MI025: Deep Value Investing with Tobias Carlisle (Investing Podcast)
The Intrinsic Value Podcast - The Investor’s Podcast Network
00:00
How to Cut Through the Noise and Determine if a Company Is a True Issue
John MacIntosh: I want to talk about two things there that you brought up, Canada Goose and Wells Fargo. The balance sheet of GE is so heavily indebted that it's possible that GE is not worth anything," MacIntosh says. "Wells Fogos is a really good business. It's been around for a very long time" - MacIntosh. 'I don't think that GE really is going to go into bankruptcy or insolence,' MacIntosh adds.
Transcript
Play full episode
