Studying Superinvestors & Seritage Growth Properties w/ Tom Botica (MI148)

Clay Finck chats with Tom Botica about what investors should keep in mind during a market correction, what it means to invest with a margin of safety, why investing checklists can be useful for value investors, the case for individual stock pickers outperforming the market indices, what Seritage Growth Properties does and why it’s potentially a compelling investment, why Seritage is trading at what appears to be well below it’s liquidation value, and much more!

Tom Botica is a value investor and studies superinvestors such as Warren Buffett, Charlie Munger, Mohnish Pabrai, Guy Spier, and many others. Tom releases content on a wide range of investing topics on the Investing with Tom YouTube channel and is also the host of the Investing with Tom podcast.

IN THIS EPISODE, YOU’LL LEARN:
00:00 – Intro
00:24 – What investors should keep in mind during a market correction
04:00 – What it means to invest with a margin of safety
08:50 – Importance of investing checklists for value investors
11:49 – How Tom balances his overall portfolio between index funds and individual stock
14:03 – The case for individual stock pickers outperforming the market indices
22:00 – Seritage Growth Properties and why it’s potentially a compelling investment
30:17 – Potential risks investing in Seritage

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▶️ RELATED EPISODES:
– (MI131) Richer, Wiser, Happier, w/ William Green: https://www.theinvestorspodcast.com/millennial-investing/richer-wiser-happier/

💡 OTHER RESOURCES
– Check out Tom’s YouTube Channel: @Investing with Tom
– Check out Tom’s Podcast: https://podcasts.apple.com/nz/podcast/the-investing-with-tom-podcast
– Check out the Punchcard Investing YouTube Channel: https://bit.ly/3IJAXLV
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