TIP323: Mastermind Discussion 4Q 2020 (Business Podcast)

[We Study Billionaires - The Investor’s Podcast]

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
• Toyota
• TurboTax
• Fidelity
• Meyka
• NDTCO
• Fundrise
• iFlex Stretch Studios
• Public
• NerdWallet
• American Express
• Shopify
• NetSuite

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