TIP445: The Fall of Netflix and Overlooked Assets w/ David Stein

We Study Billionaires - The Investor’s Podcast Network

IN THIS EPISODE, YOU'LL LEARN:

• 01:41 - Current risks posed by supply chain disruption and food shortages.
• 05:27 - Updates on Evergrande, China, and Munger’s recent bipolar trade on Alibaba.
• 14:39 - Why the most contrarian bet today is too short commodities.
• 13:17 - The recent fall of Netflix and how other tech stocks might follow suit.
• 27:12 - How David thinks through valuation and where the US stands today, compared to the global market.
• 32:39 - Why Closed-End Funds are likely an overlooked and underappreciated asset trading on the NYSE.
• 53:18 - What they are and why we should consider them, in addition to another asset called Business Development Companies.
• And a whole lot 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 Stig, Clay, and the other community members.
• Money for the Rest of Us Website.
• Money for the Rest of Us Book.
• Money for the Rest of Us Podcast.
• David Stein Twitter
• CEF Connect Screener.
• DSU CEF.
• Oaktree CEF.
• Amplify Income ETF.
• VanEck BDC.
• Trey Lockerbie Twitter.
• Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool .

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