ASX Growth Shares, ASX Share Ideas, Australian Investors Podcast, Editor's picks, Podcasts, Sector, US Stocks

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 to the podcast now

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

If you 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

Podcast 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

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

SAy g'day to these 👇

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.

Share this episode:

Search by ticker code:

Stocks mentioned

Apple Inc. (NASDAQ:AAPL), Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

Other episodes:

IVV or VGS? I’m 33 with $1 million to invest, and CBA is surging

Profiting from multi-decade mega trends: A thematic ETF deep dive with Global X’s Scott Helfstein

Is Polynovo Ltd (ASX:PNV) the next Pro Medicus (ASX:PME)?

ASA Chair Steven Mabb on accountable investing

Like our podcast? Get weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start? We can help. Join 40,000+ Australian investors on our mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.