Start / The Intrinsic Value Podcast – The Investor’s Podcast Network / Mi rewind traditional stock market investing isnt dead w braden dennis

The Intrinsic Value Podcast – The Investor’s Podcast Network

MI Rewind: Traditional Stock Market Investing Isn't Dead w/ Braden Dennis

43 min • 1 juli 2022

IN THIS EPISODE, YOU’LL LEARN:

02:46 - What the differences between the Canadian stock market and the US stock market are and if one is positioned to perform better over the next decade.
05:33 - How investors can access international markets outside of their home stock market.
06:53 - What CAPE ratio is and why it is important when looking at financial markets.
10:40 - How to analyze companies and classify them as “good” or “bad” potential investments.
13:27 - What the most important qualitative factors are to look for when analyzing companies to invest in.
20:46 - What factors instantly disqualify a company from further consideration.
23:54 - How to find companies to invest in.
27:49 - What a stock screener is and its drawbacks.
30:04 - How to think about portfolio allocation when you already have two companies identified as “top picks”.
37:13 - How to apply a blended approach with individual stock picking and ETFs.
And much, much more!

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

EPISODE RESOURCES:

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Our tool for picking stock winners and managing our portfolios: TIP Finance.
JL Collin’s book The Simple Path to Wealth.
David Swensen’s book Pioneering Portfolio Management.
John Bogle’s book The Little Book of Common Sense Investing.
All of Robert’s favorite books.

SPONSORS

Support our free podcast by supporting our sponsors:

CONNECT WITH BRADEN

Website | LinkedIn | Twitter

GET IN TOUCH WITH ROBERT

Website | Instagram | Twitter

Email: robert@theinvestorspodcast.com

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Senaste avsnitt

TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’Malley

13 juli | 70 min

TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke

6 juli | 84 min

TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley

29 juni | 101 min

TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’Malley

22 juni | 74 min

TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley

15 juni | 92 min

MI Rewind: Traditional Stock Market Investing Isn't Dead w/ Braden Dennis

Senaste avsnitt

TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’Malley

TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke

TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley

TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’Malley

TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley

TIVP023: Nubank (NU): Banking on Latin America w/ Shawn O’Malley & Daniel Mahncke

TIVP022: Amazon (AMZN): Is It Prime Time for Investors? w/ Daniel Mahncke & Shawn O’Malley

TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke

TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O’Malley

TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke

TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley

TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel Mahnke

TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke

TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O'Malley

TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke

TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley

TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke

TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley

TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley

TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley

TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley

TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley

TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley

TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley

TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley

TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’Malley

TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley

TIVP001: Madison Square Garden Sports (MSGS): Buying the Knicks & Rangers w/ Shawn O’Malley

(Trailer) The Intrinsic Value Podcast

MI384: Skin in the Game w/ Clay Finck & Kyle Grieve

MI383: Zero to One: Lessons From Peter Thiel w/ Shawn O’Malley

MI382: Cloning Mohnish Pabrai w/ Shawn O’Malley

MI381: Joel Greenblatt: Behind the Magic Formula w/ Shawn O’Malley

MI380: Hidden Compounders: The Best Stocks Hiding In Plain Sight w/ Shawn O’Malley

MI379: Quality Investing: Learnings From John Huber w/ Shawn O’Malley

MI378: The Aggressive Conservative Investor: Lessons From Martin Whitman w/ Shawn O'Malley

MI377: How Aswath Damodaran Invests Across The Corporate Lifecycle w/ Shawn O’Malley

MI376: Why Do Great Companies Fail? The Innovator’s Dilemma w/ Shawn O’Malley

MI375: How George Soros Beat the Markets: The Alchemy of Finance w/ Shawn O’Malley

MI374: Fortune’s Formula: The Scientific Betting System For Beating Wall Street w/ Shawn O’Malley

MI373: Valuing the Best Stock of the Last Three Decades w/ Shawn O'Malley

MI372: Can Disney Bring The Magic Back? Valuing Disney w/ Shawn O'Malley

MI371: The Case for Alibaba w/ Daniel Mahncke

MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle

MI370: The Company Behind The S&P 500: Valuing S&P Global w/ Daniel Mahncke

MI Rewind: Alphabet Stock Deep Dive w/ Rihard Jarc

MI369: The Anatomy of The Bear: Digging Through Financial History w/ Shawn O'Malley

MI Rewind: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie

MI368: Bill Ackman: The Highs and Lows w/ Shawn O'Malley

MI Rewind: The Science of Hitting w/ Alexander Morris

MI367: How to Invest in the Best of the Best: Quality Investing w/ Shawn O'Malley

MI Rewind: Is FAANG the New Value? w/ John Huber

MI366: Bill Miller: The Man Who Beat the Markets 15 Years in a Row w/ Shawn O'Malley

MI Rewind: Investing in the Oil and Gas Industry w/ Grant Norwood

MI365: The Memos of Howard Marks w/ Shawn O'Malley

MI Rewind: Do Stocks Only Go Up? w/ Brian Feroldi

MI364: Lessons From Michael Mauboussin w/ Shawn O'Malley

MI Rewind: Bitcoin and Financial Independence w/ Jim Crider

MI363: Valuing Universal Music Group w/ Shawn O'Malley

MI Rewind: The Millionaire Fastlane w/ MJ DeMarco

Millennial Investing Podcast Trailer

MI362: The Story Of Spotify And Valuation w/ Shawn O'Malley

MI Rewind: Why Buy Bitcoin w/ Andy Edstrom

MI361: Poor Charlie's Almanack w/ Shawn O'Malley

MI Rewind: Naval w/ Eric Jorgenson

MI360: The Outsiders w/ Shawn O'Malley

MI Rewind: Why Deflation is Key to an Abundant Future w/ Jeff Booth

MI359: The Intelligent Investor w/ Shawn O'Malley

MI Rewind: Masterclass on NFTs and Business w/ Tom Bilyeu

MI358: The Essays of Warren Buffett w/ Shawn O'Malley

MI Rewind: Bitcoin Conference Recap w/ Blue Collar Bitcoin

MI357: The Sloth Investor w/ R P Stevens

MI Rewind: What is Money? w/ Jim Crider

MI356: Investing in Rare Collectibles w/ Rob Petrozzo

MI Rewind: The Bogle Effect w/ Eric Balchunas

MI355: The Real Estate Deal Maker w/ Henry Washington

MI Rewind: Invest Better Using Focus and Essentialism w/ Greg McKeown

MI354: Faith, Mentorship, and the Road to a $12M Portfolio w/ Adrian Frederick