Investment Strategies and Cloud Market Dynamics

This chapter explores the contrasting investment strategies of Alibaba and Tencent, focusing on Alibaba's logistics ambitions and the competitive cloud landscape. The discussion highlights Microsoft as a key investment choice amidst concerns over asset valuations and the intricacies of capital gains tax. Additionally, it examines the current state of the cloud computing market, emphasizing the dominance of major players like Amazon and Microsoft.

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On today's show, our mastermind group talks about four different stock ideas that might outperform the market.

IN THIS EPISODE YOU’LL LEARN:

If Bed Bad & Beyond is finally trading at a good price for value investors
Why Nucor, Steel Dynamics, and the entire industry is trading at appealing prices.
Why it’s an advantage for investors that Alibaba is a Chinese company and not a US company
If Microsoft is a good defensive investment in an overvalued market

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Listen to John Huber’s pitch of Tencent on The Investor’s Podcast or watch the video.
Preston and Stig’s free resource, Intrinsic Value Index
Preston and Stig’s Intrinsic Value Assesment of Bed Bath & Beyond, that was discussed in this episode
Subscribe to Preston and Stig’s free Intrinsic Value Assessments
Stig’s pitch of Bed Bath & Beyond from 2017
Tobias Carlisle’s new podcast, The Acquirers Podcast
Tobias Carlisle’s book, The Acquirer's Multiple – read reviews of this book
Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com
Hari’s Blog: BitsBusiness.com

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