Episodios

  • 98/ Beyond P/E: Why InPost’s Free Cash Flow Ratio Might Be the Only One That Matters.InPost Deep Dive: The Ultimate Value Investing
    Dec 3 2025

    A fundamental value investment analysis of InPost S.A. based on recent financial reports and ratios presents a picture of a high-growth company with strong profitability and market leadership, but also one with a significant debt load typical of an asset-heavy, expanding infrastructure business.

    InPost's core value proposition lies in its vast network of Automated Parcel Machines (APMs), which offers a cost-effective, convenient, and environmentally friendly delivery solution, especially in its dominant Polish market and rapidly expanding international segments (e.g., France/Mondial Relay and the UK).

    Value Investing Take: The company appears to be a Growth at a Reasonable Price (GARP) opportunity, where its superior profitability and growth prospects arguably justify its valuation, especially when considering the promising P/FE and P/FCF ratios. The key to its intrinsic value is the continued profitable expansion and deleveraging.

    In each episode, we rigorously analyze InPost's financial reports, key ratios, and strategic moves. We break down complex topics like:

    • Profitability Ratios: Decoding high ROE and ROIC to gauge capital efficiency.

    • The Debt Question: Evaluating the high Net Debt/EBITDA ratio common in infrastructure growth and assessing its manageable risk.

    • Cash Flow & CapEx: Understanding the balance between massive APM network expansion and sustainable Free Cash Flow (FCF) generation.

    • The Moat: Analyzing the network effects and cost advantages of the Automated Parcel Machine (APM) system in Poland and its international roll-out in markets like France (Mondial Relay).

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    20 m
  • 97/ Cyber Folks fundamental value investing analysis
    Dec 3 2025

    💻 Cyber Folks: Fundamental Value Investing Analysis

    Are you ready to stop gambling on stock prices and start investing in real value?

    Welcome to Cyber Folks: Fundamental Value Investing Analysis, the podcast that cuts through the market noise to focus on what truly matters: the intrinsic value of a business. Join us as we apply the timeless principles of Benjamin Graham and Warren Buffett to today's dynamic, tech-driven markets.

    In each episode, we dive deep into the financial statements, competitive advantages, and management quality of companies, both old and new. Learn how to perform your own fundamental analysis, calculate a Margin of Safety, and identify truly undervalued stocks before the crowd catches on. Whether you're a beginner seeking a foundational understanding of value investing or a seasoned investor looking for fresh, insightful analysis on cutting-edge sectors, we'll equip you with the tools to build a portfolio that thrives for the long term.

    Subscribe and start mastering the art of buying dollars for fifty cents!

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    22 m
  • ENG 96/ Buffett’s Formula Picks a Winner Stock - Alibaba and JD is a potencial huge opportunity on the Chinese stock market
    Sep 12 2025

    Looking for the next big stock market opportunity? In this video, we compare Alibaba (BABA) and JD.com (JD) using Warren Buffett’s value investing principles to uncover which Chinese e-commerce giant could deliver the best long-term returns.Tags:Alibaba stock analysis, JD.com stock analysis, Alibaba vs JD, JD vs Alibaba, Chinese e-commerce stocks, BABA stock fundamentals, JD stock fundamentals, Buffett investing strategy, Buffett style stock picking, Warren Buffett approach, value investing Chinese stocks, Alibaba investment 2025, JD.com investment 2025, stock market tips, best Chinese stocks, Alibaba growth potential, JD.com growth potential, Alibaba vs JD comparison, long-term stock picks, e-commerce investing, stock analysis for beginners, Alibaba JD investing, Buffett investment secrets, China tech stocks, Alibaba vs JD.com 2025

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    40 m
  • ENG 95/ Apple Stock Analysis - Fundamental Buffett's Value Investing Approach
    Aug 25 2025

    How can you tell if a stock is overvalued or if it's a great buying opportunity? In this video, we cut through the noise to show you exactly how a professional investor like Warren Buffett would analyze Apple stock (AAPL).

    Using a fundamental analysis approach, we'll dive deep into Apple's numbers to determine its true intrinsic value. We’ll cover:

    • Operational Activity: What makes Apple's business so strong and what are its key competitive advantages?

    • Valuation Ratios: Are the current P/E, P/S, and P/B ratios signaling a buy or a sell?

    • Growth and Profitability: Is Apple's growth slowing down, and are its legendary profit margins sustainable?

    • Debt and Liquidity: How financially stable is the company, and can it weather a downturn?

    • Dividends and Buybacks: How does Apple return value to shareholders, and what does this mean for investors?

    Learn the skills to find your own high quality stocks. If you're serious about long term value investing, this is the video for you.

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    22 m
  • ENG 94/ Retirement planing and Investing for a Secure Future and Freedom - Michael Scarpati CEO of RetireUS
    Aug 12 2025

    Join us for an insightful conversation with Michael A. Scarpati, the founder of RetireUS, as we dive deep into the world of retirement investing. In this episode, we tackle the most pressing questions and common fears people have when planning for their financial future.Michael shares his expertise on a range of crucial topics, including:The Power of Time: Why long-term investing and compounding are the most powerful tools for a secure financial future.Overcoming Fear: The three most common fears people have about retirement and how to address them.The Definition of "Good Retirement": We explore what constitutes a fulfilling retirement beyond just the financial aspects.Inflation-Proofing Your Savings: The best strategies to protect your retirement funds against rising costs in today’s economy.Generational Differences: The biggest differences in investment approaches between older and younger generations.Financial Independence: Michael's personal definition of financial independence and how to achieve it.Getting Started: When is the right age to start thinking about retirement, and is it ever truly too early or too late?Whether you're just starting your career or nearing retirement, this episode provides actionable advice and expert insights to help you build a confident and secure financial future.retirement planning, financial freedom, investing, personal finance, money management, wealth building, retirement investing, retirement savings, 401k, IRA, Roth IRA, Social Security, retirement withdrawals, early retirement, financial independence, how to retire, retirement strategy, investment portfolio, dividend investing, budgeting for retirement, retirement mistakes, retirement for beginners, investing for millennials, pre-retirees, retirement in your 30s, retirement in your 40s, retirement in your 50s

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    34 m
  • ENG 93/ The Most Popular Stock - Nvidia King of All Stocks or AI Bubble About to Burst?
    Aug 7 2025

    Is NVIDIA the king of all stocks, or is the AI bubble about to burst? 💥 That's the question we're tackling in this episode.

    We've all seen the headlines and the skyrocketing stock price, but is the underlying business really worth that valuation? We're diving into the key financial metrics to figure out if NVIDIA's incredible run is built on solid fundamentals or if it's just hype.

    Join us as we explore what's behind the numbers and discuss the biggest risks and opportunities for NVIDIA (NVDA). This is a must-listen for any investor trying to navigate the current market.

    Tags:#NVIDIA #NVDA #AIStocks #StockMarket #Investing #FinancialAnalysis #ValueInvesting #TechStocks #StockAnalysis #Podcast

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    28 m
  • 92/ CRYPTO MARKET OUTLOOK WARNING+ XRP & Top Altcoins to Analyze Now
    Jul 29 2025

    Are we finally seeing bull market confirmation, or is the current excitement just another bear trap waiting to spring? In this essential episode, we're dissecting the latest crypto market trends to give you a clear, data-driven market outlook.

    We'll dive deep into:

    • The Current Market Cycle: Where exactly are we in crypto's notorious booms and busts? We'll analyze on-chain data, historical patterns, and key economic indicators to project potential future movements for Bitcoin, Ethereum, and the overall market cap.

    • Strategic Crypto Selection: Moving beyond the hype, we'll discuss the robust criteria for identifying high-potential altcoins that demonstrate real utility, strong development, and solid tokenomics. Conversely, we'll highlight red flags and characteristics of projects that pose significant risks in this volatile landscape. This segment focuses on how to analyze, not what to buy or sell.

    • XRP Deep Dive: We take a focused look at XRP – its recent performance, ongoing developments, and its unique position in the digital asset ecosystem. What factors are driving its price, and what should you consider if you're evaluating this asset?

    crypto, cryptocurrency, bitcoin, ethereum, XRP, blockchain, altcoins, market cycle, bull market, bear market, market outlook, crypto analysis, investing, investment strategy, financial education, digital assets, D.Y.O.R., market trends, crypto insights, financial advice, speculative, long-term potential, due diligence, tokenomics, DeFi, Web3, crypto news, trading, wealth, finance, money, digital currency, XRP, AMP


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    16 m
  • ENG 91/ CEO Financial Advisor - From Eye Level to High Level: Mastering the Path to Scalable Success & Strategic Capital 🚀 Good debt vs bad debt - use credit to grow your business
    Jul 17 2025

    In this episode of From Eye Level to High Level, we’re joined by the CEO of Rios Business Advisors to unpack the secrets behind scalable growth and securing strategic funding. Learn how to structure your business for expansion, attract the right investors, and shift your mindset from day-to-day operations to big-picture leadership. This is a must-listen for founders, CEOs, and growth-minded entrepreneurs ready to take their business to the next level—with clarity, confidence, and capital.

    #BusinessGrowth #StrategicFunding #Entrepreneurship #CEOInsights #RiosBusinessAdvisors #ScalingYourBusiness #FromEyeLevelToHighLevel #LeadershipDevelopment #InvestorReady #BusinessPodcast #StartupSuccess #VisionToExecution #CapitalRaising #SmallBusinessTips #BusinessStrategy

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    55 m