TIP222: Mastermind Discussion 4Q 2018 (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 23 December 2018
⏱️ 57 minutes
🧾️ Download transcript
Summary
In this episode, you’ll learn:
- The group’s intrinsic value assessment of $HPQ, $FONR, $SH, and $HDB
- Why Preston is shorting the S&P500
- If banks in India is a bull case
- How you can divide the stock market into four states, and how to position yourself accordingly
Important Links:
- Download your free audio book at Audible.
- Find the best job candidate at Ziprecruiter.
- Create original investment research with INVRS.
- Move your business to the cloud with Netsuite.
- Get access to the future of real estate investing with Fundrise.
- Move your business forward with TripActions.
- Explore a mobile plan that can change as your business does with Telstra.
- Preston and Stig’s free resource, Intrinsic Value Index
- Preston and Stig’s Intrinsic Value Assessment of Fonar that was discussed in this episode
- Subscribe to Preston and Stig’s free Intrinsic Value Assessments
- Tobias Carlisle’s article about shorting the market
- Tobias Carlisle’s book, The Acquirer’s Multiple – read reviews of this book
- Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com
- Tweet directly to Tobias Carlisle:
- Hari’s Blog: BitsBusiness.com
- Tweet directly to Hari: @harirama
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | You're listening to TI-P. |
| 0:02.5 | On today's show, we bring back our good friends for the fourth quarter of 2018's Mastermind |
| 0:07.5 | discussion. |
| 0:08.5 | During our discussion, the guys pitched three different companies that might be value |
| 0:12.0 | picks, and then at the end of the show, I throw out a very non-standard momentum pick |
| 0:16.4 | that's definitely different than my typical warm Buffett-style investment. |
| 0:20.2 | For people that aren't familiar with our Mastermind discussions, we have Toby Carlaw, who's |
| 0:23.8 | the founder of the Acquires Multiple Website, and a deep value expert. |
| 0:28.1 | And then we have our good friend, Hari Ramachandra, who's an executive in Silicon Valley for all |
| 0:32.0 | things tech-related. |
| 0:33.6 | So without further delay, here's our Mastermind discussion to close out the year. |
| 0:40.8 | You are listening to THE Investors Podcast, where we study the financial markets and read |
| 0:45.9 | the books that influence self-made billionaires the most. |
| 0:49.1 | We keep you informed and prepared for the unexpected. |
| 1:00.9 | All right, welcome to THE Investors Podcast. |
| 1:02.8 | As usual, I'm a company by my co-host, Stig Brodersen. |
| 1:05.4 | My name is Preston Pish, and we're accompanied by our good friends, Toby Carlaw, and Hari |
| 1:10.2 | Ramachandra. |
| 1:11.2 | Guys, welcome back to the show. |
| 1:12.6 | Great to have you here. |
| 1:13.6 | I know I always really look forward to these Mastermind discussions, so we're thrilled to |
| 1:17.6 | have you back. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Stig Brodersen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Stig Brodersen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.