MI148: Studying Superinvestors & Seritage Growth Properties w/ Tom Botica
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 8 March 2022
⏱️ 55 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:03.1 | But on the other hand, there's going to be periods of time where probably the exact opposite happens. |
| 0:07.6 | Maybe you have a handful of extremely large companies that make up a third of the index or a quarter of the index or something. |
| 0:13.6 | And maybe they just go sideways for five or ten years. |
| 0:15.7 | That's something that has happened and will happen again, I'm sure. |
| 0:22.2 | On today's show, I sit down to chat with Tom Boddica. |
| 0:26.7 | Tom is a value investor and studies super investors such as Warren Buffett, Charlie Munger, |
| 0:32.4 | Monish Pabari, Guy Speer, and many others. |
| 0:35.1 | He also releases content on a wide range of investing topics on the |
| 0:39.6 | Investing with Tom YouTube channel and is also the host of the Investing with Tom podcast. During the |
| 0:45.3 | episode, we chat about what investors should keep in mind during a market correction, what it means |
| 0:51.0 | to invest with the margin of safety, why investing checklists can be useful for |
| 0:55.8 | value investors, the case for individual stock pickers outperforming the market indices, what |
| 1:01.6 | Seritage growth properties does, and why it's potentially a compelling investment, why |
| 1:06.4 | Saratage is trading at what appears to be well below its liquidation value, and much more. |
| 1:12.4 | As I mentioned in the previous episode, I wanted to let you all know that I'd like to start |
| 1:17.2 | answering audience questions at the beginning of some of the millennial investing episodes. |
| 1:21.7 | These questions could be related to investing, stock analysis, personal finance, Bitcoin, |
| 1:26.6 | or whatever you think would be a good question |
| 1:28.8 | for me. You can submit your questions to me via email or Twitter DMs. My email is Clay at |
| 1:36.1 | The Investorspodcast.com and my Twitter username is at Clay underscore Fink. At C-L-A-Y-I-N-C-K. I'll select a few of the questions and air them at the start |
| 1:49.5 | of future episodes. So again, feel free to shoot any questions you have my way. All right, |
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