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Nov 2022
59m 59s

TIP489: Intrinsic Value Analysis of Doll...

The Investor's Podcast Network
About this episode

IN THIS EPISODE, YOU'LL LEARN:

  • 06:31: - The opportunities and risks of investing in Dollar General & Apple.
  • 07:34 - Clay’s assessment of the intrinsic value of Dollar General & Apple.
  • 08:55 - What Dollar General’s catalysts for future growth will be, and why their growth may just be getting started.
  • 17:55 - Why Dollar General should weather through a recession relatively well.
  • 31:01 - Why Warren Buffett loves Apple as an investment, and why it is his largest stock position.
  • 35:46 - A breakdown of Apple’s business segments.
  • 57:57 - Why it’s important to have a long-term mindset as a value investor.


Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.


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