TIP258: Current Market Conditions and Value Investing w/ Tobias Carlisle (Business Podcast)
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Intro
This chapter analyzes the recent underperformance of value investing and offers strategies for assessing companies, like Netflix. It emphasizes the significance of valuation metrics such as the price-to-earnings ratio and discusses short-selling perspectives for investors.
On today's show, we talk to Tobias Carlisle about the future of value investing and how to conduct short selling on mega-growth company, Netflix.
IN THIS EPISODE YOU’LL LEARN:
- If now is a good time to short Netflix
- How to value Netflix
- Why value investing has been underperforming for a long period of time
- Why the price to book is not a good indicator for outperformance
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Tobias Carlisle’s, Acquirers Fund
- Tobias Carlisle's new podcast, The Acquirers Podcast
- Tobias Carlisle's book, The Acquirer's Multiple - read review of this book
- Tweet directly to Tobias Carlisle
- Preston and Stig’s episode with Bill Nygren about Netflix
- Kenneth French’s, Data Library
- Visit the home page of our new podcast, Millennial Investing
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