The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

MI Rewind: Studying Superinvestors, Investing Checklists, & Seritage Growth Properties w/ Tom Botica

The Intrinsic Value Podcast - The Investor’s Podcast Network

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How to Select Companies to Buy

I think it's important to build in those layers of conservatism just because you can run numbers in a spreadsheet or something. Intrinsic value is not something that's on a financial statement so that you can calculate to several decimal places. And we're really not trying to buy a dollar for 95 cents, I think that gets into margin of error territory rather than margin of safety. We're really looking for the big discounts and the big opportunities.

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