Sharp Investing
2.1K subscribers
This is a channel for value investors. My name is Mike Sharp and I have been investing for over 20 years. I use a bottom-up approach and am always looking for 'no brainer' value investments that have a significant margin of safety and a minimum upside potential of a double in value within 3 years. I record my thought process around value stocks for three reasons: 1. To record my thinking and evaluate my stock selection over time. Comparing outcomes vs my expectations helps me to improve returns over time by finding errors in my approach and correcting them. 2. For friends and family who are interested in stock ideas. I often get asked for stock recommendations, so this will help them have access to my current thinking around various companies. 3. For anyone else in the YouTube world who may gain value from my approach. Disclaimer: My videos are for educational purposes only and should not be used as a basis for investing in the stocks discussed.
Portfolio Challenge: Gemini A.I. vs Sharp Investing!
Sharp Investing · 595 views · 1 day ago
€1 Billion Income by 2030 can mean 22% 5 Year CAGR
Sharp Investing · 1.1K views · 1 month ago
$LULU Destroyed. Finally worth a look??
Sharp Investing · 766 views · 3 weeks ago
$APP 20 PE with 65% growth!! One of the world's best businesses
Sharp Investing · 2.4K views · 1 month ago
Vistry Kills the Bulls and Bears With One Massive Update
Sharp Investing · 2K views · 5 days ago
$DLO Q2 was a monster - When I will buy more of this potentially massive compounding stock
Sharp Investing · 1.1K views · 3 weeks ago
Good news! £9 Billion in grants announced by UK government for social and affordable housing
Sharp Investing · 1.1K views · 1 month ago
QFIN - Delinquency rates are down and buybacks are way up
Sharp Investing · 1.5K views · 1 month ago
Sharp Investing 2025 Results & Current Portfolio
Sharp Investing · 1.2K views · 8 months ago
$NTDOY - 50% net margins on the way for Nintendo?? The 40 year moat continues
Sharp Investing · 745 views · 4 weeks ago
Vistry Q4 2025 - Greg Fitzgerald quits and the stock tanks!
Sharp Investing · 1.7K views · 6 months ago
$KSPI - Kaspi is a global business now - Great success!!
Sharp Investing · 2K views · 1 month ago
Major issues developing at StoneCo $STNE. But the buyback is still massive. Buy or sell??
Sharp Investing · 858 views · 1 month ago
$QFIN buyback and dividend cut! So many problems in Q2
Sharp Investing · 1.5K views · 1 month ago
Vistry $VTY - Allianz reignites liquidity concerns by slashing supplier insurance credit limits
Sharp Investing · 474 views · 1 month ago
$FLL - First domino falls on this casino operator with multi-bagger potential.
Sharp Investing · 297 views · 1 month ago
FLOW TRADERS Q4 2025 - Is return on capital declining over time?
Sharp Investing · 1.5K views · 7 months ago