MI025: Deep Value Investing with Tobias Carlisle (Investing Podcast)
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Undervalued Sectors of the Insurance Industry
Banks and financials are undervalued as a sector. Conoco Phillips is one of those companies that it's probably going to do fine if the oil price recovers. Hewitt Packard is another company that I find particularly interesting at the moment for the market cap. Canada Goose makes more sense in Boston than Los Angeles because they make all their money this quarter.
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