Episode notes
On today’s show, Tobias Carlisle and Hari Ramachandra join Preston and Stig for a conversation about viable stock picks in the fourth quarter of 2018.
IN THIS EPISODE YOU’LL LEARN:
- The group’s intrinsic value assessment of $HPQ, $FONR, $SH, and $HDB.
- Why Preston is shorting the S&P500.
- If banks in India is a bull case.
- How you can divide the stock market into four states, and how to position yourself accordingly.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Preston and Stig’s free resource, Intrinsic Value Index.
- Preston and Stig’s Intrinsic Value Assessment of Fonar that was discussed in this episode.
- Subscribe to Preston and Stig’s free Intrinsic Value Assessments.
- Tobias Carlisle’s article about shorting the market.
- Tobias Carlisle’s book, The Acquirer’s Multiple – read reviews of this book.
- Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com .
- Tweet directly to Tobias Carlisle.
- Hari’s Blog: BitsBusiness.com.
- Tweet directly to Hari: @harirama.
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