TIP 049 : Quantitative Value Investing (Investing Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 23 August 2015

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN: How do I estimate the intrinsic value of an ETF? What is the investment philosophy behind Wesley Gray’s value ETF? Ask The Investors: Can you apply principles from Growth Investing in Value Investing? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Wesley Gray’s book, Quantitative Value – At his price. Wesley Gray’s blog post discussion on the concept of Quantitative Momentum. Wesley Gray’s blog post discussion on the concept of Momentum Investing. Toby Carlisle’s book, Deep Value – Read reviews of this book. Daniel Kahneman’s book, Thinking, Fast, and Slow – Read reviews of this book. Historical return for growth, Growth Investing Vs. Value Investing. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ 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! 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Transcript

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0:00.0	We study billionaires and this is episode 49 of the Investors Podcast.
0:06.0	Broadcasting from Bel Air, Maryland.
0:08.0	This is the Investors Podcast.
0:14.0	They'll read the books and summarize the lessons.
0:16.0	Don't test the waters.
0:18.0	Tell you what it's called.
0:19.0	They'll give you actionable investing strategies.
0:23.0	Your host Preston Pish and Sting Broderson.
0:29.0	This is Preston Pish and I'm your host for the Investors Podcast.
0:33.0	As usual, I'm a company by my co-host Sting Broderson, out in Denmark.
0:37.0	This is the second part interview that we have with Dr. Wesley Gray.
0:41.0	We're going to go ahead and cut to that tape right now.
0:43.0	Let's talk about ETFs again.
0:47.0	I think the difference between ETFs and mutual funds is really something that the public
0:55.0	has realized the next 5 or 10 years.
0:57.0	At least that is the trend I'm seeing in the market right now.
1:01.0	But let's just make a shortcut through those 5 or 10 years.
1:06.0	Let's just say, what is it the one secret?
1:09.0	If there's any secret, there's the difference between ETFs and mutual funds.
1:13.0	What is it that people haven't realized yet?
1:16.0	I think tax is huge.
1:21.0	That's probably 80% of it.
	...

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