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

TIP418: Mastermind Q1 2022 w/ Hari Ramachandra and Tobias Carlisle

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

Stig Brodersen

Education, Investing, Business

4.63.6K Ratings

🗓️ 30 January 2022

⏱️ 65 minutes

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU'LL LEARN: 2:33 - Why Tobias Carlisle thinks that William Sonoma undervalued (Ticker: WSM) 18:38 - Why Stig has changed his mind on gold 46:16 - Why Hari Ramachandra believes that Coinbase is undervalued (Ticker: COIN) *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Stig’s interview with David Stein about Alibaba, Evergrande, and the collapse. Mastermind Discussion Q4 2021. Mastermind Discussion Q3 2021. William Green’s interview with Ray Dalio. 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 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 Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. 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Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to TI-P.

0:02.4

I always look forward to the quarterly mast-mine meeting, but this quarter, more than ever,

0:07.2

I can't wait to hear what Hari and Toby say to my pick.

0:10.6

It's something I've said multiple times on the show I would never, ever invest in.

0:16.2

Toby is pitching a wonderful value stock, William Sonoma, and Hari comes up

0:20.5

to plating whether Coinbase is the right investment for the Web 3 future.

0:24.4

So without further ado, here's the Q1 2022 mast-mine meeting.

0:32.8

You are listening to the Investors podcast where we study the financial markets

0:37.6

and read the books that influence self-made billionaires the most.

0:41.0

We keep you informed and prepared for the unexpected.

0:44.3

Welcome to the Investors podcast. I'm your host, Dick Brodason, and as always,

0:57.3

for a mast-mine group, I'm here with Tobias Kailal and Hari Ramachandra.

1:01.4

So, Gens, how are you today?

1:03.7

I'm really well. Good to see you, Hari. Good to see you, Stig.

1:06.7

Happy new year to you guys and to everyone listening to the show.

1:10.4

Before we kick this off with the discussion, I just wanted to give this

1:14.1

episode off with a short story and let's just call that story advice today.

1:18.9

So, the advisors do not catch a falling knife.

1:23.0

I know what you might be thinking like, which horrible stock did stake invest in since the last

1:28.2

mast-mine meeting. I actually haven't really bought any in view of stock sense, but I did catch a

1:33.3

falling knife and it was absolutely brutal. So, I was cooking with my wife and like chopping up

1:38.3

onions and for whatever reason, I dropped the knife on the floor and it was just a pure reflex. I

...

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