TIP489: Intrinsic Value Analysis of Dollar General & Apple
We Study Billionaires - The Investor’s Podcast Network
Analyzing Intrinsic Value Through Cash Flow Projections
This chapter delves into assessing a company's intrinsic value by examining projected free cash flows and growth rates. The speaker outlines a detailed calculation that leads to an estimated intrinsic value of $65 billion, highlighting potential investment opportunities in relation to market prices.
IN THIS EPISODE, YOU'LL LEARN:
- 06:31: - The opportunities and risks of investing in Dollar General & Apple.
- 07:34 - Clay’s assessment of the intrinsic value of Dollar General & Apple.
- 08:55 - What Dollar General’s catalysts for future growth will be, and why their growth may just be getting started.
- 17:55 - Why Dollar General should weather through a recession relatively well.
- 31:01 - Why Warren Buffett loves Apple as an investment, and why it is his largest stock position.
- 35:46 - A breakdown of Apple’s business segments.
- 57:57 - Why it’s important to have a long-term mindset as a value investor.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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 Clay’s previous episode covering Warren Buffett's 12 Investment Principles.
- William Green's book - Richer, Wiser, Happier.
- Robert Hagstrom’s book - The Warren Buffett Way.
- Follow Clay on Twitter and Instagram.
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