TIP271: An Intrinsic Value Assessment w/ Dan Ferris (Business Podcast)

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

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 1 December 2019

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today’s show we talk to valuation expert Dan Ferris about determining the value of a company in the mineral industry. IN THIS EPISODE YOU’LL LEARN: Why it’s so difficult to invest in mining stocks How to build a relationship with the management with a small-cap company, why it might not be advantageous. How to understand the market for mining royalties How to estimate the intrinsic value of Altius Minerals Ask The Investor’s Podcast: Do you prefer to focus more on business or picking individual securities? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Dan Ferris’ podcast, Investor Hour Dan Ferris’ research and newsletter Sign up to the TIP live event in Los Angeles with Stig and David by emailing: stig@theinvestorspodcast.com 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! 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Transcript

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0:00.0	You're listening to TI-P.
0:02.6	On today's show, Stig and I dig into the valuation of a single company to learn about
0:06.9	important considerations when investing in businesses within the mining sector.
0:11.1	Our guest expert is Dan Ferris from Extreme Value and he comes with over two decades of
0:15.8	experience in financial valuation.
0:18.1	So without further delay, here's our assessment of Altius Minerals with Dan Ferris.
0:26.4	You are listening to the Investors Podcast.
0:29.3	So we study the financial markets and read the books that influence self-made billionaires
0:33.6	the most.
0:34.6	We keep you informed and prepared for the unexpected.
0:47.0	Welcome to today's show.
0:48.2	My name is Stig, Rhodason and as always, I'm here today with my co-host Preston Pesh.
0:54.1	And as we said there in introduction, we are here with Dan Ferris.
0:58.2	Thank you so much for taking the time out of your busy schedule to join us here today,
1:02.3	Dan.
1:03.3	It's my pleasure.
1:04.3	I'm very happy to be here.
1:06.2	Thank you for saying so and we are very excited to talk to you today and learn about how
1:10.9	to value mining stocks, especially Altius Minerals.
1:14.8	But before we talk about this specific stock pick, could you please tell listeners who do
1:19.5	not have experience with mining stocks?
1:22.0	What makes the mining sector so different than other sectors?
	...

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