TIP352: Mastermind Q2 2021

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

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 6 June 2021

⏱️ 76 minutes

🔗️ Recording | iTunes | RSS

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Summary

In today’s episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q2 2021. Together, they discuss where they see value in the financial markets. They try and shoot holes in each other’s stock picks and help each other as much as possible. IN THIS EPISODE, YOU'LL LEARN: Whether now is the time to invest in gold miners Why Hari is long Splunk Technologies whereas Toby is shorting the same pick What social commerce is and how it will be the new form of shopping Whether Pinduoduo that is trading at 40 times Free Cash Flow is very expensive or very cheap BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Mastermind Discussion Q1 2021 Stig and Trey’s discussion of the Berkshire Hathaway Annual Shareholders Meeting 2021 Our interview with Robert Cialdini Tobias Carlisle’s interview with Adam Mead about Berkshire Hathaway A video explaining How Pinduoduo works Acquired podcast episode about Pinduoduo Tobias Carlisle’s podcast, The Acquirers Podcast Tobias Carlisle’s ETF, ZIG Tobias Carlisle’s ETF, Deep Tobias Carlisle’s book, The Acquirer's Multiple – read reviews of this book Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com Hari’s Blog: BitsBusiness.com Our FREE stock analysis resource, Intrinsic Value Index Subscribe to our FREE Intrinsic Value Assessments 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	You're listening to TI-P.
0:02.6	Once a quarter, we sit down in the Mastermind Group and discuss where we see value in the financial markets.
0:07.9	In this episode, Toby is pitching gold miners.
0:10.7	Hari is long-splung technologies.
0:12.8	I pick the Toby has been shorting.
0:14.8	And my pick, that's pin-dew-a-doo, the fastest company ever to reach $100 billion in market cap.
0:21.7	It's a company that takes the best from Google, Amazon, and Costco.
0:25.1	So without further delay, here's our Mastermind Group discussion,
0:28.3	Q2 2021.
0:33.8	You are listening to the Investors podcast,
0:36.8	where we study the financial markets and read the books that influence self-made billionaires the most.
0:42.1	We keep you informed and prepared for the unexpected.
0:54.3	Welcome to the Investors podcast.
0:56.1	I'm your host, Stig Broderson, and it is time for the Q2 Mastermind meeting.
1:00.6	Preston will sit this one out, but as always, we have Toby and Hari with us today.
1:05.5	Gentlemen, as always, welcome to the show.
1:08.6	Good to see you, Stig. Good to see you, Hari.
1:10.5	Good to see you, Toby and Stig.
1:13.1	Hari, before we jump on this call, we just talked back and forth about what was going on.
1:17.7	And you mentioned that you wanted to talk about the Berkshire AGM.
1:21.7	Why don't you kick it off with that?
1:23.2	Thanks, Stig.
	...

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