PODCAST EPISODES
MI Rewind: The Democratization of Finance w/ Seamus Scaring and Carlos Pelaez
Clay Finck chats with Seamus Scaring and Carlos Pelaez about the surge in retail demand in the financial markets, what ETFs are and why we’ve seen an increased interest in them, the benefits of utilizing options in your portfolio, what market benchmarks investors are using, whether the surge in retail demand is here to stay or not, and much, much more!
MI249: Stock Valuation Masterclass w/ Aswath Damodaran
Rebecca chats with Aswath Damodaran about the importance of having an investment philosophy and how to figure out what your investment philosophy is, the difference between having an investment philosophy and strategy, why Aswath believes it’s better to be a generalist than a specialist in one area of investing, what are value drivers and how to apply them in our valuation process, the 5 basic variables we need to value any business, how to convert these value drivers into a DCF or intrinsic value model, the most common mistakes investors make when valuing a company and how to avoid these, Aswath’s test on how to figure out if your growth rate is reasonable, what is the correct discount rate to use, why Aswath doesn’t believe in a “hold forever mentality” of stocks in a value investing approach, how often we should revisit our valuations for companies, how do companies get on Aswath’s radar, and much, much more!