Join Free
My Account
Log in
Join Free
Log in

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.

Listen on:

Apple Podcasts
Spotify
YouTube

Listen now

About this episode

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

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 series resources

If you like this episode, you’ll LOVE our series. Episodes go live every Saturday at 7 am and Wednesday arvo.

We air an interview with an Australian or international investing expert every Wednesday, and Q&A every Saturday! Subscribe below.

Got a question you want answered on the podcast?

Ask a question
Sponsored by:
global x advert for the FANG+ ETF
FANG ETF global X advert, square
  • Apple Inc. (NASDAQ:AAPL), Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

Share this episode:

Facebook
X
LinkedIn
Email
WhatsApp
At the time of writing, Owen owns shares of Apple & Alphabet.

Information warning: The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

Latest episodes

All Episodes

Better investing starts here.

Want to level-up your analytical skills and investing insights but don’t know where to start? Join 50,000 Australian investors on our mailing list and we’ll send you our favourite podcasts, courses, resources and investment articles every Sunday morning. Grab a coffee and let Owen and the team bring you the best  insights.

Skip to content