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.

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. 

P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!

SPONSORS

• Invest in Bitcoin with confidence on River. It’s the most secure way to buy Bitcoin with 100% full reserve custody and zero fees on recurring orders.
• Start, run, and grow your business without the struggle. Be in control of every sales channel with Shopify. Sign up for a $1 per month trial period today.
• Get your super sorted. Save money by consolidating multiple accounts, check out your investment options to see which is right for you, and see how extra contributions can make a big difference over time.
• Make investing in Short Term Rentals aka Air-BNBs simple, passive, and profitable with Techvestor. Listeners of We Study Billionaires get better terms by just mentioning “We Study Billionaires!” Sign up and book your call with their Investor Relations Team to get started today.
• Have the visibility and control you need to make better decisions faster with NetSuite’s cloud financial system. Plus, take advantage of their unprecedented financing offer today – defer payments of a full NetSuite implementation. That’s no payment and no interest for six months!
• Send, spend, and receive money around the world easily with Wise.
• Experience real language learning for real conversations with Babbel. Get 55% off your Babbel subscription today.
• Reach the world’s largest audience with Linkedin, the place to B2B. Plus, enjoy a $100 credit on your next ad campaign!
• Choose Toyota for your next vehicle – SUVs that are known for their reliability and longevity, making them a great investment. Plus, Toyotas now have more advanced technology than ever before, maximizing that investment with a comfortable and connected drive.
• Get farm-fresh, pre-portioned ingredients and seasonal recipes delivered right to your doorstep with America’s #1 meal kit, HelloFresh! Use code wsb50 for 50% off plus free shipping.
• Support our free podcast by supporting our sponsors.

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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.