📈Follow the real-money portfolio: https://bit.ly/3eMRwN1
We’re building a real-money portfolio from scratch! We’ll be investing $250 into one stock each week that we think has market-beating potential. This week, we’ll be buying PUBM stock.
▼INVESTING CHECKLIST:▼
✅ FREE investing checklist: https://brianferoldi.gumroad.com/l/zWXye
🎥 How to use our investing checklists: https://youtu.be/n3mcPjDzORc
▼ FREE NEWSLETTER ▼
📩 Join 40,000+ readers of my FREE newsletter: http://mindset.brianferoldi.com/
👍 Subscribe! https://t.co/1920ji4VL5?amp=1
🎥 My Youtube Setup: https://www.brianferoldi.com/youtube/
USEFUL EPISODES:
✅ How to use our investing checklists: https://youtu.be/n3mcPjDzORc
► Our thoughts on valuation: https://youtu.be/l_1TNv246A0
► How to review earnings: https://youtu.be/mdB8Cczi5m8
► How to prepare for a market crash: https://youtu.be/sxjJWwqEpBA
► 10 investing lessons for beginners: https://youtu.be/lG_XvkthOl4
► How to build a portfolio – Step 1: https://youtu.be/JER4QHrPLZE
ABOUT US:
Brian Feroldi’s mission is “to spread financial wellness.” This channel teaches viewers how to master their personal finances and invest better. New videos are posted every week!
Connect with Brian Feroldi
🐦 Twitter: https://twitter.com/BrianFeroldi
📸 Instagram: https://Instagram.com/brianferoldi/
🔗 Linkedin: https://www.linkedin.com/in/brianferoldi/
📩 Newsletter: https://mindset.brianferoldi.com
🕸️ Website: https://brianferoldi.com
0:00 Intro
0:21 Business & Business Model
1:30 Moat & Financials
3:14 Management & Potential
4:10 Wall Street & Risks
5:05 Earnings & Guidance
6:01 Watch & Checklist Scores
6:44 Valuation
ABOUT ME:
I’m Brian, an author (https://amzn.to/3JVr9Q0), YouTuber, and financial educator. I’ve been investing in the stock market since 2004. I’ve made EVERY investing mistake that you can make and I’ve learned A LOT along the way. I now spend my time teaching others how to invest better. I also send out a FREE weekly email called Long Term Mindset (https://mindset.brianferoldi.com) where I share 5 pieces of simple content that encourage readers to think long-term.
Connect With Brian Stoffel:
🐦 Twitter: https://twitter.com/brian_stoffel_
📩 Newsletter: https://mindset.brianferoldi.com
DISCLAIMER:
All content on this channel is for discussion, education, entertainment, and illustrative purposes only and should not be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Brian Feroldi and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.
*Some of the links and other products that appear in this video are from companies for which Brian Feroldi will earn an affiliate commission or referral bonus. Brian Feroldi is part of an affiliate network and receives compensation for sending traffic to partner sites. The content in this video is accurate as of the posting date.
source
Thanks for watching! If you're curious about our investing checklist scores, you can see how it works in this video: https://youtu.be/n3mcPjDzORc
Thanks for doing another one on $PUBM! Such a great company and management.
Please turn off the background music!!
Great video
Is the slide at 5:20 correct? You mention FCF expanded but the chart shows it declined YoY 🤔
Very informative video! Thanks for the in depth research. I have been curious about Pubmatic for some time now. Hope you both are having a great weekend!
No one’s buying PUBEmatic….
Great video guys. I didn't know much about Pubmatic till seeing this and am defo intrigued. Thanks for bringing it to my attention properly and doing such a great rundown of the details. For small growth companies, Stock Based Compensation is one of my first checks these days so I'll want to check that for PUBM. Unity burned me so badly with that so I'm scarred 😆.
I think your channel and 'Unrivaled Investing' are the two best Channels on YT.
Guys. Great video. I've been a shareholder for over a year, but something is giving me trouble. How do you square NRR being greater than YOY rev growth for the quarter? It appears they calculate NRR on a TTM basis. Given this number was very high over the past year, doesn't this imply this quarter's NRR was sharply lower than the stated value of 130%?
Helpful video!
Stock is doo doo
I really like your channel but Guys: what is $250? .000000002% of your portfolio? Not really a “buy” on your part…..
You guys great.. very good analysis
Agree with this one. Have a full position in PUBM. You should also mention they believe they can consolidate share from smaller players and grow to roughly 30% of the sell side market.
I still prefer APPS
I'm very excited about this one, very fair valuation for such a big grower, reminds of investing on TTD on the early days. Thanks for making me discover it, your videos are great guys!
Great shout – PUBM is amazing!
High conviction, let me invest my Lunch money
That's great, but do they own this stock in their real-life portfolios?
Thanks for the video!
How do you generate those new investment ideas, i.e. how do you come across new public companies ?
Why do you guys think that Pubmatic is better than its competitors like PERI? it is less profitable, growing less, and valued higher than Perion.
Nice video
Great video. You recently inspired me to analyse airbnb after I saw your video 🙂
you should consider doing a deep dive on DV. Might be a better buy than PUBM.
I am sticking to high quality stocks right now, primarily dividend investments and doubling down on all my core investments.. the time is now to get wealthy in this mayhem!
Awesome video Guys, thanks for helping me understand more about the financials. I'm keen to learn more and educate myself so please keep them coming. Its very much appreciated😀
The Trade Desk, TTD is a superior ad tech company.