GrafTech's Strategic Landscape

This chapter explores GrafTech's business strategy post-acquisition by Brookfield, emphasizing their revenue stability through take-or-pay contracts and the challenges posed by competition and market dynamics. It also highlights the role of mastermind groups in fostering collaboration and innovative decision-making among entrepreneurs during the complex landscape of 2019.

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

IN THIS EPISODE YOU’LL LEARN:

What is the intrinsic value of Biogen, GrafTech, Allstate, and i3 Verticals.
If Mohnish Pabrai’s newest stock pick GrafTech is a good investment.
Why you would want to buy a put option and not write the put option when you short a stock.
How to value a pharmaceutical company.
Understanding the cycles in the insurance industry.
Ask The Investors: How do you estimate growth rates?

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, Intrinsic Value Index.
Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments.
Preston and Stig’s tool for stock selection and determining the momentum, TIP Finance.
Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting.
Warren Buffett’s letters to shareholders.
Tobias Carlisle’s podcast, The Acquires Podcast.
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.

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