2025-02-02
2 小时 0 分钟You're listening to tip.
In today's Mastermind discussion, I'm, as usual, joined by my friend Tobias Carlisle.
However, Hari couldn't make it for this quarter, so Toby and I tapped Sean O'Malley.
If you like our Mastermind discussions, you're going to love Shawn's new show, the Intrinsic Value Podcast.
It's basically a Mastermind discussion every single week.
In this episode, Sean is pitching Ulta Beauty, and I think you'll quickly see how thoughtful he is.
My pick for this quarter is the Seoul Acquire Lift Company, a company seemingly priced for perfection.
And Tobii is pitching VeriSign, a business that is just printing money.
Before we jump into the episode, I want to let you know that I updated my portfolio and track record and I made it publicly available.
I started doing it last year, encouraged by my friend and co host, Clay Fink, and I was surprised to see how many people have visited the page.
I'm frankly a little on the fence about making my portfolio public.
Now, here at the Investors Podcast Network, we have a value of radical transparency.
And for that reason, I do think that you should be able to see what I invest in.
But when you do, you'll also notice how few of the stocks from the Mastermind discussions I invest in.
And that is the entire point I want to pitch stocks that I find intriguing for whatever reason.
For example, today I am, as mentioned, pitching LyftCo.
It's a great company, but it's also on the expensive side.
So it's not a company I'm currently buying into, but a company I have on my watch list.
And that is what the Mastermind discussions are all about.
We give each other feedback on stocks we own, but also what we have on our watch list.