TIP287: Value Investing and Market Cycles w/ Vitaliy Katsenelson (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
Valuing Future Growth and Financial Management
This chapter explores the intricacies of valuing companies based on future cash flows and the influence of growth rates and interest rates on valuations. It also discusses business financial management solutions and the evolving role of Bitcoin, emphasizing the importance of preparedness in the face of market uncertainties.
On today's show, we have value investing expert, Vitaliy Katsenelson, to talk about market cycles and investing with the fundamentals.
IN THIS EPISODE YOU’LL LEARN:
- Why value investors don’t understand how Warren Buffett does factor in macroeconomics events.
- The biggest misperception of dividend investing.
- How to measure value in growth.
- How to invest in companies with predictable earnings.
- Ask The Investors: How to make a living in investing when your holding period is forever?
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Vitaliy Katsenelson, website Contrarian Edge.
- Listen to Vitaliy Katsenelson’s articles.
- Lawrence Cunningham’s book, The Essays of Warren Buffett – read reviews here.
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