DIRECTOS MONGER - Chicharros to the moon, Burbujas, dudas, resultados krikri

Added: 2026-06-01

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[00:03:00]Good morning, gentlemen. Welcome to the Monger Club.

[00:03:07]Tonight's investment discussion will cover stocks, answer questions, solve mysteries, and draw conclusions. And if anyone acts foolishly, I'll just ban them immediately.

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[00:04:40]Ah.

[00:05:26]What's up, guys? How are we?

[00:05:29]Impressive, isn't it? They're all cooked in the heat, huh? Mother of God. I was going to put Cri's results on before starting, but I forgot. Okay, I'll look for them now. Let's see. I'll remove this.

[00:05:41]Disclaimer. This live stream is not financial advice.

[00:05:46]You can do whatever you want with your money, invest it in bonds, options, derivatives or risky futures. Okay, here, here do whatever the hell you want, guys. How are we? How's the game going?

[00:06:00]The markets were open today. I'm going to look at Cri Cri's results first, which he has submitted and I haven't looked at them yet. I've been told by people in the community that they must be pretty good, but let's just say they're not very good, right? The SP and the NASDAQ 0, well, at zero, right? So, they're neither going up nor down, slightly negative, right?

[00:06:19]Well, things are getting interesting, are n't they? Interesting. Let's look at the first thing. Let's see if I can say hi to everyone here first. One with 33 people, impressive. 18 likes. You guys blow my mind. Woody Woodpecker, what's up?

[00:06:31]Holy [ __ ], that guy from the 'te' has taken the pole position, crazy bird, huh? Today the bird has come, today it has come flying, never a truer word spoken. Pedro Antonio Vicén, hello Sergio, did I win that lacquer one from you? You can't beat him, you haven't eaten the sub, dude. What's up, bird? Good afternoon. Hello, Daniel López, Pepe, Optimus, Laura, Arcadio, Ivan, Lorsen and these songs are made by me, man, personalized. Don't you think the market is strange? Okay, we'll talk now, right? Today, if you want, we can talk about bubbles and communion wafers, right?

[00:07:03]Awesome.

[00:07:04]Hello, Ferchu, Arricoas, Jorge Foca, Germán, Mayazovski, Ferchu, well, I'll read you now, right? I'm going to look first at what Cri presented today, and you know it's the channel's flagship company, so I'm obviously going to look at it, even though some of you aren't wearing it because I haven't seen you. Okay, that way I can watch them live. I've been told they're pretty good, right? From what I've heard, basically. So, where are these being presented? Financial statements.

[00:07:30]Where have they presented this? Eh, pa pa.

[00:07:34]LES inverso news. Here are the comments from Q1.

[00:07:39]But these are like what you presented today, right?

[00:07:44]This app we use sends it to us.

[00:07:47]May 27, 2005. The Cricky industry. Ah, okay, yeah, look, it's filed its first 2026 statements.

[00:07:57]Compare that. Okay, let's translate all of this. Ah, this is like a piece of crap that needs funding. Let's see.

[00:08:07]Ah, here, sorry, here. Excuse me, guys. I mean, what the hell? Each company puts them wherever they damn well please. Okay, these are the ones from Q1 2026. That's right, isn't it? Let's see, crickets, if the price of raw materials improves at this company, right? How's it going? You know this company is [ __ ] awesome, damn it. Hey, income, look at that. Okay, revenue 89,000 but 89 million.

[00:08:33]We're going to put a ticket to compare breeding. This company is growing like crazy, isn't it? Now even more than before, man. It's crazy, isn't it? If anyone says, "No, what company? You always say that and stuff. What companies do you like, Mong?" So you study the numbers of this company and these are the ones I like, right? Uh, a MOAT that's hard to see, hard to see because it's all based on operational efficiency. I'm going to start quarterly reports to see how it's progressing, right? This quarter it has sold 89,000 compared to 66 million last year. What a [ __ ] crazy thing. Let's see. In the first quarter it sold 66 million and this quarter it has sold 90 million, okay? 90 m000ones. I mean, it's crazy.

[00:09:18]90,000, okay? It is true that these are figures that I had achieved in the last two quarters, because look, Cririmil is a company that, excuse me, gives me allergies. Cririmil is a company that logically sells more in the summer because it also has ice cream, all of that. And they're not going to sell in December, logically. And notice that the two high bars are always in the last two quarters of the year, okay? On the other hand, note that the record it had achieved in the first two quarters was 66,000 units, but now it has sold 90 million units. In other words, it has sold the same amount now as in its best months. I mean, it's [ __ ] crazy, okay? It's [ __ ] crazy. Look, the cost of goods sold went from 48,000 to 60. That is, it has sold 23,000 more, but it has cost it, the cost of goods sold, uh, 12,000 more. It's crazy.

[00:10:14]Gross profit 30 million against 18.

[00:10:17]Okay, look, this is where the Moaz of Cricrimil resides, isn't it? Look, here lies Cricrimil's MOA, which not everyone sees. And this company is incredibly efficient. And imagine that this company has now improved all its factories; I mean, the factory it already has has been improved, expanded, and all its production lines have been upgraded to produce twice what it currently produces, and those works will be completed in 2027. Imagine that, right? Of course, this isn't investment advice because I bought it for 6 euros, now it's 25. So, it's not the same thing. So, don't try to copy me, okay? But look at the distribution costs, I mean, look at the operating costs, okay?

[00:10:55]All of this, these five lines here, look at the operating expenses. What price increase have they given it? 2 million selling 23 million more. It only has operating expenses of more than 2 million. It's [ __ ] crazy. And even though the price of raw materials does n't seem to be fully settled yet, well, it seems to be improving. Okay, look, operating profit, well, it has almost grown 100% compared to last year. Nincón finances, financial expenses, a little more than last year, financial rents, finance and such, taxes more than last year, logically. And look at that!

[00:11:32]Net profit 14,000,890,000 against 7 million. I [ __ ] on my [ __ ] life. It has grown by almost 100%. What a [ __ ] savage thing, guys. I'm freaking out. I hadn't seen them. It has grown by 100%, at 90% annually. Look at that. Earnings per share 0.42.

[00:11:54]This is how we'll see the earnings per share from other years. Earnings per share.

[00:11:59]Notice here something happened that presented here as high, just as it returned to him. Also, criminal, apart from the factories I mentioned and the fact that everything is going to be more efficient, okay?

[00:12:12]Apart from the country, the government has granted him aid that will be paid up to 30 million, I think it will be deducted from the taxes he pays. In other words, it will be as if he has n't paid taxes for a couple of years. I don't remember the exact figures now, but it was crazy, okay? It's crazy. This quarter, as you can see, it has paid well, so these results are real, okay? There's no fluff here. In other words, it's not like you say, "No, it's that it's grown by 90% because they've received tax refunds, or something like that." No no. That's insane, 0.42 IPS, okay? Last year's deck was 0.22, as you can see here. In other words, the IPS has raised it by 90%. Of course, this company, look, has now presented 0.42.

[00:12:54]Notice that March is always the worst month, isn't it? Look here. March, March, March, okay? Don't take 2022 into account because it was inflation and it ruined the company. Okay? So, of course, what are the IPS estimates? Look, you can learn a lot from this company, okay? Just imagine, it's going to completely shatter expectations. That is, 0.40 and how much has been presented 0.42. Okay, so if you do 0.42 times 2, okay? Uh, imagine you do 0.42x 4, that would be an IPS of 1.68 and here they put 1.47. Expectations have already been shattered, but we're talking about this quarter and the next being the worst of the year for criminals, as you can see here in what I've shown you before. In other words, summer and the last quarter, the last two quarters are going to be very good. I mean, look how noticeable it is. It's clear that the two high bars represent the last two quarters, so there's no mistake. And notice that it almost always presents, eh, that it almost always presents, notice, I mean, almost double. In the summer months, sales increase by 50-80% compared to 70-80%. So, if you add, I don't know, 50% more to 0.42, we 're talking about, sorry, 0.42 plus 50%. This is crazy, isn't it?

[00:14:23]0.63. Sure, if you do this for two, okay? The last two quarters, plus 0.46 from this quarter and 0.46 from the second quarter, means it will have an EPS of two. This is going to cost 11 times what I bought it for. I wanted to show you the track record of a good company, okay?

[00:14:44]When I bought this company for €6, it was trading at a P/E ratio of 12, 11, and 5.12, somewhere between 11 and 12, I can't remember exactly. And look, this year it's going to reach €25 and it's still trading at 11.12. Why?

[00:14:58]Because the profits have gone up so much it's crazy. And it doesn't surprise me that this company is licar, I mean, I think this company has to raise it even more. I mean, call me greedy, but the results it's producing are absolutely insane. The results are absolutely insane. It's just amazing. I mean, this is growing faster than Google. It's amazing.

[00:15:17]And now they are starting in the United States, etc. Okay, what I'm saying is, the factories are doing the... the factory they have. I mean, the factories, Cririmil has one and they're expanding it, okay? uh making it gigantic, making it more efficient. It's crazy, isn't it? I mean, it's crazy. As you can see, everything here is exactly the same. Current asset.

[00:15:36]They've increased their inventory a bit, which is normal. If they plan to sell more here, the same applies: financial instrument, equal equivalence, that is, everything is the same, as you can see. In other words, the company simply sells more and earns more. There's no trickery involved. Okay, look, long-term debt remains the same, rents remain the same, so everything remains the same. If there's nothing more to it, that is, everything remains the same. Short-term debt remains the same as Cririmil can pay it.

[00:16:02]Crikrim has always handled debt incredibly well. I mean, uh, she asks for it and pays for it the following year. It's crazy, okay? It's crazy. Look at the cash flows and all that. I don't know what we're seeing here. Depreciation, you see, it depreciates a little more. Provisions, meleños. Let's see. Hey! What have I done here? That I have touched. Well, I don't know what I touched. It's the same. Changes in working capital. They have put 5 million into inventory and 15 million into accounts receivable. Well, they've increased it a bit, as is logical, right? Okay, damn it, I'm going to put this. They've increased it a little, as is logical, right? I mean, no, if you sell so much more, then it's normal that they increase your prices. Therefore, this has nothing to do with it, right? Purchase of assets 3,300,000.

[00:16:41]Look, buying financial instruments. They have indeed included " process from sale" here. Processoas.

[00:16:47]Nothing, it's not all exactly perfect, okay? Perfect. They have 24 million bucks now and they had 16, okay? And at the end of the period they have 23 against nine. I mean, they've probably put capes and all that in here, obviously, that's all there is to it. Okay, they've bought 5 million bucks worth of financial instruments here, okay? Uh, asset purchases and such, 3 million. This is investing everything now, it's investing a huge amount in CAPES until next year, I'm telling you. So, well, there's not much more to look at, is there? I'm going to read the chat to see what you guys are saying because, like I said, I'll look at them in more detail, but it's [ __ ] crazy, man. She's a [ __ ]. It's incredible, it's amazing. Wow, what a gem I found, man. This is amazing.

[00:17:32]That company is impressive, isn't it? It's crazy. Let's see what I read here, shall I? Hey Dad, see where I was going. Hornet, hello. Ferchu, the right time is when there is inflation. Monger, I'd like to have a company like that. Well, yeah, but the thing is, the problem is that, look, uh, the problem is that people, I think those who invest money know that it's so good that even with inflation they don't let it fall, okay? Because, for example, in 2022 you did have the opportunity that was the massive inflation, but you're not going to see that again, I think. I mean, because now, look, the prices of raw materials went up a lot and they ruined it, but from 24 to 19 they hardly even ruined it, okay? And now it's here, nearing its peak. Don't think this company is very driven by results; it just keeps going up, going up like a rocket, and that's it, you see? It goes up like that, going up and down, down and up, and that's it, there's nothing more to it. Besides the returns I've made, add to that the dividends they've been paying me, which aren't small either. Cri cri, eh, that doesn't pay a bad dividend. I have one too, look, check it out, I'll tell you. If I charge six bucks, six and something, right? I don't know exactly how fast I'm driving it, I don't remember. Look at the dividends this company has paid.

[00:18:40]Okay, where are they?

[00:18:42]Damn, why aren't they showing up here? Why are n't they going out now if they used to? Holy [ __ ], man.

[00:18:47]Well, now they don't come out when they always used to. Damn, but I swear to God. Ah. Sorry, I have it quarterly, that's why it's not showing up.

[00:18:55]Holy [ __ ], I'm making it annual. One second.

[00:18:59]This type of company gives you peace of mind, man, that it might actually fall, right? Like all of them. I could be wrong, but honestly, all I see is that it can go up. I mean, I don't know.

[00:19:09]Now it's obviously expensive, isn't it? Look at the dividend of Cri Crimin, right?

[00:19:12]When I bought it, around 1920, I was paying 18,020. Put 020 as a dividend per share. Okay, sure, now he's paying 045, right? If you do the JLON cost that these snake oil salesmen do, then it's paying me almost an 8% dividend compared to what I bought, or nine percent. Crazy, isn't it? Besides giving you a return, well, almost 300%. So, I don't know, it's a savage thing and a very easy undertaking to look at in that respect. You just have to look at the price of raw materials, how they control operating expenses and all that, right? So, although you should know that now there's been a really bad commodity cycle, because last quarter Cri Crimil didn't even make any money, I think.

[00:19:53]Look, I'm going to show it to you and see if it works. He didn't even make money from the price of the milk. Let's see if it came out here.

[00:19:59]And yet they didn't lower it, man. Look, look. to a negative net profit. See?

[00:20:03]2024 and look at how the net profit fell in 2025. Do you see it? This is 5 years, okay? Quarterly. Look at how criminal these two quarters were.

[00:20:14]Of course, if you look at it annually, the film definitely changes a lot. Look, it's annual, see? See? Annual, the net profit. Ah, this is the dividend. Damn, why is the dividend clicking? Holy [ __ ], sorry. Net profit in 2022.

[00:20:27]2022 was a complete disaster.

[00:20:29]Look how the company emerged stronger.

[00:20:30]And this year he's going to smash it. So, this year, look at you, 34 million last year and this year the first quarter presented 17 13, right? 13 of net profit. Well, imagine, he's going to blow it up, I mean, there's no other way, right? Impressive, isn't it? Okay, let's move on from this company, otherwise you'll tell me, "You only ever talk about these companies." Well, since it's one I'm following, as you know, on YouTube, I check the results here instead of on the Sastag. But impressive, isn't it? It's crazy. Awesome. Let's see what I read from you all. There's plenty of milk here, I'll tell you right now. Ah, good day Antonio Alber.

[00:21:04]Those heifers are great. Awesome.

[00:21:06]Cririmil, the company we know that distinguishes Monger from other investors.

[00:21:10]Yes, this was a bargain, wasn't it? What's more, I found it while searching on Screener. That's crazy, man. What's wrong, Miguel?

[00:21:15]Thank you for the member. Let's see what we have here. Hello, Monger. Can you analyze Siemens?

[00:21:22]Hello, how are you? Steel Global, good afternoon, what do you think of all the news about our wonderful rulers? Well, a country of tambourines, isn't it? We live in a country of tambourines. That's what I posted on Twitter. I think in the end we paid more than 100% in taxes. It's interesting, isn't it? We have a quantum tax system, right? We're paying over 100% of that and we do n't know it, right? Imagine that all your money and all your shares are taken away. You only keep 10k and your accounting and stock market knowledge.

[00:21:51]How would you start building your portfolio to become financially independent again? Well, the first thing Jesus would do if he were left with only 10k and nothing else would be to start saving and looking for a job to save and look for sources of income because miracles don't exist, and above all, to study and all that, right?

[00:22:08]So, people who have so little money should first study, right? There's nothing else he can do, is there? In other words, that's all there is to it. Okay, I'm going to look into some of the small companies you mentioned. I don't know how you see the market either, since someone asked someone. Wait before you ask him. Ah, yes, Arcadio says, "Don't you think the market is strange with the Nasdaq soaring, but Microsoft's targets stagnating?"

[00:22:31]Indeed, Arcadio, you're not the only one who feels the market is overexcited, but of course, which companies are making you rise? A STS, okay? They're raising the price; yesterday it went up 10, today 8, for companies that aren't making a profit, okay? These kinds of mackerel.

[00:22:46]I've been posting about it on Twitter for a day now, they're really messing things up, okay?

[00:22:50]Because the barbecue is coming and the pig needs to be fat to make good chops, you know? So, all these companies, for sure, I know that Berti is going up. Let's see, Vertif. Ah, no, well look, Berti is going down, but all these Open companies, for example, I'm sure they'll go up, you see? Even more so, I mean, all these are going up, and it's true that one day the Nasdaq went up 2% and my portfolio went down 1%, and I said, "What the hell are you talking about? This year I 'm beating the S&P by 1%. I'm beating the S&P by 1% and the Nasdaq is beating me by 3% or so. But if you look at my portfolio, that return is a steal because the day the money comes back into my portfolio, it's going to be mind-blowing, because it's what you're saying. Now there's Google Meta, all these companies, right? Google Meta. You see the Nasdaq going up, everything going up, and these companies don't seem to be, they're stuck there, right? Meta has gone up 600, a ton, and yet they're the ones holding all the cards. See? Hing shows me up 5%. Well, all these crappy companies are the ones going up, okay?

[00:23:59]So now that's what I'm telling you We're always living within a narrative, okay? Like what happened with COVID, we're living within the narrative. What happens is that in times of narrative, these are the companies that rise, okay? The crash is coming. Logically, we'll see if it takes a week, 3 months, or 2 years.

[00:24:17]We'll see how long it takes, but the crash is coming. Okay. Today I made a video for Sasta analyzing my portfolio, okay?

[00:24:27]Because, of course, people are constantly talking now about whether there's a bubble, about these SpaceX IPOs, all the IPOs that are going to come out at million-dollar valuations without any damn sense, further fueling all this market crap, huh, that the market is at its peak, that we should be very careful, that it's at its lows. So, today I made a video for Sasta so you can see me analyzing my portfolio and how much my portfolio could fall if the Nasdaq fell by 50%. Okay, I mean, if it fell right now... The Nasdaq down 50%, the S&P down 40%, which would be a historic drop, right? It would almost be like, I don't know, uh, the dot with, well, the dot with, I callus more, but anyway, a 50% drop in the Nasdaq, well, my portfolio, I think it would drop about 15%, and I'd buy a ton and take advantage of historic opportunities. I mean, I don't care, I live outside of that. That's why many people aren't aware that there's life beyond the United States and there's life beyond bad companies and penny stocks like STS. Why? Because, damn it, I remember one day I said, "The Nasdaq is dropping 1.5% here, and my portfolio plus, and I'd put one." You don't even believe it yourself. Come on, I don't know what, I don't know how many. But what do you think my wallet is? Do you think my portfolio is exposed to all this that's happening?

[00:25:45]My portfolio is not exposed to all of that.

[00:25:48]You have to be very careful, okay?

[00:25:50]If you believe it, if your portfolio is exposed to all of that. In other words, the market is dangerous where it is now. And listen, even if you have a portfolio, imagine you have a portfolio of four stocks because you don't have a clue and you have Google, Microsoft, Nvidia and Meta. If it falls on Nas by 50%, you'll get it too. You're going to eat it. Okay, that's explained very well in the video, isn't it? That, I mean, I'm not going to explain it here because I don't want to say the same thing and besides, I've already said some things and stuff, but really my portfolio isn't exposed to any of that. In other words, my portfolio lives completely apart from companies like AMD, ASS, I don't know what.

[00:26:28]Moreover, when those companies do poorly, the money will come into my wallet. That's why I'm telling you that taking 1% more this year than the SP I have now is crazy, honestly. So, I don't know. I'm really happy, to be honest, with how things are going. And then what I'm telling you, investment is a long- term project for life and with common sense. And investing is something that will be with you for life, so you ca n't be going on and on about whether to open up or not, because in the end you're not going to end up in a good place or you'll get a very mediocre return. You, you, when you've been doing this for 20 years, imagine that you do things like I do, okay? and you have my knowledge.

[00:27:05]When you've been investing for 20 or 25 years and you look back, you'll say, "Wow, I've made 13, 15, 20%. Crazy, I've made a fortune. I've done so well." On the other hand, you'll look at these people who are now earning 100% with ASS or the other one who's earning 100% with the other one, with penny stocks, and you'll realize that they disappeared by the sixth year, okay? So, be careful with this, right? Because the market is in a bubble, but where do we say the bubble is, okay?

[00:27:34]For example, Cri Crimal, whose results we just looked at. Do you really think that if the Nasdaq Sky falls by 50%, CR Crimil will notice? It was likely to continue rising.

[00:27:47]In 2000, in 2022, in 2022 the Nasdaq fell by 32%, I think. The Nasdaq came in 2022 and fell by 32%, I think, and my portfolio fell by 12% that year. In other words, you can't beat the Nasdaq. When the Nasdaq is going up, it's very difficult to beat that index because it's a freaking runaway rocket. The Nasdaq is a freaking runaway rocket, but when it goes down it can be easily beaten because it's so volatile. And when the Nasdaq fell 32% and my portfolio only fell 12%, I hit the Nasdaq hard in 2022 in the long term, you understand? So, be very careful, because now what I'm telling you, you carry, you carry Open, you carry I don't know what, you carry HIMS, you carry such and such, that's where the carnage is going to happen, right? He'll talk to you more or less, or who knows. Of course, you never know what's going to happen, but the carnage is there, isn't it? And we are living in that era of the market where companies, I mean, look at today, just look at today's example, what is rising are all companies that don't make money, well, all this. And it always ends the same way, I 've seen it hundreds of times, it always ends the same way. Well, not hundreds, I 'm not 500 years old, but it always ends the same way, you know? Always. And these are cycles that repeat themselves. I already told you that during COVID there was one that lasted a year and a half, two years, and then people started disappearing, okay? And these companies are falling in a desperate way because look, you, for example, these companies, these cycles, when it starts to fall, which I don't know if that will be the case, right? But imagine if STS starts to collapse, all these companies, okay? These companies are experiencing their boom, just like Plus Power did, which was the future and all that, okay?

[00:29:31]He sells motorcycles, okay? Well, look at that, Plus Power, right? Uh, it had a boom, didn't it? It went from this graph, I don't know what currency it's in, but anyway, it went, it did a, well, a huge thing and it started to fall and look, and when it started to fall it never stopped falling. See? I don't know why it said here, what currency it said here, but anyway, from 100 in percentages it was the same up to 100. I mean, it fell 90% over, damn, this is 2001, sorry, I mean, what the hell are you telling me here? Sorry, here. This is what Plus Power experienced during COVID, okay? It went up from almost 80, it went up by almost 80. How will STS and all these things be able to do now? And when it started to fall, look, right? It never stopped falling. Do you see it? The money you've put in here is lost forever. And notice that it falls from 2020 to 2026 without stopping. In other words, when these companies start to decline, that's the end of the story. Okay, because they 're not good companies, they're not companies that make money, and there are many more like them. So, this is what's going to happen to you with these companies that exist now, okay? Exactly this. In 5 or 6 years, come here to my live stream, if we're still together, and tell me. This is exactly what's going to happen to you. Of course, from here, you see, from here it started to rise, from 2018 to 2021, about two and a half years, well, look, we were all fools, okay? We were all fools. And then look at reality.

[00:31:02]Instead, you look at this Plus power chart and then look at the Criminal one, right? So, which one would you prefer to put your money in?

[00:31:11]Which one would you prefer to put your money in for the long term? And it's only 5 years.

[00:31:15]Imagine that 20 more years have passed.

[00:31:17]Okay, right? Look, Criil. Well, look, from here that I'm pointing to, 2018,219 up to here and Plus Power, look what it did. Get on, go. So, this is the same period, right? From 2019 to 2026, 7 years. Look what Cririmil has done. It's gone solidly from 3 to 24, okay? He gave you a discount for 8, okay? Crikrimil has done a x8 to you in the last 7 years. It's crazy. And what has Plus Power done to you? Oh, no. I used to buy things down here and sell them up here. I did that at Plus Power. Snap it. It's crazy that I talked about Plus Power when I won this far, isn't it? But oh well, that's how it is. Now I know more and I wouldn't do it, logically. But where do you prefer to invest? Here or here. The same period of time. Look, this is the same time period. So, where do you prefer to put your money in the long term? And it's only 7 years. Imagine the next 10 years. This is still going to continue and it will keep going up, God willing. So, be careful, right, guys? Be very careful because the bubbles are where they are, right? Wow, I've really gone on a bit, haven't I? I just like talking about the stock market, don't you? Rather than looking at companies and such, because in the end looking at companies is just silly, is n't it? In other words, the most important thing is that you learn accounting, learn to do things for yourselves, and that's it. That's what's important.

[00:32:32]I have a company that can... Ah, that one.

[00:32:33]Okay, I'm in the same boat as you guys with a goal, but as Uncle Mong says, patience pays off. Hello, Hector Jesus, thank you for the member. The magnificent ones will fall with the departure of spac.

[00:32:43]The squid will fall. Look, Jesus, that's precisely the other point, isn't it? I'm going to give you another thought. Today's live reflection. That's precisely how you shouldn't focus on the stock market. So, you're in this video too, I've said that, right? From Elsa Stack that I made today. In other words, there are words that don't suit me. In other words, if the magnificent ones fall in SpaceX's launch, either the penny stocks will fall or the penny stocks will rise. I couldn't care less, okay? I don't care if Space Ca comes out on the stock market. I don't care if they release it for 10 trillion, 2 trillion, or 1 billion trillion. I couldn't care less what happens because I don't give a damn. Because I don't play that game, you understand? I'm not involved in that.

[00:33:24]When you hear people talking on Twitter, on YouTube, all these snake oil salesmen, they sell you everything based on the American economy, okay? Wow, stock market crashes and the NASDAQ has fallen. And then you see, for example, that the Eurostocks has gone up or that the other one has gone up, okay? Or that companies like Cri have risen, plummeted on the stock market, I don't know what, everything, everyone losing money. That's a lie, you'll lose money. I do n't. Okay, then I don't play that game. And all this talk about SpaceX coming out or not, I couldn't care less.

[00:33:55]And the issue of whether a stock will go up or down is completely irrelevant to me. For me, Criil, if it's currently worth €25, I don't care if it goes down to €17 or up to €32. I just don't care. Because? Because I know what I'm going to do in both situations, you understand? I couldn't care less. I don't care if the NASDAQ falls 40% next year. I have everything ready to blow it up, and if it goes up, I'll keep making money.

[00:34:24]The point is that you don't have to be guessing, you don't have to be thinking, 'Is this going to go up or down?'

[00:34:29]Hey? Will the Nasdaq go up or down? SpaceX is going to launch or how it's going to launch, that's what they're selling you, that's all you hear about the markets on Twitter and such, but there's much more to it than that. So, I don't give a damn. It goes down, it goes down, it goes up, it goes up, but what you have to do is be prepared, have knowledge, know how to do things. So that? So if the Nasdaq falls 40%, look, just imagine, I'll give you an example, right? That's the key to everything, isn't it? Basically, I mean, imagine the Nasdaq crashes, we're talking about the Nasdaq taking a 40% or 50% hit.

[00:35:08]The Nasdaq - 50%, is that okay?

[00:35:11]The Nasdaq takes a 50% plunge. And now there are two types of investors, okay? On one hand, for example, let's say that I'm there, okay? For example, here I am and here's a guy who's going to say NPI. About what? I have n't a [ __ ] clue, okay? He doesn't have a [ __ ] clue, okay? So, the Nasdaq is at 50%.

[00:35:33]What is the difference between knowing how to do things and not knowing how to do them, between being trained and not being trained, between having studied and not having studied?

[00:35:43]Well, to start with, when the Nasdaq falls by 50%, I'll have a perfectly made and diversified portfolio, okay?

[00:35:56]Therefore, my portfolio is going to fall easily, by -15%.

[00:36:00]Okay, give it a 20 if you want, just to get aggressive. I'm telling you, it's not going to fall any further, okay? My portfolio drops by 20%. The one who doesn't have a clue gets caught by the NASDAQ with a shitty portfolio, full of penny stocks, ASS, I don't know what, and so on. What's happening?

[00:36:15]This wallet automatically - 50% or more if it's full of junk.

[00:36:20]So, going from being formed to not being formed, notice the difference, okay?

[00:36:25]Because? Because I'm ready for the blow. You are not ready. The first one, okay? Then, when the Nasdaq falls by 50%, I know how to analyze companies perfectly, I have a watchlist made, I know what type of company I want to put in my portfolio, I know what I want to do, then I execute my plan. Add to that the fact that my portfolio has only fallen by 20% and on top of that I'm making great purchases. Bargains, because the Nasdaq has fallen 50% and I'm buying at bargain prices. Besides, I had cash on hand, okay? Besides, I know how to distinguish between a good business and a shitty business. All this is because I have studied a lot. The one who doesn't have a clue gets a 50% discount, what does he do? Start selling, okay? He starts selling, logically, since he doesn't have a clue, he starts buying when the Nasdaq has only fallen 15%, okay? And he buys expensively again. Then when the Nasdaq has fallen by 50%. In other words, the process of this person who doesn't, Look how I acted in the tariffs. Damn, you guys have videos on YouTube, holy [ __ ]. I made a fortune on tariffs, I got everything perfectly and still had enough cash to buy more.

[00:37:35]But this guy who doesn't have a clue, his whole process during the NASDAQ crash is fear, panic, I'm losing money, I'm losing cash, whereas my process is total tranquility, I take advantage of opportunities and I get things done, but because I know how to do things very well, because I have balls, because I have stomach, because I've studied, because I know accounting, because I know how to value companies, because I know how to value businesses.

[00:37:58]This guy here doesn't have a [ __ ] clue. Okay, so that's the difference, right, guys? So, of course, uh, then when everything falls apart, don't come here, Monger, because you say you're winning and that's a lie. Suck my balls from behind, suck my dick, okay? You suck my dick, that's what it is.

[00:38:15]So, well, Jesus, some reflection, right?

[00:38:16]Today Sale F. presents. Holy [ __ ], curious.

[00:38:19]I might make a video then. Clear. Hey Monger, how are you? What do you think, Kla? That one does n't even come out with a stick. Well, baby assistant too.

[00:38:27]Yes, but it impacts the software's narrative. Hello, Yolanda. You're like sparkling wine, but on the investor's good side. You can swear to it, man. You can swear to it now.

[00:38:36]Grande Monger, I joined Sasha and fully committed to the training. I ate the diadobe.

[00:38:40]Well, that's how it is, isn't it? That's how you study and improve. Caelea.

[00:38:44]Monger, I'll leave you with this question and see you later. Okay, this is a second. [ __ ] off. Hey Manuel Kla, greetings, Monger. While I'm pruning. To prune, no, to prune. Awesome. Let's see, KL. Let's see what's here. If there were any more.

[00:39:09]Interesting.

[00:39:11]Nothing, no.

[00:39:14]KLA. This, what is KLA? Let's see. Kla.

[00:39:26]Kla. Good company. This hasn't blown up yet. What is this? Let's see. Ka, corporation. Yes, yes. I don't know. I swear I do n't know this company, man. I'm surprised. Damn, with all the companies I look at every day, man. Or am I just drawing a blank? Kill login. You've never seen this company, dude. I've never seen this company before. How curious, damn. Look, there are very few companies I have n't seen, and I hadn't seen this one, man. It's freaking funny, isn't it?

[00:39:50]Designs, manufactures and markets process control, process enablement and performance management solutions for the electronics semiconductor industry. Well, I have no idea. The company operates through three segments. Semiconductor process control.

[00:40:03]Semiconductor process. It offers. Ah, okay. I do know what this does.

[00:40:08]Inspection and review tools and all this to identify and characterize various wafer surfaces. Well, all this stuff is, let's see, there are many companies that do this, I don't know what they have and don't have, and I don't know exactly what they do, right? But there are many companies that do this kind of thing, right? Inspection and review to identify and check the defects that the wafers have and all that, right? There are many companies that do this. I don't know what could be wrong with this. The company has been doing well since 2016, it's been going great, naturally. I don't know what could be wrong with this, do I? Holy [ __ ], look here, it decreased in 2024. What the hell?

[00:40:49]Holy [ __ ], no. It seems to be a bit stagnant, doesn't it? This company has grown well lately, but it seems to be growing slowly, doesn't it? Sure, it says here that it grew by 24% last year, but that's because it had been growing terribly. The margins are good. I don't know, it's a good company, isn't it? It has good margins, it has good margins across the board. Repurchases.

[00:41:08]It's a good company, no doubt. It's a good company. Let's see.

[00:41:14]Well, he's buying up shares. It's not a bad company, is it? The thing is, it was expensive, wasn't it? From what I've seen so far. Things are going well in terms of debt, it seems. Well, a little bit, yes, debt is doing well.

[00:41:27]This company is good, isn't it? It has a little bit of everything. It has a little bit of everything, but I don't know. It's pretty good, actually. It's pretty good.

[00:41:36]It pays a dividend of 1 billion and a share buyback. I don't know, the company is pretty perfect, honestly. So, the company's numbers are pretty perfect, huh? We need to look at the MOAT it has and all that, right? In other words, the MOAT he has and all this is what needs to be looked at. The numbers company is perfect, basically. Few companies are as good, you've told me here on YouTube, judging by the numbers, right? Sure, this company, what's going on? And it will also have differences in the IPs. Okay, yes, indeed, right? So, it has an IPS of 36 now. Out of 36. Let's see, 1970 divided by 36.

[00:42:13]54 times this company is not there now.

[00:42:15]Well, you tell me. You have it 54 times, okay? 54 times. My goodness, a little bit crazy, isn't it? This has completely spiraled out of control. Well, I don't know.

[00:42:27]I would be very careful here. I mean, this is getting out of hand, isn't it? This is getting completely out of hand, I mean, completely out of hand.

[00:42:36]Crazy, isn't it? As you can see in the graph here. Kla. Let's see what we have here. Ah, look at that, don't you? This means that things have completely gone off the rails since 2025. I don't know why it's gotten so out of hand. Look, what you're seeing here is basically 100%, so it's not that much, right? But that's a very steep climb, isn't it?

[00:43:03]Very vertical. Don't know. We'd have to see, we'd have to see what happens with the MOAT that has all that, right? Because, like I said, I know at least two other companies that do this, okay? I'm not going to tell you one because it's a company I really like and I don't know, I mean, I don't know, but I'm very careful with this company. It says here that it's there 43 times, but it's there 50 and something times. So, be careful, right? Because of course, tomorrow they'll revalue this for 15 or 20 without a problem, and you'll suddenly lose 60%. I don't know, this company is curious. It's [ __ ] huge, huh?

[00:43:38]But how the hell did I not know about this company? I'm freaking out, I mean, I'm freaking out, right? Then they say, "Wow, Monger acts like a professional and he has no [ __ ] clue that he doesn't even know what this company is." Well, I swear I'd never seen it before, man. It's curious, isn't it? I've seen small caps and stuff that do the same thing as this one, in quotes, right? And screw it. And I didn't know this one, man. It's freaking funny.

[00:43:57]Nothing, it's fine, but very expensive, isn't it? And you should see the way he has. In other words, the numbers, which is what I'm looking at here.

[00:44:02]Well, a 10, but of course, uh, well, a 10, an eight, but you have to look, you have to look further, logically, you have to look further. Let's see what you all have to say here.

[00:44:13]Ka is expensive, but it doesn't seem bad.

[00:44:15]Yes, that's right. Intensive gardening course. Nickname. You haven't fooled us. I'm saving up for Sasta. Go ahead, Ferchu, don't save too much. You're going to kill yourself trying to save money.

[00:44:25]Hi Alex. What's wrong, Safran? It might be interesting to analyze. It deals with aircraft engines and charges per flight hour. Watch it if you can. It's a company to have in your portfolio. Let me see, I'll check now. Everything related to semiconductors and defense is in a bubble. Well, I don't know. Not everything, logically all the SMS messages too, like Celésticasmina, what she said about Mlen in the guide to doubling Ebizda. Well, imagine the backlog and revenue predictability it has if it's part of the club of manufacturers that are barely four companies in the world.

[00:44:53]Well, look, Airbus, for example, right?

[00:44:55]Airbus has a 9-year backlock. You, that's a real backlock. You were brutal today, Mongel. Thank you for the knowledge, Socrates. Kla will be greatly affected if the cycle slows down.

[00:45:07]In any case, the lithography machines need to be maintained. Well, uh, I don't know, I don't know. I mean, I don't know exactly where it stands in the sector and in the whole chain, right? But anyway, let's see what Safran says. Okay, Safran.

[00:45:21]Saffron.

[00:45:23]Okay, I think I've seen this one before. Saffron. Let's see what we have here. A solid company, isn't it? A solid company. Without a doubt. You say he makes engines for space. You comment. It makes engines for space. Let's see. This company's growth right now is absolute crap, isn't it? So, it has doubled its income in 10 years, right? In other words, growth is a load of crap. Let's start from there. Sure, he had a rough time with COVID, but he's recovering now. But yes, growth is a [ __ ] mess. And now there's COVID, isn't there?

[00:45:58]So, what COVID did to a lot of companies is criminal, right? So, 27%, meaning it plummeted by 33% during COVID, which is normal, right? But then after COVID, of course, you think the company is growing a lot. This happens in many companies; they tell you that companies are growing at 20, 30% post-COVID, but it's not real. Because? Because 2020 revenues are depressed due to COVID, you understand? So, this company has really grown terribly, okay? In other words, it hasn't really grown that much. Look, the estimates are getting lower every year, so, like 7.8%.

[00:46:33]But this year they estimate 14%, but then from that year onwards, well, yes, this company can have 6 or 7% growth. Okay, gross margins, margins such and such. Nothing seems out of the ordinary here. Notice that this company doesn't even make money. What's going on here, man? I mean, what the hell is this, man?

[00:46:53]What the hell is this? Exchange gains or losses, okay? For the currency. I mean, in 2024 they really messed up the currency, man. In 2022 the same thing happened, they ruined it with the currency.

[00:47:06]The net profit of this company is astounding. We should look into this more closely, shouldn't we? I mean, this company's net profit is a [ __ ] joke, basically.

[00:47:13]So, the fricafow and all that, right? Because this is ridiculous. What a joke. Your stocks are good, they buy back debt. How's it going? Let's see.

[00:47:22]Ah, little debt. No, this has no debt whatsoever. It has no debt for a company that makes airplane engines. You have no debt. Of course, here in other operational activities they shove whatever they feel like at you.

[00:47:38]Well, here you can see a bit more of reality, right? But you know, it still lacks substance, doesn't it? In other words, this company is slow, very slow. I don't know the exchange rate, or how fast it went.

[00:47:49]It seems to have gone faster, but look at it since 2020, right? It reached 55 and is now trading at 295. I honestly don't know. Don't know. In other words, it 's not bad. It's a company to strengthen your portfolio. Yes. Look, this company isn't going to give you 20% annually, but, well, it'll help solidify your portfolio and all that, right? But of course, this company, what I said in the last live stream with IRBS, these companies have to be blown out, that is, they have to be bought at rock-bottom prices, right?

[00:48:20]So, these companies have to be bought at a price of 10, I mean, during COVID, right?

[00:48:25]You were able to buy it, and that's it. Look, with COVID it arrived, well, like I said, like IBUs, right? This company would have been a very good buy if you had bought it as an IBUS, wouldn't it? Because then, well, look, your profitability, I mean, buying along this whole line and along this whole line, your profitability at these valuations 20, 25, 30 times, well, it's going to be mediocre, right? I think so. In other words, it's not going to be a big deal. You should have bought it during COVID, right? But hey, if it drops a lot, I'm not saying it's a bad company, but well, I don't know, I mean, if it drops a lot I'd almost prefer to buy rather than not know. So, Ibus has growth estimates of 11% 12%. This makes things even more difficult for them, doesn't it? Yes, it is a company for life, but that means it's not going to be a cure-all, meaning that if you buy it expensively, an indexed fund might give you more. How expensive is it? How does the compress work for 25-30 days? So, be careful, right? Damn, I mean, 127 people didn't upload, I mean, of course, only 50 likes, dude, bastards. I'm telling you, I didn't notice. I didn't ask for likes today, guys. No, I haven't begged. [ __ ] you all today. [ __ ] you all.

[00:49:25]Let's see. Holy [ __ ], wait, I've turned off the chat, I turned off the chat because of the heat.

[00:49:35]Host.

[00:49:36]Also, man, yesterday I was talking to a friend, and he was saying, "Dude, I think—and I think it's true—I think you've done so well on YouTube and all that, besides because you know your stuff, it's because you talk and swear and use foul language." I mean, man, tell me. There's something that's regrettable, and I hadn't thought about this before, which is that it seems incredibly annoying to me. There's something to consider when you guys do projects, right?

[00:50:05]Because look, there's this: tell me about a stock market YouTube channel where you go and people talk to you rudely, swear at you, I mean, talk to you like in real life, right?

[00:50:15]Like you talk to your buddy when you're out for drinks, or when you're not wearing a mask for work or putting on a facade, right? So, of course, it seems like people have to treat you like... Little princess, okay? I mean, I have a YouTube channel and since you come to watch my live streams, I have to treat you like a little princess, as a thank you for watching my streams, right? I mean, all this is amazing, isn't it? So I don't treat anyone like a little princess, right? Not here, not in the paid community. Even less so in the paid community.

[00:50:49]Someone in the paid community can confirm this, I'll go even further. Why?

[00:50:53]Because you're here to learn how to invest and life is tough, right?

[00:50:57]So nobody's authentic these days because a guy... I started this YouTube channel and I talk like I 'm with my friends, right? I talk to you guys here like I'm with my friends. That's the reality. You come have drinks with me on Saturday and you'll see that I talk to you.

[00:51:13]Exactly. You'd say to me, "Damn, Mong, you 're exactly the same as you are in the live streams." Well, because I'm myself.

[00:51:18]Okay, but There's nothing left of that, man.

[00:51:20]Nobody, there's no authenticity left. There's no authenticity left. I mean, now it makes me really sad to see, okay, I don't know, Estebaraz wearing a polo shirt, right?

[00:51:29]Estebaranzo waving his hands around like that to try and sell you the line. I think it's fine.

[00:51:36]Why? Because, well, he's a famous guy who reaches a lot of people and all, but man, you see people who have a channel with 20 followers and they're talking to someone with such proper, fake manners, that I think people get tired of that, okay?

[00:51:52]I think people get tired of that. I mean, what people want is to see themselves reflected in the other person, not to be sold the damn line, damn it. I mean, I think that's my niche, right? I mean, I think that's where I have the, I mean, the competitive advantage over all of YouTube and all of Twitter. And, damn it, look, I don't show my face, no I show my portfolio. If I showed my face, showed my portfolio, showed my trades on YouTube, I think I'd have a lot of followers, many more than I have now, but I don't need to, okay? And I don't do it because I don't need to, I don't make a living from this, and I don't need to. But man, you don't know how easy it is to create content by being yourself.

[00:52:29]Because today, for example, I was bored, I said, well, I'll just do a bike ride and go live, and that's it, I don't even think about what I'm going to say. Okay, so I don't know, I'm a person who finds all this politically correct stuff, the fakeness, pretty disgusting.

[00:52:45]Besides, being fake doesn't get you a damn thing in life. Damn, look, it's worked out really well for me in life. Holy [ __ ], today a friend showed me the salaries in Spain out of curiosity, and I said, "Damn, well, this year and with what I do in the stock market, it's easy to think I've been in it for a long time, I don't know." 1% of top salaries and I've never had to act like a fool or lie, or look like a fake. I mean, this thing about you wanting to, I mean, a person who starts recording stock market videos, slicks back their hair, speaks correctly, uh, looks at the camera, practices in front of the camera to see that everything looks good, dude, you're not being yourself. In other words, since you're not being yourself, people are going to notice because it's obvious when someone is n't themselves, it's obvious, it's obvious, and that's it. And I think that's what people like, right? Genuineness, improvisation, all of that, right? These [ __ ] snake oil salesmen with 30 followers are pathetic, damn it, you just opened the channel, you've been doing it for a year and you've gotten 50 followers, dude. Stop being a fake, damn it. Take off that [ __ ] suit you wear to record videos, damn it.

[00:53:53]Take off the [ __ ] suit. Holy [ __ ], I'm here in my pajamas, man, doing the live stream at home. Damn, God, I don't know, it turns me on, doesn't it? The lies, guys. I mean, I don't know. I like it a lot, don't you? I think, man, I find it hard to believe there are so few people like me, okay? Instead of saying, "Damn, I'm going to start a YouTube channel and talk about whatever I feel like." What's the problem?

[00:54:16]People aren't about financial independence; they want to monetize their income. People want to, well, people want to monetize. So, they think they have to be polite, that they have to be proper. And look, I arrive here cursing everything and I blow it up. Well, I don't know, life is tough, man. Learn to be streetwise, damn it. You lack street smarts, don't you? In other words, that's just how it is. As Leo Harlen said, I've got more street smarts than a garbage truck, right? I mean, it's impressive. Let's see what I read from you. I don't know why the hell I started talking about this, do I? Oh well. Look at yourself, Cler, structures. No, I don't look at her. No, we've already looked at it. In other words, we 've already looked at it.

[00:54:52]No, no, that's not our investment philosophy. Roger, what's up, Nacho Yolanda? What's wrong, Carlos? Hey Berserker, what's up? Hey bro, if it's not too much to ask, you don't have to watch. Well, Berseker, I already looked at some of yours the other day and they were very weak, huh? Today I'm going to give you a chance for the next live stream, I'll watch some of your performances. Also, for those of you who come in and tell me companies in your head, I'll give you a grade, okay? I don't remember everyone because I can't remember everyone, but I'll give you a note like, " Look, this one told me it's a good company, this one told me it's bad," right? So you, Berserker, are there on the bench today.

[00:55:22]Today you're on the bench. We can watch opera. Yes, we watch opera, right? That's it, come on, it's nothing, right? In other words, forget it. Charlie, I'm here. Fernando, what's wrong? But it's obvious you're not trying to make money on YouTube.

[00:55:34]People want to become YouTubers. Damn, I don't even put ads on your live streams, you bastards. Someone watching my live stream on demand only sees one ad at the beginning, I don't think they see one during the stream. I don't know if you can confirm this because I don't know either, but my live streams and everything are ad-free, right? Yes, we already saw it, Char. Yeah, come on, I mean, forget it. No, I don't think it's because of the swearing, I said. Hector says, well, it's more because it's clear you talk about what you know without selling nonsense. I think so too, don't you? I mean, people do believe that I know about this. The little hands thing in this balance is impressive.

[00:56:08]Some of us did like your post. Thank you, Laura. Naturalness is appreciated; I'm tired of people who seem like they've stepped off the news.

[00:56:20]Exactly, right? Host. And I don't care. I'm going to continue like this. In other words, if it goes well you'll continue and I won't shut it down, or if I get tired of it. I'll see, right? I mean, we'll see how it goes, but I'm going to keep going like this. I 'm clear on that. So, what I'm not going to do is pretend, right? So, I don't even need to come here to prepare the topics, right? For example, imagine I open this live stream and say, "I'm going to prepare the songs for the live stream." I've never done that in my [ __ ] life. I mean, I do everything by improvisation. Thank you, Lacasay. The Antena 3 news program, right? You say, "Damn, take off your suit to record, man. Take off your suit to sell me, I don't know, Iberrola, for crying out loud. Take off your suit, damn it. Holy [ __ ], I remember a guy. He's alright, right? These last 10 minutes of the live stream we've been talking about slicked-back hair, guys. I remember a guy, and also, look, I think, damn, I know some of you think I'm crazy and all, but for example, good insights come out in all the live streams, man.

[00:57:09]In this live stream, I think there have been a couple of insights that have been [ __ ] amazing. I liked them, and that's totally improvised, I mean, it comes from within me, right? That kind of thing. I remember a guy with slicked-back hair with a video saying that investment watches were a great idea. A few months later, a video saying they weren't a good idea. I don't know who he is. If you want to grow on YouTube, swearing gets penalized by the algorithm. Oh well, I don't care. No, no I know, honestly. I mean, the channel has really taken off now, we're always getting 130 or 140 live viewers. Videos that used to get 600 or 700 views, when I started in the first few months now get 1,000 or 2,000, some even 4,000 like the Zoeti one. I don't know, it seems to be growing, but very slowly, right? And then, like I said, not showing your face, YouTube really penalizes that, right? Not showing your face, all that stuff, right? I don't show my wallet, I do n't show my moves because I do n't need to. There are people who say, "It's funny, isn't it?" This is reverse psychology, guys." Hey, look how they change your perspective. I mean, there are people who teach everything on YouTube, okay? And then, I don't know, 500 or 1,000 people watch their videos, and they have 12,000 followers, right? And they tell you, "No, what you really want is to sell your assets because I teach everything for free, I democratize investing." No, no, excuse me. You teach everything for free, and you show your face for free because you don't have a clue what you're talking about. And since you don't have a clue—let's be honest, right?—and since you don't have a clue about the stock market and you're commenting on companies that are crap and badly reviewed, well, you show your portfolio, which is another piece of garbage, and on top of that, you show your face, and that's how you get 500 or 1,000 people to watch you. Okay?

[00:58:53]If you think it's so easy for someone to... Monetize, well, you put a hashtag up for €600 and see how many people pay it.

[00:59:00]Things are really simple in this life. It makes me laugh. It's like people saying, "Wow, bar owners are scammers, they're millionaires."

[00:59:07]Well, look how easy it is to open a bar. In my town, there are six or seven closed. Everyone who owns bars is doing so well. In my town, there are six or seven closed so you can become a millionaire by buying one. I mean, people are unbelievable, aren't they? It's impressive. But anyway, if you want... Oh, about the swearing, well, I do n't know, right? And yeah, in South Africa it's worse than here, right? I'm going to beat you up, right? Over there, this is the best, isn't it? Of everything. Good. Just curious, Meta. Any news, I suppose? Let's see, Meta. I doubt it now. That company, right? That, that lousy company. Oh, damn, suddenly Meta's going up. Yeah, funny.

[00:59:44]Damn, this company was just about to buy it, wasn't it? From a relative. What a shame, man. I mean, let's see if it drops a bit and all, but oh well, it is what it is, right? It is what it is. The guy from the sleepover with the line, "Have you seen Orlen?" She's Polish.

[00:59:55]No, not really. I only have the Pines.

[00:59:57]I'm finishing up the training before I even dare to breathe in the chat.

[01:00:00]Thanks, Galo. People who've invested more in the suit than in books. I'm telling you. Exactly, Alberto, that's the thing. That's the thing, man. That's the thing. I, for example, I really liked racing my rally car and I was pretty fast, while I had friends who spent all day tinkering with their cars in their garages and then they weren't fast at all. Everyone does what they do, right? I mean, they like what they like, that's just how it is. Show me Everything, I'm unsubscribing. Well, you're in for a rough ride, aren't you, Waski? You can unsubscribe now if you want. You don't know Teque XP. I bought into the story about its good numbers. Let's see, why did you fall for that? Let's see. Txp. Okay, which one is that? It's not showing up here. You typed it right. TXTP. TXTP isn't showing up here.

[01:00:51]TXTM. TXP. I don't know. Let me open another tab.

[01:00:59]Tx. Let's see. It's not showing up. No, none of them are showing up. None of them are showing up. I don't know what else to troll it with. I'm banning you, you bastard.

[01:01:09]TXTP, what's that? I say the same thing about intermediaries. Everyone in the primary sector thinks that supermarkets or intermediaries are the ones who take it all.

[01:01:18]Well, let them do it. Yeah, that's clear, right? That's just how things are. Let's see, one of those you guys mentioned. Let's see, that one from Steel Global, which I don't know, or I don't think I know.

[01:01:32]Steel Steel Group. This must be SGI, or some other acquisitions company. This one's from Sydney. Oh, yeah, this must be it, right? SGI is an acquisitions company. This one's only been listed since 2019.

[01:01:48]0.18 AUD.

[01:01:53]Let's see what these numbers are. What does this do? What does an Australian International company that operates through two divisions distributing consumer products do? What the hell?

[01:02:09]What the hell? You've got to be kidding me. It sells gloves. I'll cut you, huh? Okay, but what does this do, transport or sell? Because it's not the same thing, huh?

[01:02:20]Look, I mean, one thing, well, I'd still be okay with that, and the other, no. The company offers industrial maintenance, repair, and operations.

[01:02:31]Ugh, uniforms, power. Ugh, I do n't like this at all, do I? I don't like it at all.

[01:02:34]It kind of fits, it kind of fits all kinds of things, doesn't it? It fits. Look at the share issue. Let's see the share issue.

[01:02:43]Oh, yeah, it's going Okay, right? The company is clear, man. Maybe it's because it makes acquisitions, right? And it pays for them by issuing shares. If it makes acquisitions, it'll pay for them by issuing shares.

[01:02:58]Freica Flow will have made a bigger acquisition. Well, this seems like complete crap to me, I mean, complete crap.

[01:03:04]At first glance, you know, you'd have to look more closely, obviously, but well, at first glance it's terrible, right? I mean, there are plenty of companies that make acquisitions and have 20 times better numbers than this, 18 million in debt, which isn't much, okay? But anyway, I don't know. I mean, I don't know. I don't like it, I don't like, I don't like the numbers it has. I don't like it or, let's say, this, right? What makes me not know exactly, but I just don't like it at first glance. I mean, when I like a company, the numbers make your eyes light up, right? The numbers make your eyes light up, and this one almost makes them cry, right? Or Well, I'm not saying it'll make me cry, but it's pretty close, you know? Okay, the same thing. Oh, yeah, if there's one you want to look at, check it out. Sbet, yeah, Tex. Oh, Tex, damn, right. Hello, good morning, Coeren. Cor seems like a good company, Cor. Okay, that one about Tex is true, that one was Polish, I think. Okay, Tex. You fell for this one, you say. Tex. Oh, TXT, you bastard. Damn, you can't tell me anything right, huh? TXT. Textron, no, Tex. Oh, Texa.

[01:04:07]Holy [ __ ], this company, man, then they complain that Sasak is expensive, right? Who are you?

[01:04:10]Leonardlo. They told me about this company a bunch of times. I told them not to buy it, not a chance. Okay, it was obvious I shouldn't buy it. A live chat, a multi-channel communication platform. This is basically the Polish Teleperformance. I mean, it was obvious I shouldn't buy it. Why do you think this channel is called Beyond the Per?

[01:04:31]Because you have to see beyond the numbers. Damn, I only look at numbers here too. It's also true that here on YouTube I only look at numbers. Some people tell me, "You only look at the accounting, you don't know anything else." Damn, man. What a bunch of idiots.

[01:04:45]This company, yeah, the numbers were top-notch, the margins were top-notch. Everything was great at this company, okay? Until AI arrived. I mean, everything was great at this company until AI arrived.

[01:04:55]In fact, this company is already feeling the effects of AI. Their margins are already starting to drop, their profits are already starting to drop. Oh, well, not so much the profits, huh? Not so much, but anyway, look, they're paying a dividend as they go, a dividend that seems unsustainable, basically. I mean, this dividend is unsustainable, they have cash, well, that's it, right? I mean, I've known this company about numbers for many years. This The company was fine. Years ago, I also thought about investing, but no, thank God I didn't, right? Because before AI, you could really get ripped off. But of course, it was obvious this company shouldn't have been bought, Leonardo. I don't know how you managed to get it, but look, the market is already valuing it as if it were finished, you know? You got ripped off because you were a novice, that's just how it is. You need to study more because this company, well, damn, a live chat, well, that's just how it is.

[01:05:50]And on top of that, something very important: when you make a mistake, the best thing is to cut your losses immediately.

[01:05:58]The moment you realize you've made a mistake, cut your losses immediately. Okay, that's the most important thing. I mean, if I'm currently up 20% annually, I'll be up even more now because now my My portfolio is at its highest point, like, way higher. I mean, it's gone up, like I said, this year it's up about 1% compared to the S&P, man. Cut your losses because, when it comes to portfolios, that's what's driven the most returns for me. It's one of the things that's made me incredibly profitable. Like, I buy a company, realize I made a mistake, and sell it. If it's down 20%, I sell it, I don't care. The problem with these damn stocks isn't that they sell you online, on Twitter, on YouTube, that you should n't sell when it's losing, that you should wait for it to bounce and then sell it, but in the end you end up losing 70% because it's a bad company or because it's disruptive due to artificial intelligence, and you're going to get screwed.

[01:06:53]Okay? So, this is my advice. Whoever wants to take it, go ahead, but believe me, you're going to be much more profitable. By doing what I'm telling you, or by not doing it. I mean, when you make a mistake in the stock market—because we all make mistakes, okay?—I do it every day, I'm telling you honestly, until I hardly make mistakes anymore, although I still do, and naturally I buy companies and maybe I'm down 20%, it's the most normal thing in the world, okay? When you buy companies that are struggling and all that, but I'm making fewer and fewer mistakes, but getting to where I am now has taken me many years, but hey, you learn, right? And you learn because many of you might say, "Well, I'm hesitant about this company, but since it has such good numbers, I'm going to buy it, you know?" So, it's a screw-up, right? So what you have to do is, when you make a mistake, you sell. That's what needs to be done. When you make a mistake, you sell. When you realize you're saying, "Damn, I made a mistake." You're not an idiot for making a mistake, and nothing bad happens when you make a mistake. He says you're an idiot if you make a mistake and don't learn from it. Then you really are an idiot, but it's okay to make a mistake and buy a stock that drops 30% and say, "Damn, I didn't realize this, I didn't realize this, I did n't analyze it properly and well, I have to sell it and that's it because things are looking bad now." And you sell it and move on, you take the -30 and that's it. That's it, period. That's all. Don't overthink it. That's right, isn't it? That's right. So, well, Mongel, analyze me a little bit. Cool.

[01:08:19]Well, we've looked at that one many times already. Tell us about a company that makes your eyes light up. Well, with criminal, right? Logically. Do you want to see goat sacrifices without paying? Yes, I want to. Sacrifices must be paid for. You. Hello, CP. Trade Group.

[01:08:35]I ate 20% and switched to Google.

[01:08:37]Okay, fine. Hello, Mongel. What's your opinion of Moodies and SLGB? Well, they're very solid companies, that's all, right? In other words, no, they're not going to be a cure-all. When building a portfolio from scratch, if you want a company and it's priced right, but not especially cheap, it 's never cheap. Well, that's the last live stream, right? Which one was that? Oh no, I have that in a video I recorded. Gago, gallo, that's it, I've recorded a video of that, dude, now of that, yeah, it's never cheap, like that. Well, you wait until I upload it, which I'll do this week or next, since I've already recorded it, and I'll talk about all those typical excuses people make, right? This company is never cheap, so you go and buy it at a P/E ratio of 50 and you're in for a rude awakening, okay?

[01:09:24]Because, as he says, "It's just that buying for 50 is never cheap, right? So, you get ripped off, don't you? So, well, you have to be careful with all that, right, guys? You have to be careful. Okay, let's leave it here since I've been at it for an hour and ten minutes, guys. Uh, thank you all so much, 150 people.

[01:09:40]Thank you so much. Follow me on the hashtag if you like my content, you'll be supporting me and helping me grow, and I'll see you around. Hugs, guys. Bye."