TIP264: Mastermind Discussion 3Q 2019 (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Investing, Education, Business

4.6 • 3.6K Ratings

🗓️ 13 October 2019

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode, you'll learn:

The group’s intrinsic value assessment of $T, $STMP, and $RELIANCE
Why now is the time to short Vonage Holdings Corp?
Why activist Elliot Management is taking a position in AT&T
Why Stamps.com might still be undervalued after the stock just soared 60%
If Reliance Industries Limited is the Alibaba of India
Ask The Investors: How do I read the earnings statement for Berkshire Hathaway?

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

Preston and Stig's free resource, The Intrinsic Value Index
Subscribe to Preston and Stig's free Intrinsic Value Assessments
Read Tobias Carlisle's prospectus for his ETF: ZIG
Tobias Carlisle's new Podcast, The Acquirers Podcast
Hari's Blog: BitsBusiness
Stig and Tobias Carlisle’s episode on value investing and the current market conditions.
Preston and Stig’s intrinsic assessment of Stamps.com
Tobias Carlisle's book, The Acquirer's Multiple - Read reviews of the book
Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com
Tweet directly to Tobias Carlisle
Tweet directly to Hari
Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting
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.
Increase the efficiency of your web team with Pantheon.
Be prepared for the unexpected with AirMedCare Network.
Move your business to the cloud with Netsuite.

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Transcript

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0:00.0	You're listening to TI-P.
0:30.0	Concerns, accolades, and recommendations to the group.
0:33.0	So without further delay, here's our discussion.
0:39.0	You are listening to the Investors Podcast,
0:42.0	where we study the financial markets
0:44.0	and read the books that influence self-made billionaires the most.
0:47.0	We keep you informed and prepared for the unexpected.
0:51.0	Hey, everyone. Welcome to the Investors Podcast.
0:53.0	I'm your host Preston Pishin.
0:55.0	As always, I'm a company by my co-host, Stig Broderson.
0:57.0	And like we said in the intro, we are here with Toby and Hari.
1:00.0	Guys, welcome back to the show.
1:02.0	It's great to be here.
1:04.0	It's great to be here.
1:05.0	First time, Stig.
1:06.0	I'm kind of curious, Hari.
1:07.0	There's a lot of interesting things happening out there
1:10.0	in Silicon Valley with all these IPOs blowing up.
1:12.0	I'm going to be here.
1:14.0	I'm going to be here.
1:16.0	I'm going to be here.
1:18.0	Thanks.
	...

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