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Introduction
Brian Feraldi is one of the top contributors to the investing community. He has a combined following of over 500,000 fans on Twitter and YouTube. On today's episode, we discuss the valuation mindset spectrum. Brian also gives us an updated assessment of Nvidia's valuation.
Clay Finck chats with Brian Feroldi about the valuation mindset spectrum, and how investors can determine which valuation approach investors should use when analyzing a company.
Brian Feroldi is an expert content creator in the investing space and a writer and contributor to the Motley Fool.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:32 - What the valuation mindset spectrum is.
04:50 - The long history of value investing.
10:00 - How investors should think about the valuation spectrum in regards to their own investment approach.
14:47 - Different valuation methods investors can use in their toolkit.
32:23 - Brian’s view on stock-based compensation.
42:45 - His biggest lessons from the investing the past couple of years.
46:27 - Where on the valuation mindset spectrum Brian prefers to invest.
46:53 - Why venture capital investors largely ignore Buffett’s #1 rule of investing.
52:43 - Brian’s updated reverse DCF analysis on Nvidia.
59:21 - His updated assessment of MercadoLibre’s progress.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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