TIP234: Mastermind Discussion 1Q 2019 (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 17 March 2019

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode, you'll learn:

If Bed Bad & Beyond is finally trading at a good price for value investors
Why Nucor, Steel Dynamics, and the entire industry is trading at appealing prices.
Why it’s an advantage for investors that Alibaba is a Chinese company and not a US company
If Microsoft is a good defensive investment in an overvalued market

Important Links:

Preston and Stig’s free resource, Intrinsic Value Index
Preston and Stig’s Intrinsic Value Assesment of Bed Bath & Beyond, that was discussed in this episode
Subscribe to Preston and Stig’s free Intrinsic Value Assessments
Tobias Carlisle’s new podcast, The Acquirers Podcast
Solve your long list of must-reads once and for all with Blinkist.
Find the best job candidate at Ziprecruiter.
Refinance your student loan with First Republic.
Move your business to the cloud with Netsuite.
Watch Billions only at STAN.
Simplify writing for you and your team with Grammarly.
Join Stig and Evan Goldberg at the SuiteWorld Conference this April 2019 + Get to meet and greet Stig afterwards! Learn more here.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Transcript

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0:00.0	You're listening to TI-P.
0:03.0	Hey, how's everyone doing out there?
0:05.0	On today's show, we have reassembled our investing mastermind and have new stock picks for
0:08.9	the first quarter of 2019.
0:11.4	Since the last time that we've talked about the stock market, it's had a very strong
0:15.0	drop and an equally strong recovery.
0:17.9	The purpose of our mastermind discussion is to demonstrate to the community how we think
0:21.6	about different investing ideas.
0:23.9	Some of the picks that we talk about are not selected for investment while other times
0:27.5	they are.
0:28.5	The thing we really want listeners to walk away from the conversation is the methodology
0:32.3	and the questions that the group is proposing to troubleshoot assumptions and identify
0:36.2	risks associated with different investment ideas.
0:39.6	So with that said, here's our discussion with Toby Carlal from the acquires multiple
0:43.8	and Hari Ramachandra from Bitt's business.
0:50.0	You are listening to the Investors podcast where we study the financial markets and read
0:55.0	the books that influence self-made billionaires the most.
0:58.2	We keep you informed and prepared for the unexpected.
1:05.2	Hey, everyone.
1:11.4	Welcome to the Investors podcast.
1:13.0	I'm your host, Preston Pishin.
1:14.0	As always, I'm a company by my co-host, Stig Broderson.
	...

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