IN THIS EPISODE, YOU’LL LEARN:

• The group’s intrinsic value assessment of $T, $STMP, and $RELIANCE.
• Why now is the time to short Vonage Holdings Corp?
• Why activist Elliot Management is taking a position in AT&T.
• Why Stamps.com might still be undervalued after the stock just soared 60%.
• If Reliance Industries Limited is the Alibaba of India.
• Ask The Investors: How do I read the earnings statement for Berkshire Hathaway?

TRANSCRIPT

Intro  0:00  

You’re listening to TIP.

Preston Pysh  0:02  

On today’s show, we’ve assembled our Mastermind for the third quarter of 2019. The members of our group are Toby Carlisle, who’s a deep value investor, author of multiple best selling investment books, and the founder of The Acquirer’s Multiple. We have Hari Ramachandra, who’s an executive in Silicon Valley and comes with a wealth of experience, and programming, and all things digital. And of course, Stig Brodersen and myself. Like all previous mastermind discussions, we propose a stock pick and the group provides concerns, accolades, and recommendations to the group. So without further delay, here’s our discussion.

Intro  0:39  

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  0:58  

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. And like we said in the intro, we are here with Toby and Hari. Guys, welcome back to the show!

Tobias Carlisle  1:10  

It’s great to be here. 

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BOOKS AND RESOURCES

• Preston and Stig’s free resource, The Intrinsic Value Index.
• Subscribe to Preston and Stig’s free Intrinsic Value Assessments.
• Read Tobias Carlisle’s prospectus for his ETF: ZIG.
• Tobias Carlisle’s new Podcast, The Acquires Podcast.
• Hari’s Blog: BitsBusiness.
• Stig and Tobias Carlisle’s episode on value investing and the current market conditions.
• Preston and Stig’s intrinsic assessment of Stamps.com.
• Tobias Carlisle’s book, The Acquirer’s Multiple – Read reviews of the book.
• Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com.
• Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting.

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• Browse through all our episodes (complete with transcripts) here.
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