Clay Finck chats with Brian Feroldi about the valuation mindset spectrum, and how investors can determine which valuation approach investors should use when analyzing a company.
Brian Feroldi is an expert content creator in the investing space and a writer and contributor to the Motley Fool.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:32 - What the valuation mindset spectrum is.
04:50 - The long history of value investing.
10:00 - How investors should think about the valuation spectrum in regards to their own investment approach.
14:47 - Different valuation methods investors can use in their toolkit.
32:23 - Brian’s view on stock-based compensation.
42:45 - His biggest lessons from the investing the past couple of years.
46:27 - Where on the valuation mindset spectrum Brian prefers to invest.
46:53 - Why venture capital investors largely ignore Buffett’s #1 rule of investing.
52:43 - Brian’s updated reverse DCF analysis on Nvidia.
59:21 - His updated assessment of MercadoLibre’s progress.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Check out our newly released TIP Mastermind Community.
- Brian’s free resource to master valuation.
- Brian Feroldi’s book – Why Does the Stock Market Go Up?
- Brian Feroldi’s Newsletter.
- Brian Feroldi’s Youtube.
- Check out our recent episode covering The Passionate Pursuit of Lifelong Learning w/ Gautam Baid or watch the video here.
- Follow Brian Feroldi on Twitter.
- Follow Clay on Twitter.
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