Mastermind Discussion

 

Every quarter the Mastermind Group from The Investor’s Podcast gets together to discusses their latest investment ideas. In this episode, each member of the group recommends a stock pick that might outperform the S&P 500.  After each stock pick, the remaining members of the group pick-apart the idea.

In this episode, you’ll learn:

• Which 4 stock picks that might outperform the S&P 500
• How to invest when real assets have never been cheaper compared to financial assets
• Why you are only as smart as your dumbest competitor in a commodity business
• How to validate your investment thesis
• How Preston and Stig ended up in Bed Bath & Beyond for a guys’ night out

Tweet your comments about this episode directly to Preston, Stig, and the rest of The Investor’s Podcast Community using #TIPMoney.

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Books and Resources Mentioned in this Podcast

Preston and Stig’s interview with Jesse Felder about the current market conditions

Preston and Stig’s interview with Tobias Carlisle about Value Investing and Special Situations

Jesse Felder’s new podcast

Jesse Felder’s Blog, The Felder Report

Tobias Carlisle’s Blog: GreenBackd.com

Tobias Carlisle’s Acquirer’s Multiple Webpage: AcquirersMultiple.com

Tobias Carlisle’s fund: Carbon Beach LLC

Tobias Carlisle’s book, Deep Value – Read reviews of this book


VIDEOS THAT SUPPORT THIS PODCAST



Download Preston and Stig's Free Checklist

Download Preston & Stig's free stock investing checklist. Their checklist was developed after spending countless hours studying billionaires like, Warren Buffett, Carl Icahn, and Ray Dalio. With their checklist, you can find safe picks that protect and grow your principal. Additionally, Preston & Stig read a lot of books and write executive summaries for each book they finish. If you download their checklist, you will be added to their monthly e-mail list where they send their book summaries. There are never any advertisements...ever. Here's an example of one of their executive summaries, based on the book written by Billionaire Charlies Koch.