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:
- What is the intrinsic value of Biogen, GrafTech, Allstate, and i3 Verticals.
- If Mohnish Pabrai’s newest stock pick GrafTech is a good investment.
- Why you would want to buy a put option and not write the put option when you short a stock.
- How to value a pharmaceutical company.
- Understanding the cycles in the insurance industry.
- Ask The Investors: How do you estimate growth rates?
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.
- Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments.
- Preston and Stig’s tool for stock selection and determining the momentum, TIP Finance.
- Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting.
- Warren Buffett’s letters to shareholders.
- Tobias Carlisle’s podcast, The Acquires Podcast.
- 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.
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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