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Industry Focus

Tech: Valuation, TAM, Margin of Safety, and More!

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 21 August 2020

⏱️ 38 minutes

🧾️ Download transcript

Summary

We go into the Twitter mailbag to talk about different ways to look at a company's valuation, how to gut-check huge total addressable market figures, and ways to bring margin of safety thinking into your investment decisions.

Stocks: AMZN, PINS, UBER

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Transcript

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0:00.0

Welcome to Industry Focus. The podcast that dives into a different sector of the stock market each day.

0:11.0

I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyphill. I'm Dylan Lewis. And today

0:16.0

we're talking financials. Today we're talking consumer goods.

0:19.1

Wild-Cyrk Wednesday. And we're talking energy. And today we're talking tech. Let's dive in.

0:27.2

It's Friday August 21st and we're talking about valuation techniques,

0:30.5

total addressable market, where to get investing ideas, and more.

0:34.6

I'm your host Del Lewis, and I'm joined by fool.com's a frenzied founder of faulty frameworks,

0:39.6

Brian Feroldi.

0:41.4

I love the alliterative leading right into that last name Brian.

0:44.7

That really cues you up well. I was thinking about doing free firing founder but you did a great

0:49.5

job as was. I'm convinced at this point that you really just do this to trip me up more than anything else.

0:55.6

That is a hundred percent of my logic.

0:58.0

Dylan, you are such a good host that it hasn't tripped you up yet.

1:03.0

So I need to try harder, apparently.

1:05.0

Well, I love it because I figure if I can get through the introduction

1:08.0

that means I can't mess up anything worse than the introduction

1:11.0

with anything else that I write in the show outline.

1:13.5

Nothing's going to be that complicated, right?

1:16.7

You are our framework person, our frenzied founder of framework person, but for this show I'm going

1:22.2

to call you at Brian Fereoldi because we are

1:25.4

getting questions from Twitter followers and particularly folks that follow you on

1:29.6

Twitter and for people who do not already I would highly highly recommend following Brian is a wealth of really awesome investing personal finance information on Twitter.

...

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