We Study Billionaires - The Investor’s Podcast Network

TIP567: The Evolution of Value Investing w/ Brian Feroldi


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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.

Brian Feroldi is an expert content creator in the investing space and a writer and contributor to the Motley Fool. 


IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:32 - What the valuation mindset spectrum is.

04:50 - The long history of value investing.

10:00 - How investors should think about the valuation spectrum in regards to their own investment approach.

14:47 - Different valuation methods investors can use in their toolkit.

32:23 - Brian’s view on stock-based compensation.

42:45 - His biggest lessons from the investing the past couple of years.

46:27 - Where on the valuation mindset spectrum Brian prefers to invest.

46:53 - Why venture capital investors largely ignore Buffett’s #1 rule of investing.

52:43 - Brian’s updated reverse DCF analysis on Nvidia.

59:21 - His updated assessment of MercadoLibre’s progress.


Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.


BOOKS AND RESOURCES

  • Check out our newly released TIP Mastermind Community.
  • Brian’s free resource to master valuation.
  • Brian Feroldi’s book – Why Does the Stock Market Go Up?
  • Brian Feroldi’s Newsletter.
  • Brian Feroldi’s Youtube.
  • Check out our recent episode covering The Passionate Pursuit of Lifelong Learning w/ Gautam Baid or watch the video here.
  • Follow Brian Feroldi on Twitter.
  • Follow Clay on Twitter.

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

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