Navigating Energy Transition and Bitcoin Investment

This chapter analyzes the undervaluation of oil and gas companies, particularly Exxon Mobil, amidst rising concerns for climate change and a shift towards renewable energy. It also covers investment strategies in the context of current economic realities, emphasizing Bitcoin as a potential hedge against negative yielding bonds and currency manipulation. The discussion further investigates Bitcoin's pricing dynamics and forecasts promising price increases with upcoming halving events.

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Episode notes

On today's show, we have the mastermind discussion for the 1st Quarter of 2020. The group talks about various investing ideas and the crazy dynamics currently playing out in the stock market.

IN THIS EPISODE YOU’LL LEARN:

What the Intrinsic value is of ExxonMobil and Etsy.
Why Exxonmobil’s plan for 2025 may indicate a 16% annualized return for you as a stock investor.
If ExxonMobil’s 7% dividend is sustainable.
Why Preston thinks that Bitcoin could go to $20,000 by the end of 2020 and $200,000 by the end of 2021.
Ask The Investors: How do you pay yourself when your holding period is forever?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Preston and Stig’s FREE resource, Intrinsic Value Index.
Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments.
Preston and Stig’s tool for stock selection and determining the momentum, TIP Finance.
Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting.
Warren Buffett’s letters to shareholders.
Tobias Carlisle’s podcast, The Acquires Podcast.
Tobias Carlisle's book, The Acquirer's Multiple - read reviews of this book.
Tobias Carlisle's ETF, ZIG.
Tobias Carlisle's Acquirer's Multiple stock screener.
Tweet Directly to Tobias Carlisle.
The Investor's Podcast Network interview w/ Jason Moser from Motley Fool about Etsy.
Preston's discussion of Bitcoin's Stock to Flow metric and article by Plan B.

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