On today's show, we talk to Tobias Carlisle about the future of value investing and how to conduct short selling on mega-growth company, Netflix.  

IN THIS EPISODE YOU’LL LEARN:

If now is a good time to short Netflix

How to value Netflix

Why value investing has been underperforming for a long period of time

Why the price to book is not a good indicator for outperformance

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.

Tobias Carlisle’s, Acquirers Fund

Tobias Carlisle's new podcast, The Acquirers Podcast

Tobias Carlisle's book, The Acquirer's Multiple - read review of this book

Tweet directly to Tobias Carlisle

Preston and Stig’s episode with Bill Nygren about Netflix

Kenneth French’s, Data Library

Visit the home page of our new podcast, Millennial Investing

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