MI126: A Rational Approach to Investing w/ Tobias Carlisle

Dec 21, 2021

51:42

forum

Ask episode

view_agenda

Chapters

auto_awesome

Transcript

info_circle

Episode notes

IN THIS EPISODE, YOU’LL LEARN:

02:00 - How Tobias ended up becoming a value investor.
07:43 - What investors had a big impact on Tobias’ own development.
33:40 - How inflation impacts his overall thought process for stock investing.
41:23 - Tobias’ thoughts on an appropriate discount rate, and what discount rate Warren Buffett might be using in his valuation process.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Get a FREE audiobook from Audible.
Check out our Investing Starter Packs about business and finance.
Tobias Carlisle’s book The Acquirer’s Multiple.
Tobias Carlisle’s book Deep Value.
Tobias Carlisle’s book Quantitative Value.
Bruce Greenwald’s book Value Investing.
Benjamin Graham’s book, The Intelligent Investor.
The Acquirer’s Podcast.
The Acquirer’s Multiple.
The Acquirer’s Fund.
Value After Hours Podcast.
Related Episode: MI025: Deep Value Investing w/ Tobias Carlisle.
Related Episode: MI084: Warren Buffett, Charlie Munger, And Berkshire Hathaway w/ Adam Mead.
Related Episode: TIP402: Investing Mastermind Q4 2021 w/ Tobias Carlisle, Jake Taylor, and Wes Gray.

SPONSORS

Support our free podcast by supporting our sponsors:

⁠CFI Education⁠
⁠Airbnb⁠

Read this episode’s transcript and full show notes on our website.

Connect with Tobias: Website | Twitter | LinkedIn

Connect with Clay: Twitter

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Home Top podcasts Popular guests