Google, FIGS, & Axon | How To Value A Company w/ Brian Feroldi (TIP476)

We welcome back our friend Brian Feroldi to discuss a few stock picks like Alphabet, FIGS and Axon. Before we dig into the discussion, we explore some thoughts around valuation and how some of the best investors of all time have evolved their strategies and thinking. 

Brian is always such a fun guest to speak with. I always walk away feeling smarter, so without further ado, I hope you enjoy this conversation with Brian Feroldi. 

IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:00:23 - How and when to apply metrics like P/E, P/GM and P/S depending on a companies stage in its lifecycle
00:12:26 - Brian’s most important attribute when valuing a company
00:15:49 - The difference between real moats and fake moats
00:25:10 - When to emphasize valuation and when not to
00:35:17 - Brian’s assessments of Alphabet, FIGS & Axon

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📖  BOOKS MENTIONED:
Why Does The Stock Market Go Up? by Brian Feroldi: https://amzn.to/3KNDo1I

Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀


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WHO I AM:
I’m Trey Lockerbie and host of We Study Billionaires🎙. I used to study options trading but pivoted to value investing 💵 after a life-altering dinner with Warren Buffet. Back in the day I was traveling around the world as a musician, but I’ve now settled in Los Angeles with my wife and two children. Together with my wife I started Better Booch 🥃 - a nationally distributed Kombucha company.

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I’d love to hear from you! Send me a tweet 🐦 directly at   / treylockerbie   if you’d like to have a quick exchange of thoughts!
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