TIP461: The Next Investing Revolution w/ Jim O'Shaughnessy

We Study Billionaires - The Investor’s Podcast Network

English - July 01, 2022 00:00 - 1 hour - ★★★★★ - 3.1K ratings
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Previous Episode: BTC084: Japanese Yield Curve Control, Oil, & Bitcoin Macro w/ James Lavish (Bitcoin Podcast)

Next Episode: TIP462: What is money? w/ Lyn Alden

IN THIS EPISODE, YOU’LL LEARN:

02:00 - The 4 horsemen of the investing apocalypse, according to Jim.

12:01 - How and why certain factors change over time.

18:27 - The best approach to using discounted cash flow models.

26:32 - Whether or not GDP and therefore Market Cap to GDP ratios are still relevant value indicators.

59:30 - How Jim built OSAM and why he decided to ultimately sell.

1:07:54 - What Jim learned from his highly successful and philanthropic grandfather.

And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

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

OSAM Website.

Infinite Loops Podcast.

OSAM Research.

What Works On Wall Street Book.

Why Do Individuals Exhibit Investing Biases Study.

Trey Lockerbie Twitter.

Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Check out our favorite Apps and Services.

New to the show? Check out our We Study Billionaires Starter Packs.

SPONSORS
Support our free podcast by supporting our sponsors:

River

Toyota

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AFR

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AT&T

Sound Advisory

Industrious

Range Rover

iFlex Stretch Studios

Meyka

Yahoo! Finance

Vacasa

Briggs & Riley

Public

American Express

USPS

Shopify

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IN THIS EPISODE, YOU’LL LEARN:

02:00 - The 4 horsemen of the investing apocalypse, according to Jim.
12:01 - How and why certain factors change over time.
18:27 - The best approach to using discounted cash flow models.
26:32 - Whether or not GDP and therefore Market Cap to GDP ratios are still relevant value indicators.
59:30 - How Jim built OSAM and why he decided to ultimately sell.
1:07:54 - What Jim learned from his highly successful and philanthropic grandfather.
And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
OSAM Website.
Infinite Loops Podcast.
OSAM Research.
What Works On Wall Street Book.
Why Do Individuals Exhibit Investing Biases Study.
Trey Lockerbie Twitter.
Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Check out our favorite Apps and Services.

New to the show? Check out our We Study Billionaires Starter Packs.

Twitter Mentions

@treylockerbie