Te mark: What kind of metrics or ratios are you paying most attention to? If it isn't the price multiples yet it's cash, yeso. So for us, we're looking for returns on capital better than ten%. Average returns in the market overti'm aroughly ten %. Te mark: How long can we earn those excess rates of return? And then you begin to think about an amazon as, the world's largest retail directorinter distributor retail products. how long can it do this if these rates of return?"
IN THIS EPISODE, YOU’LL LEARN:
04:55 - Robert’s biggest learnings from studying Warren Buffett over the years.
23:55 - How to value businesses using Warren Buffett’s method.
26:31 - What are some of Warren Buffett’s biggest investment mistakes were and what we can learn from them.
38:52 - Why Robert believes growth stocks are the most mispriced part of the market right now.
46:12 - What is the difference between “old tech” and “new tech” stocks and which is more underpriced right now.
51:19 - Why a company’s value has nothing to do with the price multiple it’s trading at.
55:44 - What financial ratios and metrics Robert relies on most to determine whether a company is a good investment.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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