IN THIS EPISODE, YOU’LL LEARN:

• What is the intrinsic value of Alphabet Inc.?
• What is the intrinsic value of Berkshire Hathaway?
• What is the intrinsic value of E-Trade?
• What is the intrinsic value of Brookfield Property REIT?
• How Warren Buffett made his greatest trade ever .
• Ask The Investors: How can a stock price increase after it has been diluted?

TRANSCRIPT

Intro  0:00  

You’re listening to TIP.

Preston Pysh  0:02  

On this week’s episode of The Investor’s Podcast, we have our Mastermind Discussion for the 3rd quarter of 2020. For anyone not familiar with the format, each person brings one stock pick to the table and the rest of the group tries to provide valuable feedback and risks associated with the pick. 

The intent of these episodes is to provide the listener various ways to assess the strengths and weaknesses of trade ideas, while also showing you some insights into the key metrics we look at when finding and selecting various trade ideas. Without further delay, let’s go ahead and dive into this episode.

Intro  0:36  

You are listening to The Investor’s Podcast, where we study the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected. 

Preston Pysh  0:57  

Hey everyone! Welcome to The Investor’s Podcast. I’m your host Preston Pysh. And as always, I’m accompanied by my co-host, Stig Brodersen. Like we said in the intro, we’re here with our 2 great friends in finance, Tobias Carlisle [and] Hari Ramachandra. Guys, welcome back to the show!

Tobias Carlisle  1:12  

Thanks so much for having me. I love doing this, the highlight of the quarter.

Preston Pysh  1:17  

Hari, welcome back, buddy.

Hari Ramachandra  1:19  

Hey! Thank you, Preston and Stig.

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BOOKS AND RESOURCES

• Mastermind Discussion Q2 2020.
• Preston and Stig’s FREE resource, Intrinsic Value Index.
• Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments.
• Database with super investors’ investments, Dataroma.
• Tobias Carlisle’s podcast, The Acquires Podcast.
• Tobias Carlisle’s ETF, ZIG.
• Tobias Carlisle’s ETF, Deep.
• Hari’s Blog: BitsBusiness.com.
• Tweet directly to Hari.
• Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com.

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.
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• Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!

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