We Study Billionaires - The Investor’s Podcast Network TIP248: Mastermind Discussion 2Q 2019 (Business Podcast)
Jun 23, 2019
Toby Carlisle, founder of the Acquirer's Fund and host of The Acquirer's Podcast, joins the discussion on various stock picks. The group evaluates the intrinsic value of companies like IGGGF and Slack, weighing their market positions and challenges. They explore the gaming industry's cyclical nature and analyze Auburn National Bancorporation as a stable dividend stock. Additionally, they reflect on recent investment mistakes, underscoring the lessons learned in adapting strategies and the importance of analyzing insider trading activities.
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I Got Games Pitch
- Stig Brodersen pitches I Got Games (IGGGF), a mobile game developer.
- Its two main games, Lords Mobile and Castle Clash, generate revenue through in-app purchases.
I Got Games Financials and Risks
- I Got Games has strong financials, high insider ownership, and pays a dividend.
- However, revenue is concentrated in two games, raising concerns about future growth.
Shorting RealPage
- Toby Carlisle recommends shorting RealPage (RP), a property leasing software company.
- He believes the company is overvalued and the rental market is cyclical.
