TIP489: Intrinsic Value Analysis of Dollar General & Apple

A.D.D

63 min

Business Knowledge

Description

IN THIS EPISODE, YOU'LL LEARN:<ul><li>06:31: - The opportunities and risks of investing in Dollar General & Apple.</li><li>07:34 - Clay’s assessment of the intrinsic value of Dollar General & Apple.</li><li>08:55 - What Dollar General’s catalysts for future growth will be, and why their growth may just be getting started.</li><li>17:55 - Why Dollar General should weather through a recession relatively well.</li><li>31:01 - Why Warren Buffett loves Apple as an investment, and why it is his largest stock position.</li><li>35:46 - A breakdown of Apple’s business segments.</li><li>57:57 - Why it’s important to have a long-term mindset as a value investor.</li></ul> Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES<ul><li>Listen to Clay’s previous episode covering <a href="https://www.theinvestorspodcast.com/episodes/warren-buffetts-12-investment-principles-with-a-case-study/" rel="noopener noreferrer" target="_blank">Warren Buffett's 12 Investment Principles</a>.</li><li>William Green's book - <a href="https://www.amazon.com/Richer-Wiser-Happier-Greatest-Investors/dp/B08CVR78CH?crid=W9RKK4DIDEQJ&keywords=richer+wiser+happier+william+green&qid=1667271540&qu=eyJxc2MiOiIxLjc1IiwicXNhIjoiMS41MSIsInFzcCI6IjEuNzIifQ%3D%3D&s=audible&sprefix=richer+w%2Caudible%2C394&sr=1-1&linkCode=ll1&tag=tipnetwork-20&linkId=d74e4e53f24afab507f06605f479c417&language=en_US&ref_=as_li_ss_tl" rel="noopener noreferrer" target="_blank">Richer, Wiser, Happier.</a></li><li>Robert Hagstrom’s book - <a href="https://www.amazon.com/The-Warren-Buffett-Way-audiobook/dp/B00FBFSJ0M?keywords=the+warren+buffett+way&qid=1663959195&s=audible&sprefix=the+warren+buff%2Caudible%2C148&sr=1-1&linkCode=ll1&tag=tipnetwork-20&linkId=e19c12bcd92b73a9ec527c417ef916b6&language=

Episodes

TIP489: Intrinsic Value Analysis of Dollar General & Apple

A.D.D

63:06