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

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

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 16 September 2022

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Why Does the Stock Market Go Up? Book. Brian Feroldi Twitter. Brian Feroldi Newsletter. Brian Feroldi Youtube. Trey Lockerbie Twitter. Related Episode: Why does the stock market go up? w/ Brian Feroldi - TIP437. Related Episode: Creating An Investing Checklist w/ Brian Feroldi - TIP375. 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: River Toyota Range Rover Vacasa AT&T The Bitcoin Way USPS American Express Onramp Found SimpleMining Public Shopify 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! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TI-P.
0:03.0	Today we welcome back our friend, Brian Faraldi, to discuss a few stock picks like Alphabet,
0:08.7	Figs, and Axon.
0:10.8	Before we dig into the discussion, we explore some thoughts around valuation and how some
0:14.8	of the best investors of all time have evolved their strategies and thinking.
0:19.0	In this episode, you will learn how and when to apply metrics like price to earnings,
0:23.2	price to gross margin, and price to sales depending on a company stage in its life cycle.
0:27.6	Brian's most important attribute when valuing a company, the difference between real
0:31.4	modes and fake modes, when to emphasize valuation and when not to.
0:36.1	Brian's thorough assessments of alphabet, Figs, and Axon, and a whole lot more.
0:40.8	Brian is always such a fun guest to speak with and I always walk away feeling smarter.
0:45.0	So without further ado, I hope you enjoyed this conversation with Brian Faraldi.
0:49.2	You are listening to the Investors podcast where we study the financial markets and read the
0:58.3	books that influence self-made billionaires the most.
1:01.4	We keep you informed and prepared for the unexpected.
1:12.8	Welcome to the Investors podcast.
1:13.8	I'm your host, Tray Lockerby, and today I'm so excited because we have our good friend
1:18.7	back on the show, Mr. Brian, Faraldi.
1:20.6	Brian, welcome back.
1:22.0	Tray, awesome to be here.
1:24.1	Thanks so much for having me again.
1:26.0	I brought you back because I've been spending all this time in the macro world recently
	...

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