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We Study Billionaires - The Investor’s Podcast Network

TIP567: The Evolution of Value Investing w/ Brian Feroldi

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.63.6K Ratings

🗓️ 30 July 2023

⏱️ 59 minutes

🧾️ Download transcript

Summary

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.


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Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to TIP.

0:03.4

On today's episode, we bring back fan favorite, Brian Feraldi.

0:07.2

Brian is one of the top contributors to the investing community and is widely popular

0:11.0

on Twitter and YouTube as he has a combined following of over 500,000 fans.

0:16.3

On today's episode, we discuss the valuation mindset spectrum and how we's investors can

0:20.9

determine which investing approach fits our own personality and temperament.

0:25.0

At the end of the episode, Brian also gives us an updated assessment of Nvidia's valuation

0:29.9

and his thoughts on the progress of one of his top holdings, which has been a big winner

0:33.8

over the past decade Mercado Libre. We always enjoy having Brian on the show and I really hope

0:38.7

you enjoy this discussion as much as I did.

0:45.1

You are listening to the Investors podcast where we study the financial markets and read the books

0:50.7

that influence self-made billionaires the most. We keep you informed and prepared for the unexpected.

0:59.8

All right. Hey, everyone. Welcome to the Investors podcast. I'm your host, Clay Fink.

1:10.2

And today we're going to be chatting about the valuation mindset spectrum with Brian Feraldi.

1:16.7

Brian, it's always great having you back on the show. Clay, thank you for inviting me back.

1:20.8

I always enjoy being on. So let's just dive right into the first question here, Brian.

1:25.4

What is the valuation mindset spectrum and what was the premise for educating people on this?

1:31.9

When I first started investing, I think I did what a lot of investors do. They immediately

1:37.2

gravitate towards the teachings of Warren Buffett, Benjamin Graham, Charlie Munger. And when they

1:43.9

they are value investors who said things like all intelligent investing is value investing.

1:50.6

And that makes so much sense to me. However, what's so interesting is that there's also another

1:58.4

mindset when it comes to investing that is purely focused on high growth companies, venture

...

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