We Study Billionaires - The Investor’s Podcast Network

RWH020: The Disciplined Growth Investor w/ Fred Martin

64 snips

Jan 8, 2023

Fred Martin, lead portfolio manager at Disciplined Growth Investors, discusses valuable investment strategies and risk management insights shaped by his Navy experience during the Vietnam War. He shares his skepticism about Tesla's valuation and emphasizes the importance of patience in aligning stock prices with intrinsic value. Fred reflects on how studying Benjamin Graham influenced his methods and highlights the necessity of collaborative decision-making in investing. He also emphasizes the significance of purpose and relationships in life, advocating for a disciplined and reflective approach to both investing and personal growth.

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ANECDOTE

The Extraordinary Mother

Fred Martin's mother was a concert-level pianist and sculptress who painted portraits of all her sons.
Despite a cancer diagnosis and the loss of her daughter, she remained positive and lived for 25 more years.

INSIGHT

Sibling Rivalry and Survival

Growing up with five brothers instilled a sense of survival and self-reliance in Fred Martin.
He learned to stand his ground and navigate a chaotic, competitive environment.

ANECDOTE

Vietnam War Experience

Fred Martin served three tours in Vietnam on a destroyer, becoming one of the youngest officers cleared for command.
This experience instilled in him the importance of discipline, risk management, and process.

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Lost Secrets for Finding Winning Growth-Stock Companies

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This book provides an advanced, hands-on approach to analyzing and selecting winning growth-stock companies using Benjamin Graham's valuation formula. It offers practical strategies for building a profitable portfolio by focusing on long-term growth and minimizing risk. The book includes real-world case studies and step-by-step guidance on forecasting company growth and estimating future value.

Getting there

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In 'Getting There: A Book of Mentors,' Gillian Zoe Segal gathers stories from 30 leaders across various fields, including Warren Buffett, Kathy Ireland, Frank Gehry, and many others. These role models describe the obstacles they faced, the setbacks they endured, and the vital lessons they learned. The book offers essential and practical career advice as well as priceless wisdom applicable to life in general. It is designed for everyone, from students contemplating their futures to those facing challenges or seeking to reach their potential.