IN THIS EPISODE, YOU’LL LEARN:

• How to assess the intrinsic value of Bed Bath & Beyond
• Why Bed Bath & Beyond is shorted so heavily and why it’s an advantage for you as a long investor
• How to make money in a commoditized business with no moat
• Why Bed Bath & Beyond could be taken private
• Ask The Investors: How do you factor in macro indicators when valuing stocks?

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.

Intro  00:00

You’re listening to TIP.

Preston Pysh  00:03

On today’s show you’re in for a treat because we have an incredibly intelligent guest, Jesse Felder, with us. Out of all the people we interview and have on the show, I have to say Jesse’s methodology is not only impressive but extremely instructional. Jesse has managed funds in excess of a billion dollars, and you’ll quickly see from our discussion that he has the ability to look at things very differently than most people.

Preston Pysh  00:25

Throughout this entire episode, we’re going to be talking about a single stock pick, and one that most people wouldn’t even give the time of day, which I think makes it extra interesting and special. There’s tons of learning that happens in this episode so I think you’re going to thoroughly enjoy this. If you’re a Buffett style investor, or a momentum style investor, Jesse’s going to be giving you some serious stuff to think about. At the end of the episode, he talks about how he’s determining the intrinsic value of the company. Here’s our in-depth analysis of Bed, Bath and Beyond with Jesse Felder.

Intro  01:00

You are listening to The Investor’s Podcast while 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.

Stig Brodersen  01:20

Welcome to the show. My name is Stig Brodersen and I’m here today with my co-host, Preston Pysh. We have a fan favorite here as our guest, Jesse Felder. Jesse, welcome to the show.

Jesse Felder  01:32

Thanks, Stig. It’s a pleasure to be here.

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BOOKS AND RESOURCES

• Jesse Felder’s popular podcast, Superinvestors
• Jesse Felder’s Blog, The Felder Report
• Insider Trading Resource mentioned by Jesse
• Stig’s pitch of Bed Bath and Beyond during Q2, 2017

NEW TO THE SHOW?

• Check out our We Study Billionaires Starter Packs.
• Browse through all our episodes (complete with transcripts) here.
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• 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. 

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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