Uncovering Hidden Value: Look-Through Earnings and Business Evaluation

Exploring the significance of look-through earnings beyond traditional income statements, highlighting the impact on business valuation and cash flow. The chapter also discusses the role of intangible assets, inflation protection, and touches on portfolio rebalancing according to investment principles.

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IN THIS EPISODE, YOU’LL LEARN:

What is Berkshire Hathaway’s business model?
What is the secret to Berkshire Hathaway’s success?
Ask the Investors: How would Benjamin Graham invest in an index fund?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Benjamin Graham’s book, The Intelligent Investor – Read reviews of this book.
Max Olson’s book, Berkshire Hathaway Letters to Shareholders – Read reviews of this book.
Preston and Stig’s Discount Cash Flow Calculator on BuffettsBooks.com.
A link for finding the the Schiller P/E ratio.
Preston and Stig’s Podcast of Warren Buffett’s 4 Rules.

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