TIP155: Mastermind Discussion (Part 2) - Intrinsic Value of 2 Stock Picks (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 9 September 2017

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

This is a continuation of last week's mastermind discussion where the group identifies two more stock picks that might out perform the stock market.

Click here to get full access to our show notes.

In this episode, you'll learn:

What kind of return could one expect from investing in Target
Why Amazon could cause as much damage to the retail industry in next 5 years as it did in the previous 20 years
Why investors should value offline and online retail traffic differently
If REITs are a good placeholder for cash
Why growth is not always good for a real estate company

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Transcript

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0:00.0	You're listening to TI-P.
0:02.8	Hey, how's everyone doing out there?
0:04.6	In this week's episode, we are really excited
0:07.1	to bring you the second half of our mastermind discussion.
0:10.2	If you missed part one of our discussion,
0:12.0	you might want to go back and start there first.
0:14.2	But during this week's show,
0:15.6	Hari Ramachandra and myself provide our two stock
0:18.5	recommendations.
0:19.5	And as always, it was really a lot of fun to hear comments
0:22.2	from the group about why they liked or disliked the way
0:24.9	we were looking at the potential value of our picks.
0:27.6	In this episode, we'll be talking about retail stock.
0:30.8	And retail, as you might know,
0:32.6	is one of the most hated industries right now.
0:35.6	So we're really excited to have John Hoover
0:37.4	from Save a Capital Management on to join the group.
0:40.3	He has some very interesting insights
0:42.0	about the retail industry that you probably haven't thought
0:44.8	about.
0:45.8	We'll also be talking about reeds and discuss whether or not
0:49.5	reeds are the best placeholder for cash.
	...

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