Intro

In this chapter, the hosts lead a collaborative discussion on methodologies for assessing investment ideas, featuring insights from two guests. The conversation focuses on troubleshooting assumptions and identifying risks to enhance decision-making in finance.

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Episode notes

On today's show, our mastermind group talks about four different stock ideas that might outperform the market.

IN THIS EPISODE YOU’LL LEARN:

If Bed Bad & Beyond is finally trading at a good price for value investors
Why Nucor, Steel Dynamics, and the entire industry is trading at appealing prices.
Why it’s an advantage for investors that Alibaba is a Chinese company and not a US company
If Microsoft is a good defensive investment in an overvalued market

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 John Huber’s pitch of Tencent on The Investor’s Podcast or watch the video.
Preston and Stig’s free resource, Intrinsic Value Index
Preston and Stig’s Intrinsic Value Assesment of Bed Bath & Beyond, that was discussed in this episode
Subscribe to Preston and Stig’s free Intrinsic Value Assessments
Stig’s pitch of Bed Bath & Beyond from 2017
Tobias Carlisle’s new podcast, The Acquirers Podcast
Tobias Carlisle’s book, The Acquirer's Multiple – read reviews of this book
Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com
Hari’s Blog: BitsBusiness.com

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.
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