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We Study Billionaires - The Investor’s Podcast Network

TIP154: Mastermind Discussion (Part 1) - Intrinsic Value of 2 Stock Picks w/ John Huber (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.63.6K Ratings

🗓️ 2 September 2017

⏱️ 60 minutes

🧾️ Download transcript

Summary

During this mastermind discussion, we try to determine the intrinsic value of two different companies: TenCent Holdings and Fiat Chrysler.


In this episode, you'll learn:

  • If stocks trading at 40 times earning can be cheap
  • Why you can make 10x on cyclical stocks
  • What risks you face if you invest in China
  • How to value high growth companies 

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Transcript

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0:00.0

You're listening to TIP.

0:02.7

Hey, how's everyone doing out there?

0:04.4

So one of our favorite types of episodes

0:07.2

is the mastermind discussions.

0:09.4

We hold these discussions about once a quarter

0:11.9

and bring together some of the smartest people

0:13.8

that we can find so we can talk about potential stockpicks.

0:16.8

So this week we have Hari Ramachandra,

0:19.0

who's an executive from LinkedIn in Silicon Valley.

0:22.4

And we also have John Huber,

0:23.8

who's a very smart value investor

0:25.8

that runs Saber Capital Management

0:28.1

and a popular investing blog called Base Hit Investing.

0:31.5

So we really had a lot of fun during this week's recording.

0:35.5

And this episode was actually split into two weeks

0:38.0

because we ran so long on each person's individual stockpick.

0:41.9

So the purpose of these deep dives

0:43.6

during our mastermind discussions

0:44.9

is to give the audience an idea

0:47.0

of what investors should be looking for

0:49.0

when trying to make an investment decision.

0:51.3

Now that's what it's really about.

...

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