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

Low Rates High Returns

Innehåll tillhandahållet av Low Rates High Returns, Pete Wargent, and Stephen Moriarty. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Low Rates High Returns, Pete Wargent, and Stephen Moriarty eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.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