TIP166: Mastermind Discussion 4Q 2017 - Stocks & Bitcoin (Business Podcast)
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 25 November 2017
⏱️ 68 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:30.0 | As you can like the detail, the group had a lot of fun recording this episode and we hope you enjoyed too. |
| 0:39.0 | You are listening to the Investors Podcast where we study the financial markets and read the books that influence self-made billionaires the most. |
| 0:47.0 | We keep you informed and prepared for the unexpected. |
| 0:50.0 | All right, great to have everyone with us. These are the episodes we really look forward to doing because we get bring back our friends to sit around and chat and we can beat each other up as to why something might be a good or bad investment. |
| 1:11.0 | We have Hari Ramachandra with us from Bitts Business and executive out there in Silicon Valley working with LinkedIn. |
| 1:18.0 | We also have Toby Karla with us. He's the author of numerous books. Deep value is one of only as a lot of others. |
| 1:25.0 | We'll have all those in the show notes. What the link to all of his websites in the show notes. He also has a website called the acquires multiple to be fantastic to have you with us. |
| 1:34.0 | Of course, we have Stig here and myself. Let's go ahead and get this thing started. |
| 1:39.0 | The way that we go about this is the way we always do. Each of the members will give their pitch and then up to the group to come up with new questions, say what they like and why they don't like the pick. |
| 1:51.0 | Who wants to go first or who dares to go first? |
| 1:55.0 | I'll give it a bash. I don't mind. |
| 1:57.0 | All right, so Toby. All right, it is up there, Toby. |
| 2:00.0 | Get the bet set, guys. |
| 2:02.0 | My pick is Gilead, G-I-L-D, is the ticker. It's one that I've picked before and it's one I get lots of questions about. |
| 2:10.0 | So I thought I'd go back to it. I think when I first picked it was sort of in the high 60s, ran up as high as 85. |
| 2:17.0 | It's run back now to around low 70s, 71, 72 dollars. |
| 2:23.0 | So people were asking me 85. They're asking me again now. So I'll just talk about it. It's something that I still hold. |
| 2:29.0 | I still think it's cheap. It hasn't really moved that much from where I bought it originally about six months ago. |
| 2:34.0 | For those who don't know the stock, it's one of those stocks that two years ago it was a hugely popular stock. |
| 2:40.0 | And if you go to any of the message boards at the time, it was one of the ones that everybody was kind of riding to victory. |
| 2:46.0 | It was trading around 120 bucks, 120 bucks plus. |
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