TIP277: Intrinsic Value Assessment of Disney - w/ David Trainer (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
Navigating Fund Management Challenges
This chapter explores the complexities of investment fund management, focusing on fees, financial independence, and the impact of market downturns on fund managers. It contrasts the business model approach to managing funds, drawing inspiration from Buffett's career, while offering resources for aspiring fund managers.
On today's show, we talk about the intrinsic value of Disney. Our guest is David Trainer who's the founder and CEO of New Constructs.
IN THIS EPISODE, YOU'LL LEARN:
- What is the intrinsic value of Disney.
- Why return on invested capital is so important to understand and to use.
- How to understand earnings calls.
- Ask The Investors: How do I start managing money for other people?
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 The Investor’s Podcast’s new podcast, The Good Life.
- Join Preston, Stig, and Sean at the Berkshire Hathaway Annual Shareholder’s Meeting.
- Preston and Stig’s episode on The Power of Moments.
- David Trainer’s company, New Constructs.
- David Trainer’s analysis of Disney.
- David Trainer’s analysis of micro-bubbles.
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