Unveiling Hidden Value: Look-Through Earnings and Deep Value Investing

Explore the significance of look-through earnings and deep value investing strategies, including the debate on high PE ratios and the importance of evaluating businesses with substantial cash reserves and strong operating earnings. Gain insights on how understanding look-through earnings can reveal hidden value in companies like Berkshire Hathaway.

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IN THIS EPISODE, YOU’LL LEARN:

What is Tobias’ book, “Deep Value” all about?
Can we outperform the market with just a formula or a model?
What is Tobias’ contrarian point of view about?
How to determine when to sell stocks as derived from a model.
Ask the Investors: Is there ever a time where a high P/E is justifiable for a value investor?

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’ Acquirer’s Multiple Webpage: AcquirersMultiple.com.
Tobias’ book, Deep Value – Read reviews of this book.
Tobias’ book, Quantitative Value – Read reviews of this book.
Benjamin Graham’s book, Security Analysis – Read reviews of this book.
Joel Greenblatt’s book, You Can Be a Stock Market Genius – Read reviews of this book.
Joel Greenblatt’s book, The Little Book that Still Beats the Market – Read reviews of this book.
Related episode: A rational approach to investing w/ Tobias Carlisle - MI126.
Related episode: Current market conditions w/ Tobias Carlisle - TIP454.
New to the show? Check out our We Study Billionaires Starter Packs.
Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
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Browse through all our episodes (complete with transcripts) here.
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