Episode 27: Company man - This is our model for investing in companies

Low Rates High Returns

Контент предоставлен Low Rates High Returns, Pete Wargent, and Stephen Moriarty. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Low Rates High Returns, Pete Wargent, and Stephen Moriarty или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

4y ago 23:22

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In this week’s episode we discuss:-The ‘risk hierarchy’ of investing and why individual companies can carry the greatest risk-Why systematic structural advantages can lead to investment success-Porter’s 5 forces versus Greenwald: which model is better-Monopolies and oligopolies – supply versus demand-industry specific models-other simple models for finding valueOther simple models - EV/EBIT (Carlisle), 52 Week Low (Wiley), Low P/E (Dreman/Neff) Net Nets (Graham), - discuss benefits of each. Bottom 3 ETFs is a pretty simple and effective modelBooks mentioned:Jonathan Tepper – The Myth of CapitalismBruce Greenwald and Judd Kahn – Competition Demystified Tobias E. Carlisle – The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the MarketThanks for listening!Download a free chapter from our book ’Low Rates, High Returns’https://www.lowrateshighreturns.com/podcastPete Wargenthttps://www.petewargent.com/https://www.linkedin.com/in/pete-wargent-37228322/Stephen Moriartyhttps://twitter.com/SGM63

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#Business #Low Rates High Returns #Pete Wargent #Stephen Moriarty