4.6 • 3.6K Ratings
🗓️ 2 September 2017
⏱️ 60 minutes
🧾️ Download transcript
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:
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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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