Episode notes
IN THIS EPISODE, YOU’LL LEARN:
- What kind of return could one expect from investing in Target.
- Why Amazon could cause as much damage to the retail industry in next 5 years as it did in the previous 20 years.
- Why investors should value offline and online retail traffic differently.
- If REITs are a good placeholder for cash.
- Why growth is not always good for a real estate company.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- The Investor Podcast’s part 1 mastermind meeting for Q3 2017.
- Sergio Marchionne’s paper, Confessions of a Capital Junkie.
- Hari’s investing blog, Bits Business.
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- Browse through all our episodes (complete with transcripts) here.
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