TIP271: AN INTRINSIC VALUE ASSESSMENT
W/ DAN FERRIS
30 November 2020
On today’s show we talk to valuation expert Dan Ferris about determining the value of a company in the mineral industry.
IN THIS EPISODE, YOU’LL LEARN:
- Why it’s so difficult to invest in mining stocks
- How to build a relationship with the management with a small-cap company, why it might not be advantageous.
- How to understand the market for mining royalties
- How to estimate the intrinsic value of Altius Minerals
- Ask The Investor’s Podcast: Do you prefer to focus more on business or picking individual securities?
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 Stig and I dig into the valuation of a single company to learn about important considerations when investing in businesses within the mining sector. Our guest expert is Dan Ferris from Extreme Value and he comes with over two decades of experience in financial valuation. So without further delay, here’s our assessment of Altius Minerals with Dan Ferris.
Intro 0:26
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.
Stig Brodersen 0:46
Welcome to today’s show! My name is Stig Brodersen. And as always, I’m here today with my co-host, Preston Pysh. And as we said in the introduction, we are here with Dan Ferris. Thank you so much for taking the time out of your busy schedule to join us here today, Dan.
Dan Ferris 1:03
Oh, it’s my pleasure! I’m very happy to be here.
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BOOKS AND RESOURCES
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- Dan Ferris’ research and newsletter
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- Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting
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