The David Lin Report Investor's Picks Up 50% In 3 Months, Called TSLA Crash, Here Are His Next Buys | Emmanuel Lemelson
Jul 14, 2025
Emmanuel Lemelson, CIO of Lemelson Capital Management and Orthodox Priest, discusses the looming threat of fraud in today’s markets. He critiques Elon Musk’s political ambitions and analyzes Tesla’s current challenges. Highlighting Centene and Flower Foods as hot new stock picks, Lemelson emphasizes the importance of disciplined value-investing strategies. He also shares insights on navigating the volatile investment landscape, stressing the need for financial literacy and a mindful approach to market psychology.
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Financial Statements Are Key
- The foundation of investing is analyzing financial statements deeply and over a long period.
- Paying less than intrinsic value consistently is key to compounding capital safely.
Buy Stocks With Margin of Safety
- Look for stocks with large drops and analyze why, focusing on consistent earnings and free cash flow.
- Buy undervalued stocks to create a margin of safety, allowing room for error in valuations.
Value Tangible Book and Free Cash Flow
- Look beyond hype and price rallies; assess tangible book value and free cash flow.
- Stocks trading below tangible book with consistent earnings often represent undervalued bargains.
