TIP299: Mastermind Discussion 2Q 2020 (Business Podcast)

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

Guest
On today's show Preston and Stig are Joined with Tobias Carlisle and Hari Ramachandra to pitch their favorite stock picks for the 2nd quarter of 2020.



IN THIS EPISODE, YOU'LL LEARN:

  • What is the intrinsic value of Berkshire Hathaway?
  • What is the intrinsic value of Markel?
  • What is the competitive advantage of eBay and what is the intrinsic value?
  • Why Spotify might be undervalued at a $30B valuation even though it’s not making any money
  • ·Ask The Investors: How are Preston and Stig managing their stock portfolios?



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