23min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Analyzing a Company in the Construction Sector

Exploring the operations and financials of Mueller, a company in the construction sector specializing in copper and brass extrusion. The chapter dives into the reasons behind the company's perceived undervaluation and the impact of housing market trends on its earnings. Additionally, it delves into the importance of buybacks, stock selection strategies, and the effects of cognitive biases on investment decisions.

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