Stock Picking - I Don't Know Time, I No Price

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When an investor is picking stocks using a value investing approach, o you not only have to be right about the company, but also in the timing. The market has priced many high quality growth companies down 50% or 60%. So we know grow stocks generally, are the most dispriced part of the market. But having a portfolio that could double over the next three to five years, we'll perform well.

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

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out EquityCompass.
Robert’s books: The Warren Buffett Portfolio, The Warren Buffett Way, Investing: The Last Liberal Art, Warren Buffett: Inside the Ultimate Money Mind.
Related Episode: Investing Like Warren Buffett w/ Jake Taylor - MI123.
Related Episode: Inside the Money of Warren Buffett w/ Robert Hagstrom - TIP360.

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