TIP155: Mastermind Discussion (Part 2) - Intrinsic Value of 2 Stock Picks (Business Podcast)

We Study Billionaires - The Investor’s Podcast · Apr 9, 2024

IN THIS EPISODE, YOU’LL LEARN:

What kind of return could one expect from investing in Target.
Why Amazon could cause as much damage to the retail industry in next 5 years as it did in the previous 20 years.
Why investors should value offline and online retail traffic differently.
If REITs are a good placeholder for cash.
Why growth is not always good for a real estate company.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
The Investor Podcast’s part 1 mastermind meeting for Q3 2017.
Sergio Marchionne’s paper, Confessions of a Capital Junkie.
Hari’s investing blog, Bits Business.

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Browse through all our episodes (complete with transcripts) here.
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SPONSORS

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