10 MELHORES AÇÕES PARA COMPRAR E NUNCA VENDER

Mirai Investing - Luan Lincoln
5 Sept 202415:16

Summary

TLDRIn this financial investment video, Luan, a stock market analyst, introduces viewers to a 'buy and hold' strategy, inspired by Warren Buffett and Charlie Munger. He lists 10 top stocks for long-term investment, focusing on companies with consistent profitability, low debt, and high return on equity. Luan emphasizes the importance of holding stocks for at least a decade, aiming for a partnership mindset. He also discusses the use of the checklist from 'Investidor 10' to select these stocks and touches on the potential of investing in international markets using zero-commission brokers.

Takeaways

  • 😀 The video discusses the 'Buy and Hold' investment strategy, which is about purchasing and holding stocks for the long term with a shareholder mindset.
  • 🏦 Luan, a financial analyst, suggests that this strategy is inspired by investment gurus like Warren Buffett, Charlie Munger, and Philip Fisher, who advocate for investing in profitable, growing businesses.
  • 📈 The 'Buy and Hold' approach aims to avoid short-term market fluctuations and focuses on long-term accumulation, ideally holding stocks for a minimum of 10 years.
  • 💡 Luan mentions that Warren Buffett's recent sale of half his Apple position doesn't contradict the 'Buy and Hold' strategy, as it's about holding onto assets for a significant period unless they become overvalued.
  • 📋 The video presents a checklist called 'Investidor 10' to identify good 'Buy and Hold' stocks, which includes criteria like consistent profitability, low debt, and a history of dividend payments.
  • 🌟 The script highlights that 'Buy and Hold' doesn't mean buying any stock; it's about identifying and concentrating investments in excellent businesses that are rare and have long-term growth potential.
  • 📊 The video provides a list of 10 'Buy and Hold' stocks that meet the 'Investidor 10' criteria, such as Veg, TOTS3, ARZO, FRAS3, FLRY3, MULTI3, SMTO3, MDIA3, and SOJA3.
  • 💼 Luan emphasizes the importance of portfolio diversification even when following a 'Buy and Hold' strategy, as it mitigates risks associated with individual stock performance.
  • 🌐 The video also touches on international diversification, suggesting that 'Buy and Hold' investors should consider global markets, and Luan recommends using a zero-fee broker like 'Quinta Feira' for such investments.
  • 💰 Lastly, Luan invites viewers to share their preferred investment strategies and to engage with the content, reflecting the interactive nature of financial education.

Q & A

  • What is the main focus of the video by Luan, the financial analyst?

    -The main focus of the video is to list the top 10 stocks that are best suited for a long-term buy-and-hold investment strategy, aiming for a shareholder mindset.

  • What is the buy-and-hold strategy as explained by Luan?

    -The buy-and-hold strategy, as explained by Luan, involves purchasing profitable and growing businesses with the intention of holding them for a minimum of 10 years without considering economic cycles or macroeconomic issues, focusing on long-term accumulation and being a long-term shareholder.

  • Which investment philosophies does Luan mention as influencing his approach to buy-and-hold investing?

    -Luan mentions that his approach to buy-and-hold investing is influenced by the philosophies of Warren Buffett, Charlie Munger, and Philip Fisher.

  • What are the criteria Luan uses to select the top 10 stocks for buy-and-hold investing?

    -Luan uses a checklist from the 'Investidor 10' which includes criteria such as being listed on the stock market for more than 5 years, consistent profits over the last 20 quarters, a return on investment (ROI) above 10%, and no debt greater than equity, among others.

  • Why did Luan mention that the Veg stock is more expensive compared to others on his list?

    -Luan mentioned that the Veg stock is more expensive because it has a high price-to-earnings (P/E) ratio of almost 38 times, which is a criterion for considering it a good buy-and-hold investment despite its high valuation.

  • What is the significance of the 'Investidor 10' checklist in Luan's investment strategy?

    -The 'Investidor 10' checklist is significant in Luan's investment strategy as it provides a set of objective criteria to filter and identify good businesses suitable for long-term investment, particularly for those starting to build a buy-and-hold portfolio.

  • How does Luan address the recent sale of half of Warren Buffett's position in Apple?

    -Luan addresses the sale by stating that Buffett has held Apple for many years and has not completely exited his position. He emphasizes that the buy-and-hold strategy involves buying assets with no intention of selling for at least 10 years, except if they become overvalued.

  • What does Luan suggest about the importance of portfolio diversification in the context of buy-and-hold investing?

    -Luan suggests that even when following a buy-and-hold strategy, it is crucial not to concentrate investments in just one or two stocks. Diversification is important because as a minority shareholder, the business's success does not depend on the investor's efforts.

  • What is the role of the 'Peg Ratio' in evaluating the Veg stock, as mentioned by Luan?

    -Luan mentions using the 'Peg Ratio' to evaluate the Veg stock, which compares the price-to-earnings ratio with the company's earnings growth rate. This helps determine if the stock is fairly valued, even though it has a high P/E ratio.

  • How does Luan recommend investors should approach the management of their investment portfolio?

    -Luan recommends that investors should manage their portfolio by regularly contributing, especially during market downturns, to average down the cost and potentially increase returns. He also suggests that a diversified portfolio can outperform individual assets or market indices.

  • What is the significance of the 'Investidor 10' ranking in identifying potential buy-and-hold stocks?

    -The 'Investidor 10' ranking is significant as it provides a list of stocks that score the maximum points based on the checklist criteria, indicating that these companies are potentially strong candidates for long-term buy-and-hold investments.

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