TIP143: Mastermind Discussion 2Q 2017 - Four Stock Picks to Beat the Market (Investing Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 17 June 2017

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

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Summary

IN THIS EPISODE, YOU’LL LEARN: Which 4 stock picks that might outperform the S&P 500. How to invest when real assets have never been cheaper compared to financial assets. Why you are only as smart as your dumbest competitor in a commodity business. How to validate your investment thesis. How Preston and Stig ended up in Bed Bath & Beyond for a guys’ night out. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Preston and Stig’s interview with Jesse Felder about the current market conditions. Preston and Stig’s interview with Tobias Carlisle about Value Investing and Special Situations. Jesse Felder’s new podcast. Jesse Felder’s Blog, The Felder Report. Tobias Carlisle’s Blog: GreenBackd.com. Tobias Carlisle’s Acquirer’s Multiple Webpage: AcquirersMultiple.com. Tobias Carlisle’s fund: Carbon Beach LLC. Tobias Carlisle’s book, Deep Value – Read reviews of this book. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. 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. 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Transcript

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0:00.0	You're listening to TI-P.
0:02.4	Hey, how's everyone doing this week?
0:03.9	So we're really excited about today's show,
0:05.9	because what we're doing is a little bit different
0:07.9	than what we normally do whenever we do our mastermind episodes.
0:10.7	Typically, in the past, whenever we've had these episodes,
0:13.0	what we've done is everyone kind of brings up a topic
0:15.3	that's interesting to them during that quarter.
0:17.8	But this time what we're doing is
0:19.8	every person had to bring one stock pick
0:22.9	to the table of this week's discussion.
0:25.2	As that person brings that stock pick to the table,
0:28.0	they basically give a pitch on why they think
0:30.2	it might be a good idea.
0:31.7	And then what we do is we go around the horn
0:33.5	of everyone in the mastermind and then they kind of shoot holes
0:36.3	and they troubleshoot why that might not be a good pick.
0:39.4	The point behind the way that we're going about this this week
0:41.9	is to show the audience how we're thinking through the problem
0:44.6	and the key questions that we're asking
0:46.6	to try to understand why something might be a good pick
0:49.6	and why something might be a bad pick.
	...

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