Rebecca: I think that's a good point to just kind of wrap it up on is that it is, you refer to it as a deep value strategy, right? And so that by definition means it is higher risk. You're taking higher risk for a higher expected return. But this isn't maybe the strategy, but if you're willing to hold things long term and you understand that it is a deepvalue strategy, then this is something to consider. Rebecca: We are looking for a financial writer to join our team full time for TIP's new newsletter. If you like writing about investing, the economy, and the latest in financial news, then make sure to check out all
IN THIS EPISODE, YOU’LL LEARN:
02:52 - Breaking down Warren Buffett’s strategy of “buying down wonderful companies at a fair price.”
02:52 - What the Acquirer's Multiple Investing strategy is.
08:35 - Why enterprise value is more useful than market cap to value stocks.
08:35 -The benefits of the Acquirer's multiple strategy vs Warren Buffett value investing strategy.
16:42 - How mean reversion works, what companies and financial metrics typically exhibit mean reversion.
29:28 - Why a competitive advantage is key for a company to sustain a high ROIC.
40:55 - What are things that investors mistake as being moats or sustainable advantages?
50:58 - How to implement this strategy and use the Acquirer's multiple stock screener.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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