TIP154: Mastermind Discussion (Part 1) - Intrinsic Value of 2 Stock Picks w/ John Huber (Business Podcast)

TIP154: Mastermind Discussion (Part 1) - Intrinsic Value of 2 Stock Picks w/ John Huber (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: If stocks trading at 40 times earning can be cheap. Why you can make 10x on cyclical stocks. What risks you face if you invest in China. How to value high growth companies. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. The Investor Podcast’s part 1 mastermind meeting for Q3 2017. Sergio Marchionne’s paper, Confessions of a Capital Junkie. Hari’s investing blog, Bits Business. Ally Invest, our recommended broker for great rates, 24/7 customer support, and powerful investing platform. 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: HardBlock Human Rights Foundation Plus500 Netsuite Shopify Vanta Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Episoder(1176)

TIP790: Wealth Beyond Money w/ Thomas Mueller-Borja

TIP790: Wealth Beyond Money w/ Thomas Mueller-Borja

In this episode, Stig Brodersen speaks with Thomas Mueller-Borja, the Global Co-Head of Real Estate and Global CIO for Value-Add Real Estate at BlackRock. They explore how great investors define games...

8 Feb 1h 19min

TIP789: The Story of Uber w/ Clay Finck

TIP789: The Story of Uber w/ Clay Finck

In this episode, Clay tells the story of Uber. Uber started as a simple idea, and evolved into one of the most disruptive companies of the modern era. Drawing from Brad Stone’s The Upstarts, the episo...

6 Feb 1h 16min

 TECH014: Is AGI Here? Clawdbot, Local AI Agent Swarms w/ Pablo Fernandez & Trey Sellers (Tech Podcast)

TECH014: Is AGI Here? Clawdbot, Local AI Agent Swarms w/ Pablo Fernandez & Trey Sellers (Tech Podcast)

Preston, Trey, and Pablo unpack the evolution of AI from agentic capabilities and decentralized systems to practical open-source tools like Clawdbot. They examine AI’s potential, security risks, per...

4 Feb 1h 10min

TIP788: Simple Investing w/ David Fagan

TIP788: Simple Investing w/ David Fagan

Stig Brodersen speaks with David Fagan about the case for indexing and what most investors get wrong about performance, financial advisors, and risk. They explore why missing a few percentage points c...

1 Feb 1h 6min

TIP787: The 5 Types Of Wealth w/ Kyle Grieve

TIP787: The 5 Types Of Wealth w/ Kyle Grieve

Kyle Grieve discusses a refreshingly different take on wealth inspired by The Five Types of Wealth by Sahil Bloom. Rather than focusing solely on money, the conversation explores a more holistic frame...

30 Jan 1h 7min

TECH013: Monthly Tech Round-up - Davos WEF, Claude Cowork, Macrohard,  w/ Seb Bunney (Tech Podcast)

TECH013: Monthly Tech Round-up - Davos WEF, Claude Cowork, Macrohard, w/ Seb Bunney (Tech Podcast)

Seb and Preston explore the rapid evolution of AI, its role in reshaping work, communication, and biology. They discuss tools like Claude Co-Work, delve into the implications of AI relationships, bloc...

28 Jan 1h 8min

RWH065: Joyful Excellence w/ Brad Stulberg

RWH065: Joyful Excellence w/ Brad Stulberg

William Green welcomes back bestselling author Brad Stulberg to chat about his new book, The Way of Excellence: A Guide to True Greatness & Deep Satisfaction in a Chaotic World. IN THIS EPISODE YOU’L...

25 Jan 1h 38min

TIP786: Zero to One by Peter Thiel

TIP786: Zero to One by Peter Thiel

In this episode, Clay explores Zero to One by Peter Thiel, a foundational book on innovation, monopolies, and what it truly takes to build an enduring business. Thiel challenges the idea that progres...

23 Jan 57min

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