
TIP264: Mastermind Discussion 3Q 2019 (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
Excitement for the Upcoming Berkshire Hathaway Meeting
The speakers express appreciation for their audience while discussing the anticipation for the 2020 Berkshire Hathaway shareholders meeting. They emphasize the importance of listener interaction by inviting suggestions for podcast guests at the event.
On today's show, our mastermind group talks about four different stock ideas that might outperform the market.
IN THIS EPISODE YOU’LL LEARN:
- The group’s intrinsic value assessment of $T, $STMP, and $RELIANCE
- Why now is the time to short Vonage Holdings Corp?
- Why activist Elliot Management is taking a position in AT&T
- Why Stamps.com might still be undervalued after the stock just soared 60%
- If Reliance Industries Limited is the Alibaba of India
- Ask The Investors: How do I read the earnings statement for Berkshire Hathaway?
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Preston and Stig's free resource, The Intrinsic Value Index
- Subscribe to Preston and Stig's free Intrinsic Value Assessments
- Read Tobias Carlisle's prospectus for his ETF: ZIG
- Tobias Carlisle's new Podcast, The Acquirers Podcast
- Hari's Blog: BitsBusiness
- Stig and Tobias Carlisle’s episode on value investing and the current market conditions.
- Preston and Stig’s intrinsic assessment of Stamps.com
- Tobias Carlisle's book, The Acquirer's Multiple - Read reviews of the book
- Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com
- Tweet directly to Tobias Carlisle
- Tweet directly to Hari
- Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting
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