The Intrinsic Value Podcast - The Investor’s Podcast Network MI241: The Acquirer’s Multiple Strategy w/ Tobias Carlisle
Dec 13, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
Warren Buffett's Strategy of Buying Wonderful Companies at Fair Prices
01:54 • 6min
Achieve More With Less Effort
07:58 • 6min
Warren Buffett's Magic Formula
13:45 • 3min
What Is Mean Reversion?
16:42 • 6min
Payroll Tax Refund - Get Yours Today!
22:33 • 2min
Is There a Competitive Advantage in a Business?
24:28 • 4min
Is There a Factor Investing Strategy?
28:25 • 3min
How to Explain a High Return on Invested Capital
31:34 • 5min
The One Thing About Buffett's Approach Is That It Works
36:09 • 5min
The Investors Podcast - We Study Markets
41:19 • 3min
What Are Your Thoughts on Tech Stocks?
44:05 • 2min
Is Facebook Really a Good Business?
46:09 • 3min
Is There a Better Approach to Investing?
49:24 • 2min
Is There a Cut-Off in Value?
51:11 • 2min
The Value Picks on the Screeners
53:09 • 3min
Is There an Optimum Number That We Shouldn't Buy?
55:49 • 2min
The Deep Value Strategy
57:21 • 3min