IN THIS EPISODE, YOU’LL LEARN:

• What is the intrinsic value of Berkshire Hathaway?
• What is the intrinsic value of Markel?
• What is the competitive advantage of eBay and what is the intrinsic value?
• Why Spotify might be undervalued at a $30B valuation even though it’s not making any money
• Ask The Investors: How are Preston and Stig managing their stock portfolios?

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

Intro  00:00

You’re listening to TIP.

Preston Pysh  00:02

On today’s show, we bring back our Investing Mastermind group for the 2Q 2020 to talk about our favorite picks in the market. The way the Mastermind works is each person brings an investment idea to the table, and the rest of the group helps that person refine their assessment of risk and opportunities. We also try to determine a good valuation for the pick. So, if you’re curious about what that process might sound like, these are the perfect episodes for you to listen to.

Tobias Carlisle is a deep value investor from Santa Monica, California, and he’s the founder of The Acquires fund. Hari Ramachandra is a Silicon Valley executive with lots of experience in tech, and with a blog, bitsbusiness.com. Without further delay, let’s go ahead and dive in.

Intro  00:44

You are listening to The Investor’s Podcast, where we study the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected.

Preston Pysh  01:04

Hey everyone, Welcome to The Investor’s Podcast. I’m your host Preston Pysh, and, as always, I’m accompanied by my co-host, Stig Brodersen. We’re pumped to have our good friends, Toby Carlisle and Hari Ramachandra, here with us for our Mastermind Discussion for 2Q 2020.

Let’s get this thing rolling. We’re going to talk about our stock picks in this crazy, crazy macro environment. Who wants to go first? Toby, you usually go first. Are you willing to go first in this crazy time?

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BOOKS AND RESOURCES

• Preston and Stig’s tool for stock selection and determining the momentum of all US stocks and ETFs, TIP Finance.
• Mastermind Discussion Q1 2020.
• Preston and Stig’s FREE resource, Intrinsic Value Index.
• Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments.
• Database of what super investors’ invest in, Dataroma.
• Tobias Carlisle’s talk at Google.
• Tobias Carlisle’s podcast, The Acquires Podcast.
• Tobias Carlisle’s ETF, ZIG.
• Tobias Carlisle’s book, The Acquirer’s Multiple – read reviews of this book.
• 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.
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