Episode notes
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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