IN THIS EPISODE, YOU’LL LEARN:

02:00 - How Tobias ended up becoming a value investor.
07:43 - What investors had a big impact on Tobias’s own development.
32:20 - How inflation impacts his overall thought process for stock investing.
44:03 - Tobias’s thoughts on an appropriate discount rate, and what discount rate Warren Buffett might be using in his valuation process.
And much, much more!

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

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Tobias Carlisle’s book The Acquirer’s Multiple.
Tobias Carlisle’s book Deep Value.
Tobias Carlisle’s book Quantitative Value.
The Acquirer’s Podcast.
The Acquirer’s Multiple.
The Acquirer’s Fund.
Related Episode: Deep Value Investing w/ Tobias Carlisle - MI025.
Related Episode: Warren Buffett, Charlie Munger, And Berkshire Hathaway w/ Adam Mead - MI084.

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MI Rewind: A Rational Approach to Invest...