growth potential

Each year the FT hosts a stockpicking contest. Today on the show, we go over our picks for 2023, which were brilliantly bad. We guessed wrong on housing, on streaming, and even on crypto. Of course, if listeners had bet against us, they would have done quite well. So naturally we’ve got five more stocks for 2024! Also, we go long Disney and short social media.

For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer

Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at ethan.wu@ft.com.

Read a transcript of this episode on FT.com

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They made a list, and they’re checking it THRICE! Today, Alex (@AlexHormozi) shares the 3 criteria he and his wife Leila use when they are looking into investing in companies, how these indicators greatly help their screening processes, and "what is the value of the company based on the potential opportunities?"

Welcome to The Game w/Alex Hormozi, hosted by entrepreneur, founder, investor, author, public speaker, and content creator Alex Hormozi. On this podcast you’ll hear how to get more customers, make more profit per customer, how to keep them longer, and the many failures and lessons Alex has learned on his path from $100M to $1B in net worth.

Timestamps:

(2:29) - 1st criteria: potential units sold, 2nd: potential profit

(4:56) - 3rd criterion: supply-demand or competitive dynamics

(7:20) - Alex's rule: 80%+ gross margin for service-based business

(9:59) - TAM not a good indicator for company size

Follow Alex Hormozi’s Socials:

LinkedIn | Instagram | Facebook | YouTube | Twitter | Acquisition

We’re back and we’re starting 2022 with four questions! 

Our first three questions come from Phil from Liverpool. 

Phil is an avid listener of the podcast and bought his first investment property back in August – a two bed flat in Liverpool. 

As he was buying in an area he was familiar with, he found himself getting emotionally invested and was ruling out any areas he wouldn’t live in himself.  

What he wants to know is, should he avoid doing this in the future? 

He’s also recently started to see the power of leverage, and with this in mind as he considers buying his next property, he’s started to think about interest-only mortgages. 

So, Phil’s asking Rob & Rob if he should stick to an interest-only mortgage, and if so, should he only pay interest for the full term? 

His final question was a special one and required Rob B to dust off his crystal ball, as he quizzed Rob on how Liverpool is going to perform in the premier league. 

Tune in to hear what the guys have got to say. 

But the questions don’t end there, and our final question is a big one, and it’s all about yield. 

This listener wants to know what’s the minimum yield you should consider on a single buy-to-let? 

Thankfully, Rob & Rob have covered this before, so if you’re searching for the Total Return Formula podcast episode, you can find that here. 

Do you have a buy-to-let or property investment related question for Rob & Rob? You could feature on the next episode by giving us a call on 013 808 00035 and leaving a message with your name and question (normal UK call rates apply).  

Or if you prefer, click here to leave a recording via your computer instead. 

The next question on Ask Rob & Rob could be yours.  

Have you joined us over on the Property Hub Forum yet? Our online community is friendly, informative, and the members are waiting to welcome you with open arms. So, get yourself over and introduce yourself. 

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Fools don’t use tools! Today, Alex (@AlexHormozi) shows us the variables and equations you need to analyze your business and how he got the two hardest numbers not everyone is able to have.

Welcome to The Game w/Alex Hormozi, hosted by entrepreneur, founder, investor, author, public speaker, and content creator Alex Hormozi. On this podcast you’ll hear how to get more customers, make more profit per customer, how to keep them longer, and the many failures and lessons Alex has learned on his path from $100M to $1B in net worth.

Timestamps:

(1:22) - Alex explains the equation and its 5 variables: sales, revenue, price, lifetime value, and profit.

(9:54) - Knowing your hypothetical max exposes weak points in your business.

Follow Alex Hormozi’s Socials:

LinkedIn | Instagram | Facebook | YouTube | Twitter | Acquisition

This week on Ask Rob & Rob, Danny and another listener...

...Asks Rob & Rob – two questions about the London Property Market

The Robs give their take on buying in The Capital and weigh up the potential for investors in the area.

ASK YOUR OWN QUESTION TO ROB & ROB!

Don't be shy! All you need to do is leave a message with your name and whatever's on your mind.

Just pick up the phone and call 013 808 00035 (normal UK call rates apply).

Or if you prefer, click here to leave a recording via your computer instead.

NEED MORE ANSWERS?

The Property Hub Summit is the place to get all your questions personally answered by Rob & Rob, and build a network of other smart, motivated investors.

Over the course of a full day at a swanky hotel we'll help you set your goals, form a plan to get you there, overcome your obstacles, and give you the support system you need to make sure nothing gets in your way.

Just don't hang around - there are only four Summits each year, and just 16 places available at each!

Interested? Click here to find out more.

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