Financial Strategy season 3

Financial show

Development: allc & R-media
Customer: BCS
Date: 2018-19

Financial Strategy is a project of the leader of the Russian securities market by turnover of the BCS Group of Companies.
In the weekly showes on the YouTube channel, Maxim Shein, the chief strategist of the BKS, analyzes the markets and offers investment ideas.

R-media studio is carried out the production of programs. Releases are posted on the YouTube channel of Broker TV.

 

The showreel of the 3rd season

Release 1 Release 2 Release 3 Release 4 Release 5 Release 6 Release 7 Release 8
Release 9 Release 10 Release 11 Release 12 Release 13 Release 14 Release 15 Release 16

Release 16. Avia strategy
The release is dedicated to investments in air travel
The video on youtube


Growth in the volume of air transportation

Fastest growing markets by 2037

The U.S. airline market in 2018
The video on youtube

U.S. Airline price index
The video on youtube

Comparison of competitors: Delta Air Lines, American Airlines, United Airlines, SouthWest

Hartsfield–Jackson Atlanta International Airport. Hartsfield–Jackson is the primary hub of Delta Air Lines
The video on youtube

Delta Air Lines fleet (number of aircraft, average age)

Delta Air Lines performance analysis

Financial planning
The video on youtube

Release 15. Gas strategy
Investments in industrial gas producers
The video on youtube

Growth in industrial gas production

Revenue in the industrial gas market
The video on youtube

Comparison of competitors: The Linde Group + Praxair, Air Liquide, Air Products

Bad advices: how to lose everything on the market

How to lose everything on the market? The 10 bad advices
The video on youtube

The section “Avoska” is the analysis of investments in randomly selected assets. In the releaseе compares the best indicators of investments in the ideas of the Financial Strategy and in the random securities of Avoska

Release 14. Laboratory strategy
The release is devoted to investments in manufacturers of medical equipment and research materials
The video on youtube

Global health sector revenues and growth

The main companies in the market of equipment for laboratories: Thermo Fisher, Agilent Technologies, Sigma-Aldrich, Sartorius Stedim Biotech, Bio-Rad Laboratories
The video on youtube

Population ageing by region

Thermo Fisher is an American company producing biotech products. The video about its revenue structure and the purchase of competitors
The video on youtube

Second part of the release: franchises vs. shares
Dynamics of Domino’s shares
The video on youtube

Domino’s franchise
The video on youtube

Pizza Hut franchise
The video on youtube

Yum! quotation dynamics

Trend of closing own business in Russia
The video on youtube

Avoska is the analysis of investments in randomly selected assets

Release 13. Beauty Strategy
The releaseе about investments in cosmetics, perfumes and skin care products
The video on youtube

Cosmetics market volume

Global middle class growth by 2030 and the median age of humanity in 1990-2100
The video on youtube

Revenue in the cosmetics market: L’Oreal, Unilever, Estee Lauder, Procter & Gamble, Coty

Travel purchases. Market share by country
The video on youtube

Comparison of competitors: Estee Lauder, L’Oreal, Beiersdorf, Avon, Oriflame

Estee Lauder revenue structure

Estee Lauder: quote dynamics, growth potential and dividends

Identify your risk profile
The video on youtube

Release 12. Consulting strategy
This show tells about investments in the consulting market
The video on youtube

Volume of the world market of consulting services

Accenture is a consulting company.
The video about the company’s history, annual revenue dynamics and structure
The video on youtube

Accenture: revenue structure by region

Main business lines of the Accenture

Revenue from consulting companies in the U.S.: Accenture Consulting, Capgemini Consulting, Tata Consultancy Services, Cognizant Tech. Solutions
The video on youtube

Capgemini Consulting: revenue geography
The video on youtube

Leading operators of the Moscow Exchange: BCS, Sberbank, Renaissance Broker, VTB, Finam, Tinkoff Bank and broker specializations
The video on youtube

Status of ideas of the Financial Strategy

Release 11.Strategy question. The special release.
In this release, Maxim Shein is answering questions from comments on past releases
The video on youtube

Strategy question

Top 30 banks: interest rates on deposits in euros and dollars
The video on youtube

Deposit pitfalls
The video on youtube

S&P 500 index dynamics over the last 10 years
The video on youtube

Release 10. Ski strategy
Release about earnings in ski resorts
The video on youtube

North America: number of visitors to all Vail Resorts and ski resorts

16 of the 17 Vail Resorts are located in the USA and Canada. The company is now expanding into the Southern Hemisphere

Revenue structure of Vail Resorts
The video on youtube

Vail Resorts net profit

Units of the Alterra Mountain Company
The video on youtube

Quote dynamics of Compagnie des Alpes
The video on youtube

Vail Resorts: dividends and quote dynamics

Return on deposits in roubles, dollars and euros. Withdrawal of the Central Bank of Russia licenses from banks with high profitability
The video on youtube

Risks of microfinance credit institutions

Signs of financial pyramids
The video on youtube

Release 9.Air strategy
The program is devoted to earnings on ventilation and air conditioning systems
The video on youtube

Market volume of heating, ventilation and air conditioning systems

Growth in smart homes and construction costs in the United States

U.S. and Canadian air-conditioning market shares
The video on youtube

Financial performance in the HVAC sector: Ingersoll Rand, Johnson Control, Lennox, United Technologies

Six videos about Ingersoll Rand: Revenue structure by region. Main production segments. Revenue structure of the climate and industrial segments. Company history. Ingersoll Rand demolition hammers operated on Mount Rushmore in South Dakota. Ingersoll Rand compressors installed a USS Nautilus (SSN-571), the world’s first nuclear submarine.
The video on youtube

Dividends and dynamics of Ingersoll Rand quotations

Housing and residential real estate value index in Moscow
The video on youtube

Strategy question: Maxim Shein answers questions from comments on past releases

Release 8. Software strategy
This Release discusses investments in software manufacturer Adobe
The video on youtube

Decrease in client base growth and ways of solving this problem

Adobe’s revenue forecast from Creative Cloud

Structure of Digital Experience
The video on youtube

Adobe Revenue from Digital Experience

Adobe Revenue from Digital Experience
The video on youtube

Adobe: net profit and price dynamics

Revenue structure of Adobe: Digital Media, Digital Experience, Publishing

Capital protection limits of SIPC Capital Protection Corporation
The video on youtube

Maximum amount of payments by the Federal Fund for the Protection of Investors’ and Shareholders’ Rights

Tax breaks on individual investment accounts
The video on youtube

Release 7. Media strategy
Release about investing in Disney
The video on youtube

Potential streaming audience

Revenue from Walt Disney Company divisions in 2018
The video on youtube

Revenue from the Walt Disney Company’s divisions

Share of revenue from studios in the U.S. film distribution market in 1995-2018: Walt Disney Studios, Warner Bros., Sony/Columbia Pictures, 20th Century Fox, Universal Pictures, Paramount Pictures

Revenue and net profit Disney

Quote dynamics and growth potential of Walt Disney

Historical annual return of S&P 500
The video on youtube

Techanalysis patterns
The video on youtube

Release 6. Cruise strategy
Release about earnings on sea cruises
The video on youtube

Number of retirees in the USA in 1960-2060

Cruise ship passenger growth

Cruise market structure and history
The video on youtube

Main cruise directions
The video on youtube

Cruise ship prices

Costs aboard a cruise ship

Cruise company costs
The video on youtube

Royal Caribbean: revenue and capitalisation to profit ratio

How much can I earn at the Royal Caribbean?

Superstitions, omens.
Skyscrapers and the Dow Jones index
The video on youtube

Superstitions, omens.
World economy and skirt length index
The video on youtube

Superstitions, omens.
GDP, skyscrapers in the United States, Canada and China, the world economy and skirt length

Superstitions, omens.
Correlation options: chicken consumption in the US and oil imports, iPhones sales and number of deaths from falling down the stairs in the US

Release 5. Payment strategy
Earnings on payment systems
The video on youtube

Payment cards: number of cards issued and volume of transactions

Share of cash and non-cash settlements in the world

Visa vs Mastercard

Volume of processed Paypal and Square Processing transactions
The video on youtube

Number of Mastercards and Maestro in the world, revenue structure of Mastercard in 2017
The video on youtube

Mastercard quotes dynamics

Dow Jones history
The video on youtube

Warren Buffett: The Dow Jones in 100 years

Release 4. High voltage strategy
The release discusses investments in the energy sector
The video on youtube

Release announcement
The video on youtube

Comparison of electricity prices in Russia and the USA by region

Electricity tariffs and price zones for electricity in Russian regions
The video on youtube

Tariff scheme in Russia
The video on youtube

Return on equity in the energy sector and average electricity prices for households in the US
The video on youtube

Nextera Energy generation structure

Number of deaths per terawatt hour and greenhouse gas emissions by type of generation
The video on youtube

Nextera Energy customers growth

Dividend policy of Nextera Energy

Effective interest rate on federal funds of the U.S. Federal Reserve

Silver prices and concentration of traders
The video on youtube

The silver market: The Hunt brothers history
The video on youtube

Release 3. Therapeutic strategy
The release tells about investments in the animal medicine market
The video on youtube

2/3 of the professions that will exist in 2030 have not yet been invented!

Global sales of prescription drugs

Animal drug market capacity

The English Bulldog is the most painful breed

The number of chickens, pigs and cows in the world
The video on youtube

Global market for veterinary vaccines
The video on youtube

Density of pigs and chickens in the world
The video on youtube

Zoetis revenue structure
The video on youtube

Elanco revenue structure
The video on youtube

How much can you earn on Zoetis?

Investments in art, expensive cars, luxury goods

Proportion of wealth in financial and non-financial assets by country and distribution of assets of persons with net wealth in excess of $30 million
The video on youtube

Dynamics of investments in luxury goods. Volatility of prices for luxury goods over the past 10 years. Bill Gross, the founder of the PIMCO Foundation, and his collection of stamps.
The video on youtube

Release 2. Cloud strategy
Release about investments in cloud services

The video on youtube

Business development rules

Cloud market volume

Great potential, capital investment and consolidation of the cloud services market
The video on youtube

Cloud market share

Сайт www.salesforce.com в 1999 и 2018
The video on youtube

Change in the structure of CRM-systems in 2008 and 2018
The video on youtube

Microsoft’s revenue structure

Release 1. Military strategy
Investments in the military sector
The video on youtube

The cost of the Gerald Ford aircraft carrier and the return on equity: Northrop Grumman, Raytheon, Lockheed Martin, General Dynamics, United Technologies

The three largest U.S. defense companies are run by women

U.S. defense budget. Arms exports from the United States. The largest arms importers in the world. Share in the arms supply market.
The video on youtube

Northrop Grumman revenue forecast and John Webb space telescope
The video on youtube

The bet for price increase and price decrease
The video on youtube

Super profitable trading ideas
The video on youtube

Release 1 Release 2 Release 3 Release 4 Release 5 Release 6 Release 7 Release 8
Release 9 Release 10 Release 11 Release 12 Release 13 Release 14 Release 15 Release 16