AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Grant’s Current Yield Podcast
INTERNATIONAL VALUE MYSTERIES
Jul 10, 2024
Guest David Samra and hosts discuss international value investing strategies, importance of learning from mistakes, analyzing top holdings' profitability, patience in investing, valuations of US vs. international stocks, and Jack Ma's investment strategies.
35:15
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Value investing focuses on cash flow estimation and valuation anchors to reduce uncertainties in decision-making.
- Investing outside the US provides opportunities for patient investors to find undervalued securities in less efficient markets.
Deep dives
Value Investing Approach and Research Process
Value investing involves careful research and estimation of future cash flows from businesses. This approach requires thorough analysis to reduce uncertainties. Despite claims of market efficiency, the focus on cash flow estimation and valuation anchors helps in decision-making. Successful value investing hinges on identifying good businesses at undervalued prices.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode