TIP253: An Intrinsic Value Assessment w/ Jesse Felder (Business Podcast)

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

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 28 July 2019

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On today's show, we talk to investing expert, Jesse Felder, about the intrinsic value of Bed Bath and Beyond. 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? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. 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 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! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. 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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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