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TIP222: MASTERMIND DISCUSSION
4Q 2018
22 December 2018
On today’s show, Tobias Carlisle and Hari Ramachandra join Preston and Stig for a conversation about viable stock picks in the fourth quarter of 2018.
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IN THIS EPISODE, YOU’LL LEARN:
- The group’s intrinsic value assessment of $HPQ, $FONR, $SH, and $HDB.
- Why Preston is shorting the S&P500.
- If banks in India is a bull case.
- How you can divide the stock market into four states, and how to position yourself accordingly.
TRANSCRIPT
Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.
Preston Pysh 0:02
On today’s show, we bring back our good friends for the fourth quarter of 2018 Mastermind discussion. During our discussion, the guys pitch three different companies that might be value picks. Then at the end of the show, I throw out a very non-standard momentum pick. That’s definitely different from my typical Warren Buffett style investment.
For people who aren’t familiar with our Mastermind discussions, we have Toby Carlisle, who’s the founder of the Acquirer’s Multiple website. He is a deep value expert. Then we have our good friend Hari Ramachandra, who’s an executive in Silicon Valley for all things tech-related. Without further delay, here’s our Mastermind discussion to close out the year.
Intro 0:40
You are listening to The Investor’s Podcast where we study the financial markets and read the books that influenced self-made billionaires the most. We keep you informed and prepared for the unexpected.
Preston Pysh 1:01
Welcome to The Investor’s Podcast. As usual, I’m accompanied by my co-host Stig Brodersen. My name is Preston Pysh. We’re accompanied by our good friends Toby Carlisle and Hari Ramachandra.
Guys, welcome back to the show. Great to have you here. I know I always really look forward to these Mastermind discussions so we’re thrilled to have you back.
Tobias Carlisle 1:18
Hello. It’s great to be here.
Hari Ramachandra 1:20
Thank you.
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BOOKS AND RESOURCES
- Preston and Stig’s free resource, Intrinsic Value Index.
- Preston and Stig’s Intrinsic Value Assessment of Fonar that was discussed in this episode.
- Subscribe to Preston and Stig’s free Intrinsic Value Assessments.
- Tobias Carlisle’s article about shorting the market.
- Tobias Carlisle’s book, The Acquirer’s Multiple – read reviews of this book.
- Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com
- Hari’s Blog:BitsBusiness.com.
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