TIP253: An Intrinsic Value Assessment w/ Jesse Felder (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 28 July 2019
⏱️ 44 minutes
🧾️ Download transcript
Summary
In this episode, you'll learn:
- How to asses the intrinsic value of Bed Bath & Beyond
- Why Bed Bath & Beyond is shorted so heavily and why it’s an advantage for you as a long investor
- How to make money in a commoditized business with no moat
- Why Bed Bath & Beyond could be taken private
- Ask The Investors: How do you factor in macro indicators when valuing stocks?
Resources discussed during the show:
- Jesse Felder's popular podcast, Superinvestors
- Jesse Felder's Blog, The Felder Report
- Insider Trading Resource mentioned by Jesse
- Stig's pitch of Bed Bath and Beyond during Q2, 2017
- Download your free audio book at Audible.
- Find the best job candidate at Ziprecruiter.
- Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.
- Solve your long list of must-reads once and for all with Blinkist.
- Move your business to the cloud with Netsuite.
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Transcript
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| 0:00.0 | You're listening to TIP. |
| 0:30.0 | I think that most people wouldn't even give the time of day, which I think makes it extra |
| 0:35.1 | interesting and special. |
| 0:36.7 | But there's tons of learning that happens in this episode. |
| 0:40.1 | So I think you're going to thoroughly enjoy this. |
| 0:42.3 | And if you're a Buffett-style investor or a momentum-style investor, Jesse's going to |
| 0:45.8 | be giving you some serious stuff to think about. |
| 0:47.7 | And at the end of the episode, he talks about how he's determining the intrinsic value of |
| 0:51.9 | the company. |
| 0:52.9 | So here's our in-depth analysis of bedbath and beyond with Jesse Felder. |
| 1:00.4 | You're listening to THE Investors Podcast. |
| 1:03.4 | Where we study the financial markets and read the books that influence self-made billionaires |
| 1:07.8 | the most. |
| 1:08.8 | We keep you informed and prepared for the unexpected. |
| 1:11.8 | Welcome to the show. |
| 1:22.2 | My name is Stake Brodersen and I'm here today with my co-host Preston Pesh. |
| 1:26.8 | We have a fan favorite here as our guest. |
| 1:29.8 | Jesse Felder. |
| 1:30.8 | Jesse, welcome to the show. |
| 1:33.1 | Thanks, Stake. |
| 1:34.1 | It's a pleasure to be here. |
| 1:35.1 | Jesse, you might not know this, but I consider you to be a fantastic friend. |
... |
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