The Intrinsic Value Podcast - The Investor’s Podcast Network

MI280: Deep Value Investing in 2023 w/ Tobias Carlisle

Jul 11, 2023
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
The Overvaluation of the Stock Market
02:03 • 4min
3
The Prediction of Recessions
06:25 • 2min
4
The Future of Value Investing
08:45 • 6min
5
Rent Savvy: The Best Offer We Have Ever Seen
14:29 • 3min
6
The Importance of Value in a Crash
17:39 • 3min
7
How to Use a Metaverse Strategy in Your Screener
20:49 • 4min
8
The Different Types of Value Portfolios
25:16 • 2min
9
How Long Do Mean Reversion Trades Last?
26:58 • 2min
10
The Difference Between Buffett's Approach and I-Can'ts Approach
28:32 • 5min
11
The Best Offer We Have Ever Seen
33:48 • 4min
12
How to Buy Companies That Fit Your Valuation Criteria
37:33 • 4min
13
The Importance of Free Cash Flow in Deep Value Investing
41:15 • 4min
14
The Benefits of Short Interest in the Stock Market
45:28 • 3min
15
The Risks of Short Interest in the Market
48:38 • 3min
16
How to Avoid Insider Selling
51:27 • 3min
17
How to Find Millennial Investing
54:13 • 2min