Summary of 🎯 La nueva TESIS de Carlos Mora 🔎 | ONE WATER MARINE

This is an AI generated summary. There may be inaccuracies.
Summarize another video · Purchase Premium

00:00:00 - 01:00:00

In the YouTube video "🎯 La nueva TESIS de Carlos Mora 🔎 | ONE WATER MARINE", Carlos Mora discusses his new thesis on the One Water Marine company. He argues that the company has a lot of potential for growth, but that there are also some risks associated with it. He concludes by saying that the company's strengths will eventually fall behind its competition.

  • 00:00:00 Carlos Mora, an investor and business commentator, introduces a new thesis on investment company One Water Marine. The company, which specializes in renewable energy, has made a strong impact on the market and is worth considering for investment.
  • 00:05:00 This YouTube video discusses the new thesis of Carlos Mora, a smallcap water marine company that is based in the United States. Juan water Marín, the company's CEO, will discuss the company's business model and some of its key strengths. Finally, risks associated with the company will be discussed.
  • 00:10:00 One Water Marine is a company that is concentrated in the area east of the Mississippi River, but not as much in California. Its main supplier is about 10-12% of its customers, but it does have a major supplier, Wong Watermarine, for the other 78-80% of its customers. This gives the company a lot of negotiating power. One Water Marine is a highly fragmented industry, with 4,300 physical stores and the vast majority of them having fewer than three stores. This is important because it means that there is no one large company that can control the industry completely. One Water Marine is also very successful in the recession, as its revenue has grown even as its competitors have gone bankrupt. Its strategy is to buy companies at very attractive prices, and to expand its customer base by catering to the needs of people who are already buying its products. In the future, we will discuss economies of scale and how they play a role in One Water Marine's success. We will also discuss how the company's three new segments - financing, maintenance, and accessories - are benefiting from the current recession.
  • 00:15:00 One water presents a new thesis entitled "ONE WATER MARINE" which discusses the importance of marine industry factors in today's economy. In this presentation, Carlos Mora discusses the Italian maritime industry, which is one of the most competitive in the world. He goes on to say that the marine industry is fragmented and that Ultra high-net-worth individuals (UHNWIs) are the main consumers. He also mentions that the industry is growing, but the number of luxury beaches is decreasing. Mr. Mora then presents the business model for One water, which is based on growing through acquisitions and leveraging economies of scale. The last slide of the presentation shows how the company is achieving these objectives.
  • 00:20:00 The video discusses Carlos Mora's new thesis on the One Water Marine business model. Mora argues that businesses in this sector can benefit from a pivot to a more anticíclical model, using cost-effective strategies such as crosselling and leasing. The model is scalable and can be adapted to various industries. Customers are seen as partners, not just customers. The thesis is supported by charts and graphs.
  • 00:25:00 Carlos Mora, a successful entrepreneur and investor, discusses how to identify and invest in a profitable business. Mora argues that businesses with high market values, high gross margins, and low levels of debt are the most profitable. He also provides examples of businesses that have achieved these results, and warns investors that the current market conditions may not favor these types of businesses in the near future.
  • 00:30:00 The video focuses on Carlos Mora's new thesis, which is that companies should not start investing too much right away. He believes that the market is not fair, and that he is the only one who can do the job properly. He then goes on to talk about two other companies that he is interested in. The first company is Singleton, which has an 11% share of the total stock and has been growing rapidly in the past two years. The second company is Shame Store, which has a 10% share, and has been growing even faster. Carlos estimates that, once they are fully integrated, these companies will be growing by 24% on average. He then goes on to talk about Ige, a company that he recently purchased. Ige is a company that owns 23 boats, all of which are amazing. Carlos believes that this sector is growing very fast, and that the companies that are doing well are those that are able to stay ahead of the curve.
  • 00:35:00 Carlos Mora discusses the new thesis he wrote on OneWater Marine, which focuses on the integration of marine resources into the maritime sector. He explains that the company's success depends on how well it can integrate its resources into the market, and that the company is currently in a good position. He also discusses the company's debt situation, and how it is structured. He concludes the video by saying that OneWater Marine has a lot of margin and will be able to continue operating for a long time due to its strong financial position.
  • 00:40:00 The new thesis by Carlos Mora discusses types of interest that will be able to negotiate. This could mean either the conditions being worse than usual, or possibly renewed because it's for circulating types. However, this is for new boat debt, if you're using it to finance used boats. I've already mentioned this in a previous video, but I'll say it again. You also need to be careful. In summary, this is the basics I wanted to explain. The results over the past five years are listed to the left, with the evolution of income and retail store openings in the row below. It's interesting to see how the right-hand graph parallels the left-hand one, as growth in revenues steadily outpaces growth in retail stores. I would have liked to have had more time to put it all together, but I'm very optimistic about the future in this industry. If we measure the percentage of revenue generated by new boats, it's currently at 18 percent, or 70 percent of total revenue. But used boat sales make up only 35 percent of total sales, so used boat debt represents a very important part of Carlos Mora's thesis. The percentage of gross margin generated by new boats is 57 percent, while that generated by
  • 00:45:00 The video discusses two anticcyclical trends that Carlos Mora believes are very important at this point in time: the US entering a recession in this quarter and Marilyn Max Vale's hypothesis that the US economy will slow down for 4 or 6 quarters. Mora also discusses his model and how he arrived at his conclusions. He predicts a smaller-than-average decrease in new boat sales, a 15% decrease in secondhand boat sales, and an increase in finance company acquisitions. Mora concludes the video by discussing how Marin Max Max's business model is at odds with the trend of most other companies in the market.
  • 00:50:00 Carlos Mora, a financial analyst and entrepreneur, discusses the risks and opportunities of three segments of the water marine industry: cruise ships, catamarans, and boats for recreation. He also talks about the current market conditions and how they may affect the company's stock.
  • 00:55:00 Carlos Mora discusses the new thesis he wrote on One Water Marine, a company that sells boats. Cars seem to be in the six to eight month range, and you can buy them "last minute" if you're looking to buy one secondhand. The risk of buying such a boat and not being able to resell it later is also discussed. Additionally, the risk of a CEO having too much control and negatively impacting the company as a whole is also discussed. Finally, Carlos Mora discusses the company's strengths and why he believes they will fall behind their competition in the near future.

01:00:00 - 01:10:00

In the video, Carlos Mora discusses his new thesis on energy storage and renewable energy. He argues that businesses should take advantage of opportunities when they arise, and cites the example of an ice cream shop that has an advantage over typical neighborhood stores. He also talks about the trend of companies becoming larger and more powerful in their respective markets.

  • 01:00:00 In this video, Carlos Mora explains how a company's infrastructure can provide a major advantage in the market. He cites the example of an ice cream shop that has an advantage over typical neighborhood stores because it has loyal customers and is located in a good location. He believes that the market for this type of product is going to continue to grow during a recession, because there is so much room for growth. He also has some positive comments about the trend of companies becoming larger and more powerful in their respective markets.
  • 01:05:00 The video discusses Carlos Mora's new thesis, which argues that businesses should prepare for opportunities when they arise, as well as energy storage and renewable energy. It also talks about risks associated with the oil industry, and how Macron has said for the first time that France recognizes a "critical error" in its infrastructure.
  • 01:10:00 Carlos Mora, a video producer, presents his new thesis on energy which is interesting and most importantly, he shares his thoughts on Wall Street. He also talks about Facebook, other topics, because energy has given businesses a window of opportunity, but businesses need to look at other scenarios. Carlos aims to send his thesis every Sunday. If you want to stay updated, follow him on Twitter and

Copyright © 2024 Summarize, LLC. All rights reserved. · Terms of Service · Privacy Policy · As an Amazon Associate, earns from qualifying purchases.