Every quarter the Mastermind Group from The Investor’s Podcast gets together to discusses their latest investment ideas. In this episode, each member of the group recommends a stock pick that might outperform the S&P 500. After each stock pick, the remaining members of the group pick-apart the idea. During this week’s discussion, Tobias Carlisle and Calin Yablonski couldn’t attend the meeting, but the brilliant John Huber from Saber Capital Management joined the group. Since the discussion went longer than normal, the episode was split into two parts.
In this episode, you’ll learn:
· If stocks trading at 40 times earning can be cheap
· Why you can make 10x on cyclical stocks
· What risks you face if you invest in China
· How to value high growth companies
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BOOKS AND RESOURCES
The Investor Podcast’s mastermind meeting for Q2 2017
Sergio Marchionne’s paper, Confessions of a Capital Junkie
Hari’s investing blog, Bits Business
John Huber’s blog, Base Hit Investing
John’s blog post on Ten Cent Holdings
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