Episode Details

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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