TIP 118 : Mastermind Discussion 4th Quarter (Business Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Investing, Education, Business

4.6 • 3.6K Ratings

🗓️ 25 December 2016

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

IN THIS EPISODE, YOU’LL LEARN: Why Berkshire Hathaway is building a small equity position in the airline industry. Why gold might be a good asset class depending on the country you live in. What has caused the sell-off in bonds and how that will influence the stock market. Why India recently took the biggest currency bills out of circulation overnight. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Hari’s Blog: BitsBusiness.com. Calin’s SEO Company: Inbound Interactive. Tobias’ Investing Site: The Aquirers Multiple. Tobias’ Blog: GreenBackd.com. Tobias’ book, Deep Value – Read reviews of this book. Hari’s Blog Post, Is there A Case For Gold. Related episode: Mastermind Q2 2022 w/ Tobias Carlisle and Hari Ramachandra - TIP450. Related episode: Mastermind Q1 2022 w/ Hari Ramachandra and Tobias Carlisle - TIP418. Related episode: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra - TIP335. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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Transcript

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0:00.0	We study billionaires and this is episode 118 of the Investors Podcast.
0:06.0	Broadcasting from Bel Air, Maryland. This is the Investors Podcast.
0:14.0	They'll read the books and summarize the lessons. Don't test the waters. Tell you what it's called.
0:19.0	They'll give you actionable investing strategies.
0:23.0	Your host Preston Pish and Sting Broderson.
0:29.0	Hey, how you all doing out there? This is Preston Pish and I'm your host for the Investors Podcast.
0:33.0	And as usual, I'm a company by my co-host Sting Broderson, out in Seoul, South Korea.
0:38.0	And today we are accompanied by our good friends in the mastermind group.
0:43.0	We got Pari Ramachandra, who's with us. He's out in Silicon Valley.
0:47.0	He runs bitsbusiness.com. He's also an executive over at LinkedIn.
0:51.0	And we have Toby Carr-Low. He's from Carbon Beach Asset Management.
0:55.0	He acquires multiple author of deep value.
0:59.0	Toby, great to have you here with us. Hari, great to have you here with us.
1:03.0	We don't have Colin with us this week. He ran into a little bit of a scheduling conflict.
1:07.0	But he'll be with us next quarter's mastermind meeting.
1:10.0	And so we're here to talk about the fourth quarter and what's changing.
1:13.0	I think there's probably a lot for us to discuss here.
1:16.0	So I'm just going to open it up to the group and see if anybody has something that they want to say to kick things off.
1:21.0	Yeah, so one thing that was really surprising to me here in Q4 of 2016,
1:27.0	that was Warren Buffett's latest purchase in the airline industry.
1:32.0	And I guess for everyone that's been following Warren Buffett for some time,
1:37.0	you would say that Warren Buffett and airlines that really doesn't make any sense.
	...

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