Summary of Resumen de resultados empresariales Q3 2022 VI | Tu dinero en acción #34

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00:00:00 - 01:00:00

Javier, in this episode of his YouTube channel, provides insights into various companies' performance, including SejaUnArtistaAI, Etsy , a marketplace for customized and personalized products, and a ceramics company, Talco. He discusses the business model of Etsy and the benefits it offers to buyers and sellers, discussing Etsy CEO Josh Silverman's focus on improving the Etsy experience for both buyers and sellers. Javier highlights the growth of Etsy Q3 2022, its ability to retain users, and its search algorithm, while acknowledging that online sales have not been as high as expected due to the app. Javier also discusses the challenge of margins in the hotel industry and Talco's strong financial performance over the past 12 months. Finally, the speaker discusses the investment performance of a company in alternative assets and the importance of tracking their performance over time, emphasizing diversification and patience when investing in alternative asset funds.

00:00:00 In this section, Javier, an independent and registered financial advisor with the number 149 and an advisor to the global investment fund, welcomes listeners to his YouTube channel. He discusses various investment concepts, methods, and alternatives through a simple and approachable manner in order to help people maximize their savings. Javier mentions that the opinions presented on the show are informatively and do not suggest any investment, and that listeners should seek advice from regulators and authorized financial advisors if they require it. In the latest episode, Javier provides insights into various companies, including SejaUnArtistaAI, which is the latest draft of the Global Entrepreneurship Center Singapore program. He discusses how the company allows users to become artists by creating their own music, providing tools and resources for music production, and building a gamified platform for learning. The episode also touches on the performance of the stock market during the After the Future session, and Javier looks at various other company stocks and shares that have been performing well. Similarly, he provides insights into other companies, including those that are not performing as well, and gives suggestions for investors to consider.
00:05:00 In this section, the speaker talks about the business model of Etsy, a marketplace for customized and personalized products. He notes that Etsy has a unique product type that cannot be found anywhere else, and that it offers a value-added service to both buyers and sellers. The speaker also mentions that Etsy operates as an aggregator, connecting buyers and sellers in the online marketplace. The speaker highlights the advantages of the Etsy model, such as the ability to scale the business with fixed costs, which can lead to higher profit margins. He also notes that Etsy has implemented features to help sellers optimize their listings and increase sales, such as customer reviews and ratings. The speaker also talks about the Etsy CEO, Silverman, who has led the company to significant growth since joining. Silverman has a unique perspective on the market, recognizing that in a discretionary consumption environment, there are many excuses for why sales may not be going as well as expected. However, Silverman is focused on improving the Etsy experience for both buyers and sellers, and is willing to make changes to ensure their success.
00:10:00 In this section, the speaker is discussing the results of Etsy Q3 2022, specifically focusing on the growth of the platform and its take rate. The speaker highlights Etsy's ability to retain its user base, even when there is a decrease in consumer spending, by increasing its take rate. The speaker also mentions the importance of optimizing Etsy's search algorithm to improve conversion rates and increase sales. Overall, the speaker stresses the importance of utilizing Etsy's platform wisely to drive growth and maintain a competitive edge in the marketplace.
00:15:00 In this section of the transcript, the speaker highlights the results of the third quarter for e-commerce and brick-and-mortar businesses. Despite the increase in online shopping during the pandemic, the speaker notes that online sales have not been as high as expected and are instead being driven by the app.
00:20:00 In this section of the transcript excerpt, the CEO discusses the company's progress in terms of revenue growth and organic and non-organic growth. According to the CEO, the company has performed well with a 40% increase in revenue in the top line, with both organic and non-organic contributions. They specifically mention the contributions made by the acquisitions and the organic performance, which have also shown positive results. The CEO goes on to mention the company's focus on construction, specifically in the field of installations in buildings such as residential and commercial areas in Sweden and the nordic countries. The CEO also notes the company's plans to expand margins, which have historically ranged from 5% to 8%, with the focus on driving efficiency, cost reduction, and sustainability. The presentation aims to provide an overview of the company's progress in terms of revenue growth and its plans for the future, while also acknowledging some of the challenges and potential obstacles that may arise.
00:25:00 In this section of the YouTube video titled "Resumen de resultados empresariales Q3 2022 VI | Tu dinero en acción #34", the presenter discusses the company's performance in the third quarter of 2022. The company has centralized its procurement process, which has helped reduce costs and led to improved margins. However, one region presently is experiencing pressure on its margins due to increased production costs. The CEO acknowledges the need to address the issue, but downplays its severity and mentions that margins may bounce back in the future. Meanwhile, the CEO also notes concerns about potential regulatory issues related to investigations into filial companies being used for analysis and reporting purposes.
00:30:00 In this section, the speaker discusses the idea that companies being acquired may have their margins inflated by the due diligence process. He mentions the possibility covered by the buyer and says that some cases it may be an issue and that the investments may not be done uniformly. However, he mentions that the evidence of the event does not exist and the statement is made on the basis of the speech, means that some companies have a bad record, and pays less than 8% to their investors. The speaker mentions that some companies also have to comply with sustainability ranking.
00:35:00 In this section, the speaker discusses the difficulties of replacing and installing a key technological component that is difficult to substitute, and the impact of this on a hotel. He notes that the company has been through a difficult time, but that they are currently experiencing strong growth. The speaker emphasizes the importance of understanding the consequences of financing deals and the value differentials between the cost of capital and what is paid for an acquisition. He also mentions the impact of the company's low liquidity on their share price and their difficulty in attracting new investors. The speech suggests that the current economic context is challenging and that the company's operations are heavily impacted by inflation and currency fluctuations. The speaker also notes that the current economic situation may be contributing to the continued difficulties faced by the hotel industry, and that the company is developing a plan to address these challenges in the future.
00:40:00 in this section, the speaker discusses the performance of a ceramics company, Talco, over the past 12 months and its financial metrics. According to the speaker, the company's performance has been strong, with a compound annual return (CAR) of 26%, which is above the market median. However, the speaker also cautions that the recent decline in the company's CAR, which was caused by several factors such as supply chain issues, could put a strain on stock prices. Despite this warning, the speaker applauds the company's solid financial position and its ability to generate compound returns, which provide a stable and predictable return for investors. Finally, the speaker suggests that investors should keep a close eye on the company's performance in the next few months and make sure to monitor the margins closely in order to avoid any unexpected declines in CAR.
00:45:00 In this section, the speaker discusses the investment performance of a company in alternative assets, specifically in the private market. The company in question, which is a private equity fund manager, began investing in un unlisted company and saw its stock price increase to $15, resulting in a 15-baggar. However, the company has recently made some adjustments to its portfolio and is now trading at around $9-$10 per share. The speaker notes that this company, which invests in alternative assets, is not like other funds that invest in stocks or bonds. Instead, they focus on venture capital, private debt, and other types of assets. Most of these assets are unlisted, and many of them are either equity or debt.
00:50:00 In this section of the video, the speaker discusses the returns on alternative asset funds and the importance of tracking their performance over time. They mention the example of Blackstone and Brookfield KKR, both of which are large players in the alternative asset management industry and have shown high returns in the past. However, the speaker notes that the returns on alternative asset funds can be volatile and dependent on various factors, such as market conditions and individual fund managers. They also mention the importance of diversifying one's portfolio across different funds and asset classes to mitigate risk. Overall, the speaker emphasizes the need for patience and discipline when investing in alternative asset funds, as it may take time for the returns to materialize.
00:55:00 In this section, the speaker discusses the financial performance of a company in the asset management industry. According to the speaker, the company is levitating capital for its new funds with an annual profit rate of 17%, which perfectly matches the targets set at the beginning of the years. Moreover, the company has salaries that vary depending on the length of the funds, which has helped them increase their assets under management. The company has also achieved significant growth over the past two years, with an increase of 5 billion euros in net profit. The speaker also highlights the company's record in managing funds and emphasizes that its team has been in the industry for many years.

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In this section of the video, the speaker talks about the challenges of assigning capital externally when a company is listed on the stock market. He explains that the monetary value of a stock can significantly impact the ease of allocating capital towards various purposes, including acquiring a company, investing organically, paying dividends, or buying back the stock. The speaker argues that an action can serve as a form of currency for capital allocation and recommends that managers consider it as an alternative to specific capital assignment decisions. Lastly, the speaker mentions that the company that Esy is invested in is currently doing well in the short term while maintaining a solid long-term performance, making it an interesting case study.

01:00:00 In this section of the video, the speaker discusses the financial performance of a company in Q3 2022. According to the speaker, the company generated a 40% increase in operating income for the year without any one-time costs, making it a valuable investment for its shareholders. The Mediterranean diet is known for its heart-healthy ingredients, which make it an excellent choice for people looking to improve their health. Furthermore, the company has streamlined its cash flow and created a sustainable monthly dividend, which is expected to increase by 4% in the future. The company also has a net operating loss per share of $4-$5, which indicates a high level of income tax liability. Despite the high tax liability, the company's stock is in high demand, with a drag on the price caused by the low-interest-rate environment. The company's founders chose to invest in the current business model, reinvesting profits and leaving their previous careers in finance to pursue their own venture. The company's CEO and founder, Whitney Wolfe Herd, has also expressed her vision for the company, focusing on growing the user base of Bumble, a dating app launched by the company. She has stated that the company will remain tightly capitalized and maintain a low corporate tax rate, making it an attractive investment for shareholders. Overall, in this section, the speaker emphasizes that the company's financial performance is promising, with a focus on generating positive cash flow and creating a sustainable dividend. The company's investment in its own business model, combined with its focus on streamlined cash flow and tax optimization, makes it an attractive investment opportunity for shareholders.
01:05:00 In this section, the speaker discusses the challenges of assigning capital externally when a company's actions are traded on the stock market. He explains that the monetary value of a stock can affect the ease of assigning capital to various purposes such as acquiring another company, investing organically, paying dividends, or reacquiring the stock. The speaker also emphasizes the value of an action as a form of currency for capital assignment and recommends that managers consider it as a competing option for specific alternatives. Lastly, the company that Esy is invested in is noted to be doing well in the short term while maintaining a solid long-term performance, making it an interesting case study.