TIP310: Mastermind Discussion 3Q 2020 - (Business Podcast)

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

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 16 August 2020

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

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Summary

This week, Preston and Stig has a mastermind discussion with Tobias Carlisle and Hari Ramachandra where they discuss intrinsic value of selected companies IN THIS EPISODE, YOU’LL LEARN: What is the intrinsic value of Alphabet Inc.? What is the intrinsic value of Berkshire Hathaway? What is the intrinsic value of E-Trade? What is the intrinsic value of Brookfield Property REIT? How Warren Buffett made his greatest trade ever . Ask The Investors: How can a stock price increase after it has been diluted? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Mastermind Discussion Q2 2020. Preston and Stig’s FREE resource, Intrinsic Value Index. Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments. Database with super investors’ investments, Dataroma. Tobias Carlisle’s podcast, The Acquires Podcast. Tobias Carlisle’s ETF, ZIG. Tobias Carlisle’s ETF, Deep. Hari’s Blog: BitsBusiness.com. Tweet directly to Hari. Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com. 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. 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Transcript

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0:00.0	You're listening to TI-P.
0:02.8	On this week's episode of the Investors Podcast,
0:04.8	we have our mastermind discussion for the third quarter of 2020.
0:08.4	For anyone not familiar with the format,
0:10.2	each person brings one stock pick to the table
0:12.6	and the rest of the group tries to provide valuable feedback
0:15.2	and risks associated with the pick.
0:17.4	The intent of these episodes is to provide the listener various ways
0:20.6	to assess the strengths and weaknesses of trade ideas
0:23.6	while also showing you some insights into the key metrics
0:26.7	we look at when finding and selecting various trade ideas.
0:30.0	So without further delay, let's go ahead and dive into this episode.
0:57.2	Hey everyone, welcome to the Investors Podcast.
0:59.3	I'm your host Preston Pishin.
1:00.5	As always, I'm accompanied by my co-host, Stig Brodersen,
1:03.2	and like we said in the intro,
1:04.5	we're here with our two great friends and finance Toby Carr allow,
1:08.5	Hari Ramachandra.
1:09.6	Guys, welcome back to the show.
1:12.0	Hey, thanks so much for having me.
1:13.2	I love doing this.
1:14.0	The highlight of the quarter.
	...

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