Paper Bag Investor: Recent Episodes
Paper Bag Investor
CHANNEL PURPOSE: To find high-conviction, multiBAGger investment opportunities.
MY BACKGROUND: I’m from an engineering background but started investing in the stock market about 12 years ago. Over the past 12 years, I've averaged a 29% CAGR of return. I hope to meet or exceed that rate or return over the next 10 years and help others do the same.
MY INVESTING APPROACH IS SIMPLE: Look at companies I can understand. Do deep-dive research. Look from many angles and perspectives. Invest big in my deepest convictions. Stay unassuming.
CONTACT: Twitter: @PaperBagInvest
I share my Q1 2022 LMND SAY Questions and why I asked them.
Questions are linked here: https://app.saytechnologies.com/lemonade-2022-q1
FOLLOW ME ON TWITTER: @PaperBagInvest ➡️https://twitter.com/PaperBagInvest
BUY ME A NEW PAPER BAG ON PATREON: ➡️https://www.patreon.com/paperbaginvestor
CHANNEL INTRO (mission, investing approach, why the paper bag?, face reveal): ➡️https://youtu.be/r22tZd17wNw🎥
MY INVESTING STORY: I am from a mechanical/manufacturing engineering background. began investing in 2009. Since then I've returned about a 30% CAGR (compound annual growth rate) with my investments. I hope to continue to meet or exceed this return over the next 10 years and help others do the same.
CHANNEL MISSION: The mission of this channel is to uncover high conviction multiBAGger investments and share them with you. MY INVESTING PHILOSOPHY: Look at companies I can understand. Do deep-dive research. Look from many angles and perspectives. Invest big in my deepest convictions. And finally, stay unassuming
In this video, we look at insider transactions for Daniel Schreiber and Shai Wininger. Is the lack of insider buying worrisome?
FOLLOW ME ON TWITTER: @PaperBagInvest ➡️https://twitter.com/PaperBagInvest BUY ME A NEW PAPER BAG ON PATREON: ➡️https://www.patreon.com/paperbaginvestor
[Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.]
In this video, I look at some of the Q4 results for the Very Good Food Company and explain why I sold my small position.
CHANNEL MISSION: The mission of this channel is to uncover high-conviction multiBAGger investments.
MY INVESTING PHILOSOPHY: Look at companies I can understand. Do deep-dive research. Look from many angles and perspectives. Invest big in my deepest convictions. And finally, stay unassuming
In this video, I share my portfolio and why I am nearly all in on one company.
0:00 intro 0:31 portfolio returns 1:22 portfolio in July 2021 2:10 portfolio now 2:28 TSLA 6:48 LMND 8:08 stocks I sold (but am watching still) 13:48 considering starting a position in
FOLLOW ME ON TWITTER: @PaperBagInvest ➡️https://twitter.com/PaperBagInvest
BUY ME A NEW PAPER BAG ON PATREON: ➡️https://www.patreon.com/paperbaginvestor
I interview the CEO of $LMND Insurance, Daniel Schreiber and talk all things lemonade.
TIMESTAMPS: 0:00 Intro 0:43 Interview Starts 1:18 The Grand Vision of Lemonade 10:34 Lemonade's AI Efficiency 15:18 Lemonade's AI Accuracy 17:56 Lemonade Car's Data Granularity 19:35 Dynamic/Precision Pricing 21:47 Legacy Insurance's Challenges 25:35 Legacy Insurance CEO's View 28:11 Lemonade Car Rollout 28:49 Metromile Acquisition 30:12 Climate Change 34:53 Geographic Expansion 39:13 Canada 40:08 Annual Dollar Retention 43:02 Bundling & Acquiring First-Time Insurance Buyers 47:41 Relationship with Shai 49:54 Hiring / Interviewing 52:50 What does Daniel think of the Paper Bag? 53:41 Closing thoughts
FOLLOW ME ON TWITTER: @PaperBagInvest ➡️https://twitter.com/PaperBagInvest
BUY ME A NEW PAPER BAG ON PATREON: ➡️https://www.patreon.com/paperbaginvestor
CHANNEL INTRO (mission, investing approach, why the paper bag?, face reveal): ➡️https://youtu.be/r22tZd17wNw🎥 MY INVESTING STORY: I am from a mechanical/manufacturing engineering background. began investing in 2009. Since then I've returned about a 30% CAGR (compound annual growth rate) with my investments. I hope to continue to meet or exceed this return over the next 10 years and help others do the same. CHANNEL MISSION: The mission of this channel is to uncover high conviction multiBAGger investments and share them with you.
MY INVESTING PHILOSOPHY: Look at companies I can understand. Do deep-dive research. Look from many angles and perspectives. Invest big in my deepest convictions. And finally, stay unassuming