TIP234: Mastermind Discussion 1Q 2019 (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

On today's show, our mastermind group talks about four different stock ideas that might outperform the market.

IN THIS EPISODE YOU’LL LEARN:

• If Bed Bad & Beyond is finally trading at a good price for value investors
• Why Nucor, Steel Dynamics, and the entire industry is trading at appealing prices.
• Why it’s an advantage for investors that Alibaba is a Chinese company and not a US company
• If Microsoft is a good defensive investment in an overvalued market

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
• Listen to John Huber’s pitch of Tencent on The Investor’s Podcast or watch the video.
• Preston and Stig’s free resource, Intrinsic Value Index
• Preston and Stig’s Intrinsic Value Assesment of Bed Bath & Beyond, that was discussed in this episode
• Subscribe to Preston and Stig’s free Intrinsic Value Assessments
• Stig’s pitch of Bed Bath & Beyond from 2017
• Tobias Carlisle’s new podcast, The Acquirers Podcast
• Tobias Carlisle’s book, The Acquirer's Multiple – read reviews of this book
• Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com
• Hari’s Blog: BitsBusiness.com

NEW TO THE SHOW?

• Check out our We Study Billionaires Starter Packs.
• Browse through all our episodes (complete with transcripts) here.
• Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
• Enjoy exclusive perks from our favorite Apps and Services.
• 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.

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• River
• Toyota
• Meyka
• AT&T
• Vacasa
• Fidelity
• Monarch Money
• Yahoo! Finance
• Long Angle
• Public
• USPS
• American Express
• Shopify

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