MI209: The Art of Value Investing w/ Drew Weitz & Barton Hooper

Millennial Investing - The Investor’s Podcast Network

Conteúdo fornecido por Stig Brodersen and The Investor's Podcast Network. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Stig Brodersen and The Investor's Podcast Network ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

1+ y ago 1:00:23

MP3•Home de episódios

IN THIS EPISODE, YOU’LL LEARN:

01:55 - What makes Weitz’s equity and fixed income funds different from others.
04:20 - Weitz’s overall investment process and how it has evolved over time.
04:20 - What their “quality at a discount” (QAD) investing framework is.
11:45 - What 6 factors they look for to assess the quality of a company.
14:16 - What discount rate they use when projecting out cash flows.
24:01 - Their thoughts on Google, Facebook and Amazon stocks.
26:44 - Their investment thesis for Liberty Broadband.
31:30 - What drives large discrepancies between a companies’ enterprise value and market cap, and what should investors be more focused on.
37:52 - Why Accenture stock has been one of their core holdings for 10+ years.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

EPISODE RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out Weitz Investment Management.
Related episode: Value Investing in the Digital Age w/ Adam Seese - MI196.
Related episode: Warren Buffett Value Investing w/ Gary Mishuris - MI Rewind.
Related episode: Investing Legend Bill Miller On Amazon, Bitcoin, & Buffett - RWH007.

NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
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:

Connect with Weitz: Twitter | Drew's LinkedIn | Barton's LinkedIn

Connect with Clay: Twitter | Instagram

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

635 episódios