The Importance of Rational Thinking in Stock Market Corrections

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I think as long as you're a net buyer of stocks over the long term can be quite beneficial. No one can really accurately predict when these are going to happen. So we should always look to just buy great businesses at fair prices and when those good opportunities come along, be ready to pounce on them.

In this rewind episode, Clay Finck chats with Tom Botica about what it means to invest with a margin of safety, Seritage Growth Properties, and much more!

Tom is a value investor and studies superinvestors such as Warren Buffett, Charlie Munger, Mohnish Pabrai, Guy Spier, and many others.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:44 - What investors should keep in mind during a market correction.

11:10 - Why investing checklists can be useful for value investors.

16:46 - The case for individual stock pickers outperforming the market indices.

28:11 - What Seritage Growth Properties does and why it’s potentially a compelling investment.

36:37 - Why Seritage is trading at what appears to be well below it’s liquidation value.

36:37 - The potential risks investing in Seritage.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
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Related Episode: Listen to MI131: Richer, Wiser, Happier, w/ William Green, or watch the video.

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