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How Warren Buffett and Mark Andreessen Think About Value Investing
The right decision was putting money into Google and the valuation that you paid was almost a non-unfactor. Finding companies that can go up in value of $1,000 or $10,000 over time is extremely hard to do. Value investing where you're trying to figure out what is the value of this asset could work too. You just have to know which type of investor you are.
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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