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In this rewind episode, Clay Finck chats with Tom Botica about what it means to invest with a margin of safety, Seritage Growth Properties, and much more!
Tom is a value investor and studies superinvestors such as Warren Buffett, Charlie Munger, Mohnish Pabrai, Guy Spier, and many others.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:44 - What investors should keep in mind during a market correction.
11:10 - Why investing checklists can be useful for value investors.
16:46 - The case for individual stock pickers outperforming the market indices.
28:11 - What Seritage Growth Properties does and why it’s potentially a compelling investment.
36:37 - Why Seritage is trading at what appears to be well below it’s liquidation value.
36:37 - The potential risks investing in Seritage.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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Connect with Clay: Twitter
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