The Intrinsic Value Podcast - The Investor’s Podcast Network MI317: Investing WIth Safeguards: Spotting and Correcting Common Mistakes w/ Brian Feroldi
Jan 9, 2024
Author Brian Feroldi discusses his book 'Why Does The Stock Market Go Up?' and shares lessons from Charlie Munger. Topics include simplifying investing concepts, tracking industry-specific metrics, identifying moats through gross margins, reducing mistakes on financial statements, improving investing through income statement analysis, and the importance of intelligent buybacks.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Importance of Simplification in Investing
01:47 • 16min
Analyzing Business Cycles and Identifying Moats
18:14 • 5min
The Importance of a Moat
23:16 • 15min
Stock-Based Compensation in Tech Companies
38:19 • 8min
Market Cycles and Investor Sentiment
45:58 • 14min
Lessons from Charlie Munger and Free Stock Investing Course
59:46 • 3min