With the rise of video content, YouTube has become an invaluable resource for value investors to learn investing strategies. Here are 5 of the best YouTube channels for learning value investing principles, finding undervalued stocks, and hearing insights from renowned investors. These channels frequently cover core value investing concepts like intrinsic value, margin of safety, the margin of safety, valuation metrics, and portfolio management. They feature experienced investors who share their analysis frameworks, stock picks, and market commentaries. For those interested in sharpening their value investing knowledge and skills, these 5 YouTube channels are must-follows.
Patrick Boyle – The Basic Concepts of Value Investing
With over 200k subscribers, Patrick Boyle’s channel offers clear explanations of value investing basics. Through his simplified diagrams and real-world examples, viewers can easily grasp core concepts like intrinsic value, margin of safety, and Mr. Market. He also analyzes specific stocks like Berkshire Hathaway using valuation models. For beginners, his value investing playlist covers all the fundamentals in a structured way.
Glenn Chan’s Random Notes on Investing – Finding Undervalued Stocks
With a spreadsheet-focused and numbers-driven approach, Glenn Chan demonstrates how to identify statistically cheap stocks. He discusses different valuation metrics like P/B ratios, EV/EBITDA, P/E ratios, and shows how to benchmark these ratios against competitors and historical averages. His videos on net nets and low P/B stocks also showcase how to spot potential opportunities in inefficient markets.
PIE Investing – Portfolio Management Strategies
This lesser-known channel provides useful insights on portfolio construction for value investors. The host explains techniques like concentrated portfolios, high volume trading, loss harvesting, position sizing, and risk management. There are also guest interviews with renowned value investors like Mohnish Pabrai and Guy Spier who share their portfolio management strategies.
The Swedish Investor – Market Commentaries and Stock Analysis
With a clear and engaging style, The Swedish Investor evaluates specific stocks and provides market updates. His detailed stock analysis videos look at long-term intrinsic value models, competitive advantages, and risk factors. He also shares insightful market commentaries on economic indicators, sector performance, and macro events. Overall, his structured thinking provides a good learning model.
The Plain Bagel – Explainer Videos on Value Investing Concepts
As a leading finance channel, The Plain Bagel has several explainer videos clarifying value investing principles. With simple real-world analogies, the host breaks down concepts like intrinsic value, margin of safety, and valuing stocks based on future cash flows. His videos serve as a quick primer for building an understanding of core value investing ideas.
In summary, YouTube has emerged as a valuable free resource for learning value investing, with channels like Patrick Boyle, Glenn Chan, PIE Investing, The Swedish Investor, and The Plain Bagel offering critical insights. Following these 5 channels can help investors grasp the key concepts, valuation techniques, portfolio strategies, and current market trends critical for successful value investing.