We Study Billionaires - The Investor’s Podcast Network

TIP234: Mastermind Discussion 1Q 2019 (Business Podcast)

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On today's show, our mastermind group talks about four different stock ideas that might outperform the market.  


IN THIS EPISODE YOU’LL LEARN:

  • If Bed Bad & Beyond is finally trading at a good price for value investors
  • Why Nucor, Steel Dynamics, and the entire industry is trading at appealing prices. 
  • Why it’s an advantage for investors that Alibaba is a Chinese company and not a US company 
  • If Microsoft is a good defensive investment in an overvalued market 


    • BOOKS AND RESOURCES

    • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
    • Listen to John Huber’s pitch of Tencent on The Investor’s Podcast or watch the video.
    • Preston and Stig’s free resource, Intrinsic Value Index
    • Preston and Stig’s Intrinsic Value Assesment of Bed Bath & Beyond, that was discussed in this episode
    • Subscribe to Preston and Stig’s free Intrinsic Value Assessments
    • Stig’s pitch of Bed Bath & Beyond from 2017
    • Tobias Carlisle’s new podcast, The Acquirers Podcast
    • Tobias Carlisle’s book, The Acquirer's Multiple – read reviews of this book
    • Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com 
    • Hari’s Blog: BitsBusiness.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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        • Range Rover
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        • AT&T
        • The Bitcoin Way
        • USPS
        • American Express
        • Onramp
        • SimpleMining
        • Public
        • Vacasa
        • Shopify


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          We Study Billionaires - The Investor’s Podcast NetworkBy The Investor's Podcast Network
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