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MI Rewind: Studying Superinvestors, Investing Checklists, & Seritage Growth Properties w/ Tom Botica
Description
In this rewind episode, Clay Finck chats with Tom Botica about what it means to invest with a margin of safety, Seritage Growth Properties, and much more!
Tom is a value investor and studies superinvestors such as Warren Buffett, Charlie Munger, Mohnish Pabrai, Guy Spier, and many others.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:44 - What investors should keep in mind during a market correction.
11:10 - Why investing checklists can be useful for value investors.
16:46 - The case for individual stock pickers outperforming the market indices.
28:11 - What Seritage Growth Properties does and why it’s potentially a compelling investment.
36:37 - Why Seritage is trading at what appears to be well below it’s liquidation value.
36:37 - The potential risks investing in Seritage.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
- Check out Tom’s YouTube Channel.
- Check out Tom’s Podcast.
- Check out the Punchcard Investing YouTube Channel.
- Related Episode: Listen to MI131: Richer, Wiser, Happier, w/ William Green, or watch the video.
NEW TO THE SHOW?
- Check out our Millennial Investing Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
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- Enjoy exclusive perks from our favorite Apps and Services.
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SPONSORS
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Connect with Tom: YouTube | Twitter
Connect with Clay: Twitter