In each episode of "Exchanges at Goldman Sachs," people from the firm share their insights on developments shaping industries, markets and the global economy.
TIP323: Mastermind Discussion 4Q 2020 (Business Podcast)
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By Stig Brodersen and The Investor's Podcast Network. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
In this episode, you'll learn:
- What is the intrinsic value of Diamond Hill Capital Management
- What is the intrinsic value of Oracle
- What is the intrinsic value of Footlocker
- Why Reliance Industries is a bet on the growth of India
- Why Preston is doubling down on Bitcoin.
- Ask The Investors: How do I decide on the right discount rate to use?
BOOKS AND RESOURCES MENTIONED IN THIS EPISODE
- Preston and Stig’s tool for stock selection and determining the correlation of all US stocks and ETFs, TIP Finance
- Mastermind Discussion Q3 2020
- Preston and Stig’s FREE resource, Intrinsic Value Index
- Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments
- Tobias Carlisle’s podcast, The Acquires Podcast
- Tobias Carlisle’s ETF, ZIG
- Tobias Carlisle’s ETF, Deep
- Tobias Carlisle's book, The Acquirer's Multiple - Read reviews of this book
- Tobias Carlisle's Acquirer's Multiple Stock Screener: AcquirersMultiple.com
- Tweet directly to Tobias Carlisle
- Hari’s Blog: BitsBusiness.com
- Tweet directly to Hari
- Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged.
- BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. For a limited time, you can earn a bonus of $25 when you open a new account. Just go to theinvestorspodcast.com/blockfi to start earning today.
- Capital One. This is Banking Reimagined. What’s in your wallet?
- Join OurCrowd's investment in Rewire today.
- Invest in the very same paintings as millionaires and billionaires, at a fraction of the cost, with Masterworks. Use promo code WSB to skip the 70,000 waitlist to get first dibs. (Important Disclaimer)
- Browse through all our episodes (complete with transcripts) here.
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345 episodes