•  

TIP476: How to Value Companies like Alphabet, AXON and FIGS w/ Brian Feroldi

0
0

IN THIS EPISODE, YOU’LL LEARN:

  • 01:53 - How and when to apply metrics like P/E, P/GM and P/S depending on a company's stage in its lifecycle
  • 12:17 - Brian’s most important attribute when valuing a company
  • 15:22 - The difference between real moats and fake moats
  • 27:51 - When to emphasize valuation and when not to
  • 37:12 - Brian’s assessments of Alphabet, FIGS & AXON
  • And a whole lot more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES


  NEW TO THE SHOW?


P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!


SPONSORS

  • Get up to 3% Daily Cashback on everything you buy with Apple Card. Apply now in the Wallet app on iPhone and start using it right away. Subject to credit approval. Daily cash is available via an Apple Cash card or as a statement credit. See Apple Card customer agreement for terms and conditions. Apple Cash card is issued by Green Dot Bank, Member FDIC. Variable APRs range from 13.24% to 24.24% based on creditworthiness. Rates as of August 1, 2022.
  • Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.
  • Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.
  • Build a plan that helps you strengthen your financial security with RBC Wealth Management. RBC capital markets LLC, member NYSE, FINRA, SIPC.
  • Throw out the old traditions and get progressive. Discover the complete package - smart design, lots to love under the hood with Genesis.
  • Explore fractionalized investments in the top of the contemporary art world with Masterworks. See important Regulation A disclosures at masterworks.com/cd.
  • Make backing up and accessing your data astonishingly easy with Backblaze. Sign up for a free trial today.
  • Invest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.
  • Enjoy 10% off your first booking in Viator’s world of over 300,000 experiences you’ll remember. Download the Viator app now and use code VIATOR10.
  • Help empower girls to break free through education, healthcare, child protection, and other wonderful benefits by being a World Vision child sponsor today.
  • See the potential of your business. Find solutions that work for you, that tick bigger boxes and help you grow with Square.
  • Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.
  • Start your free 14-day trial today and leave your limits behind and discover what you can accomplish with Monday.com.
  • Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax’s Gold Investor Kit today - 3 ounces of the world’s most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.
  • Take the next step in your working life or get ready for a change, by being a Snooze franchise partner.
  • Support our free podcast by supporting our sponsors.


HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


No comments yet...
Log in to comment
New
0 0 0
Today

TIP677: You Can Be a Stock Market Genius w/ Roger Fan

On today’s episode, Clay is joined by Roger Fan to discuss Joel Greenblatt’s book, “You can be a Sto…
0 0 0
2024-11-20

BTC209: Bitcoin Lightning Balancing MoE and SoV w/ Roy Sheinfeld (Bitcoin Podcast)

Exploring Bitcoin's Future as Both Store of Value and Medium of Exchange with Roy Sheinfeld, CEO of …
0 0 0
2024-11-17

TIP676: Richer, Wiser, Happier Q4, 2024 w/ Stig Brodersen & William Green

On today’s show, Stig Brodersen talks with co-host William Green, the author of “Richer, Wiser, Happ…
0 0 0
2024-11-15

TIP675: Best Quality Stock Idea Q4 2024 w/ Clay Finck & Kyle Grieve

On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q4 2024. Thi…
0 0 0
2024-11-13

BTC208: Why CBDCs are Failing & Bitcoin is Winning w/ Dread (Bitcoin Podcast)

Join us as we delve into Dread’s inspiring story, from his days as a world-class athlete to his sign…
0 0 0
2024-11-10

RWH051: Master of Change w/ Brad Stulberg

In today’s episode, William Green chats with Brad Stulberg about how to thrive amid change. Brad is …

We Study Billionaires - The Investor’s Podcast Network

We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howar…

Log in to Follow

More episodes from We Study Billionaires - The Investor’s Podcast Network

Top Podcasts Top rated Podcasts