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MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle
Episode 380
Published 3 years, 6 months ago
Description
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’s own development.
- 32:20 - How inflation impacts his overall thought process for stock investing.
- 44:03 - Tobias’s 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.
- Tobias Carlisle’s book The Acquirer’s Multiple.
- Tobias Carlisle’s book Deep Value.
- Tobias Carlisle’s book Quantitative Value.
- The Acquirer’s Podcast.
- The Acquirer’s Multiple.
- The Acquirer’s Fund.
- Related Episode: Deep Value Investing w/ Tobias Carlisle - MI025.
- Related Episode: Warren Buffett, Charlie Munger, And Berkshire Hathaway w/ Adam Mead - MI084.
NEW TO THE SHOW?
- Check out our Millennial Investing Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
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SPONSORS
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Connect with Tobias: Website | Twitter | LinkedIn
Connect with Clay: Twitter
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