Current Market Conditions And Attractive Value Picks

Hey, The Investor’s Podcast Network Community!

The stock market has been tumbling lately, and it’s natural to consider if now is the time to invest. We recently had billionaire Howard Marks on our podcast, and he compared the market today with a jar full of black and white balls. We don’t know which ball we’ll get, but if we know approximately how many black and white balls there are, we can make a more informed decision as an investor about the potential risks and rewards.

So how many black and white balls do we have respectively in the jar? We’re still experiencing the second most expensive stock market and the longest bull market ever recorded. This might make you think that the rules have changed and that bear markets are less likely to happen today, but this would be risky to assume. So if you ask me, while I wouldn’t recommend you to only hold cash, anyone should invest with more caution than usual.

Preston and I are often asked what process we use to analyze and estimate the intrinsic value of a stock. In this email, we’ve attached two PDF files showing you just that and even found two picks that we deem attractive given the potential return and the current market conditions. You can also check out our previous stock analyses on our free Intrinsic Value Index and see which of our picks have performed the best.

Your Friends,

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I’ll be hosting a TIP event in New York City on the 17th of November at 7:30pm, and I would love to meet you. The event will be very casual and is perfect for networking with fellow TIPs. The idea is simple: We’ll have a meeting point in Midtown, walk to the nearest bar for a drink or two, and talk about investing and business.

The event is free and everyone is welcome, but you’ll have to pay for your own drinks. If you would like to attend, please join our Whatsapp group. When I know how many people have signed up by the 10th of November, I’ll send out a message in the group with more details.