TIP323: Mastermind Discussion 4Q 2020 (Business Podcast)

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

Guest
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




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