TIP222: Mastermind Discussion 4Q 2018 (Business Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 23 December 2018

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today’s show, Tobias Carlisle and Hari Ramachandra join Preston and Stig for a conversation about viable stock picks in the fourth quarter of 2018. 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. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. 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. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! 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Transcript

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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.
	...

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