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Podcast: The Intrinsic Value Podcast - The Investorâs Podcast Network
Episode: MI241: The Acquirerâs Multiple Strategy w/ Tobias Carlisle
Description: IN THIS EPISODE, YOUâLL LEARN:
02:52 - Breaking down Warren Buffettâs strategy of âbuying down wonderful companies at a fair price.âÂ
02:52 - What the Acquirer's Multiple Investing strategy is. Â
08:35 - Why enterprise value is more useful than market cap to value stocks.Â
08:35 -The benefits of the Acquirer's multiple strategy vs Warren Buffett value investing strategy.Â
16:42 - How mean reversion works, what companies and financial metrics typically exhibit mean reversion.Â
29:28 - Why a competitive advantage is key for a company to sustain a high ROIC.Â
40:55 - What are things that investors mistake as being moats or sustainable advantages?Â
50:58 - How to impleme...