4.6 • 3.6K Ratings
🗓️ 30 July 2023
⏱️ 59 minutes
🧾️ Download transcript
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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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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