TIP248: MASTERMIND DISCUSSION
2Q 2019
22 June 2019
On today’s show, Tobias Carlisle and Hari Ramachandra join Preston and Stig for a conversation about viable stock picks in the second quarter of 2019.
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IN THIS EPISODE, YOU’LL LEARN:
- The group’s intrinsic value assessment of $IGGGF, $RP, $SLACK, $AUBN, and $WORK
- If I Got Games is truly as cheap as the numbers indicate
- Whether now is the best time to short RealPage
- If Slack has a sustainable business model
- Why Auburn National Bancorporation is a good dividend stock with little risk
- Ask The Investors: Which investment mistake did you make recently and why?
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’ve reassembled our Mastermind Group to talk about various stock investing ideas, and like previous episodes, each person brings one investment idea and the rest of the group helps identify risks, concerns or even praise. So, without further delay, here’s our mastermind discussion for the second quarter of 2019.
Intro 00:24
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 00:44
Hey, everyone! Welcome to The Investor’s Podcast. I’m your host Preston Pysh and I’m accompanied by my co-host, Stig Brodersen. We’ve assembled the Mastermind Group Second Quarter 2019. Toby, great to have you back, Toby Carlisle, The Acquirer’s Multiple Podcast. We got Hari here. Guys, great to have you.
Tobias Carlisle 01:00
Thanks for having us along. I love doing this show.
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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
- Tobias Carlisle’s new podcast, The Acquires Podcast
- Tobias Carlisle’s book, The Acquire’s Multiple
- Hari’s Blog: BitsBusiness.com
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