TIP299: Mastermind Discussion 2Q 2020 (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

Episode • May 30, 2020 • 1h 21m

On today's show Preston and Stig are Joined with Tobias Carlisle and Hari Ramachandra to pitch their favorite stock picks for the 2nd quarter of 2020.

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?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
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.
Tweet directly to Tobias Carlisle.
Hari's Blog: BitsBusiness.com.
Tweet directly to Hari.

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