The Intrinsic Value Podcast - The Investor’s Podcast Network

MI Rewind: Studying Superinvestors, Investing Checklists, & Seritage Growth Properties w/ Tom Botica

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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.

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SPONSORS
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Connect with Tom: YouTube | Twitter 
Connect with Clay: Twitter

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