MI Rewind: 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’s own development.</li><li>32:20 - How inflation impacts his overall thought process for stock investing.</li><li>44:03 - Tobias’s 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>BOOKS AND RESOURCES</strong></p><ul><li>Tobias Carlisle’s book <a href="https://amzn.to/34Rgyj9" rel="noopener noreferrer" target="_blank"><strong>The Acquirer’s Multiple</strong></a>.</li><li>Tobias Carlisle’s book <a href="https://amzn.to/2Mo3QBW" rel="noopener noreferrer" target="_blank"><strong>Deep Value</strong></a>.</li><li>Tobias Carlisle’s book <a href="https://amzn.to/2MqMyUX" rel="noopener noreferrer" target="_blank"><strong>Quantitative Value</strong></a>.</li><li><a href="https://acquirersmultiple.com/podcast/" rel="noopener noreferrer" target="_blank"><strong>The Acquirer’s Podcast</strong></a>.</li><li><a href="https://acquirersmultiple.com/" rel="noopener noreferrer" target="_blank"><strong>The Acquirer’s Multiple</strong></a>.</li><li><a href="https://acquirersfund.com/" rel="noopener noreferrer" target="_blank"><strong>The Acquirer’s Fund</strong></a>.</li><li>Related Episode:&nbsp;<a href="https://www.theinvestorspodcast.com/millennial-investing/mi025-deep-value-investing-with-tobias-carlisle/" rel="noopener noreferrer" target="_blank"><strong>Deep Value Investing w/ Tobias Carlisle - MI025</strong></a>.</li><li>Related Episode:&nbsp;<a href="https://www.theinvestorspodcast.com/millennial-investing/buffett-munger-berkshire-hathaway/" rel="noopener noreferrer" target="_blank"><strong>Warren Buffett, Charlie Munger, And Berkshire Hathaway w/ Adam Mead - MI084</strong></a>.</li></ul><p><br></p><