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MI126: A Rational Approach to Investing w/ Tobias Carlisle
Episode 197
Published 4 years, 3 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’ own development.
- 33:40 - How inflation impacts his overall thought process for stock investing.
- 41:23 - Tobias’ 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.
- Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
- Get a FREE audiobook from Audible.
- Check out our Investing Starter Packs about business and finance.
- Tobias Carlisle’s book The Acquirer’s Multiple.
- Tobias Carlisle’s book Deep Value.
- Tobias Carlisle’s book Quantitative Value.
- Bruce Greenwald’s book Value Investing.
- Benjamin Graham’s book, The Intelligent Investor.
- The Acquirer’s Podcast.
- The Acquirer’s Multiple.
- The Acquirer’s Fund.
- Value After Hours Podcast.
- Related Episode: MI025: Deep Value Investing w/ Tobias Carlisle.
- Related Episode: MI084: Warren Buffett, Charlie Munger, And Berkshire Hathaway w/ Adam Mead.
- Related Episode: TIP402: Investing Mastermind Q4 2021 w/ Tobias Carlisle, Jake Taylor, and Wes Gray.
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