Hellow guys, Welcome to my website, and you are watching The Art of Value Investing w/ Drew Weitz & Barton Hooper (MI209). and this vIdeo is uploaded by Millennial Investing at 2022-08-18T01:45:00-07:00. We are pramote this video only for entertainment and educational perpose only. So, I hop you like our website.
| Name | The Art of Value Investing w/ Drew Weitz & Barton Hooper (MI209) |
| Video Uploader | Video From Millennial Investing |
| Upload Date | This Video Uploaded At 18-08-2022 08:45:00 |
| Video Discription | Clay Finck chats with Drew Weitz and Barton Hooper from Weitz Investment Management. In this episode, they discuss Weitz’s “quality at a discount” investing framework, what factors they look for to find quality companies, why their approach focuses more on what a business is worth and its future cash flows instead of its current multiple, what discount rate they use when projecting cash flows, as well as their thoughts on a number of stocks they own such as Google, Facebook Amazon, Liberty Broadband, Accenture, and so much more! At Weitz Investment Management, Drew Weitz is a Portfolio Manager and Barton Hooper is the Director of Equity Research. Weitz Investment Management has roughly $4 billion assets under management and the firm manages 5 equity funds and 4 fixed income funds. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:01:17 - What makes Weitz’s equity and fixed income funds different from others. 00:03:09 - How Weitz’s investment process has evolved over time. 00:05:32 - What their “quality at a discount” (QAD) investing framework is. 00:05:53 - What 6 factors they look for to assess the quality of a company. 00:21:36 - Their thoughts on a number of other stocks including: Google, Facebook, Amazon, Liberty Broadband, and Accenture. 00:38:25 - Why Accenture stock has been one of their core holdings for 10+ years. 00:45:53 - Why they focus more on what a business is worth instead of its current multiple. ✔️ Subscribe to the Millennial Investing channel: https://www.youtube.com/c/MillennialInvesting 🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/millennial-investing/the-art-of-value-investing ▶️ RELATED EPISODES: - (MI196) Value Investing in the Digital Age w/ Adam Seessel: https://www.theinvestorspodcast.com/millennial-investing/value-investing-digital-age/ - (RWH007) Betting Big On Bitcoin & Amazon w/ Legendary Investor Bill Miller: https://www.theinvestorspodcast.com/richer-wiser-happier/investing-legend-bill-miller-on-amazon-bitcoin-buffett/ 💡 OTHER RESOURCES - Connect with Drew: https://www.linkedin.com/in/drew-weitz-31319a9 - Connect with Barton: https://www.linkedin.com/in/barton-hooper-529613 - Check out Weitz Investment Management: https://weitzinvestments.com/about/our-team/default.fs#leadership - Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a special $140 discount: https://bit.ly/3PVyNfF ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ABOUT OUR SHOW 🎙 On Millennial investing, we interview top investors, experts, and successful entrepreneurs such as Kevin O’Leary, JL Collins, Jesse Itzler, and more to guide you on your investing journey. 🌍 Website: https://www.theinvestorspodcast.com/millennial-investing/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ LISTEN OR WATCH 🎧 OTHER SHOWS FROM OUR NETWORK: 📚 Dive into value investing and learn more about billionaires on We Study Billionaires: https://bit.ly/3dklKWR 🏆 Learn from high-profile guests on how to succeed in markets and life on Richer, Wiser, Happier: https://bit.ly/3p3pcHZ 🏘 Learn the ins and outs of real estate investing on Real Estate 101: https://bit.ly/3JDBXm1 ₿ Get updated on all things Bitcoin on Bitcoin Fundamentals: https://bit.ly/3JEE1di 💰 Learn everything you need to know about investing on The Investor’s Podcast Network: https://www.youtube.com/c/TheInvestorsPodcastNetwork ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ MY FAVORITE STOCK INVESTING TOOLS: 💲 (Paid) TIP Finance Tool: https://www.theinvestorspodcast.com/tip-finance/ 🎁 (Free) Fizviz: https://finviz.com/screener.ashx ☑️Complete list of tools I find most valuable: https://www.theinvestorspodcast.com/stock-investing-tools/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ WHO I AM: I’m Clay Finck, a graduate of the University of Nebraska-Lincoln with a BSBA degree in Actuarial Science and minors in Mathematics, Finance, & Economics. Before joining 🎙 The Investor’s Podcast Network, I became an Associate of the Society of Actuaries and developed a deep interest in 💰 value investing on the side. In my free time, I enjoy 🏋️♂️ working out, playing 🏀 basketball, listening to 🎧 podcasts, and spending time with my friends and 👪 family. ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ GET IN TOUCH WITH ME 💬: I’d love to hear from you! Send me a tweet 🐦 directly at https://twitter.com/clay_finck if you’d like to have a quick exchange of thoughts! P.S. We’ve been receiving overwhelming messages of support and we can’t thank you enough! 🙏🏼 We try our best to respond to each and everyone. Please bear with us! 😅🙏🏼 ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. |
| Category | Education |
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