TIP567: The Evolution of Value Investing w/ Brian Feroldi
TIP567: The Evolution of Value Investing w/ Brian Feroldi

TIP567: The Evolution of Value Investing w/ Brian Feroldi

A.D.D

84 min
Business Knowledge
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<p>Clay Finck chats with Brian Feroldi about the valuation mindset spectrum, and how investors can determine which valuation approach investors should use when analyzing a company.</p><p>Brian Feroldi is an expert content creator in the investing space and a writer and contributor to the Motley Fool.&nbsp;</p><p><br></p><p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><p>00:00 - Intro</p><p>01:32 - What the valuation mindset spectrum is.</p><p>04:50 - The long history of value investing.</p><p>10:00 - How investors should think about the valuation spectrum in regards to their own investment approach.</p><p>14:47 - Different valuation methods investors can use in their toolkit.</p><p>32:23 - Brian’s view on stock-based compensation.</p><p>42:45 - His biggest lessons from the investing the past couple of years.</p><p>46:27 - Where on the valuation mindset spectrum Brian prefers to invest.</p><p>46:53 - Why venture capital investors largely ignore Buffett’s #1 rule of investing.</p><p>52:43 - Brian’s updated reverse DCF analysis on Nvidia.</p><p>59:21 - His updated assessment of MercadoLibre’s progress.</p><p><br></p><p><em>Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Check out our newly released&nbsp;<a href="http://theinvestorspodcast.com/mastermind" rel="noopener noreferrer" target="_blank"><strong>TIP Mastermind Community</strong></a>.</li><li>Brian’s free&nbsp;<a href="https://valuation.school/" rel="noopener noreferrer" target="_blank"><strong>resource to master valuation</strong></a>.</li><li>Brian Feroldi’s book –&nbsp;<a href="https://www.amazon.com/Why-Does-Stock-Market-Everything/dp/1735066168?&amp;linkCode=ll1&amp;tag=tipnetwork-20&amp;linkId=6f8f48b7474c1afce9fdf312f6a23a2c&amp;language=en_US&amp;ref_=as_li_ss_tl" rel="noopener noreferrer" target="_blank"><strong>Why Does the Stock Market Go Up?</strong></a></li><li>Brian Feroldi’s&nbsp;<a href="http://mindset.brianfer

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