Analyzing Market Bubbles and Stock Valuation Methods

Exploring the pitfalls of relying on traditional metrics during market bubbles, advocating for thorough cash flow analysis and earnings quality assessment. Advising caution for novice investors with an emphasis on gradual entry and in-depth company research.

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IN THIS EPISODE, YOU’LL LEARN:

Who is Paul Arnold, and what is asset allocation?
How can I make the optimal asset allocation?
Can stock picking be profitable when the stock market is overvalued?
Ask the Investors: Do Preston and Stig use P/E and P/B to pick stocks?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Ray Dalio’s notes on deleverage, Click to Download.
Stig’s new YouTube channel where he answers your investing questions: Ask The Investors Videos.
Andrei Shleifer’s book, Inefficient Markets – Read reviews of this book.
Burton G. Malkiel’s book, A Random Walk Down Wall Street – Read reviews of this book.
Richard Grinold and Ronald Kahn’s book, Active Portfolio Management – Read reviews of this book.
Morningstar’s book, Market Results for Stocks, Bonds, Bills and Inflation 1926-2013.
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.
Check out our Favorite Apps and Services.
Browse through all our episodes (complete with transcripts) here.
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