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The Intrinsic Value Podcast – The Investor’s Podcast Network

MI148: Studying Superinvestors & Seritage Growth Properties w/ Tom Botica

51 min • 8 mars 2022

IN THIS EPISODE, YOU’LL LEARN:  

  • 02:44 - What investors should keep in mind during a market correction.
  • 11:10 - Why investing checklists can be useful for value investors.
  • 20:46 - The case for individual stock pickers outperforming the market indices.
  • 28:11 - What Seritage Growth Properties does and why it’s potentially a compelling investment.
  • 40:37 - Why Seritage is trading at what appears to be well below it’s liquidation value.
  • 44:14 - The potential risks investing in Seritage.
  • And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


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Read this episode’s transcript and full show notes on our website.

Connect with Tom: YouTube | Twitter 

Connect with Clay: Twitter 


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