Magic Formula vs. Acquirer's Multiple - Magic Formula Portfolio | Ep. 3 скачать в хорошем качестве

Magic Formula vs. Acquirer's Multiple - Magic Formula Portfolio | Ep. 3

Here's the third update to my Magic Formula portfolio series! Joel Greenblatt's Magic Formula investing strategy, as explained in The Little Book That Still Beats the Market, is a simple strategy that aims to follow a value investor's approach to stock investing. However, it is not without drawbacks. I review some of Toby Carlisle's thoughts on the Magic Formula strategy. Toby Carlisle is the author of The Acquirer's Multiple, and he recently interviewed with Investing with Tom over on his channel. He offers great insight into some of the benefits and drawbacks of the Magic Formula investing strategy, and why he doesn't prefer it himself. TOM'S INTERVIEW WITH TOBY CARLISLE -Full Interview:    • Talking Deep Value w/ Tobias Carlisle (@Th...   BILL HWANG ARCHEGOS CAPITAL BLOWUP -Margin Call Gone Wrong:    • How to Lose $20 Billion Using Other People...   MAGIC FORMULA HOLDINGS -Portfolio breakdown: https://docs.google.com/spreadsheets/... -Magic Formula Site: https://www.magicformulainvesting.com/ M1 FINANCE -Copy my M1 Magic Formula Portfolio: https://jackduffley.com/magicformulam... -Open your free M1 Finance account: https://jackduffley.com/m1signup -M1 Finance Brokerage Review & Tutorials:    • M1 Finance Basics & Tutorials   FREE STOCKS -Open an account with Robinhood for a free stock: https://jackduffley.com/robinhood -Open an account with Webull for TWO free stocks: https://jackduffley.com/webull MORE FREE STUFF -FREE Budget Template: https://jackduffley.com/budget-template/ -FREE Real Estate Metrics Spreadsheet: https://jackduffley.com/real-estate-m... -FREE Real Estate Metrics Cheat Sheet: https://jackduffley.com/real-estate-m... FOLLOW ME FOR MORE CONTENT! -Facebook:   / jackduffley   -Instagram:   / jackduffley   -TikTok: @jackduffley -LinkedIn:   / jackduffley   -Twitter:   / jackduffley   #magicformula #stocks Timestamps 0:00 - M1 Finance Magic Formula Series 0:22 - Magic Formula Investing Screener 1:27 - Copy the Magic Formula Portfolio 4:05 - Changes to the Portfolio 5:39 - How the Magic Formula Strategy Works 7:22 - Toby Carlisle's Thoughts on the Magic Formula 15:18 - Value vs Growth Cycles 17:50 - Magic Formula Performance Update _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a Certified Public Accountant or a Certified Financial Planner or other licensed professional. You should assume all links posted above are affiliate links. I am an Amazon affiliate.