MI126: A Rational Approach to Investing w/ Tobias Carlisle

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.

EPISODE RESOURCES

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.Support our free podcast by supporting our sponsors.Save with a credit union that helps you build financial confidence with Navy Federal Credit Union.Switch to Mint Mobile and get premium wireless service, starting at JUST $15 bucks a month, and get the plan shipped to your door for FREE.Make your home safe with Simplisafe and get 40% off today. Indoor and outdoor cameras, comprehensive sensors, you name it.Now, not only the wealthy can afford collectibles! Enter Otis, an investment platform that makes it possible for almost anyone to invest in shares of cultural assets. Sign up now at withotis.com/TIP to get your first share for FREE!Impress your audience and yourself. Enjoy presentations for free with Canva.

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

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