Philipp Hofflin

What Philipp Hofflin has said on podcasts

62 statements

1. on Value investingPositiveSep 18, 2026· The Rules of Investing

   Buying low-expectation, low-multiple companies outperforms betting on future transformations over the long run.

   “if you buy low expectations, low multiples, high cash flow yields and so forth, in the long run, you do better than if you... hope for some great transformation in the future.”

   Listen at 1:21

   Open the episode · Hofflin: Big moves are creating great value on the ASX
2. on Value investingPositiveSep 18, 2026· The Rules of Investing

   Buying low-expectation stocks outperforms betting on future transformations over the long run.

   “If you buy low expectations, uh, you know, low multiples, high cash flow yields and so forth, in the long run you do better than if you, uh, hope for some great transformation in the future.”

   Listen at 1:21

   Open the episode · Riding the rebound in CSL, Cochlear and finding the next opportunity
3. on InflationNegativeSep 18, 2026· The Rules of Investing

   Inflation is currently the biggest market problem.

   “inflation. And that is, I think, the biggest problem out there at the moment.”

   Listen at 2:29

   Open the episode · Hofflin: Big moves are creating great value on the ASX

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

• Sep 18, 2026Volatility widens Australia’s value-investing gapThe Rules of InvestingSep 18, 2026Guest
• Sep 18, 2026Value investors find opportunity in Australia’s fallen angelsThe Rules of InvestingSep 18, 2026Guest