TIP258: Current Market Conditions and Value Investing w/ Tobias Carlisle (Business Podcast)

[We Study Billionaires - The Investor’s Podcast]

On today's show, we talk to Tobias Carlisle about the future of value investing and how to conduct short selling on mega-growth company, Netflix.



IN THIS EPISODE YOU’LL LEARN:

• If now is a good time to short Netflix
• How to value Netflix
• Why value investing has been underperforming for a long period of time
• Why the price to book is not a good indicator for outperformance

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
• Tobias Carlisle’s, Acquirers Fund
• Tobias Carlisle's new podcast, The Acquirers Podcast
• Tobias Carlisle's book, The Acquirer's Multiple - read review of this book
• Tweet directly to Tobias Carlisle
• Preston and Stig’s episode with Bill Nygren about Netflix
• Kenneth French’s, Data Library
• Visit the home page of our new podcast, Millennial Investing

NEW TO THE SHOW?

• Check out our We Study Billionaires Starter Packs.
• Browse through all our episodes (complete with transcripts) here.
• Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
• Enjoy exclusive perks from our favorite Apps and Services.
• Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
• Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

• River
• Toyota
• TurboTax
• Fidelity
• Meyka
• NDTCO
• Fundrise
• iFlex Stretch Studios
• Public
• NerdWallet
• American Express
• Shopify
• NetSuite

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