Episode notes
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
NEW TO THE SHOW?
- Check out our We Study Billionaires Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
- Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Enjoy exclusive perks from our favorite Apps and Services.
- Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
- Learn how to better start, manage, and grow your business with the best business podcasts.
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