The Intrinsic Value Podcast - The Investor’s Podcast Network

MI Rewind: Studying Superinvestors, Investing Checklists, & Seritage Growth Properties w/ Tom Botica

Jun 16, 2023
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1
Introduction
00:00 • 4min
2
The Importance of Rational Thinking in Stock Market Corrections
04:16 • 2min
3
Investing With a Margin of Safety
06:12 • 4min
4
How to Select Companies to Buy
10:05 • 4min
5
How to Balance a Portfolio
14:10 • 5min
6
NetSuite: The Best Offer We've Ever Seen
19:22 • 5min
7
The Advantages and Disadvantages of Investing in China
24:37 • 4min
8
The Pabrai Sale and Seriatage
28:53 • 2min
9
Seriatage Growth Properties of Phthalgis
30:58 • 1min
10
The Upside of Seriatage Real Estate
32:27 • 4min
11
Certage's Q3 Financial Supplement
36:44 • 3min
12
NetSuite: The Best Offer We Have Ever Seen
39:26 • 6min
13
The Future of Syritage Properties
45:13 • 4min
14
Warren Buffett's Cirotage Strategy
49:23 • 6min