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:
- The group’s intrinsic value assessment of $T, $STMP, and $RELIANCE
- Why now is the time to short Vonage Holdings Corp?
- Why activist Elliot Management is taking a position in AT&T
- Why Stamps.com might still be undervalued after the stock just soared 60%
- If Reliance Industries Limited is the Alibaba of India
- Ask The Investors: How do I read the earnings statement for Berkshire Hathaway?
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, The Intrinsic Value Index
- Subscribe to Preston and Stig's free Intrinsic Value Assessments
- Read Tobias Carlisle's prospectus for his ETF: ZIG
- Tobias Carlisle's new Podcast, The Acquirers Podcast
- Hari's Blog: BitsBusiness
- Stig and Tobias Carlisle’s episode on value investing and the current market conditions.
- Preston and Stig’s intrinsic assessment of Stamps.com
- Tobias Carlisle's book, The Acquirer's Multiple - Read reviews of the book
- Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com
- Tweet directly to Tobias Carlisle
- Tweet directly to Hari
- Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting
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- Browse through all our episodes (complete with transcripts) here.
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