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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insights INSIGHT
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.
volunteer_activism ADVICE
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.
volunteer_activism ADVICE
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.
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Written by Benjamin Graham, 'The Intelligent Investor' is a seminal work on value investing that has inspired millions since its original publication in 1949. The book emphasizes the importance of distinguishing between investing and speculation, calculating the intrinsic value of companies, and maintaining a margin of safety. The revised edition includes updated commentary by Jason Zweig, who provides modern examples and insights to help readers apply Graham's principles in today's market. Warren Buffett, a disciple of Graham, has praised the book as 'the best book about investing ever written'.
Where Are the Customers' Yachts?
or A Good Hard Look at Wall Street
Fred Schwed Jr.
In 'Where Are the Customers' Yachts?', Fred Schwed Jr. delivers a witty and incisive critique of the financial industry, exposing the myths and misconceptions that pervade Wall Street. The book humorously explores how financial professionals often prioritize their own wealth over clients' financial well-being, and it offers insights into human psychology and investment behaviors. First published in 1940, the book remains relevant today, cautioning investors to approach financial advice with skepticism.
Security Analysis
Benjamin Graham
David L. Dodd
First published in 1934, Security Analysis is a seminal work in the field of finance that lays the intellectual foundation for value investing. The book, written by Benjamin Graham and David L. Dodd, distinguishes between investing and speculating, emphasizes the importance of thorough financial analysis, and introduces key concepts such as the 'margin of safety.' The sixth edition includes commentary from leading Wall Street money managers and a foreword by Warren E. Buffett, who has praised the book for its enduring relevance in modern markets.
Fr. Emmanuel Lemelson, CIO of Lemelson Capital Management, warns that markets are entering a “golden age of fraud,” critiques Elon Musk’s proposed America Party and Tesla’s fundamentals, and outlines his disciplined value-investing methodology—highlighting last quarter’s winning picks and introducing Centene and Flower Foods as his new bargains.*This video was recorded on July 9, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW EMMANUEL LEMELSON:X (@lemelson): https://x.com/LemelsonLemelson Capital: https://lemelsoncapital.com/Amvona: https://amvona.com/Newsletter: https://lemelsoncapital.com/newsletter/Apple: https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbllfV0UxVHl2M0xsWHJoNjFxSlpEeFhGaFhYd3xBQ3Jtc0tuQzYzanhDQ1lFRzVQekZHamhSX0lfaXRVM3NlX0tUQnpXTXZLMG53NmxlS3kxN3N2U1RiSnpkSW1yaVpCNVd6SWFselYzckNOaEdXcVRSLW9Sd0VFWGVSNGRTNVBoSldLYXVXdXZjM2J2d21ZNnktZw&q=https%3A%2F%2Fpodcasts.apple.com%2Fus%2Fpodcast%2Fthe-fr-emmanuel-lemelson-podcast%2Fid1738760054&v=V74H1ZVJ84cSpotify: https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbUVFZFJPRnlEV0plRWtDRDNlaEVHdm9teEhpUXxBQ3Jtc0tsMHA2T0NlZFdzT3NINFlFR0lrdGhYcDhOczR3SnJ0U3dtMXdPSzlxV3pEZFc5TTdKVUp1akNlRDN4cGpjdFFiRW9jb3E0LTc1V0FUSHBSc0pObzlBQlF2SkVoN0dSaEdsVHNjT1Z0VlF6and5TVF1bw&q=https%3A%2F%2Fopen.spotify.com%2Fshow%2F1iJukFtx9OvCgBOOwt2WXP%3Fsi%3D1c69f5dc5b49449b&v=V74H1ZVJ84cFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:25 - New political party7:33 - Musk’s presidential ambitions?9:52 - Tesla stock12:58 - How he picks stocks19:18 - Previous picks25:35 - Investment principles31:08 - Investment skills35:22 - New picks41:10 - Market psychology#stocks #investing #trading
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