Value Investing with Sven Carlin, Ph.D.

In this January 2026 update, the host reviews his Value Investing Quadrant and highlights five picks that sit in the low‑risk, high‑reward zone—including a rebound‑potential tech stock, high‑yield oil plays, and several dividend‑rich consumer and hardware companies. Detailed analysis, cash‑flow yields, price‑to‑earnings ratios, and risk factors are linked in the description for viewers who want a deeper dive.

In this video the presenter breaks down Var Energi (VR Energy), a Norwegian oil explorer, evaluating its unusually high 14‑15% dividend yield, low break‑even cost, production outlook, and the impact of oil‑price scenarios on its free‑cash‑flow and dividend sustainability. He highlights the mixed risk‑reward profile—potentially dropping to about a 10% yield if oil stays near $60/barrel, while higher prices could boost payouts—but warns of execution risks, debt refinancing, and governance concerns that could affect future dividends.

In this video the host walks through a crowd‑sourced list of European stocks— from Manium Ice Cream’s stagnant, inflation‑adjusted revenues and spin‑off motives to Bunzl’s slowing margins, Nokian’s post‑Russia rebound, luxury‑yacht maker Italian C‑Group’s ownership concentration, Rubis’s acquisition appeal, and Vonovia’s high‑debt balance sheet— providing quick snapshots of each company’s growth, dividend yield, and valuation. He concludes that many of these “cheap‑looking” names hide structural risks, urging viewers to scrutinize revenue trends, cash‑flow generation, and balance‑sheet strength before adding them to a portfolio.

In this video Sven responds to viewer comments about his investment performance, the level of transparency he provides on YouTube, and why he runs a paid research platform that bundles years of stock analysis, portfolio tracking, and educational content. He also outlines his investing background, explains his value‑investing philosophy, and emphasizes that the free channel is meant for education while the subscription service offers deeper, hands‑on guidance for those who want it.

In this video Sven breaks down Juan’s $200,000 loss on a 2025 S&P 500 put hedge, explains how option pricing (e.g., 3‑5 % of portfolio for full or partial protection) determines the trade‑off between limiting downside losses and sacrificing upside gains, and explores cost‑effective strategies such as out‑of‑the‑money puts for future hedging. He then tackles the key question for 2026—whether investors should pay insurance premiums now or accept market risk—by weighing personal risk tolerance, long‑term wealth goals, and the impact of hedging costs on overall returns.

In this video the presenter breaks down JPMorgan’s 2026 Guide to Markets, highlighting the firm’s optimistic forecasts for global growth and double‑digit equity gains while warning that current U.S. valuations are near historic highs and real returns may turn negative. He stresses that investors should focus on dividend‑paying, cash‑flow‑rich assets and build a margin of safety to weather potential shocks rather than relying on average‑market predictions.

In this video the host breaks down four potential buys—Italy’s oil giant ENI, retailer Target, Latin‑American e‑commerce/fintech leader MercadoLibre, and appliance maker Whirlpool—examining each company’s dividend yield, valuation metrics and growth outlook. He points out ENI’s attractive 6% yield but price‑risk, Target’s low P/E marred by retail headwinds, MercadoLibre’s explosive expansion and high‑multiple risk, and Whirlpool’s questionable capital allocation, urging investors to weigh these factors before adding any of the stocks to their portfolios.

punctuation.The video examines the uncertainty of a potential boom or crash by 2026 and argues that the only reliable way to thrive in either scenario is to follow a Buffett‑style value‑investing approach that emphasizes margin of safety, liquidity, and patient, long‑term perspective rather than trying to forecast market direction. It also breaks down ten reasons oil prices could rise, demonstrates how buying stocks at low earnings multiples (like the Oxycam example) can generate superior returns, and concludes that most investors are better served by low‑cost index funds while waiting for truly attractive opportunities.

.The video breaks down Cal‑Maine Foods (NASDAQ: CALM), noting its 10% dividend yield, a low 3.15 P/E, and unusually high 28.9% net profit margin during recent egg‑price spikes, while emphasizing how the cyclical egg market directly affects earnings, margins, and dividend sustainability. The presenter advises treating the current 52‑week low as a potential entry for long‑term, low‑debt investors, but warns that future returns hinge on average egg‑price trends and the risk of dividend cuts.

spaces.The video examines how AI tools such as ChatGPT and Gemini can accelerate public‑data research for investment managers but cannot replace the critical judgment, creativity, and moral decision‑making that drive portfolio strategy. The creator concludes that AI will automate routine analysis and boost productivity, yet the core strategic and discretionary aspects of investing remain human‑driven, keeping their job safe—for now.

In this video Sven tackles the heated debate over dividends versus stock buybacks, explaining how taxes, timing, and price levels determine whether either tactic adds real shareholder value or merely benefits selling insiders. Using historical examples from companies like GE, AIG, and Berkshire Hathaway, he argues that most buybacks today are value‑destructive and only a minority create genuine long‑term gains.

In this video, we explore the potential investing risks for 2026, highlighting the importance of risk management amidst a seemingly unsustainable market. The discussion covers market capitalization, foreign flows, political factors, and strategies for positioning your portfolio to navigate potential downturns while maintaining a focus on value investing.

In this video, the presenter shares insights on Seth Klarman's article about Warren Buffett, emphasizing the key lessons from Buffett's long-term investment strategies and his impressive performance over six decades. The discussion highlights the importance of value investing, patience, and the mindset required to thrive in fluctuating markets, encouraging viewers to reflect on their own investment approaches.

In this video, the presenter discusses his value investing performance for 2025 and emphasizes the importance of risk management and patience in investment strategies. He explains the principles of value investing, highlighting the significance of a solid foundation in earnings and dividends over chasing quick stock gains, while inviting viewers to explore his research platform for further insights.

In this video, the host offers a detailed analysis of commodities for 2026, discussing key players and market trends in sectors including oil, gas, gold, silver, copper, and food. With a focus on value investing and managing risk, the host shares strategies for navigating the cyclical nature of commodities and emphasizes the importance of timing and market conditions for maximizing returns.

In this insightful video, the speaker examines the current state of value investing as we approach 2026, emphasizing the challenges posed by high market valuations and the scarcity of viable investment alternatives. Highlighting the importance of patience and in-depth research, he encourages viewers to focus on absolute returns, particularly in overlooked small-cap opportunities in Europe, while maintaining a long-term perspective for potential success in value investing.

In this informative video, the host discusses strategies for identifying great businesses and evaluating their investment potential, using Berkshire Hathaway as a primary example. He emphasizes the importance of understanding value, price, and expected returns while also addressing the complexities of investing in foreign markets and emerging technologies.

In this video, we explore the current landscape of REITs and real estate investing as we approach 2026, highlighting the challenges posed by rising interest rates and competition within the sector. The speaker shares insights on personal investing strategies, emphasizing careful evaluation of properties and the importance of long-term value in real estate amid changing market conditions.

In this video, we analyze the bleak outlook for bonds in 2026 while highlighting Warren Buffett's strong preference for short-term US treasuries. With shifting strategies from pension funds and a broader move towards riskier assets, we explore the implications for the bond market and whether bonds can still offer value in today's investment landscape.

In this video, the speaker discusses the complexities of investing in emerging markets, emphasizing that while they may seem cheap and promising due to population growth and economic potential, the actual returns have often not lived up to expectations. He shares insights on specific risks, portfolio characteristics, and alternative strategies for gaining exposure to emerging markets without direct investment.

In this video, the speaker explores the concept of moral hazard within the context of prolonged financial exuberance, low interest rates, and increasing government debt, warning of the potential consequences for investors and the economy. He emphasizes the importance of understanding valuations and being strategic in investment decisions, especially as the current environment evolves.

In this video, we explore the European stock market landscape for 2026, highlighting opportunities for value investing and assessing the performance of key European companies. Join us as we analyze market trends, valuations, and potential growth areas, while considering whether European equities hold a competitive edge over U.S. stocks.

In this video, we explore two potential scenarios for the S&P 500 in 2026—one bullish and one bearish—while highlighting a key certainty regarding the current low dividend yields. Join us as we analyze critical factors influencing the market, including interest rates, earnings growth, and the impact of AI, to provide a comprehensive outlook for investors.

In this video, we dive into the varied perspectives on the current market dynamics, discussing the ongoing debate between "buying the dip" and concerns about a potential crash. Through engaging comments and insights, we explore market trends, investment risks, and the importance of maintaining a value-driven approach in fluctuating conditions.

In this insightful interview, Li Lu discusses the fundamentals of value investing, emphasizing the importance of patience, a sufficient safety margin, and investing within one's circle of competence. He illustrates these concepts with examples, including the long-term success of BYD, and highlights the unique opportunities that arise in global markets, urging investors to seek overlooked potential and maintain a long-term perspective.

In this video, we analyze Greggs (GRG) stock, exploring its solid growth plans, decent dividend yield, and strong cash flows amid economic challenges in the UK. Despite temporary fluctuations in earnings due to inflation, the company's robust strategy for expansion and management of cost pressures make it a potential buy for investors looking for value in the UK market.