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TIP489: Intrinsic Value Analysis of Dollar General & Apple

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Manage episode 345793141 series 1394353
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

IN THIS EPISODE, YOU'LL LEARN:

  • 06:31: - The opportunities and risks of investing in Dollar General & Apple.
  • 07:34 - Clay’s assessment of the intrinsic value of Dollar General & Apple.
  • 08:55 - What Dollar General’s catalysts for future growth will be, and why their growth may just be getting started.
  • 17:55 - Why Dollar General should weather through a recession relatively well.
  • 31:01 - Why Warren Buffett loves Apple as an investment, and why it is his largest stock position.
  • 35:46 - A breakdown of Apple’s business segments.
  • 57:57 - Why it’s important to have a long-term mindset as a value investor.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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SPONSORS

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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899 episodes

Artwork
iconShare
 
Manage episode 345793141 series 1394353
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

IN THIS EPISODE, YOU'LL LEARN:

  • 06:31: - The opportunities and risks of investing in Dollar General & Apple.
  • 07:34 - Clay’s assessment of the intrinsic value of Dollar General & Apple.
  • 08:55 - What Dollar General’s catalysts for future growth will be, and why their growth may just be getting started.
  • 17:55 - Why Dollar General should weather through a recession relatively well.
  • 31:01 - Why Warren Buffett loves Apple as an investment, and why it is his largest stock position.
  • 35:46 - A breakdown of Apple’s business segments.
  • 57:57 - Why it’s important to have a long-term mindset as a value investor.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

899 episodes

Kaikki jaksot

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