Stock Market Research Platform
In depth stock analyses focused on where others don't look (great long-term growth businesses, value, emerging markets, commodities…) with all my portfolios!
This platform is all about stock market research! I analyze hundreds of stocks per year in order to find the best stocks to buy and build a great portfolio!
Over the past two years, I have analyzed the following sectors or countries: US stocks, Food, China, Base metal miners, Gold miners, Argentina, Brazil, Solar, Russia, Paper, Hong Kong, REITs, Airlines, Chemicals, Shipping, UK stocks, Shameless Cloning (3 portfolios of other funds), Waste management (sector) and touched on many more individual investments.
The strategy is to look at all the stocks in a sector, find the best businesses and consequently follow them over time. We are now covering 47 stocks (April 2020) from various sectors and countries. The goal is to keep a large list of 50 stocks and source the best investments from the list. When the time is right, purchase value investments offering a margin of safety with high conviction. The ongoing research process keeps improving the quality of the businesses on the list.
I am passionate about investing and research. I share my investing insights on my YouTube channel but when it comes to investing you can't really tell everything in videos.
- Full-time independent investment researcher
- Book author: Modern Value Investing
- Ph.D. awarded for a real risk value model on an emerging market
- Passionate about sharing and helping people in making their financial decisions - blogger, YouTube, books, courses
- I have been passionately investing for 18 years now and my common sense principles have led me to achieve satisfying investment returns (read - double digit yearly average - high teens).
- Accounting professor at the Amsterdam School of International Business, part of the University of Applied Sciences of Amsterdam, The Netherlands
- Reseracher at Bloomberg, London, UK
WHAT DO YOU GET
I firmly believe, as it has worked extremely well for me over the past 18 years, that with proper research and a common sense investment approach a do-it-yourself investor can find the best investments fitting one’s personal risk reward preferences.
A common sense investment approach implies applying one of Buffett’s key concepts;
"Investment returns over the long term, are perfectly correlated with the underlying business earnings."
Therefore, when an investor approaches investing as a business person and takes advantage of Wall Street’s short-term attitude by having a long-term business attitude, satisfying returns in relation to the accepted risk can be reached. In depth research is what gives you the courage to look off the beaten path because there is where you have to look if you don't want to be average.
However, we don’t all have the time to devote ourselves full time to stock market research, to gather the necessary experience to understand what is going on in the markets and to properly estimate the intrinsic value of a company in order to buy with limited risk. Therefore, I decided to share all of what I do on this research platform where you get:
I hope that by sharing all my in-depth research I can add the most value to you and allow you to make better informed investment decisions.
You can check the course curriculum below. Don't get overwhelmed, I know it is a lot, but it is more than 2 years of full time research and add 18 years of experience on top of that.
At the top of the curriculum you have the most important things:
- the covered stocks table with links to the individual research reports and earnings updates,
- the 2020 update sheet with all stocks and links to research,
- the earnings news updates made after the earnings season for the covered stocks,
- the portfolio overviews with all the made transactions.
- and then come all the research reports.
Plus, it works very simply, each time I make a transaction or make a research report, I send an email with a direct link which makes it easy to follow.
PreviewHOW TO START USING THE RESEARCH PLATFORM (to update)
PreviewEMAIL NOTIFICATION SETTINGS HAVE TO BE GDPR COMPLIANT TO RECEIVE REAL TIME UPDATES
PreviewInvesting strategy - 07 July 2020
PreviewQuestions About Sven Carlin, Strategy, Investment Philosophy, Goals and Research Platform Answered! July 2020
PreviewPLATFORM PORTFOLIOS EXPLAINED WITH STRATEGY
PreviewBEFORE INVESTING KNOW THIS: STOCKS WILL CRASH 70% AND 7.6 OUT OF 10 WILL DO BADLY
PreviewLearning from my own mistakes - two year research platform review - May 2020
StartCopper Sector Analysis - November 2020
StartNatural Gas+LNG Sector Analysis - November 2020
StartIron Ore Sector Investing Analysis - December 2020
PreviewA look at telcos - AT&T & Lumen - High DIV - Dec 2020
StartFull, stock by stock, Aluminum Sector Analysis - Jan 2021 ALCOA, KAIZER, NORSK, CENX, AHC
PreviewStock Analyses Overview & Intrinsic Value Template
PreviewRetailers Jan 2021- SFM, KR, AD
My investment style
I would describe my investment style as looking for value backed by positive secular trends. This comprises in depth sector analysis where I look at possible investment opportunities to find those that offer high upside potential with a relative margin of safety.
Further, I look at low to medium risk investment opportunities that offer high rewards. By looking across asset classes, and at different sectors, one can find real bargains, those temporarily unloved by Wall Street. A common sense attitude, allows me to take advantage of what is going on in the markets.
This means that I start investing by keeping my focus on risk and only secondly focus on reward, in order to find the best risk reward investments. Sometimes, if the reward is at least 10 times bigger than the risk, I also like to place some bets on companies where there is the potential for a total loss. However, with every stock analysis I will describe the risk reward, estimate probabilistic outcomes and you will see how that fits your portfolio and personal preferences.
I also like to take advantage of other peoples’ irrationality and really wait for the great opportunities that arise when others sell in panic. This usually coincides with a recession but happens often in specific sectors which is why I like to keep an eye on macroeconomics, global economics, commodities and emerging markets, in order take advantage of their inherent volatility. I will show how I work within the model portfolio part of the research platform.
My vision is that by making common sense investment decisions every person can find the best investments that will lead to the realization of their investing goals. As banks, investment funds and many other institutional players don’t always have their clients interest in focus, the best thing one can do is to invest for oneself and avoid the hefty fees and promoted investment vehicles that make others rich. However, to do that, it is key to make your decisions based on good information and a precise knowledge of your investing goals and investment behavioral attitude.
MY PORTFOLIOS – A BIT FOR EVERYONE’S INVESTING NEEDS
I have things separated into two portfolio segments. One segment is the LUMP SUM, MODEL AND PERSONAL PORTFOLIO SEGMENT where the bulk of my money is and comprehend my top 10 investment ideas.
My target is to develop all the 3 portfolios towards 1 MILLION over time! I need an approximate return of 12% per year over 20 years to do that with the LUMP SUM AND MODEL PORTFOLIOS.
The other is the PETER LYNCH STYLE PORTFOLIO where I target having 50 positions because I see that only when I own something, I know it really well and that reflects also on the whole sector. Thus, over 2020 I’ll develop a portfolio of 30 to 50 positions where I’ll be forced to really know the businesses as I’ll own them. The target is always to make it a profitable venture even if it will not include my top ten investment ideas that are included in the other portfolios.
This is a portfolio launched in May 2018 with 10k and where I add 1k per month. This is a situation many of you probably find yourselves where you have some available cash on a monthly basis. My goal is to buy the best investment I can find each month and compound the portfolio with double digit returns for 20 years.
I make an investment every month and this portfolio is fully invested as the monthly additions are the risk managing tool. The amount of position is usually around 10.
Is it too late to join and follow the model portfolio?
Many always wonder, since the portfolio has been launched in 2018, whether it is too late to join?
Well, I consider investing a long-term investment process. Each month I add my 1000 and buy something. So, it is never late to start. Investing is a long-term game. The key is to start, doesn't matter when.
LUMP SUM PORTFOLIO
The lump sum portfolio was launched during 2019 where the goal is to develop a strong track record. The initial investment was 100k and there will be no additions to it. So, to manage risk I apply the following strategy:
- 80% invested in normal economic situations / 20% in cash
- 100% invested during crises – like the current 2020 situation is
- 125% invested when there are real bargains out there by leveraging the portfolio (currently only one portfolio transaction has been made using leverage using 16% of the allowed leverage). Here I only make a purchase if the likely return is above 20% per year with low risk.
The target is equal to the Model portfolio – to reach ONE MILLION in 20 years or perhaps even sooner.
Is it too late to join and follow the lump sum portfolio?
Given the current situation, many of the positions are close or below my initial investment prices even if the portfolio is up. Therefore, given that we are investing in businesses for the long-term, rebalancing the portfolio depending on the risk and reward and always looking for better ideas, it is never too late to join and follow. Many admire Berkshire's portfolio but often forget it was build over the last 54 years. That is my plan too, buy great businesses when the opportunity comes, over a few decades, we will have a great portfolio.
Even if you just get one really good idea per year from what I do, this research platform will be a great investment. After all, as would Munger say: “you only need a few good investments in your life”.
To show full transparency with any kind of financial instruments owned, I also show my personal transactions that are not related to the above portfolio except for the fact that the holdings will be the same as we are always talking about my top 10 ideas. So, here I simply invest when I have some liquidity and I like the investment.
PETER LYNCH STYLE, LARGE PORTFOLIO
I have been developing my covered stocks list over the last two years but I have figured that in order to really know something, to be able to follow it and timely make decisions, I’d better own the stock. So, I have decided to create a portfolio where I will actually own the stocks I follow. This will likely be profitable as I’ll do my best to make it profitable, but it will also be extremely helpful in better describing the risk reward of the investment and the expected return in relation to the stock price.
I’ve been thinking a lot about how to price all of this and what I have found around is that a normal 6-page monthly newsletter is usually priced from $400 per year.
The portfolio tracking service is something that is also priced in line with the above. The research on sectors is usually priced in thousands per report while stock analyses and coverage is also something where the reports sell for hundreds of dollars. So, you will be getting the following value per year:
As always, I want to provide a service that is a bargain, provides immediate value and has a margin of safety. My goal is that this research platform becomes a partner you can’t invest without for the long term and therefore the price must be low so that it is not a burden on your investment returns.
You are practically getting all my work for 95.6 cents a day. I consider it a bargain because I will do my best to over-deliver.
Just a reminder: as investing knowledge compounds over time, I'll be raising the price of the platform constantly over time. Therefore, by purchasing the platform now, you lock this low yearly price forever. The yearly price you pay, will be the yearly price you pay for as long as you feel my research adds value to your financial life. Price increases will apply only to new subscribers.
Frequently Asked Questions
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""My name is Emily. For years, I have envied the idea of above average investment returns, yet like many, I can't seem to find the time to do due diligence myself. Reluctant to settle, I came across this research platform. I now can see one day I will join many elite investors, reach financial freedom, and enjoy quality time with my two kids and husband without worrying about our finances. With consistent higher investment returns, I could retire 5 or even 10 years sooner!
As a finance professional myself, I found Sven's stock analysis is always built on fundamentals and vast data. His research is exhaustive. When he researches the stock market of one country or one sector, he looks at EVERY SINGLE stock within. Combining Sven's YouTube channel, his book as well as this research platform, Sven has provided an excellent and comprehensive knowledge well to help me to make investment decisions without devoting hours upon hours of ground work.
Thanks Sven for your great work!"
- Emily Wang