Ben Graham and the Geico Success

This chapter explores Ben Graham's groundbreaking investment in Geico in 1948, transforming a $712,000 stake into an astonishing $400 million. It examines the relationship between traditional investing and venture capital while highlighting the critical insights on stock performance and the unpredictable nature of the market.

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IN THIS EPISODE, YOU’LL LEARN:

01:53 - How and when to apply metrics like P/E, P/GM and P/S depending on a company's stage in its lifecycle
12:17 - Brian’s most important attribute when valuing a company
15:22 - The difference between real moats and fake moats
27:51 - When to emphasize valuation and when not to
37:12 - Brian’s assessments of Alphabet, FIGS & AXON
And a whole lot 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 Stig, Clay, and the other community members.
Why Does the Stock Market Go Up? Book.
Brian Feroldi Twitter.
Brian Feroldi Newsletter.
Brian Feroldi Youtube.
Trey Lockerbie Twitter.
Related Episode: Why does the stock market go up? w/ Brian Feroldi - TIP437.
Related Episode: Creating An Investing Checklist w/ Brian Feroldi - TIP375.

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