TIP475: Mastermind Q3 2022 w/ Tobias Carlisle

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

Stig Brodersen

Investing, Education, Business

4.6 • 3.6K Ratings

🗓️ 11 September 2022

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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Summary

IN THIS EPISODE, YOU’LL LEARN: 01:25 - Why Stig is bullish on the small-cap company North Media A/S. (Ticker: K9041B139) 35:46 - Why Stig just bought Prosus (Ticker in the US: | Ticker in Europe: PRX) as one of his four stocks in his portfolio. 45:37 - Why Tobias is bullish on First American Financial. (Ticker: FAF) 50:46 - What the patterns typically is for a bear market. *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. North Media financial reports and investor relations material. The slide deck of First American Financial. Make sure to check out page 7. Learn more about Prosus and the Net Asset Value. Peter Theil's video, Competition is for losers. Mastermind Discussion Q2 2022. Mastermind Discussion Q1 2022. Mastermind Discussion Q4 2021. Mastermind Discussion Q3 2021. 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. SPONSORS Support our free podcast by supporting our sponsors: Bluehost Fintool PrizePicks Vanta Onramp SimpleMining Fundrise TurboTax 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. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TI-P.
0:02.4	It's today's episode I invite Tobias Kylaile to discuss which stocks are currently
0:06.8	on our radar.
0:08.0	Tobias is pitching first American financial, which is trading at an attractive price level
0:12.3	even if you adjust for the stock being typical.
0:14.6	I present North Media, which is trading at only 4.5x3 cash flow if we back out equities
0:19.9	and cash from the balance sheet.
0:21.7	I've also briefly going through the investment thesis of Process, which is one of only four
0:25.5	stocks in my portfolio.
0:27.2	It's always a blast recording the last of my episodes and I hope you'll enjoy a conversation
0:32.3	as much as Tobias and I did.
0:34.8	You are listening to THE Investors Podcast where we study the financial markets and read
0:43.1	the books that influence self-made billionaires the most.
0:46.3	We keep you informed and prepared for the unexpected.
1:14.0	How are you today?
1:21.0	Let's get right into it.
1:22.8	Would you want me to go first?
1:27.0	All right.
1:28.0	So, I wanted to talk with you about a stock that's been on my watch list for three years, but
1:33.9	it's a company that I've known for much longer.
1:37.4	It was actually the company I got my first very first job, 813, 14-ish as a paper boy.
1:43.8	So I got to say it's been one of the stocks that's been most on my radar, even though not
	...

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