We Study Billionaires - The Investor’s Podcast Network

TIP258: Current Market Conditions and Value Investing w/ Tobias Carlisle (Business Podcast)

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On today's show, we talk to Tobias Carlisle about the future of value investing and how to conduct short selling on mega-growth company, Netflix.  


IN THIS EPISODE YOU’LL LEARN:

  • If now is a good time to short Netflix
  • How to value Netflix
  • Why value investing has been underperforming for a long period of time
  • Why the price to book is not a good indicator for outperformance


    • BOOKS AND RESOURCES

    • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
    • Tobias Carlisle’s, Acquirers Fund
    • Tobias Carlisle's new podcast, The Acquirers Podcast
    • Tobias Carlisle's book, The Acquirer's Multiple - read review of this book
    • Tweet directly to Tobias Carlisle
    • Preston and Stig’s episode with Bill Nygren about Netflix
    • Kenneth French’s, Data Library
    • Visit the home page of our new podcast, Millennial Investing


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      • Check out our We Study Billionaires Starter Packs.
      • Browse through all our episodes (complete with transcripts) here.
      • Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
      • 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.
      • Learn how to better start, manage, and grow your business with the best business podcasts. 


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        • SimpleMining
        • Fundrise
        • TurboTax


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          We Study Billionaires - The Investor’s Podcast NetworkBy The Investor's Podcast Network
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