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4min chapter
TIP489: Intrinsic Value Analysis of Dollar General & Apple
We Study Billionaires - The Investor’s Podcast Network
The Risks of Investing in Apple
There's what is called IDO-synchratic risk in owning one particular company. Apple depends on factors really outside of their control, which could significantly affect the performance of the stock. With Dollar General, inflation might not be a good thing for Apple. But just because my base case has a stock trading at 19% below its intrinsic value today, it doesn't mean the stock can't go lower or can't trade sideways for quite some time.
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