TIP489: Intrinsic Value Analysis of Dollar General & Apple

[We Study Billionaires - The Investor’s Podcast]

IN THIS EPISODE, YOU'LL LEARN:

• 06:31: - The opportunities and risks of investing in Dollar General & Apple.
• 07:34 - Clay’s assessment of the intrinsic value of Dollar General & Apple.
• 08:55 - What Dollar General’s catalysts for future growth will be, and why their growth may just be getting started.
• 17:55 - Why Dollar General should weather through a recession relatively well.
• 31:01 - Why Warren Buffett loves Apple as an investment, and why it is his largest stock position.
• 35:46 - A breakdown of Apple’s business segments.
• 57:57 - Why it’s important to have a long-term mindset as a value investor.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.



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 Clay’s previous episode covering Warren Buffett's 12 Investment Principles.
• William Green's book - Richer, Wiser, Happier.
• Robert Hagstrom’s book - The Warren Buffett Way.
• Follow Clay on Twitter and Instagram.

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