Mastermind Q4 2023 | Dollar General (DG): Stock to Buy or Value Trap? (TIP586)
发布时间 2023-11-04 23:45:01 来源
摘要
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Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig outlines why he put LVMH on his watchlist and is waiting to buy the dip. Hari’s pick, Dollar General, is down 50%, and super investors like Chris Bloonstran, Seth Klarman, and Tom Gayner have invested, and insiders have been buying too. Tobias pitches Inmode, a stock facing a lot of bad news, which could be trading at a very attractive price.
Ensure you stay around for the end of the episode, where we share information about how you can meet up with our hosts William Green, Clay Finck, and Kyle Grieve in Omaha for the Berkshire shareholder's meeting.
▶️ RELATED EPISODES:
- Intrinsic Value Analysis Of Dollar General & Apple | Buffett's Investment Framework: https://youtu.be/vDFrRUbGrl8
- How To Attend Berkshire Hathaway's Shareholder Meeting | Intrinsic Value Of Apple: https://youtu.be/OJ8TrdaV-zU
- The Vigilant Investor’s Guide to Success in Stocks & Life w/ Chris Bloomstran: https://youtu.be/kM8Z7cWtKV4
- Mastermind Q3 2023: Stocks on Our Watchlist: https://youtu.be/BIU8t35baOM
- Mastermind Q2 2023: Stocks to Buy Now?: https://youtu.be/DhN8uBjrrgU
- Mastermind Q1 2023 | Disney, Spotify, Amgen Stocks & ChatGPT Discussion: https://youtu.be/rxM-3HneF_k
IN THIS EPISODE, YOU’LL LEARN:
- Why Hari is bullish on Dollar General
- Why Stig is bullish on LVMH
- Why Tobias is bullish on InMode
- How can you pitch your stock to the TIP Mastermind Community
- How to meet up with the TIP team and listeners in Omaha in May
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🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/episodes/mastermind-q4-2023-w-tobias-carlisle-and-hari-ramachandra/
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- Future Luxe by Erwan Rambourg: https://amzn.to/3Qfwt4A
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