Episode notes
IN THIS EPISODE, YOU'LL LEARN:
- 06:31: - The opportunities and risks of investing in Dollar General & Apple.
- 07:34 - Clay’s assessment of the intrinsic value of Dollar General & Apple.
- 08:55 - What Dollar General’s catalysts for future growth will be, and why their growth may just be getting started.
- 17:55 - Why Dollar General should weather through a recession relatively well.
- 31:01 - Why Warren Buffett loves Apple as an investment, and why it is his largest stock position.
- 35:46 - A breakdown of Apple’s business segments.
- 57:57 - Why it’s important to have a long-term mindset as a value investor.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Listen to Clay’s previous episode covering Warren Buffett's 12 Investment Principles.
- Robert Hagstrom’s book - The Warren Buffett Way.
- Follow Clay on Twitter and Instagram.
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