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

Low Rates High Returns

Konten disediakan oleh Low Rates High Returns, Pete Wargent, and Stephen Moriarty. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Low Rates High Returns, Pete Wargent, and Stephen Moriarty atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

3+ y ago 23:22

MP3•Beranda episode

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