TIP271: An Intrinsic Value Assessment w/ Dan Ferris (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 1 December 2019
⏱️ 48 minutes
🧾️ Download transcript
Summary
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 MENTIONED IN THIS EPISODE
- 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 [email protected]
- 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.
- Send money abroad the smart way with Transferwise.
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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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