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?

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  0:00  

You’re listening to TIP.

Preston Pysh  0:03  

Hey, everyone, welcome to The Investor’s Podcast. Today, we bring back our Mastermind Group with Toby Carlisle and Hari Ramachandra, where we go around the room and we make a pick in the stock market. We talk about why we think there’s value. We help troubleshoot each other’s picks. We poke holes through it. We talk about what we do like about it. 

In general, it’s just a fun thing that we do every quarter to show people we’re thinking about what we think is valuable in the market and the thought process and mechanics behind how we do our analysis.

With that, this is the fourth quarter’s Mastermind discussion. Let’s get started.

Intro  0:45  

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

Preston Pysh  1:06  

Hey, everyone, welcome to The Investor’s Podcast. I’m your host Preston Pysh. As always, I’m accompanied by my co-host, Stig Brodersen. We have Toby Carlisle and Hari Ramachandra here.

Guys, welcome back. What’s going on?

Tobias Carlisle  1:20  

What’s up, fellas? 

Hari Ramachandra  1:22  

Hey, guys! Good to see you.

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BOOKS AND RESOURCES

• 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.
• 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.

P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!

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