I talk about the 5 top holdings that super investors have in their portfolio's. I discuss their ownership and their performance over the past year, followed by looking at their historical metrics, anticipated growth and discounted cashflow analysis to figure out if they are under or over valued right now.
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Chapters
0:00 Introduction and Merry Christmas
1:04 Number 5
2:29 Valuation
3:52 Number 4
5:30 Valuation
6:17 My Position
6:47 Number 3
8:37 Valuation
9:33 My position
10:02 Number 2
10:56 Valuation
12:29 Number 1
13:17 Valuation
15:38 My position
16:00 Summary
