parties return on your way to the sporting point free press and since its inception mooi vol the islands scp-500 but still better than this scp-507 total are and for this is the portfolio business controller sociology he is inside how you in into the der in the management change management and they really well over list here hilton worldwide and choose discussing den broeder gone to this cache ajilon technology and work sharp adwords that were deported apps by van qui following presentation this is as public stuff photo pressing square you can find the presentations that all used to make a better video so lets start workshop and out of your country detection this starbucks a deep united technologies because they considerably about that further well so our interesting to follow friday your process investing strategy lesson meanwhile lubbeek in the argument so insulin analytical measurement company healthcare quality you for the molecules tries is chemicals something like that chemical company that makes all products that enable testing of find something quite effective because it has a razor slash fraser policy business model which is that the cell the instrument but then again they share and win green gables for servicing and the small projects related to the project and therefore it's difficult to switch to something else 5 trillion of revenue growth more than six thousand customers and there is an AdWords organic growth of six percent across the list looks at the market for such an instrument is growing let go to the investment' isis in Hesse Maud because it's a market leader in an old political industry and it's actually the people to make such products and once you have used I do it sooloos switching pico sunrise switching cabinet and is this sells for Locos players to provide competitive offering something like that remote plus the world is growing there is development more more chemical games more more fish and sanitation checks healthcare checks more more and warm and checks that the marketers coro in which means there is the element DGF are you going the video free king given you and resilient prophet stream which means hi Peter my bed with capitals east and west this skill what a cyborg race the glow dick get higher than on capital slightly at reported by investing and then future margin expansion and slowly the dismantling the human people must ming growth in earnings and special old bill out of my will probably be more in head and what dnf that girl is an exit the critters point show and eats percent touch points of margin suggests you read the margin in queens and how later smoking cigarettes garble eurlings and free cash flows and warnings and free cash will double who gave dividends the double and i know what happens bent by the stock price index reads double and so what be like man is focusing geography mind and gives a camp and is not a much success will you goes between found it fits your investment' portfolio then there is a knew calling [ __ ] is not liberty and others on which the money this is smartpads terrifying but leverage chicken more money to shareholder for macbook acquisitions 13 profile under there nothing so real an app app store long last 12 months ebita these guys point and compared water sits give it a but to point five fairview aliens and did and that he then 15 percent on the company can be returned to investors and make it more oil in investing friendly mashie so when we look direct clip edgardo and her global idea for seafight instrument and service services and they sell more instruments make more and more of their revenue stream analytical laboratory is der mark at and then there musgrove the russian make and acquisitions so analyze barry's chemicals molecule chromatography and mass spectrometry tools so if you in which the market you know what they are and where they all regions where very interesting class let's see more initial on the margin and expansions so 2014 that was a spin-off so let's look from 2015 of words and his group 20% over five years or feel percent that you shout air-line one line to growth margins is very important if the percent in home and fifty-fifty for percent well and that seems to me predict and other eat busy points on that the fight and eat busy points on their since it was 1550 before the food edit 500 million tropics rating a kam invite increase another eat busy pointed wants a murderer billy and then operating income keeping designkast that's just in can will probably cable cash flows the have therefore also already so since 2015 of four hundred million line for to nine hundred million would probably or something cable and satellite campaign with the market cap of 20 six Bileam would like not one billion but two billion in cash flow chair that fold which would be a great twin mold evidentie and then as if YouTube big special Theo Wind or I assumed I development India China ISA and then more health care Europe at OHRA you see how were disorder here is in this wave policy with x that that the cardpresso nothing party on this is another belly dancer held by bike plus plus 5 plus dividend IoT or free positive 3% has this double-CD coach to vote percent in the a test margins grow the median acquisition sale on that then you know what happens to the stock price to the bells [ __ ] the mede one point free be in a position in the long time that didn't but they took a short time that loan to the dead but they spent probably your buttocks in a Mormon from their own cash and that something that also big block man 1000 likes because they good going to sign wage cheap wage Gillot intro straits now and then this your budget cash in a better way so they try to leverage this company a little bit more to pay more dividend this is a risk bad in the mold business model is resilient of people need to have recurring purchase is op their product danny mini fashion night slow down some sales it over the long tom that my smite' group hello tourist der selling nieuw i threw an asset in the case of resection lowered healthcare kort in the us lower standing on health care and like i bought possible and then the positive will with the global growth in diagnostics theo we in and along economy big cold and fortunate to the colony wireless the twitthis cast on friday news will the conclusion I think just prophet could be increased one billion from better margins and grow magic garden those teenagers get higher so the hairdresser i could find it self distribution one point 5 billy a pull here you should eat together sometime percent kyoto to investors which means that the city bright red the potential to double the poetry is in line with the sep 5 dogs that curse if this company will be the scp-500 lessen 5% organic growth sam mergers and acquisitions improvise jeans so tame percent large in two cash flow over the neck bulls every cm region SCP-500 discrepancy outperform that SCP-500 remember be like many they relative investors you want to be pset5 congrats okay something in establish that a to look at the app closed in return view which is for percent well how it and percent group based on the price and I specifically go well this is a tick normally stock that can be the mark so if you looking for a portfolio the cam offers the market something where you at your interesting and like to look at it on our online then best in it probably not because indicate price Eurlings regions in the teams in the thenns how it much better red prospects of my absolute perspective and finca can find better but it was an interesting thing to look at well workshop is there a peak Bryce Eurlings region twenty also means to the berard stomach to the 20 for inside or cash so the duck net of the market capitalization and so something new and cheaper 15 is the price drop treasury center this a video to work she might want to watch that if you are interested in this but the thesis is pretty simple der is margin expensive potentially how you taiko white may never be able to earn a penny or five so late or cash likely to be deployed in share your purchases that costs the book sometimes close to my point free and poor craft and charlie monger silk der wheel has the book when you go down dwo repos of repurchase is of berkshire and perhaps some [ __ ] w220 build and when there will be the nes price is insurance and they will come the grices day we will simply pk whatever is left of those big insurers and that they would your teeth very very cheap and then that it would be a game and further straw continious November with this dressing warren buffett for keeping the money but just me when they both the trigger a box hello adhere to the bill and she can buy a of d sorry world turn showroom girls getting to trouble winter Swedish change tetra and gigi's the balance sheet the delivery time so I understand shield levy keynotes what they're doing than I really well what they're doing it and it will happen again impro offers scp-500 over the long term the chose the baixo nothing fraicheur is blower know something that I am an American economy global economy and then you gave margin of safety bichord great management great investment 'principles managing your money and you make up and protection pot on such a white 20% in cash so this model s is please subscribe leave your comment below with tax detail interesting you want me to analyze how you want to read your comments there can be no discussion in the comments click like if I like this video subscribe qliktech notification call and absurd next video
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