TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra

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

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 20 November 2022

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU'LL LEARN: 01:16 - The mastermind group’s view on the current market conditions. 18:41 - Why Hari is bullish on Meta (Ticker: FB), and why Toby already owns the stock. 29:00 - The risks of investing in Meta. 45:02 - Why Stig has invested in Prosus (Ticker AMS: PRX) as one of the four stocks he owns. 1:04:02 - Why Toby is bull on Colgate Palmolive (Ticker: CL). Disclaimer: Slight discrepancies in the timestamps 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. Mastermind Discussion Q1 2022. Mastermind Discussion Q2 2022. Mastermind Discussion Q3 2022. 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 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 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.
0:03.0	In today's Q4 2022 Mastermind episode, I invite it to my skyline in the high-tier
0:08.0	rambutantra.
0:09.0	As always, we talk about the most interesting stocks on a radar, but we kick off the episode
0:13.3	with our thoughts on the current mild conditions.
0:15.8	Toby is pitching a stock with a solid downside in uncertain times.
0:19.7	Harispick is down 70% yet to date and we're discussing whether it's a falling knife or
0:24.3	a bargain opportunity.
0:25.8	I only have four individual stocks in my portfolio and I'll be pitching the most recent stock
0:30.1	about last quarter.
0:31.8	I hope you enjoy this episode as much as we did.
0:34.8	You are listening to THE Investors Podcast where we study the financial markets and read
0:43.0	the books that influence self-made billionaires the most.
0:46.2	We keep you informed and prepared for the unexpected.
0:58.5	Welcome to THE Investors Podcast, me here for the Q4 2022 Mastermind meeting.
1:03.8	And as always, I'm your host, Stake Broaderson and today I'm here with the Tobias Kyle
1:07.9	Lyle and Harispick.
1:19.0	So Harispick, we usually bring a pick to the table and we're also going to do that today,
1:24.2	but you suggested just before we hit record that we should talk about the current mild
1:27.5	conditions.
1:28.5	And a great idea.
1:29.5	I mean, what a market we're in right now.
	...

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