TIP234: Mastermind Discussion 1Q 2019 (Business Podcast)

The Investor's 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

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Summary

On today's show, our mastermind group talks about four different stock ideas that might outperform the market. 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 BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Listen to John Huber’s pitch of Tencent on The Investor’s Podcast or watch the video. 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 Stig’s pitch of Bed Bath & Beyond from 2017 Tobias Carlisle’s new podcast, The Acquirers Podcast Tobias Carlisle’s book, The Acquirer's Multiple – read reviews of this book Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com Hari’s Blog: BitsBusiness.com 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! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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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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