Evolving Views on Stock Selection and Quality Factors

The chapter explores the evolution of stock selection strategies from Ben Graham to Joel Greenblatt, focusing on the quality factor in investing. It also touches on the importance of buying low and selling high, real estate market dynamics, and shifts towards quantitative investing, backed by statistical models.

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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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