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.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Listen to Clay’s previous episode covering Warren Buffett's 12 Investment Principles.
William Green's book - Richer, Wiser, Happier.
Robert Hagstrom’s book - The Warren Buffett Way.
Follow Clay on Twitter and Instagram.

SPONSORS

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