Intro

This chapter analyzes the dramatic decline of Bed Bath & Beyond, from a $17 billion valuation to just over a billion, amid leadership changes and operational uncertainty. The discussion explores potential investment opportunities in the midst of market turmoil, suggesting that fear could reveal hidden value for savvy investors.

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Transcript

Episode notes

On today's show, we talk to investing expert, Jesse Felder, about the intrinsic value of Bed Bath and Beyond.

IN THIS EPISODE YOU’LL LEARN:

How to asses the intrinsic value of Bed Bath & Beyond
Why Bed Bath & Beyond is shorted so heavily and why it’s an advantage for you as a long investor
How to make money in a commoditized business with no moat
Why Bed Bath & Beyond could be taken private
Ask The Investors: How do you factor in macro indicators when valuing stocks?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Jesse Felder's popular podcast, Superinvestors
Jesse Felder's Blog, The Felder Report
Insider Trading Resource mentioned by Jesse
Stig's pitch of Bed Bath and Beyond during Q2, 2017

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