TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra

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

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 26 February 2023

⏱️ 94 minutes

🔗️ Recording | iTunes | RSS

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Summary

Stig speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he added Spotify as the newest addition to his portfolio. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Amgen, a value stock with strong downside protection in uncertain times. IN THIS EPISODE YOU’LL LEARN: 0:00 - Intro 01:24 - Why Hari is bullish on Disney (Ticker: DIS) 34:39 - Why Stig has invested in Spotify (Ticker: SPOT) as one of the five stocks he owns 1:00:46 - Why Toby is bull on Amgen (Ticker: AMGN) 1:31:18 - Whether Chatbot GPT will disrupt Google’s wide moat. 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. Meet up with Stig, Toby, and Hari at the TIP events at the Berkshire Hathaway Annual Shareholder’s meeting. Listen to Mastermind Discussion Q1 2022 - TIP418 or watch the video. Listen to Mastermind Discussion Q2 2022 - TIP450 or watch the video. Listen to Mastermind Discussion Q3 2022 - TIP475 or watch the video. Listen to Mastermind Discussion Q4 2022 - TIP496 or watch the video. 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 Ramachandra. 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: Bluehost Fintool PrizePicks Vanta Onramp SimpleMining Fundrise TurboTax HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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.
0:03.2	As some of our listeners know, I run a very concentrated portfolio.
0:07.0	Until recently, I only owned four stocks, but I just added a fifth.
0:11.4	In this course, most of my meaning, I'll outline why I did that and walked you through
0:14.8	the both thesis.
0:16.4	As usual, I'm joined by my good friends Tobias Kalal and Hyramachandra.
0:20.2	Toby is pitching a wonderful value pick, Amjan and Hari's presenting Disney, a company
0:24.8	who won their strongest brands in the world.
0:27.2	Speaking of strong brands and competitive modes, we end the conversation talking about Microsoft
0:31.8	back, chatbot GPT versus Google's Bard.
0:35.4	I hope you'll enjoy this episode as much as we did.
0:38.3	So without further ado, here's this quarter's most-man meeting.
0:42.6	You are listening to THE Investors Podcast.
0:48.8	Where we study the financial markets and read the books that influence self-made billionaires
0:53.1	the most.
0:54.1	We keep you informed and prepared for the unexpected.
1:06.4	Welcome to THE Investors Podcast.
1:08.0	I'm your host, Dick Brodersen and I'm here for the Q1 2023 Mastermind Meeting.
1:13.4	Together with Hari and Tobias, always how you today, Jens.
1:16.6	Hey, Stig.
1:17.6	Hi, Harry.
1:18.6	Good to see you guys again.
	...

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