MI Rewind: Studying Superinvestors, Investing Checklists, & Seritage Growth Properties w/ Tom Botica

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6 • 592 Ratings

🗓️ 16 June 2023

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this rewind episode, Clay Finck chats with Tom Botica about what it means to invest with a margin of safety, Seritage Growth Properties, and much more! Tom is a value investor and studies superinvestors such as Warren Buffett, Charlie Munger, Mohnish Pabrai, Guy Spier, and many others. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:44 - What investors should keep in mind during a market correction. 11:10 - Why investing checklists can be useful for value investors. 16:46 - The case for individual stock pickers outperforming the market indices. 28:11 - What Seritage Growth Properties does and why it’s potentially a compelling investment. 36:37 - Why Seritage is trading at what appears to be well below it’s liquidation value. 36:37 - The potential risks investing in Seritage. And much, much 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 Kyle and the other community members. Check out Tom’s YouTube Channel. Check out Tom’s Podcast. Check out the Punchcard Investing YouTube Channel. Related Episode: Listen to MI131: Richer, Wiser, Happier, w/ William Green, or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Tom: YouTube | Twitter Connect with Clay: Twitter HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.2	On today's show, we've started to reshare some older episodes that are my favorite for a few
0:07.5	reasons.
0:08.6	One, we get a bunch of new listeners each week, so the new listeners may not have heard this
0:13.2	episode before.
0:14.6	Two, even if you've been listening for a while, you may have missed this episode when it
0:19.2	originally came out.
0:22.5	Or three, even if you've heard it before, it can be a great episode to learn from again. If you've already heard this
0:27.2	episode or you're not interested in hearing it, feel free to just skip it. There's no harm in that,
0:31.7	and you can pick up with our new episodes next week. All right, guys, that's all I had for you
0:36.5	for this new intro. Everything going forward
0:39.3	is going to be from the original show. Hope you guys enjoy it. But on the other hand, there's
0:47.0	going to be periods of time where probably the exact opposite happens. Maybe you have a handful of
0:51.8	extremely large companies that make up a third of the index
0:54.8	or a quarter of the index or something. And maybe they just go sideways for five or 10 years.
0:58.5	That's something that has happened and will happen again, I'm sure.
1:05.1	On today's show, I sit down to chat with Tom Boddica. Tom is a value investor and studies super investors such as
1:13.1	Warren Buffett, Charlie Munger, Monish Pabari, Guy Speer, and many others. He also releases
1:19.1	content on a wide range of investing topics on the Investing with Tom YouTube channel and is also
1:24.8	the host of the Investing with Tom podcast. During the episode,
1:28.6	we chat about what investors should keep in mind during a market correction, what it means to
1:34.1	invest with the margin of safety, why investing checklists can be useful for value investors,
	...

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