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TIP264: Mastermind Discussion 3Q 2019 (Business Podcast)

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Manage episode 244318019 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.

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

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?

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

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

  continue reading

867 episodes

Artwork
iconShare
 
Manage episode 244318019 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.

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

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?

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

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

  continue reading

867 episodes

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