TIP Mastermind Group Discussion (Including Tobias Carlisle) 2nd Qtr 2018
Thursday, May 3, 2018 · Johnny Hopkins

Every quarter the Mastermind Group from The Investor’s Podcast gets together to discuss their latest investment ideas. In this episode, each member of the group recommends a stock pick that might outperform the S&P 500. After each stock pick, the remaining members of the group pick-apart the idea.
In this episode, you’ll learn:
· The group’s intrinsic value assessment of $AGX, $NLY, and $UTHR
· The relationship between real and financial assets and why now could be highly profitable
· How to understand insider trading by the company’s management
Why Mohnish Pabrai Puts Nvidia, Tesla & Palantir in the “Too Hard” Pile
Where Is the Deep Value in Small and Micro Caps This Week?
AI Stock Market Bubble: Can the Technology Succeed While Stocks Crash?