MI126: A Rational Approach to Investing w/ Tobias Carlisle

<p><strong>IN THIS EPISODE, YOU’LL LEARN: </strong></p><ul><li>02:00 - How Tobias ended up becoming a value investor.</li><li>07:43 - What investors had a big impact on Tobias’ own development.</li><li>33:40 - How inflation impacts his overall thought process for stock investing.</li><li>41:23 - Tobias’ thoughts on an appropriate discount rate, and what discount rate Warren Buffett might be using in his valuation process.</li><li>And much, much more!</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>EPISODE RESOURCES</strong></p><ul><li>Robert and Clay’s tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank"><strong>TIP Finance</strong></a><strong>.</strong></li><li>Get a <a href="https://www.amazon.com/Audible-Free-Trial-Digital-Membership/dp/B00NB86OYE/?&amp;_encoding=UTF8&amp;tag=millenniali0e-20&amp;linkCode=ur2&amp;linkId=1c34937c3747cd4044bdc87a7823c82f&amp;camp=1789&amp;creative=9325" rel="noopener noreferrer" target="_blank"><strong>FREE audiobook from Audible</strong></a>.</li><li>Check out our<strong> </strong><a href="https://www.theinvestorspodcast.com/mi-starter-packs/" rel="noopener noreferrer" target="_blank"><strong>Investing Starter Packs</strong></a> about business and finance.</li><li>Tobias Carlisle’s book <a href="https://amzn.to/34Rgyj9" rel="noopener noreferrer" target="_blank"><strong>The Acquirer’s Multiple</strong></a><strong>.</strong></li><li>Tobias Carlisle’s book <a href="https://amzn.to/2Mo3QBW" rel="noopener noreferrer" target="_blank"><strong>Deep Value</strong></a><strong>.</strong></li><li>Tobias Carlisle’s book <a href="https://amzn.to/2MqMyUX" rel="noopener noreferrer" target="_blank"><strong>Quantitative Value</strong></a><strong>.</strong></li><li>Bruce Greenwald’s book<strong> </strong><a href="https://www.amazon.com/Value-Investing-Graham-Buffett-Finance/dp/047011