The discount rate is one of the single most important things that can change your entire intrinsic model. Today, we're getting discounts at eight, almost a 30 forty 50 % higher than what they were a year or two ago. As those inter rates have moved up, you can see stock prices have moved down. We continue to discount at ten %. And some people say it's just too high based upon the intertrade market think ot well, maybe so. But what i have done is built in a margin of safety, an additional buffer,. If i'm wrong on intrest rates and they keep going up, I don't have to thread the needle so tightly that we do.
IN THIS EPISODE, YOU’LL LEARN:
04:55 - Robert’s biggest learnings from studying Warren Buffett over the years.
23:55 - How to value businesses using Warren Buffett’s method.
26:31 - What are some of Warren Buffett’s biggest investment mistakes were and what we can learn from them.
38:52 - Why Robert believes growth stocks are the most mispriced part of the market right now.
46:12 - What is the difference between “old tech” and “new tech” stocks and which is more underpriced right now.
51:19 - Why a company’s value has nothing to do with the price multiple it’s trading at.
55:44 - What financial ratios and metrics Robert relies on most to determine whether a company is a good investment.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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