TIP557: Mastermind Q2 2023 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

🗓️ 4 June 2023

⏱️ 86 minutes

🔗️ Recording | iTunes | RSS

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Summary

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he added Teqnion as the newest addition to his portfolio. Hari’s pick, Palantir, has recently traded at a 52-week high after a preceding 80% drop, and Tobias pitches Virtu Financial, a value stock with strong cash flows in uncertain times. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:35 - The group’s takeaways from the Berkshire Hathaway shareholder’s meeting 06:00 - Why Hari is bullish on Palantir (Ticker: PLTR) 24:46 - Why Toby is bull on Virtual Financial (Ticker: VIRT) as a trade but not as a “buy-and-hold.” 41:37 - Why Stig has invested in Teqnion (Ticker: TEQ) as one of the five stocks he owns 58:21 - Which questions to ask management if you get the opportunity 01:17:07 - What the TIP Mastermind Community is and our plans to meet up in NYC in October 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. Stig Brodersen’s interview with Daniel Zhang, the Chief Acquisition Officer of Teqnion Daniel Zhang’s book, An investment thinking toolbox – read reviews of the book. Listen to Mastermind Discussion Q1 2023 - TIP528 or watch the video. 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. Tune in to Stig Brodersen’s interview with Mohnish Pabrai about the Turkish stock market or watch the video. Tune in to Clay Finck’s interview with Chris Mayer about Constellation Software and 100-baggers or watch the video. Teqnion’s investor relations 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. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Sun Life The Bitcoin Way Meyka Sound Advisory Industrious Range Rover iFlex Stretch Studios Briggs & Riley Public American Express USPS Shopify 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 tradition would have it, it's time for the Q2 2023 Mastermind meeting, where each
0:08.6	member will send a stock to the group.
0:11.2	Tobias Kailal said it well when he pointed out that we all chose a stock that represented
0:16.1	as well.
0:17.1	How are you picked a tech stock to buy as a deep value stock trading at a very appealing
0:21.7	multiple?
0:22.7	And me, I'm pitching a Swedish microcap compounder.
0:26.8	And it's the only new stock about so far in 2023 that brings my portfolio to five individual
0:32.6	stocks.
0:33.6	Also, make sure to stick around for the end where I dial in my co-host Clay Fink for
0:37.6	more information about a mastermind community and the upcoming live event in New York City.
0:42.6	The stock invest discussions with Tobias and Harry here on the podcast are always very
0:46.0	popular and Clay wanted to facilitate the opportunity for you to be a part of a live-minded
0:50.9	group, online and in person.
0:56.8	You are listening to the Investors Podcast.
1:00.0	Were we study the financial markets and read the books that influence self-made billionaires
1:04.3	the most?
1:05.3	We keep you informed and prepared for the unexpected.
1:08.3	Welcome to the Investors Podcast.
1:19.3	I'm your host, Dick Broderson and this is the Q2 2023 Mastermind Meeting.
1:24.3	As always, I'm here with Harry and Toby.
	...

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