TIP258: Current Market Conditions and Value Investing w/ Tobias Carlisle (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
Navigating Current Market Conditions in Value Investing
This chapter explores the changing market conditions that influence value investing strategies, focusing on economic trends and investor sentiment. It highlights the necessity of analytical tools for both new and experienced investors to make informed decisions amid complex market dynamics.
On today's show, we talk to Tobias Carlisle about the future of value investing and how to conduct short selling on mega-growth company, Netflix.
IN THIS EPISODE YOU’LL LEARN:
- If now is a good time to short Netflix
- How to value Netflix
- Why value investing has been underperforming for a long period of time
- Why the price to book is not a good indicator for outperformance
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Tobias Carlisle’s, Acquirers Fund
- Tobias Carlisle's new podcast, The Acquirers Podcast
- Tobias Carlisle's book, The Acquirer's Multiple - read review of this book
- Tweet directly to Tobias Carlisle
- Preston and Stig’s episode with Bill Nygren about Netflix
- Kenneth French’s, Data Library
- Visit the home page of our new podcast, Millennial Investing
NEW TO THE SHOW?
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- Browse through all our episodes (complete with transcripts) here.
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- Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
- Learn how to better start, manage, and grow your business with the best business podcasts.
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