Every quarter the Mastermind Group from The Investor’s Podcast gets together to discusses their latest investment ideas. In this episode the group discusses the recent investment by Berkshire Hathaway to own airline stocks. Not only was Warren Buffett buying airlines, but other famous value investors have decided to make these highly regulated businesses part of their portfolios. During the discussion Tobias Carlisle provides a glimpse into the potential returns of a few airline companies based on their low earnings to enterprise value.
One of the more interesting things that have developed since the group’s last meeting was the change in monetary policy in India. During this discussion, the group talks about the numerous aspects surrounding Prime Minister Modi’s decision.
In this episode, you’ll learn:
- Why Berkshire Hathaway is building a small equity position in the airline industry
- Why gold might be a good asset class depending on the country you live in
- What has caused the sell-off in bonds and how that will influence the stock market
- Why India recently took the biggest currency bills out of circulation overnight
Click here to Sign-up and attend the 2017 Berkshire Hathaway Shareholder’s Meeting with Preston, Toby, and Hari.
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Books and Resources Mentioned in this Podcast
Hari’s Blog: BitsBusiness.com
Calin’s SEO Company: Inbound Interactive
Tobias’ Investing Site: The Aquirers Multiple
Tobias’ Blog: GreenBackd.com
Tobias’ book, Deep Value – Read reviews of this book
Hari’s Blog Post, Is there A Case For Gold
VIDEOS THAT SUPPORT THIS PODCAST
Berkshire Hathaway Buys Airline Stocks