Episode notes
IN THIS EPISODE, YOU’LL LEARN:
- 01:53 - How and when to apply metrics like P/E, P/GM and P/S depending on a company's stage in its lifecycle
- 12:17 - Brian’s most important attribute when valuing a company
- 15:22 - The difference between real moats and fake moats
- 27:51 - When to emphasize valuation and when not to
- 37:12 - Brian’s assessments of Alphabet, FIGS & AXON
- And a whole lot more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Why Does the Stock Market Go Up? Book.
- Brian Feroldi Twitter.
- Brian Feroldi Newsletter.
- Brian Feroldi Youtube.
- Trey Lockerbie Twitter.
- Related Episode: Why does the stock market go up? w/ Brian Feroldi - TIP437.
- Related Episode: Creating An Investing Checklist w/ Brian Feroldi - TIP375.
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