The Intrinsic Value Podcast - The Investor’s Podcast Network

MI209: The Art of Value Investing w/ Drew Weitz & Barton Hooper

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IN THIS EPISODE, YOU’LL LEARN:

  • 01:55 - What makes Weitz’s equity and fixed income funds different from others.
  • 04:20 - Weitz’s overall investment process and how it has evolved over time. 
  • 04:20 - What their “quality at a discount” (QAD) investing framework is. 
  • 11:45 - What 6 factors they look for to assess the quality of a company. 
  • 14:16 - What discount rate they use when projecting out cash flows. 
  • 24:01 - Their thoughts on Google, Facebook and Amazon stocks. 
  • 26:44 - Their investment thesis for Liberty Broadband. 
  • 31:30 - What drives large discrepancies between a companies’ enterprise value and market cap, and what should investors be more focused on. 
  • 37:52 - Why Accenture stock has been one of their core holdings for 10+ years. 
  • And much, much more! 


    • *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


    EPISODE RESOURCES

    • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
    • Check out Weitz Investment Management.  
    • Related episode: Value Investing in the Digital Age w/ Adam Seese - MI196.
    • Related episode: Warren Buffett Value Investing w/ Gary Mishuris - MI Rewind.
    • Related episode: Investing Legend Bill Miller On Amazon, Bitcoin, & Buffett - RWH007.


      • NEW TO THE SHOW?

      • Check out our Millennial Investing Starter Packs.
      • Browse through all our episodes (complete with transcripts) here.
      • Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
      • Enjoy exclusive perks from our favorite Apps and Services.
      • Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
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        • SPONSORS

        Support our free podcast by supporting our sponsors:

        • Range Rover
        • Airbnb
        • Toyota
        • Public
        • NetSuite


          • Connect with Weitz:  Twitter | Drew's LinkedIn | Barton's LinkedIn 

          Connect with Clay: Twitter  | Instagram


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          The Intrinsic Value Podcast - The Investor’s Podcast NetworkBy The Investor's Podcast Network
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