TIP374: Mastermind Q3 2021 W/ Tobias Carlisle
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 29 August 2021
⏱️ 70 minutes
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Summary
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| 0:00.0 | You're listening to TIP. |
| 0:02.4 | On today's show, I invited expert value investors Tobias Kailal. |
| 0:06.1 | In the first part of the episode, we talk about the value that Tobias sees in homebillars, |
| 0:11.0 | and we also talk about what we think the true inflation is and how it has changed our investment strategy. |
| 0:16.7 | In the second part of the discussion, I'm pitching at a Baba. |
| 0:20.0 | This is a stock that Charlie Monkert, Ronny's Popeye, and Guy Spear have recently bought, |
| 0:24.3 | and since then, the stock has dropped like a rock. |
| 0:27.5 | Is this a fall in life or is this a major value opportunity? |
| 0:30.9 | You don't want to miss out on this mastermind discussion. |
| 0:33.7 | So without further delay, let's hop to it. |
| 0:40.4 | You are listening to THE Investors Podcast, |
| 0:43.3 | where we study the financial markets and read the books that influence self-made |
| 0:47.2 | billionaires the most. We keep you informed and prepared for the unexpected. |
| 1:01.0 | Welcome to THE Investors Podcast. I'm your host, Stig Brodison, and I am |
| 1:05.6 | sort of here for the mastermind meeting if I can call it like that. |
| 1:09.0 | So Preston isn't here because Preston is doing all this thing with Bitcoin, so he hasn't been a part |
| 1:14.2 | of the group here for the past two times now. Harry had a last-minute family emergency, and so |
| 1:19.6 | if you can call Toby and me, the mastermind group, what do you think Toby? Can we call the |
| 1:23.2 | mastermind group meeting just you and I? I think we should call the mastermind group, but we should |
| 1:29.0 | just point out it's just a two-fist. Right. But we're still doing the same format, like we both |
| 1:34.5 | had a pick repair, something we wanted to talk about, and then perhaps we had something afterwards. |
| 1:39.3 | We had a chance now, have time to chat about now without Preston, Harry, taking off all the talking. |
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