MI126: A Rational Approach to Investing w/ Tobias Carlisle
发布时间 2021-12-21 10:00:00 来源
摘要
IN THIS EPISODE, YOU’LL LEARN:
02:00 - How Tobias ended up becoming a value investor.
07:43 - What investors had a big impact on Tobias’ own development.
33:40 - How inflation impacts his overall thought process for stock investing.
41:23 - Tobias’ thoughts on an appropriate discount rate, and what discount rate Warren Buffett might be using in his valuation process.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Get a FREE audiobook from Audible.
Check out our Investing Starter Packs about business and finance.
Tobias Carlisle’s book The Acquirer’s Multiple.
Tobias Carlisle’s book Deep Value.
Tobias Carlisle’s book Quantitative Value.
Bruce Greenwald’s book Value Investing.
Benjamin Graham’s book, The Intelligent Investor.
The Acquirer’s Podcast.
The Acquirer’s Multiple.
The Acquirer’s Fund.
Value After Hours Podcast.
Related Episode: MI025: Deep Value Investing w/ Tobias Carlisle.
Related Episode: MI084: Warren Buffett, Charlie Munger, And Berkshire Hathaway w/ Adam Mead.
Related Episode: TIP402: Investing Mastermind Q4 2021 w/ Tobias Carlisle, Jake Taylor, and Wes Gray.
SPONSORS
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Read this episode’s transcript and full show notes on our website.
Connect with Tobias: Website | Twitter | LinkedIn
Connect with Clay: Twitter
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