MI209: The Art of Value Investing w/ Drew Weitz & Barton Hooper

60 min • 18 augusti 2022

IN THIS EPISODE, YOU’LL LEARN:

01:55 - What makes Weitz’s equity and fixed income funds different from others.
04:20 - Weitz’s overall investment process and how it has evolved over time.
04:20 - What their “quality at a discount” (QAD) investing framework is.
11:45 - What 6 factors they look for to assess the quality of a company.
14:16 - What discount rate they use when projecting out cash flows.
24:01 - Their thoughts on Google, Facebook and Amazon stocks.
26:44 - Their investment thesis for Liberty Broadband.
31:30 - What drives large discrepancies between a companies’ enterprise value and market cap, and what should investors be more focused on.
37:52 - Why Accenture stock has been one of their core holdings for 10+ years.
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.
Check out Weitz Investment Management.
Related episode: Value Investing in the Digital Age w/ Adam Seese - MI196.
Related episode: Warren Buffett Value Investing w/ Gary Mishuris - MI Rewind.
Related episode: Investing Legend Bill Miller On Amazon, Bitcoin, & Buffett - RWH007.

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SPONSORS

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Connect with Weitz: Twitter | Drew's LinkedIn | Barton's LinkedIn

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