Fundstrat’s Tom Lee: Bold Market Views Through His Investing Principles

These two-part interviews were the best of Maestro Tom Lee. I greatly appreciate that he is generous in sharing his investment mindset.

In Tom Lee We Trust

This is from 11/2024, not new, but still good to watch.

Best Tom Lee interview ever. Those are excellent questions and Tom demonstrated his knowledge and background really well.

I admire and love Tom Lee, the Warren Buffett of the digital age, here in Seoul.💖💖💖💖💖💖💖

When Tom Lee talks, I don’t just listen, I take notes 😅 #THETOMLEEGUARENTEE

Excellent, thank you for your research and how you simplify the information for me to determine my next money move.

Tom Lee is the best in the world. As an analyst, his ability to look at markets and utilize a bottom-up, top-down, technical, sentiment, short-term, and long-term DCF valuation approach is incredible. His incorporation of data analysis, statistical tools, and techniques is an absolute masterclass. When you value money-losing industries, you need to make valid assumptions regarding the total addressable market (TAM), serviceable available market (SAM), and share of market (SOM) to move the firm towards a profitable (suitable) after-tax operating margin EBIT(1-T) as a target, coupled with making assumptions about reinvestment, invested capital, operating earnings growth, revenue growth risk, tax-regime, carryforward NOLs, and even imputed return-on-capital to test your reinvestment assumptions as well as efficiency via a Sales-To-Capital ratio. Plus, making decisions along the way regarding either two-stage or multi-stage growth. Bravo, Mr. Lee.

Thanks so much for uploading this well aged video - very relevant, important & timeless insights for those who listen and think! 👍

I've learned sooo much! Thank you