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Investors podcast with Brian Feroldi: Does stock valuation actually matter?

Brian Feroldi is the author of Why Does The Stock Market Go Up?, a top investor in high-growth stocks, and a fantastic investment educator. Brian joined Owen Rask on The Australian Investors Podcast to talk about growth stocks and valuation.

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Brian Feroldi is the brilliant author of Why Does The Stock Market Go Up?, a top investor in high-growth stocks, and a fantastic investment educator.

(Yes, we’re BIG fans!)

Click here to find Brian Feroldi’s new book on Amazon.

Brian Feroldi recently joined Owen Rask on The Australian Investors Podcast to talk about Brian’s investment checklist, why and how he invests in high growth stocks/businesses, and why Brian Feroldi is no longer following a traditional ‘value investor strategy’ like that of Ben Graham.

Watch now: Brian Feroldi & Owen Rask on The Australian Investors Podcast

Listen now on your favourite app (audio only)

Date recorded: 8th of April 2022

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Episode resources

Here’s the image Brian and Owen talked about. The chart uses the data from Brian’s MicroCap Club presentation, see below, which used BCG/Morgan Stanley data for top-performing US stocks between 1990 and 2009.

This chart shows which factors (growth, valuation multiples, free cash flow, etc.) ‘explain’ the returns of top-performing stocks over time. For example, BCG found that 74% of the return generated from top-performing stocks over 10 years could be explained by revenue growth!

In other words, the longer you invest — the more important growth becomes!

Want more of Brian Feroldi? Watch him on The Australian Finance Podcast

Podcast resources

At the time of writing, Owen owns shares of Apple & Alphabet.

Say g'day to these great resources šŸ‘‡

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