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  • ruRussian
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00:00:01
are you today I will teach you step by
00:00:04
step pay attention to how you will
00:00:06
analyze an action the way I look at it
00:00:08
I will show you how I take a
00:00:10
little action there among the 1 actions you
00:00:13
have in stock exchange how do I take a
00:00:15
Zinha share like that and I'm going to study about
00:00:17
it PR and see if it really deserves my
00:00:19
money or not because I was taking a
00:00:20
look, even André, who is the guy
00:00:22
who edits the videos, said so, dude,
00:00:24
there isn't one your basic video on how those who
00:00:27
don't invest will start investing
00:00:29
And then I really said, man, I
00:00:30
teach reading, laugh, I teach things like that, even
00:00:33
more in-depth, that you won't even be
00:00:34
able to find a paid course, but
00:00:36
I left out this part about selecting
00:00:39
action So today I have already separated
00:00:41
some things here, some indications that
00:00:43
you will learn, I already recommend that
00:00:45
you get your coffee Take a paper
00:00:47
and a pen to write it down because
00:00:49
otherwise, once again you will watch a
00:00:51
video on YouTube teaching you how to choose
00:00:52
the action and it won't be of any use and today
00:00:54
I'm going to give 320 here to make you
00:00:56
understand everything, I'm even going to give you
00:00:58
a super power so don't hesitate, leave
00:01:00
a like on the video and subscribe because today
00:01:02
you're going to learn about the kraken which is my
00:01:05
method of allocation you will learn a
00:01:07
little part there about how I teach
00:01:08
my students to invest in the cracken air
00:01:11
that is Brazilian shares I selected
00:01:13
five main Pillars from within
00:01:15
a company that you need to look at to
00:01:17
define whether this company deserves your
00:01:19
money or not because let's face it and I've
00:01:21
already repeated this to you several times, if
00:01:24
you're a guy who's just arrived on the channel,
00:01:25
you probably don't know, but then you'll
00:01:27
know now and for those who've been
00:01:29
following for a long time, I've already repeated it
00:01:30
several times, man, you know that Bank
00:01:32
of Brazil is a good company, it's not because
00:01:33
you're brilliant, you don't have anything
00:01:35
different from other people, you just
00:01:37
read the news, that's basic, a good
00:01:38
investor is not the guy who knows which
00:01:40
companies are good, because that's no
00:01:43
secret to no one understands this, a good
00:01:44
investor is that guy who knows
00:01:46
when to buy good companies and who
00:01:49
can sometimes even buy
00:01:51
bad companies but which are very
00:01:53
discounted in order to gain
00:01:55
capital, logically this here is
00:01:56
more complex knowledge, it is
00:01:57
knowledge much deeper But
00:01:59
you will learn the basic basis of it here
00:02:00
so of these five main Pillars I
00:02:02
will talk to you all of them in this
00:02:04
video so first for me to choose
00:02:06
a company to open a company
00:02:08
first thing I have to do is
00:02:10
what to see if it makes a profit, right? Because if it doesn't
00:02:12
make a profit, why am I going to open this
00:02:13
company? If it doesn't make a profit, why am I
00:02:14
going to invest in the company that's already
00:02:16
open? What's the point?
00:02:21
a company for it to
00:02:23
give you a loss So we are going to evaluate
00:02:24
some indicators that give you
00:02:27
security when looking at
00:02:29
the profitability of a company second
00:02:30
point You want a company that makes profits and
00:02:33
grows, right? Because if it only delivers a profit,
00:02:35
it will remain stable for the rest of
00:02:37
your life, even if the profit is good,
00:02:38
we can choose other companies that
00:02:40
make less profit but that will grow and in the
00:02:42
end the profit will be much higher so
00:02:44
we also look at the company's growth
00:02:45
so I'm going to teach you some
00:02:47
indicators of profitability some
00:02:48
indicators of growth third party
00:02:51
corporate governance Why
00:02:53
corporate governance you need to
00:02:54
know if who governs that company if
00:02:56
the controllers the owner of that bakery
00:02:59
that you Do you know the owner of that
00:03:01
Supermarket that you know trusts in the
00:03:02
business or not if he is reinvesting in the
00:03:04
business or not so you need to know
00:03:05
about corporate governance because if you
00:03:08
know the owner of the supermarket he
00:03:10
is dying to sell the supermarket Why is
00:03:11
he dying to sell the
00:03:13
supermarket Is it because he is not
00:03:14
giving Luca or because it gives him
00:03:15
too much of a headache maybe not it's such a good
00:03:17
deal, right, we're going to look, I'm going to
00:03:19
teach you about the insiders, cvm 358
00:03:22
is also very cool, man, and you have to
00:03:24
understand this And then the other two
00:03:26
indicators, the other two pillars, one is
00:03:28
about debt, I'm going to show you,
00:03:29
show you some indicators about
00:03:30
debt and the last one I'm going to
00:03:33
talk about is price because before
00:03:35
understanding about price you are buying
00:03:37
a good company you come across these
00:03:39
indicators then you have to understand
00:03:41
if it's time for you to buy this
00:03:42
good company or not Because depending on the
00:03:44
price, you won't buy it, for example,
00:03:46
look if I tell you that now I'm going to
00:03:48
open a little shop to sell little
00:03:50
bottles, mugs, notebooks from the
00:03:53
dividend generation and I tell you that this
00:03:54
little bottle cools very well, that
00:03:56
it has a good net margin that I
00:03:58
I have no debt in this company and
00:04:00
I offer you to buy the
00:04:02
bottle And then you say wow, this
00:04:03
bottle is beautiful It's very interesting,
00:04:04
this bottle here, it has a
00:04:06
top tip here, very interesting, cool And
00:04:08
then you say I want to buy it And then I
00:04:10
tell you like this Oh, so beauty costs R3,000,
00:04:13
you're going to buy the bottle, it's good, it's
00:04:15
beautiful, it has the best brand here, the
00:04:18
best logo here, which will even one
00:04:20
day be stamped on your chest, you'll
00:04:22
say, I'm a fan, I really learned it and I'm going to
00:04:23
teach you now, but at least price you won't
00:04:25
buy it, right? So even though it's a
00:04:26
very good deal, you won't buy it
00:04:28
now if I tell you it's 10 10 20 R 30
00:04:31
Then maybe come on, now it's good and cheap
00:04:34
then I want to buy it so the price is
00:04:35
very important because That's what I'm going to
00:04:38
teach you about all these five Pillars here,
00:04:39
now let's go, so about the
00:04:42
profitability indicator, I chose two
00:04:44
main ones here, which is Roy and the
00:04:46
net margin, Roy is the return on equity and
00:04:48
I need to show it to you on the screen
00:04:50
understand and compare it with
00:04:51
other companies and at the end of this video,
00:04:53
if it doesn't last more than 30 minutes, maybe it will
00:04:55
even pass because this is going to be
00:04:56
a lesson, right? Everyone will watch this
00:04:57
here within 10 years, this video
00:04:59
won't be out of date, I'll give you
00:05:01
a super power so you can screen shares
00:05:03
Alright, so let's take a
00:05:05
company here that is very famous, for
00:05:07
example here Ambev, here is one of the
00:05:09
highest market values ​​anev the
00:05:11
beer company, right, sells beer a
00:05:13
lot of people even like
00:05:15
their products and here we can see some
00:05:16
indicators But what am I telling
00:05:18
you here now that I want to teach you
00:05:19
Hoy What does Hoy mean is the
00:05:21
return on the company's equity on
00:05:23
the company's net equity so
00:05:26
the higher the Hoy better, this
00:05:28
means that with what it has it can make
00:05:31
a profit if you take the
00:05:33
company's net profit divided by the
00:05:34
company's net equity you will
00:05:36
have what the ry the return on
00:05:38
equity, right the return on
00:05:40
equity why how much bigger the better
00:05:42
because if I have my equity here which
00:05:44
is my lamp here lamp I don't
00:05:47
know what you call it here what you
00:05:48
call it here soft box so I have
00:05:49
here the soft box there some lights on the
00:05:51
shelf back there that is mine equity is
00:05:53
what I have in net worth but
00:05:54
what I make in net profit is
00:05:56
much greater than what I have in
00:05:57
net worth So look how
00:05:58
crazy my Roy is much greater than
00:06:00
100%, that is, my company for
00:06:02
its size is more profitable
00:06:04
than hev, of course the more the company
00:06:06
grows, the more its assets grow,
00:06:08
profitability will never beat that, but
00:06:09
of course you will always try to get a
00:06:11
bigger Roy, you can even compare this
00:06:13
Roy with Roy from other companies in the same
00:06:15
sector Let's take here, for example, a
00:06:17
sanitation company, sapri 4, and let's
00:06:20
compare this sanitation company with
00:06:22
its main competitor, copaz,
00:06:24
there, cmsg, if we go down here and
00:06:26
compare its R, look here, Roy,
00:06:28
COPASA is performing well. 16% and Sanepar
00:06:31
15%, two companies in the same sector
00:06:34
yielding practically the same amount,
00:06:35
shows that these two companies are able to
00:06:37
compete with each other This is Roy and
00:06:39
write it down, I want a Roy, pay
00:06:42
attention, I want a Roy, don't ince this
00:06:44
when you Join the dividend generation group,
00:06:45
you will understand much
00:06:46
better about this, but you can now take
00:06:49
this as a guide for you to carry out
00:06:51
your company screening. So you
00:06:53
will write down what is an ideal rho,
00:06:55
always by sector you you will always
00:06:57
compare by sector, right, because for
00:06:58
example, if here Roy at Sanepar had
00:07:00
five and Copasa had six, the two
00:07:02
are competing with each other and Roy, well,
00:07:04
would be more or less the same in this
00:07:06
sanitation sector, but PR you have an idea and
00:07:08
don't start making mistakes, take it like this, Roy,
00:07:10
at least the celic rate or if you are less
00:07:13
demanding you can put a
00:07:15
standard deviation of two two up two
00:07:16
down no SELIC rate less than then in this
00:07:19
case today the Seli rate is 11.25 at
00:07:21
least one Roy of 9.25 at least or
00:07:24
if you are more demanding, you
00:07:26
put tax al plus two then 13.25 the
00:07:29
minimum R you want to have So this one
00:07:30
And then you write it down because in the end
00:07:32
we will build a spreadsheet and I'm
00:07:33
going to show you the best companies there
00:07:35
Alright, so a note, my partner, leave
00:07:37
a like, if you haven't left it yet, I don't know
00:07:39
why I have to keep asking for this. The
00:07:41
second indicator I want to
00:07:42
show you about profitability is the
00:07:44
net margin, because the net margin in addition
00:07:46
it shows how efficient it is
00:07:48
by taking its costs out of its expenses,
00:07:50
it shows how competitive this
00:07:53
company is with other companies in the
00:07:55
same sectors, so if you have a
00:07:57
high net margin it means that the
00:07:59
company has a large turnover, a
00:08:01
large income and the costs of this
00:08:03
operation are low the more educated the
00:08:05
gross margin is the net margin
00:08:07
means that the company has more costs
00:08:08
you see a gross margin of 60% a
00:08:11
net margin of 15 with that 45%
00:08:14
difference there is what it has in cost to
00:08:15
We want a net margin as
00:08:17
high as possible, as close as possible to the
00:08:18
gross margin because this shows that the
00:08:20
company's operating system, the
00:08:22
company's operating cost is low, the
00:08:24
less cost the company has, the more profit it
00:08:26
offers you, a high net margin
00:08:28
makes of the possibility of this
00:08:30
company if another company enters the
00:08:33
market and tries to compete with it, it
00:08:35
can lower its price because its
00:08:36
cost is low if I spend
00:08:38
R$ 1 to produce this bottle and
00:08:40
sell it for R That means I
00:08:42
have R$ 1 in profit to make it very
00:08:43
tangible for you, if another
00:08:45
company comes in wanting to compete with me, it
00:08:47
spends R$ 1 to produce and sell
00:08:49
for R$ 2, hey, it only has R$ 5 in
00:08:51
profit, I can reduce mine to R$ 1
00:08:53
bottle, I will still have R5 in profit
00:08:55
and it will not be able to go down because the
00:08:56
cost is 15 so it will remain at zero to
00:08:58
zero, so the net margin, the more
00:09:00
efficient the company is regarding its
00:09:02
costs, the more profit it will have, which is why
00:09:04
net margin is an indicator of
00:09:06
profitability and we want the
00:09:07
higher the net margin the better Léo says
00:09:09
a good net margin at least at
00:09:11
least 13 to 15 ok so I'm going to put 15
00:09:14
here because I'm picky about margin
00:09:15
li Oh you already have two indicators there of
00:09:18
profitability that will give you a
00:09:20
very good North when you go to screen these
00:09:21
companies and calm down, wow, I'm
00:09:23
promising a lot this spreadsheet you will
00:09:24
because really you will go crazy
00:09:25
when I discovered this spreadsheet I
00:09:27
really was like, damn man, you know
00:09:29
via it was that easy Alright, so
00:09:31
we went through the first Pillar which is
00:09:32
profitability now we go to the
00:09:34
second Pillar which is growth
00:09:35
growth you will look at the
00:09:36
very simple indicator which is the kiger the kiger it
00:09:39
measures the compound annual growth of this
00:09:41
company So if it makes a profit this year 100
00:09:44
million next year 200 million
00:09:46
next year 300 million next year
00:09:48
400 we have a compound growth of
00:09:50
this here and we want
00:09:52
compound growth not only of revenue but also of
00:09:54
profit when you enter
00:09:55
investor 10 here for example Let's here at
00:09:56
Sanepar, here you go down, there is the
00:09:58
kigar o kager of revenue from the last 5
00:10:00
years, normally the kiger is always
00:10:02
calculated over the last 5 years because
00:10:03
we have a parameter of at least
00:10:04
5 years of growth and the kiger of profit
00:10:07
Which which is the most important between the
00:10:08
revenue kager and the profit kager you
00:10:10
already know this answer from what I
00:10:11
taught you in profitability What's the
00:10:13
point of increasing my revenue a lot
00:10:14
if my cost also increases a lot
00:10:16
And then my profit doesn't it's nothing so
00:10:18
the revenue it's good for us to increase the
00:10:20
amount of money the company receives
00:10:22
it's good for us to increase the more
00:10:23
money the company receives the better pay
00:10:25
attention if this company receives a lot of
00:10:26
money but 80% of that money 90% of
00:10:30
that money is all for paying cost
00:10:31
expense fine because
00:10:34
something bad is produced is paying a refund So she
00:10:36
is consuming a lot of the money
00:10:37
she receives there is no point in her receiving
00:10:39
a lot so what is most important for
00:10:41
us profit kager she may even
00:10:43
receive less the revenue kager becomes
00:10:45
negative but if the profit kiloger is
00:10:47
positive and is beating other companies
00:10:49
in the same sector, that's very good for
00:10:51
us because it means that it
00:10:52
is becoming more and more efficient and
00:10:54
its profit is growing as time
00:10:55
goes by and of course you you need And then
00:10:58
you really need to dedicate yourself, sit your
00:11:00
ass in the chair and really study
00:11:02
because this profit ciger won't
00:11:03
tell you everything you need to see the company's capex
00:11:05
you have to analyze the
00:11:07
company's income but for you to start here you can
00:11:09
start with the profit keiga and
00:11:10
revenue keiga always comparing one to the
00:11:12
other, it's always good that the profit keiga
00:11:14
profit grows more than the revenue kiger
00:11:16
or at least that it is growing
00:11:17
in the case here of San stopping How to
00:11:18
interpret this here Léo is growing
00:11:21
6 .84 per year in the last 5 years, it's
00:11:24
very good if we go back to that
00:11:25
comparison between Sanepar and COPASA Look at
00:11:27
this here, Copasa has grown, look at
00:11:29
what I just
00:11:31
told you, man, COPASA has grown practically
00:11:33
the same so much revenue that Sanep
00:11:35
grew practically the same amount, it
00:11:37
managed to increase its revenue
00:11:39
captured per year by 6% and Sanepar also 6%
00:11:41
of its revenue captured per year, but
00:11:43
Sanepar was only able to translate this into
00:11:45
6% profit and COPASA managed to
00:11:46
translate into 11% profit in the
00:11:49
profit kilogram, COPASA is better than just
00:11:51
stopping, already bringing here practical examples
00:11:53
for you, we are already experiencing growth. There is
00:11:59
no way for companies to be
00:12:01
sorted by
00:12:03
percentage, you have to really
00:12:04
compare with the sectors, the bigger the
00:12:06
better Of course, the bigger the better, but
00:12:08
you will look at all the companies in the
00:12:09
electricity sector, there are all
00:12:11
the companies fic there close to five
00:12:13
So that means that for a company in the
00:12:15
electrical energy sector five is
00:12:16
ideal in the case of sanitation you saw
00:12:18
here that the company grew by 11 then you
00:12:20
will look at the history it has always grown
00:12:21
like this around 7 if you want
00:12:23
say that these last 5 years, right,
00:12:26
due to a year when it had
00:12:27
exponential growth, it increased
00:12:29
a lot, this kiger, there's no way I can
00:12:30
tell you like this, it's this number and that's it, the
00:12:32
kiger it really is something subjective, it's
00:12:34
something that you have to stop and look
00:12:35
and analyze Beauty, so we've already talked
00:12:37
about profitability, we've already talked about
00:12:39
growth and now we have to
00:12:40
talk about governance, right, that would be
00:12:42
the third Pillar, we need to
00:12:43
know if the owners of these companies,
00:12:45
management, if the majority shareholders
00:12:48
are buying or selling, including,
00:12:49
I will bring you an example that I
00:12:51
have been collecting this example and all
00:12:52
the dividend generation classes that
00:12:54
I open and I will do it here with you
00:12:55
now, before explaining to this class,
00:12:57
I will open it here with you how
00:12:59
much Corporate governance is important for
00:13:00
you to follow and you will get out of
00:13:02
many traps if you follow
00:13:04
this, let's go, I will teach you a very
00:13:05
easy way to check this. You
00:13:07
will type here in the fundamentals on Google,
00:13:09
then here in the fundamentals you will type in the
00:13:11
company you want. look So I'm going to
00:13:12
type here the pair that we're
00:13:13
looking at, right? And here you come to
00:13:15
historical data and you come to insiders, you've memorized there,
00:13:18
so fundamentals, type in the company
00:13:20
you want to look at in historical data
00:13:22
Then you go to insiders, then here insiders
00:13:24
you'll see which ones these are the
00:13:26
company's movements so here o Since January
00:13:28
2020 there has been no movement you can
00:13:30
see here o the value if it is a sale or if it is a
00:13:32
purchase when there is The negative is because it
00:13:33
sold when there is the positive it is because
00:13:35
it bought so here this
00:13:36
sale operation here It was just a case of
00:13:38
selling the purchase you made previously, right,
00:13:40
but a Zinha corporate governance action
00:13:41
is nothing, that's
00:13:42
usually just some test there, it
00:13:44
really wasn't an
00:13:45
important move, I'll show you what
00:13:47
an important move is, okay
00:13:48
then. you see here that Sanepar
00:13:50
actually the owners including the owners
00:13:52
are not buying endent so they
00:13:53
believe that even though he Tess went up 70%
00:13:55
the cend part went up 70% even so the
00:13:57
owners believe that it's still in value
00:13:59
so there are a lot of people that oh my god Do
00:14:00
you think I'm going to sell it, go there and take a
00:14:01
look and see what the owner is doing and
00:14:03
that will give you an idea of ​​what
00:14:05
decision you have to make. You're going to
00:14:06
make a decision just because of that. Of course
00:14:07
not. That's why I'm teaching you
00:14:08
other indicators but this here gives you
00:14:10
an absurd idea of ​​what you have to
00:14:12
do I'm going to show you here now the
00:14:13
case of generating dividends Look at this
00:14:15
here, this here, as you can see, it's an
00:14:16
example of Cash 3, it's actually one cut
00:14:18
there because I actually record this class
00:14:20
here to generate dividends, here
00:14:21
my little face here, look, the
00:14:22
participation of Cash
00:14:25
3 administrators was
00:14:26
32.27 and the Free float was 67% And then
00:14:30
in the next class of 6 months for another
00:14:33
look at the controllers here, it
00:14:34
decreased from 32% to 23.9 And then the free
00:14:39
float increased to R 76, that is, the
00:14:41
controllers were selling Let's
00:14:42
open this here now and I'll
00:14:44
show you the shareholding composition of
00:14:45
this company here on live
00:14:47
alive and in color here As my brother would say,
00:14:49
I typed Cash 3 then you type
00:14:51
ri it will open here relationship with
00:14:53
investors here we can see
00:14:55
so now updated for you, the
00:14:58
shareholding composition is 22.27 as it
00:15:01
was there at that time print that we
00:15:02
got 32, it dropped to 23 and now it's 22,
00:15:08
Israel, which is the main controller,
00:15:10
was 15.55 and 6 months ago it was
00:15:13
16, 16% has already sold a little more, right,
00:15:16
let's see this here on the insiders,
00:15:17
how it works Oh you type there then Cash
00:15:19
3 click here on historical data
00:15:21
insiders and here you can see look
00:15:23
here the sales look here and you can see the
00:15:25
difference now sell 33 million
00:15:27
shares sell 500 sell 2,000 sell
00:15:30
8,000 sell 3,000 sell how much you
00:15:31
're selling, man, how much you
00:15:33
're selling, you sold 1 million shares 4
00:15:34
million shares 8 then you're going to buy
00:15:36
a company whose controllers are
00:15:38
selling all of this here, well, I wouldn't
00:15:40
buy it, right, because if not the owner wants
00:15:42
to stay or is it because Trein is very expensive
00:15:43
and he wants to sell it Because he knows it's
00:15:45
not worth that price or is it
00:15:46
because Trein is really bad, right? There's no
00:15:47
profit, there's no efficiency Anyway, so I would
00:15:49
n't buy a company like that, you see
00:15:51
how much what about these Pillars, how much
00:15:53
trouble does this get you out of,
00:15:55
man, now there are only two more pillars left
00:15:56
for us to discuss, one is the debt, there's
00:15:58
no point in her making a lot of profit, but if
00:16:00
she's totally in debt, right, no
00:16:02
profit will come to you and the last one is the price
00:16:04
Alright, so let's go to the debt
00:16:05
that I want to show you a
00:16:06
main indicator here the essential let's go back
00:16:08
here to S Park It will practically be our
00:16:10
case study, right And then I will tell
00:16:12
you about the net debt on
00:16:15
the ebda What are the parameters that you
00:16:17
have to look at, what net debt is,
00:16:19
effectively it is how much the
00:16:21
company owes without taking away availability
00:16:23
because it has cash, right, so some
00:16:24
of the debt it can pay off with cash, why does
00:16:26
n't the company do that because
00:16:27
it get EF go better it gives more
00:16:29
profitability sometimes do capex do
00:16:31
some other things with this cx that does
00:16:33
n't make sense that there is that Debt
00:16:35
so normally you will see that the
00:16:36
gross debt is smaller than the
00:16:38
net debt because because the Gross debt Is
00:16:40
the net debt already using the
00:16:41
availability to pay it becomes
00:16:43
gross debt and we will look at the
00:16:44
net debt Why do we want to see what
00:16:46
it actually owes divided by the
00:16:48
ebitda which is the company's operating profit
00:16:51
So you can see how much
00:16:53
over the years because this is measured in
00:16:55
12 months, how long
00:16:57
would it take for the company to have its debt only with
00:16:59
the profit it
00:17:02
makes?
00:17:05
an example is R
00:17:06
10,000 in profit per year and she owes 1
00:17:08
million man it will take her 100 years
00:17:11
to pay off this debt you will
00:17:12
invest in a company she will have to
00:17:14
work for 100 years just to pay off the
00:17:15
debt where will the dividends go
00:17:16
When is that you will receive dividends,
00:17:18
so we want to buy companies that
00:17:19
have a low net debt, the
00:17:21
lower the better because if it can
00:17:23
pay it off in the same example, it owes
00:17:24
10,000 and it receives 10,000 per year, point
00:17:26
net debt of one, this means that
00:17:28
it is Very Sadia, let's see
00:17:30
Sanepar's here, so you can understand what
00:17:31
net debt means over Bista
00:17:33
1.59, what does that mean? It means
00:17:35
1.59 years, right?
00:17:39
in 18 months
00:17:41
of profit, s Park can pay off all the
00:17:43
debt it has just with the profit
00:17:45
it makes, just with the ebit of which it has the
00:17:47
operating profit, beauty What is the
00:17:49
number Leo, here now I can
00:17:51
give you the number which which is the effective number
00:17:53
for me to see there net debt over
00:17:54
View most companies You
00:17:56
will prefer a net debt below
00:17:58
three except for some exceptions where the
00:18:00
company is making a lot of investment what
00:18:02
happens for example
00:18:03
electrical energy companies, mainly
00:18:05
transmission, do a lot of loans to be
00:18:06
able to make the investment, so a company
00:18:08
that has predictability of its
00:18:09
payments and its return can take on
00:18:11
more debt because then it can
00:18:13
better leverage its assets and deliver
00:18:15
more profit to you and that's what we
00:18:17
want, right? That's what we want if
00:18:18
it you can get a good debt
00:18:19
Okay, so you have to look very carefully at the
00:18:21
exception, but so you don't fall into a
00:18:22
trap, a net debt below
00:18:24
three will protect you a lot, take note,
00:18:25
net debt less than three, beauty,
00:18:28
and finally, the price in the company and I'm going
00:18:30
to show you the company's PL here,
00:18:32
what the PL is. You can see that everything in the company
00:18:34
is completely different from a
00:18:35
real estate fund, everything in the company we
00:18:37
compare with profit, right, we're going to look
00:18:38
there, profitability is the return on
00:18:41
equity is how much profit it has
00:18:42
on equity we will
00:18:43
look at the net margin is how much
00:18:45
profit it has compared to its
00:18:47
expenses debt is how much
00:18:48
debt it has compared to its
00:18:50
profit the PL is the how much it heals
00:18:52
compared to its profit is everything
00:18:53
compared to the profit why Because the
00:18:55
company has its value Depending
00:18:57
on how much it provides you with
00:18:58
remuneration how much it can
00:19:00
profit it doesn't matter the size of the company
00:19:01
if the company is small but makes a
00:19:03
lot of profit it will be worth a lot if the company is
00:19:04
big and doesn't make any profit it will be worth
00:19:06
little because the company has its
00:19:08
value linked to its profit Okay,
00:19:11
so when we look at PL
00:19:13
that we are looking at is an indication
00:19:14
of company value valuation the PL the
00:19:17
pvp and some other indicators I'll go
00:19:19
through here with you the PL beauty want to
00:19:22
see let's do an example here, this
00:19:23
company here that produces these
00:19:25
bottles it costs you to buy
00:19:27
it, okay I'm not telling you of profit or
00:19:29
anything, I'm just talking about the price it costs R$
00:19:30
30000000 for you to buy the company that
00:19:32
produces this bottle and this company here
00:19:34
with the mug it costs R$1,000 for you
00:19:36
to buy it which one would you prefer this
00:19:37
company R300,000 is it worth you
00:19:40
buy it and this one with the mug It's worth
00:19:41
R$ 1,000 Which one do you think is more
00:19:44
important Which one do you think is
00:19:45
more worth buying the 300 or the 100
00:19:47
You only have this information Which one would
00:19:48
you buy the 300 one? 300, good,
00:19:51
perfect, I would also buy 300
00:19:53
because it's worth more, I'm going to take the risk, right? I only
00:19:55
have this information, but if I
00:19:56
tell you that this company here, which is worth R300,
00:19:58
R300,000, only makes R100,000 in profit per
00:20:01
year, that's already a great return, right, but let's go
00:20:03
say that it only makes a profit of R100,000 per
00:20:05
year and this one in the mug makes a profit of R80,000
00:20:07
a year and then we will now see the
00:20:09
price on the profit of this company So we
00:20:11
just have to do it, one costs 300,000 and
00:20:13
the other costs 100,000, right, one makes a profit
00:20:16
what, P, this here is the price, right? And then
00:20:19
we are calculating the PL, right?
00:20:27
it would be three, that is, it would take her 3
00:20:30
years to buy it herself, just with the
00:20:33
profit she has, it's almost the
00:20:34
net debt over bda, right, but the
00:20:36
surviving net debt is over
00:20:37
debt and the PL is over price, so
00:20:39
the lower the PL the better because I I want
00:20:41
the faster they can be bought
00:20:43
just with their profits, I prefer this, for
00:20:45
example, if I buy a share in a company
00:20:47
for R30 in one year, it made a profit of R$3,30, I
00:20:49
can buy another share from this
00:20:51
top company now, if I buy for R 30 and
00:20:53
hopefully you have to wait 100 years to be
00:20:54
able to buy it again just
00:20:56
with its profits, it's going to be really bad,
00:20:57
right? Taking 100 years for that does
00:20:59
n't make sense in this case here so
00:21:00
this company is smaller, oh it's
00:21:02
just smaller that it is effectively worth more by 10
00:21:05
di by 8 is 1.25 so the PL of this
00:21:08
company here is 1.25 and that of this other one here
00:21:11
is three So despite this one, if a
00:21:13
more developed company is larger it has
00:21:15
more market value it is worth less
00:21:17
Theoretically, it is worth less than this one
00:21:19
because this one, despite being smaller,
00:21:21
can achieve greater returns
00:21:23
with the value it has, right in terms of price,
00:21:25
how much it is sold, so in this
00:21:27
case, this mug company
00:21:28
would only take 1.25 years to being able to
00:21:31
pay for yourself and Léo, what is a legal PL value?
00:21:34
I like to buy companies with a PL
00:21:36
below 15, but I use parameters
00:21:38
so take note of the risky PL TR.
00:21:41
I have to look very
00:21:42
carefully at what this is company
00:21:44
because if the company has a PL lower
00:21:45
than three it is making a lot of profit for the
00:21:47
price it is worth so there are only two
00:21:49
occasions or its price is much lower than
00:21:51
what it should be costing due to some
00:21:53
market fear because the company is bad
00:21:54
or its profit has risen a lot in relation
00:21:56
to its price and then the PL will adjust
00:21:58
later but when the PL is below three
00:22:00
you have to be careful because
00:22:01
normally there is a trap there, there is always
00:22:03
no, but normally there is
00:22:05
a trap, normally it will be a
00:22:06
state-owned company or normally it is a company that has a
00:22:07
problem normally it is a
00:22:09
company that has debt for example it has
00:22:11
some risk of TR to 10 it is the PL that I
00:22:13
call the excellent PL of TR to 10 great skin
00:22:16
of 10 to 15 some companies that has a
00:22:18
very high price because it has a
00:22:19
very high price because normally the
00:22:21
company is good and then it could be because it
00:22:22
has a very high price because there is
00:22:24
market speculation for example Veg
00:22:26
has a p of 33 The company is no I have
00:22:28
I'm completely sure that this company is good if you
00:22:30
analyze it, it's always increasing its
00:22:32
profit, it's always improving, right? Always
00:22:34
investing more in it C Pex is always
00:22:35
increasing, but it's very expensive in
00:22:37
relation to its profit, so I don't buy it,
00:22:39
I buy it from 10 to 15 and when it's from 10 to
00:22:41
15 I enter my attention sensor it's
00:22:44
expensive Only buy it if it's really very
00:22:46
good so I'm divided into these three
00:22:48
points it's P of z0 The TR attention is very
00:22:51
cheap from 3 to 10 ideal from 10 to 15 Pay
00:22:54
attention, it's a bit expensive. Only buy it if it's
00:22:57
good. Below, too. Only buy it if it's
00:22:58
good. But normally here you'll
00:23:00
find most of the shares and there
00:23:01
's actually a cool PL, cool,
00:23:03
so now let's go to Super Power. Let's go
00:23:04
to Super Power. I'll go teach you
00:23:05
here very quickly because I taught you
00:23:07
several indicators here but I
00:23:09
showed you How are you going to find the
00:23:10
companies, right? How are you going to find the
00:23:12
companies?
00:23:15
advanced search
00:23:17
advanced search, right, and here you can see
00:23:19
filters, then you click open more filters
00:23:21
and what I explained to you, I
00:23:22
explained to you about Roy.
00:23:26
net margin Explain about PVP, no,
00:23:28
so we're not going to use that for
00:23:30
now. I explained to you about
00:23:31
net debt over ebtida.
00:23:39
I told you about dividend yield, I'm
00:23:40
not even talking about dividend yield
00:23:42
ceiling price yet, I'm going to teach you how to
00:23:43
calculate it later, so you have to
00:23:44
click here to subscribe, like
00:23:46
the video so more people can see
00:23:47
this video, man, this video here there is a
00:23:49
lot of important information Don't be
00:23:50
selfish to the point where you just watch it,
00:23:52
click close and that's it just because I
00:23:53
asked you to forward the path to
00:23:54
other people Like the video so
00:23:56
this can appear to more people, it doesn't
00:23:57
cost you anything, it takes a lot of
00:23:59
effort I give more than 100% to be able to
00:24:01
pass this on to you here, right, leave a like and
00:24:03
subscribe Alright, so I'm going to turn it off
00:24:04
here dividend h because for now I'm
00:24:06
not going to use the divide doí here for you
00:24:08
so that would be it, I'll close it and here
00:24:10
now I I have the ability to choose
00:24:12
how much I want from Roy, so the PL
00:24:14
I want from zero to I told
00:24:15
you there, right From zero to 15 the
00:24:18
net margin I want from zero to 15, no, I
00:24:20
want from 15 and up, right? Roy, I
00:24:22
want how much of a Seli rate less than the
00:24:25
top So it would be a Roy here, I'm going
00:24:26
to put a Seli rate here at 100, you
00:24:29
can even play around according to your
00:24:31
desire, here is the net debt on Brit
00:24:33
from zero to three, right From zero to three Let's
00:24:35
put zero to c and then you
00:24:36
do your screening there energy company
00:24:38
that several energy companies have a
00:24:39
net debt greater than three kiloger
00:24:41
of revenue so I'll put zero to
00:24:43
100 kiloger of Luca of 100 also And then
00:24:44
after We see, remember Kiger, I
00:24:46
told you that there isn't really
00:24:48
a filter there for you to go through, so
00:24:49
I clicked here on search, all the companies will appear here.
00:24:51
Look at this, all
00:24:53
the companies, in fact, it didn't even appear
00:24:54
that much if there were three company pages
00:24:56
only here now you can analyze
00:24:58
companies to put in your portfolio but
00:24:59
then we enter the second step
00:25:01
which is reading comparative valuation ri,
00:25:03
are you enjoying learning
00:25:05
this here André gave the idea of ​​doing
00:25:06
something like this, let's do an
00:25:07
investopedia one investment encyclopedia Did
00:25:09
you like this idea,
00:25:11
we are going to make a paid course playlist,
00:25:13
right man, but without paying anything the only
00:25:15
payment you need to give is the like
00:25:16
and sign up here Have you now seen
00:25:17
some companies here that are there in the PL
00:25:19
that we defined it is in the net margin
00:25:21
that we defined it is in Roy that
00:25:22
we defined it and now instead of
00:25:24
analyzing 500 companies you can
00:25:26
only analyze these here, all of these here you
00:25:28
would buy, definitely not, that's why
00:25:29
you have to read o laugh for example
00:25:31
of these companies here I have the itausa
00:25:33
of these companies here transition Paulista
00:25:35
wouldn't be a bad company Andy
00:25:37
wouldn't be a bad company either Petrobras
00:25:39
despite being a state-owned company it's
00:25:40
really very discounted right It's a
00:25:42
very profitable company here on the second
00:25:44
page o COPASA there, which we analyzed,
00:25:46
Sanepar, which we
00:25:47
also analyzed, Agro TR, here, you also have in your
00:25:50
portfolio And then, as you change
00:25:52
your indicators here, you will have
00:25:54
more companies or fewer companies Ah, I
00:25:56
want to be less demanding, Léo it could be
00:25:58
just a ro eight Ah, I want to be less
00:25:59
demanding here in the net margin, it could
00:26:01
only be 10 here, Léo, that's ok, Ah, Léo, I can
00:26:03
be less demanding here in the PL, I can
00:26:06
get up to a 20 there, that's fine with me,
00:26:08
you click search there you there will be more
00:26:10
companies Oh and now the cpfe has appeared so
00:26:12
you see here that the cpfe Why had
00:26:14
n't it appeared before it had
00:26:15
a net margin that wasn't 15, it's a
00:26:17
good energy company, right, Gerdal there
00:26:19
was also with the net margin
00:26:20
below 15, by opening the range a little more
00:26:22
you can see other companies, by
00:26:24
clabin there, which would cost 0.05, right?
00:26:30
of the companies on the
00:26:32
Brazilian stock exchange, man, it
00:26:34
would take a long time to find scholarship companies, right?
00:26:45
The company that
00:26:47
you are going to buy has appeared there, you have to read Ri
00:26:49
If you don't read Ri, you're going to go to [ __ ], you're going to go to
00:26:52
[ __ ], take good care of your money, my
00:26:53
partner, that's exactly what I want to
00:26:55
teach you, reading Ri here on the channel
00:26:57
Sometimes you have That's right, if you want to
00:26:59
go deeper, if you really want
00:27:01
to increase your level of consciousness, you
00:27:02
really want to transform yourself into an
00:27:04
investing person so you can
00:27:05
multiply your capital so you can get out of
00:27:07
this rat circle that my God in heaven
00:27:09
makes you angry, right man, it seems like you never
00:27:11
you'll be able to get out of this You want
00:27:12
to learn this man you need to
00:27:14
pre-register then next generation
00:27:15
Divint will open in six months we don't
00:27:17
even know when it will open but
00:27:19
pre-register then leave your
00:27:20
interest in changing your life In the meantime,
00:27:22
while the class doesn't open, you can
00:27:24
follow the channel here and I'll
00:27:25
teach you a lot of things,
00:27:28
even in the next video, maybe I
00:27:29
'll bring you lessons on
00:27:31
Real Estate Funds Beauty I hope you
00:27:33
liked this video If you liked it,
00:27:34
leave a comment like subscribe and more
00:27:35
investors until the next
00:27:40
video

Description:

🔵Meus cursos e mentorias: Geração Dividendos: https://geracaodividendos.com.br/lista-espera/ Método 2em1: https://oleoalves.com/metodo2em1/ Seja membro do canal: https://www.youtube.com/channel/UCzLAzI6Q-0WX2IbKfLmtZUw/join Se você quiser assinar o AGF+ com 20% de desconto, use o link: https://sun.eduzz.com/1448290 Me siga nas redes sociais: Instagram: https://www.instagram.com/ohleoalves/ Atenção: O conteúdo deste canal tem somente caráter didático. Não tem como intuito recomendar, sugerir e indicar nenhum tipo de investimento, sendo de única responsabilidade do espectador a tomada de decisões e os consequentes riscos, só mostro o que eu faço e os resultados que eu tenho, com intuito puramente didático!

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mobile menu iconWhy does my computer freeze when loading a "COMO ANALISAR E ESCOLHER AS MELHORES AÇÕES EM 2024" video?mobile menu icon

  • The browser/computer should not freeze completely! If this happens, please report it with a link to the video. Sometimes videos cannot be downloaded directly in a suitable format, so we have added the ability to convert the file to the desired format. In some cases, this process may actively use computer resources.

mobile menu iconHow can I download "COMO ANALISAR E ESCOLHER AS MELHORES AÇÕES EM 2024" video to my phone?mobile menu icon

  • You can download a video to your smartphone using the website or the PWA application UDL Lite. It is also possible to send a download link via QR code using the UDL Helper extension.

mobile menu iconHow can I download an audio track (music) to MP3 "COMO ANALISAR E ESCOLHER AS MELHORES AÇÕES EM 2024"?mobile menu icon

  • The most convenient way is to use the UDL Client program, which supports converting video to MP3 format. In some cases, MP3 can also be downloaded through the UDL Helper extension.

mobile menu iconHow can I save a frame from a video "COMO ANALISAR E ESCOLHER AS MELHORES AÇÕES EM 2024"?mobile menu icon

  • This feature is available in the UDL Helper extension. Make sure that "Show the video snapshot button" is checked in the settings. A camera icon should appear in the lower right corner of the player to the left of the "Settings" icon. When you click on it, the current frame from the video will be saved to your computer in JPEG format.

mobile menu iconWhat's the price of all this stuff?mobile menu icon

  • It costs nothing. Our services are absolutely free for all users. There are no PRO subscriptions, no restrictions on the number or maximum length of downloaded videos.