IN THIS EPISODE, YOU’LL LEARN:

• What is the intrinsic value of Biogen, GrafTech, Allstate, and i3 Verticals.
• If Mohnish Pabrai’s newest stock pick GrafTech is a good investment.
• Why you would want to buy a put option and not write the put option when you short a stock.
• How to value a pharmaceutical company.
• Understanding the cycles in the insurance industry.
• Ask The Investors: How do you estimate growth rates?

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.

Preston Pysh 0:00
On today’s show we’ve reassembled the Mastermind Group to talk about four stock picks that might outperform the S&P 500. Each member of our group makes a pitch and the rest of the group provides important insights to think about and consider, so the risk can be managed and the proper intrinsic value assessment can be made. So without further delay, here’s our Mastermind discussion for the fourth quarter of 2019.

Intro 0:27
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 0:47
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. And we’ve got Hari Ramachandra, Toby Carlisle here. Guys, welcome back! We’re thrilled to have you. So during this discussion, we ran into a little bit of audio issues. For the first like two or three minutes of this discussion, you’re going to find that Toby’s audio is a little bit off. But I promise you it gets a little bit better as we go through the rest of the interview. So with that, we’ll get started.

Stig Brodersen 1:15
Okay, Toby, please go ahead with your pick.

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BOOKS AND RESOURCES

• Preston and Stig’s FREE resource, Intrinsic Value Index.
• Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments.
• Preston and Stig’s tool for stock selection and determining the momentum, TIP Finance.
• Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting.
• Warren Buffett’s letters to shareholders.
• Tobias Carlisle’s podcast, The Acquires Podcast.
• Tobias Carlisle’s book, The Acquirer’s Multiple – Read reviews of the book.
• Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com.
• Hari’s analysis of GrafTech.

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