TIP450: Mastermind Q2 2022 W/ Tobias Carlisle and Hari Hamachandra

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 22 May 2022

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU'LL LEARN:

01:51 - Why Toby is bull on Domino's Pizza (Ticker: DPZ)
17:42 - Why Hari wants to invest in Meta (Ticker: FB)
38:41 - Why Stig has decided to invest with Mohnish Pabrai

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

BOOKS AND RESOURCES

Mastermind Discussion Q1 2022.
Mastermind Discussion Q4 2021.
Mastermind Discussion Q3 2021.
Stig Brodersen's interview with Mohnish Pabrai.
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
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Transcript

Click on a timestamp to play from that location

0:00.0	You're listening to TIP.
0:02.5	Every quarter, I sit down with my good friends Tobias Carlyle and Hyra Matantra.
0:06.5	In this week's episode, we discuss why Toby is valuing Domino's pizza to $500 a year
0:11.9	and why Harry finds Maitre's valuation attractive.
0:15.1	I'm not pissing a stock during this session.
0:17.2	My pig is Manus Pabri, and I outlined why I decided to invest with him.
0:21.3	I hope you enjoy this episode of Smuts's Toby, Harry and I enjoyed recording it.
0:25.4	So without further delay, here's our Q2 2022 Mastermind discussion.
0:33.4	You are listening to the Investors podcast, where we study the financial markets
0:38.4	and read the books that influence self-made billionaires the most.
0:42.4	We keep you informed and prepared for the unexpected.
0:45.4	Welcome to the Investors podcast. I'm your host, Stake Brodison.
0:57.4	And today we have the Q2 Mastermind group meeting.
1:01.4	And we have Jens, how are you guys doing today?
1:04.4	I'm doing really well. It's good to see you guys.
1:07.4	Good to see you guys as well.
1:09.4	Hope we are going to talk about the Omaha trip that Toby had recently as well.
1:14.4	So looking forward to it.
1:16.4	Yeah, Toby, perhaps before you, because we would run straws before we hit record there.
1:23.4	And you're going first, but perhaps before that, any good stories from the meeting?
1:28.4	I went with Jake Taylor, who's my podcast co-host on Aquarius, 30 After Hours,
1:34.4	and Bill Brister, who's the other co-host. It was really fun.
	...

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