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Jul 2022
1h 10m

TIP461: The Next Investing Revolution w/...

The Investor's Podcast Network
About this episode

IN THIS EPISODE, YOU’LL LEARN:

  • 02:00 - The 4 horsemen of the investing apocalypse, according to Jim.
  • 12:01 - How and why certain factors change over time.
  • 18:27 - The best approach to using discounted cash flow models.
  • 26:32 - Whether or not GDP and therefore Market Cap to GDP ratios are still relevant value indicators.
  • 59:30 - How Jim built OSAM and why he decided to ultimately sell.
  • 1:07:54 - What Jim learned from his highly successful and philanthropic grandfather.
  • And a whole lot more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


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