Christophe Nour - The French Investor

Christophe Nour - The French Investor

@christophenourView on YouTube →

Classifications

Investment Strategies & Portfolio ConstructionValue & Growth InvestingStock Analysis & Valuation

Videos (76)

Is AI Overhyped?

Is AI Overhyped?PT36M32S
Jan 28, 2026, 3:45 PMPT36M32S
Observed vs Expected
MetricObservedExpected
Views1,2921,366
Likes7063

Guy Spier Is Massively Selling Shares. Does it Matter?

Guy Spier Is Massively Selling Shares. Does it Matter?PT10M20S
Jan 16, 2026, 3:45 PMPT10M20S
FinanceTubeWatch Tags
guy_spieramerican_expressmastercardferraribank_of_americamicron_technologyalibabagoogledaily_journalmoodyscoal_stocksportfolio_rebalancing
Observed vs Expected
MetricObservedExpected
Views3,073879.5
Likes11038
FinanceTubeWatch Generated Description

In this video, Christoph N. breaks down Guy Spier’s surprising wave of sales—dropping large stakes in American Express, Mastercard, Ferrari, Bank of America, Micron, Alibaba, Google and others—and explores likely reasons such as client redemptions, cash generation for new international bets, or a deliberate move to a tighter set of core convictions. He also shares his own investing methodology and plugs a coaching program for viewers who want to boost their stock‑picking performance.

You’ve Got The Money, But Not The Method (That’s The Real Risk)

You’ve Got The Money, But Not The Method (That’s The Real Risk)PT13M25S
Jan 15, 2026, 3:45 PMPT13M25S
FinanceTubeWatch Tags
portfolio_structureconcentrated_portfolioinvestment_coachingstock_valuationdcf_modelvalue_investingdividend_investinggrowth_investingrisk_managementperformance_metricsinvestment_frameworkpersonal_finance
Observed vs Expected
MetricObservedExpected
Views626879.5
Likes2038
FinanceTubeWatch Generated Description

This video explains why having capital without a clear investment method is the biggest risk, detailing how over‑diversification, borrowed conviction, and constantly changing strategies can erode performance and offering a simple, focused framework for building a concentrated, conviction‑driven portfolio. It also highlights common pitfalls and introduces a coaching program that teaches the author’s proven process for achieving consistent outperformance.

How To Analyze Stocks Like Warren Buffett

How To Analyze Stocks Like Warren BuffettPT16M27S
Jan 14, 2026, 3:45 PMPT16M27S
FinanceTubeWatch Tags
warren_buffett_investingcircle_of_competencevalue_investingqualitative_analysismanagement_integrityprofitable_companiesipo_avoidancepe_ratio_valuationearnings_growth_confidenceberkshire_hathawayvisa_stockkristoff_nure_coaching
Observed vs Expected
MetricObservedExpected
Views839879.5
Likes4038
FinanceTubeWatch Generated Description

In this video, Kristoff Nure breaks down Warren Buffett’s stock‑analysis playbook—covering the “circle of competence,” focusing on the top 1% of companies with strong profit histories, trustworthy management, and reasonable valuations—to help viewers identify long‑term winners. He also shares practical frameworks he uses to generate 20%‑plus annual returns and promotes his coaching program for deeper, step‑by‑step instruction.

Why Most Investors Stay Stuck (Even After Years in the Market)

Why Most Investors Stay Stuck (Even After Years in the Market)PT12M24S
Jan 13, 2026, 3:45 PMPT12M24S
FinanceTubeWatch Tags
investment_frameworkperformance_trackinglong_term_investingsimple_investment_strategywarren_buffettquantitative_easingfed_policyinflationmacroeconomicsbusiness_valuationdcf_modelsinvestment_coachingchristoph_no
Observed vs Expected
MetricObservedExpected
Views985879.5
Likes4238
FinanceTubeWatch Generated Description

The video reveals that most investors stay stuck because they overload on information, chase complex, speculative ideas, and never track their performance, which creates analysis paralysis and drags down results. Christoph No then outlines a simple, disciplined framework—focus on good businesses, avoid overpaying, hold long‑term, and regularly measure returns—to break the trap and achieve consistent market‑beating performance.

How to Find Wide-Moat Stocks that Outperform The Market

How to Find Wide-Moat Stocks that Outperform The MarketPT11M27S
Jan 12, 2026, 3:45 PMPT11M27S
FinanceTubeWatch Tags
wide_moat_stocksmonopoly_investingasmltsmcvisamastercardficomoodyssp_globalsemiconductor_equipmenteuv_lithographycompetitive_advantageinvestment_coaching
Observed vs Expected
MetricObservedExpected
Views1,152879.5
Likes4538
FinanceTubeWatch Generated Description

Christoph N. explains a step‑by‑step framework for spotting wide‑moat companies that can consistently beat the market by identifying three durable barriers—knowledge or technology advantage, massive capital or network requirements, and legal or regulatory protection—with real‑world examples such as ASML’s unrivaled lithography machines, Visa/Mastercard’s duopoly payment network, and FICO’s entrenched credit‑scoring system. He also invites viewers to join his coaching program for in‑depth training on applying this strategy, valuing stocks, and building a high‑performing portfolio.

Warren Buffett is Selling Stocks. Should You?

Warren Buffett is Selling Stocks. Should You?PT10M8S
Jan 11, 2026, 3:45 PMPT10M8S
FinanceTubeWatch Tags
warren_buffettberkshire_hathawaystock_market_sellingvalue_investingdominos_pizzapool_corpchevronexxon_mobilapplenvidiameta_platformsgreg_abelretail_investor
Observed vs Expected
MetricObservedExpected
Views1,869879.5
Likes7638
FinanceTubeWatch Generated Description

Despite a 12‑quarter streak of stock sales by Berkshire Hathaway, the video explains why Buffett’s moves aren’t a direct signal for individual investors, citing his massive $400 billion portfolio, regulatory ownership caps, and recent leadership change. Host Christoph Nur argues that retail investors can still find value in smaller‑cap opportunities and should base decisions on their own scale and analysis, not simply on Buffett’s selling activity.

4 Management Red Flags That Will Destroy Your Portfolio

4 Management Red Flags That Will Destroy Your PortfolioPT18M45S
Jan 10, 2026, 3:45 PMPT18M45S
FinanceTubeWatch Tags
management_red_flagsadjusted_metricseidafree_cash_flowdiversification_acquisitionsinsider_ownershipmanagement_accountabilityoverpromising_under_deliveringelon_muskteslaficosp_globalmoodyssimpson_manufacturingqualitative_investingportfolio_managementinvesting_coaching
Observed vs Expected
MetricObservedExpected
Views977879.5
Likes7338
FinanceTubeWatch Generated Description

.In this video, investor Christoph Null outlines four management red flags—excessive reliance on adjusted metrics (e.g., adjusted EBITDA), unnecessary diversification through acquisitions, a habit of externalizing problems, and consistently overpromising while underdelivering on guidance—that can erode returns and destroy a portfolio. He explains how to spot these warnings, turn them into green flags, and promotes a coaching program for deeper qualitative analysis and portfolio building.

I Audited 12 portfolios. These 3 Mistakes Showed Up Every Time

I Audited 12 portfolios. These 3 Mistakes Showed Up Every TimePT18M17S
Jan 9, 2026, 3:45 PMPT18M17S
FinanceTubeWatch Tags
over_diversificationvalue_trapslow_pe_ratiocost_of_inactioncash_holdingportfolio_concentrationstock_researchcircle_of_competenceretail_investor_mistakesportfolio_auditchristoph_nurpayPalintelstellantisfordvisamastercardbitcoinsp_500japan_investmentslatin_america_investments
Observed vs Expected
MetricObservedExpected
Views1,945879.5
Likes9238
FinanceTubeWatch Generated Description

okay.In this video, Christoph Nur reveals the three recurring portfolio mistakes he uncovered while auditing 12 subscriber accounts—excessive diversification, assuming a low price means a cheap stock, and keeping too much cash—explaining how each habit erodes returns. He then provides practical tools for correcting these errors and invites viewers to join his coaching program for deeper, step‑by‑step guidance.

I Sold Google to Buy This Stock

I Sold Google to Buy This StockPT14M48S
Jan 8, 2026, 3:45 PMPT14M48S
FinanceTubeWatch Tags
google_stockadobe_stockportfolio_rebalancingai_integrationprice_to_free_cash_flowpe_ratiobuyback_programsoftware_as_a_serviceeTorodcf_valuationstock_market_analysis2026_trading_dayinvesting_coaching
Observed vs Expected
MetricObservedExpected
Views3,761879.5
Likes16038
FinanceTubeWatch Generated Description

.In this portfolio update, investor Christopher explains why he trimmed his Google position—citing its high valuation and over‑optimistic sentiment—and reallocated those funds into Adobe, highlighting Adobe’s low P‑ratio, AI integration, and strong risk‑reward profile. He also outlines his valuation assumptions, target returns, and offers a coaching program for viewers who want to learn his systematic investing approach (link in the description).

How I make 25% per year with a simple portfolio, no complex DCF, low turnover

How I make 25% per year with a simple portfolio, no complex DCF, low turnoverPT25M13S
Jan 7, 2026, 3:45 PMPT25M13S
FinanceTubeWatch Tags
concentrated_portfoliosimple_dcf_modellow_turnoverannual_return_25_percentprofitable_companiescyber_security_industryinsider_buybacksshareholder_friendly_managementinsider_ownershipfortinet_analysisbrookfield_investmentstock_unlock_tool
Observed vs Expected
MetricObservedExpected
Views1,416879.5
Likes6138
FinanceTubeWatch Generated Description

two sentences.In this video Chris explains how he consistently achieves roughly 25 percent annual returns by holding a concentrated portfolio of 10‑15 high‑quality, profitable and easy‑to‑understand companies in growing industries, using strict filters on profitability, management incentives and shareholder‑friendly capital allocation while maintaining low turnover. He also demonstrates a simple valuation method, stresses the value of long‑term conviction, and promotes a coaching program for viewers who want to apply the same strategy.

Is Adobe The Next Evolution AB?

Is Adobe The Next Evolution AB?PT27M17S
Jan 6, 2026, 3:45 PMPT27M17S
FinanceTubeWatch Tags
adobeevolution_abstock_analysisrevenue_growth_decelerationbuyback_programsai_monetizationonline_gamblingregulation_europeregulation_asiashantanu_narayensemrush_acquisitionai_competition_canvas_figmadividend_yieldfinancial_metricsinvestment_strategy
Observed vs Expected
MetricObservedExpected
Views2,454879.5
Likes10138
FinanceTubeWatch Generated Description

In this video, Kristoff Nur examines whether Adobe could become the next Evolution AB by comparing the two companies’ profitability, revenue growth rates, regulatory challenges, AI initiatives, and capital‑allocation strategies, while highlighting key differences in management responsiveness and buyback policies. He ultimately concludes that Adobe is not slated to repeat Evolution’s decline and offers investors actionable metrics to watch in 2026, plus a plug for his coaching program.

I Analyzed 10,000+ Stocks, Here's What I Learned

I Analyzed 10,000+ Stocks, Here's What I LearnedPT28M49S
Jan 5, 2026, 3:45 PMPT28M49S
FinanceTubeWatch Tags
stock_analysisvalue_investingquality_compoundersearnings_resilienceinsider_ownershipturnaround_playsportfolio_concentrationreturn_on_invested_capitalpricing_powergross_marginsdebt_filterfiscalai
Observed vs Expected
MetricObservedExpected
Views1,839879.5
Likes8938
FinanceTubeWatch Generated Description

In this video, veteran investor Kristoff Null distills seven actionable lessons from evaluating more than 10,000 stocks over a decade, showing how to filter out 99.9 % of noise and concentrate on high‑quality companies with resilient earnings, strong insider ownership, solid return on invested capital, pricing power, and minimal debt. He also explains why turnaround plays, excessive diversification, and overpaying for growth are costly mistakes and provides a quick framework—plus a link to his coaching program—for anyone who wants to replicate his 25 %‑annual performance.

How I’d Create a Winning Portfolio ASAP if I Had to Start Again

How I’d Create a Winning Portfolio ASAP if I Had to Start AgainPT16M39S
Jan 4, 2026, 3:45 PMPT16M39S
FinanceTubeWatch Tags
stock_portfolio_constructionten_by_ten_portfoliomonish_pabraifiscal_ai_screenerpe_ratio_filtergross_margin_filterpricing_powerinflation_resilient_stockslong_term_investingconcentration_strategyinvesting_coachingstock_screening_toolsstarbucksferrarihermes
Observed vs Expected
MetricObservedExpected
Views1,657879.5
Likes9238
FinanceTubeWatch Generated Description

In this video, investor Christoph N. explains his step‑by‑step method for building a high‑conviction “10‑by‑10” portfolio of ten quality stocks—each weighted at 10%—by using a disciplined screening process that filters for profitable companies with a P/E below 50, consistent ten‑year revenue growth, strong earnings‑per‑share expansion, and high gross‑margin pricing power while avoiding over‑valued, cyclical or biotech sectors. He demonstrates how to apply these criteria with the Fiscal AI screener, discusses the importance of understanding the business model and industry trends, and provides links to the screener and his coaching program for viewers who want to implement the approach.

You've been investing for 3–5 years but you're stuck under 10%/year? Here’s why

You've been investing for 3–5 years but you're stuck under 10%/year? Here’s whyPT13M5S
Jan 3, 2026, 3:45 PMPT13M5S
FinanceTubeWatch Tags
stock_market_investingvaluation_disciplineprice_to_earnings_ratiomicrosoftevolution_gamingquality_compoundersportfolio_concentrationinvestment_coachingchristoph_nursimple_investmentsoverpaying_stocksunderperformanceinvestment_egoinvestment_simplicitycoaching_program
Observed vs Expected
MetricObservedExpected
Views979879.5
Likes4638
FinanceTubeWatch Generated Description

In this video Christoph Nur reveals five common mistakes that keep investors stuck under a 10 % annual return—buying great companies at inflated prices, confusing activity with strategy, refusing to cut losing positions, chasing complexity instead of simplicity, and trying to improve alone—while offering clear, actionable fixes for each. He also outlines his coaching program and community that provide the structure, feedback, and accountability needed to consistently achieve 20 %‑plus returns.