TIP 091 : Mastermind Group 2Q 2016 (Business Podcast)

TIP 091 : Mastermind Group 2Q 2016 (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: How to determine the value of Apple. If the method for valuing Amazon has changed. If it is a solid strategy to invest in companies that aggressively buying back shares. If Mohnish Pabrai’s new ETF can be expected to perform well. Toby Carlisle’s thoughts on launching his new ETF. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Tobias’ book, Deep Value – Read reviews of this book. Tobias’ book, Concentrated Investing – Read reviews of this book. Robert Schiller’s Book, Irrational Exuberance – Read reviews of this book. The book on Jeff Bezos, The Everything Store – Read reviews of this book. Joel Greenblatt’s book, You Can Be A Stock Market Genius Too – Read reviews of this book. Jim O’Shaughnessy’s book, What Works on Wall Street – Read reviews of this book. Related episode: Current market conditions w/ Tobias Carlisle - TIP454. Related episode: Mastermind Q2 2022 w/ Tobias Carlisle and Hari Ramachandra - TIP450. Related episode: Mastermind Q1 2022 w/ Hari Ramachandra and Tobias Carlisle - TIP418. Related episode: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra - TIP335. Related episode: Mastermind discussion 3rd Quarter 2017 (Part I) - TIP154. Related episode: Mastermind discussion 3rd Quarter 2017 (Part II) - TIP155. 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. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Plus500 Netsuite Shopify Vanta HELP US OUT! 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Jaksot(1226)

RWH074: True Wealth w/ Matt Ludmer

RWH074: True Wealth w/ Matt Ludmer

In this episode, William Green speaks with Matt Ludmer, the founder & CEO of Aligned Wealth Management. Matt is a financial adviser to wealthy individuals & families, including clients who have entrus...

18 Loka 2h 33min

TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley

TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley

In today's episode, Kyle Grieve and Shawn O’Malley discuss Aritzia, the everyday luxury fashion brand that has become one of retail's most impressive compounders. They explore how a small boutique in ...

15 Loka 1h 23min

RWH073: Unstoppable w/ Sir Michael Moritz

RWH073: Unstoppable w/ Sir Michael Moritz

In this episode, William Green speaks with multibillionaire Sir Michael Moritz, arguably the most successful venture capitalist ever. He spent nearly four decades at Sequoia Capital, which invested in...

11 Loka 1h 28min

TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley

TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley

Daniel Mahncke and Shawn O’Malley revisit the two luxury houses they passed on last time — Hermès (EPA: RMS), the 189-year-old maker of the Birkin bag, and LVMH (EPA: MC), the 75-brand conglomerate be...

8 Loka 1h 15min

TIP851: HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O'Malley

TIP851: HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O'Malley

In today’s episode, Kyle Grieve and Shawn O’Malley discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resiliency. They’ll compare ...

4 Loka 1h 17min

TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley

TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley

In today’s episode, Kyle Grieve and Shawn O’Malley discuss Walmart and how it grew from Sam Walton’s small-town five-and-dime into a retail giant. Today, it also makes money from e-commerce, a marketp...

1 Loka 1h 16min

TIP849: Average Returns Can Still Make You Wealthy w/ David Fagan

TIP849: Average Returns Can Still Make You Wealthy w/ David Fagan

In this episode, Stig Brodersen speaks with David Fagan about Total Wealth Performance and why someone with average investment returns can still build a meaningful net worth. They discuss why saving i...

27 Syys 1h 11min

TIP848: Meta (META): What the Market Misses? w/ Daniel Mahncke & Shawn O'Malley

TIP848: Meta (META): What the Market Misses? w/ Daniel Mahncke & Shawn O'Malley

Daniel Mahncke and Shawn O’Malley revisit Meta Platforms (NASDAQ: META), the advertising machine behind Facebook, Instagram, and WhatsApp that reaches 3.6 billion people every day — over 40% of the wo...

24 Syys 1h 26min

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