TIP576: Mastermind Q3 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

🗓️ 10 September 2023

⏱️ 118 minutes

🔗️ Recording | iTunes | RSS

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Summary

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig outlines why he put Constellation Software on his watchlist and is waiting to buy the dip. Hari’s pick, Brookfield Corporation, is one of the world’s largest alternative investment management companies with over $725B of assets under management. Tobias pitches Winnebago, a value stock coming off the strong demand from COVID. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:33 - Why Hari is bullish on Brookfield Corporation (BN) 07:56 - Why Hari is not bullish on Brookfield Asset Management (BAM) 22:37 - Why Stig is bullish on Constellation Software (TSE: CSU) 37:13 - Two different methods to value Constellation Software 59:39 - Why Tobias is bullish on Winnebago Industries (WGO) 1:11:52 - How can you pitch your stock to the TIP Mastermind Community 1:47:02 - How to meet up with TIP 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. Listen to Mastermind Discussion Q2 2023 - TIP557 or watch the video. 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. Our FREE stock analysis resource, Intrinsic Value Index. 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 Range Rover Sound Advisory BAM Capital Fidelity SimpleMining Briggs & Riley Public 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 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	I always love recording these mastermind episodes with my friends and fellow investors, Toby
0:07.6	and Harry.
0:08.8	To start on pitching today is Constellation Software and iconic stock in the value-investing
0:13.3	community.
0:14.3	And I cannot believe that we waited this long to discuss in detail.
0:18.4	Harry's pick is Brookfield Corporation, one of the world's largest alternative investment
0:22.6	management companies with over $700 billion in asset undermanagement.
0:27.3	On Toby, he pitches Win the Bego, a company training at single-detail multiples to earnings
0:32.4	that bought smart capital indicators.
0:34.9	Make sure to stick around for the end of the episode where I'm joined by my co-host
0:38.2	Clay Fink.
0:39.7	You will learn how you can join our live event New York City from October 6th to 8th and
0:44.1	about the mastermind community where you can pit stocks and get feedback from the podcast
0:48.8	host and all the listeners of this show.
0:55.3	You are listening to the Investors Podcast, where we study the financial markets and read
1:00.4	the books that influence self-made billionaires the most.
1:03.6	We keep you informed and prepared for the unexpected.
1:15.9	Welcome to the Investors Podcast.
1:16.9	I'm your host, Dick Brodison and today, as always, I'm here with Tobias Carlial and
1:23.0	Harry Ramachandra.
1:25.0	Jens, it's always great to see you.
	...

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