We bring back our Mastermind Group with Toby Carlisle and Hari Ramachandra, where we go around the room and we make a pick in the stock market. We talk about why we think there’s value, and we help troubleshoot each other’s picks.
IN THIS EPISODE, YOU’LL LEARN:
- What is the intrinsic value of Diamond Hill Capital Management?
- What is the intrinsic value of Oracle?
- What is the intrinsic value of Footlocker?
- Why Reliance Industries is a bet on the growth of India.
- Why Preston is doubling down on Bitcoin.
- Ask The Investors: How do I decide on the right discount rate to use?
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 tool for stock selection and determining the correlation of all US stocks and ETFs, TIP Finance.
- Mastermind Discussion Q3 2020.
- Preston and Stig’s FREE resource, Intrinsic Value Index.
- Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments.
- Tobias Carlisle’s podcast, The Acquires Podcast.
- Tobias Carlisle’s ETF, ZIG.
- Tobias Carlisle’s ETF, Deep.
- Tobias Carlisle's book, The Acquirer's Multiple - Read reviews of this book.
- Tobias Carlisle's Acquirer's Multiple Stock Screener: AcquirersMultiple.com.
- Tweet directly to Tobias Carlisle.
- Hari’s Blog: BitsBusiness.com.
- Tweet directly to Hari.
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:
- River
- Efani
- Babbel
- AlphaSense
- Vanta
- American Express Business Gold Card
- Alto
- Salesforce
- NetSuite
- Ka'Chava
- Wise
- Toyota
- Shopify