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

TIP264: Mastermind Discussion 3Q 2019 (Business Podcast)

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

Stig Brodersen

Education, Investing, Business

4.63.6K Ratings

🗓️ 13 October 2019

⏱️ 64 minutes

🧾️ Download transcript

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: 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 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. 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 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 Learn more about your ad choices. 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Transcript

Click on a timestamp to play from that location

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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