Intro

This chapter features a mastermind group discussion on stock picks and investment strategies for the third quarter of 2019. It highlights the shifting investor sentiment in Silicon Valley towards high-growth companies, alongside critiques and recommendations on various stock ideas.

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Episode notes

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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