TIP400: Mastermind Q4 2021

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 28 November 2021

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN:

01:07 - What is Tobias Carlisle's view on the general stock market?
03:20 - Why angel investing and venture capital is currently being indexed without due diligence.
05:35 - Why Tobias Carlisle thinks that Lockheed Martin is undervalued (Ticker: LMT).
24:32 - Whether Stig Brodersen has doubled down on Alibaba.
25:39 - Why Stig Brodersen thinks that GoDaddy is undervalued (Ticker: GDDY).
39:24 - Why GoDaddy is not a tech company.
44:08 - Why Hari Ramachandra believes that Verizon is undervalued (Ticker: VZ).

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

BOOKS AND RESOURCES

Mastermind Discussion Q3 2021.
Mastermind Discussion Q2 2021.
CNN's Fear and greed index.
Our FREE stock analysis resource, Intrinsic Value Index.
Subscribe to our FREE Intrinsic Value Assessments.
Tobias Carlisle's podcast, The Acquires 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.
Tweet directly to Tobias Carlisle.
Hari's Blog: BitsBusiness.com
Tweet directly to Hari.
If you're new to the show and don't know where to begin listening, check out our We Study Billionaires Starter Packs.
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Transcript

Click on a timestamp to play from that location

0:00.0	You're listening to TI-P.
0:30.0	Welcome to the Investors Podcast. I'm your host, Dick Brodison. And as always, for
0:53.6	a mastermind discussion, I'm here with Tobias Kylal and Hari Ramachandra. Jens, how are
0:59.5	you today? Wonderful, great seeing you guys. Yeah, same here. Great seeing you guys. Thank
1:04.3	you, Dick, for hosting us again. Guys, it's always great to have you here. And before
1:09.7	we talk about our individual picks, as we always do for our mastermind discussions, I want
1:13.8	to first throw it over to you, Tobias, because you have some interesting thoughts about
1:16.7	the General Marketing, then afterwards over to Hari, who are seeing some very interesting
1:20.3	things too in the Valley. Yeah, I think folks who know me know I'm a deep value guy. I've
1:27.4	got this deep value attitude to the market. So I'm always probably a little bit more conservative
1:32.3	than many other investors. The absolute level of the market really doesn't make much
1:37.6	difference to me one way or the other. But I do think that it's something that I just
1:41.2	kind of keep it in the back of my mind and I keep an eye on it. One of the things that
1:44.1	I've noticed recently is the Shilapi, which is cyclically adjusted price earnings, takes
1:51.6	a 10 year inflation adjusted average of the earnings of the market and compares it to
1:55.8	the current price. That's pushing up now almost to 40, which is exceptionally high. There
2:01.8	are very few instances where it is higher than where it is now. If you go back through
2:06.4	the data, the real of the only other time was the last of 1999 before it crashed. And
2:12.0	of course, that was the peak of the dot com 1.0 boom led to the wreck that followed. I
2:20.2	used this other indicator to none of this sort of factors into my process. So just as
2:25.5	an observation, I think it's kind of interesting. There's a fear and greed indicator, which
2:30.8	you can find on CNN. They look at a variety of valuation and volatility and option pricing
	...

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