MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle

Millennial Investing - The Investor’s Podcast Network

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’s own development.
• 32:20 - How inflation impacts his overall thought process for stock investing.
• 44:03 - Tobias’s 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.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
• Tobias Carlisle’s book The Acquirer’s Multiple.
• Tobias Carlisle’s book Deep Value.
• Tobias Carlisle’s book Quantitative Value.
• The Acquirer’s Podcast.
• The Acquirer’s Multiple.
• The Acquirer’s Fund.
• Related Episode: Deep Value Investing w/ Tobias Carlisle - MI025.
• Related Episode: Warren Buffett, Charlie Munger, And Berkshire Hathaway w/ Adam Mead - MI084.

NEW TO THE SHOW?

• Check out our Millennial Investing Starter Packs.
• Browse through all our episodes (complete with transcripts) here.
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SPONSORS

Support our free podcast by supporting our sponsors:

• Toyota
• Meyka
• DeleteMe
• NerdWallet
• Fundrise
• Public
• Yahoo! Finance
• NetSuite

Connect with Tobias: Website | Twitter | LinkedIn

Connect with Clay: Twitter

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