What Value Investing with Sven Carlin, Ph.D. said in this video:
- Otherpositive for stockslong-termThe host follows a margin-of-safety, defensive investing strategy, buying good earnings-producing businesses with some hedges, and believes this positioning should do well in whatever environment lies ahead; his portfolio is down recently, which he frames as a cheaper opportunity to check out.Source
- OtherneutralThe host's personal portfolio currently holds one unnamed business; as long as the business is doing better and the equity is going higher year by year, he is happy to own it. The stock is lower now, which he says is another input to check it out, but he gives no explicit direction on price.Source