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Podcast: The Intrinsic Value Podcast - The Investorâs Podcast Network
Episode: MI209: The Art of Value Investing w/ Drew Weitz & Barton Hooper
Description: IN THIS EPISODE, YOUâLL LEARN:
01:55 - What makes Weitzâs equity and fixed income funds different from others.
04:20 - Weitzâs overall investment process and how it has evolved over time.Â
04:20 - What their âquality at a discountâ (QAD) investing framework is.Â
11:45 - What 6 factors they look for to assess the quality of a company.Â
14:16 - What discount rate they use when projecting out cash flows.Â
24:01 - Their thoughts on Google, Facebook and Amazon stocks.Â
26:44 - Their investment thesis for Liberty Broadband.Â
31:30 - What drives large discrepancies between a companiesâ enterprise value and market cap, and what should investors b...