TIP586: Mastermind Q4, 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

🗓️ 5 November 2023

⏱️ 132 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig outlines why he put LVMH on his watchlist and is waiting to buy the dip. Hari’s pick, Dollar General, is down 50%, and super investors like Chris Bloonstran, Seth Klarman, and Tom Gayner have invested, and insiders have been buying too. Tobias pitches Inmode, a stock facing a lot of bad news as a result, could be trading at a very attractive price. Ensure you stay around for the end of the episode, where we share information about how you can meet up with our hosts William Green, Clay Finck, and Kyle Grieve in Omaha for the Berkshire shareholder's meeting. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 11:33 - Why Tobias is bullish on InMode 38:35 - Why Hari is bullish on Dollar General 1:06:46 - Why Stig is bullish on LVMH 1:43:54 - How can you pitch your stock to the TIP Mastermind Community 1:59:43 - How to meet up with the TIP team and listeners in Omaha in May Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the waiting list for our TIP Mastermind Community. Contact Clay for more information about our exclusive weekend in Omaha at clay@theinvestorspodcast.com. Get help planning your trip to Omaha by listening to this episode or watch the video. Tune in to the Mastermind Discussion Q3 2023 - TIP576 or watch the video. Listen to Mastermind Discussion Q2 2023 - TIP557 or watch the video. Tune in to Mastermind Discussion Q1 2023 - TIP528 or watch the video. Listen to Mastermind Discussion Q1 2022 - TIP418 or watch the video. Tune in to Mastermind Discussion Q2 2022 - TIP450 or watch the video. Listen to Mastermind Discussion Q3 2022 - TIP475 or watch the video. Tune in to Mastermind Discussion Q4 2022 - TIP496 or watch the video. Dollar Generals’s debt situation on page 35. Listen to Chris Bloomstran’s interview with William Green about Dollar General or watch the video. Erwan Rambourg’s book, Future Luxe – read reviews of this book. Our FREE stock analysis resource, Intrinsic Value Index. Subscribe to our FREE Intrinsic Value Assessments. Tobias Carlisle's podcast, The Acquirer’s 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. 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: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ 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. 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Transcript

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0:00.0	You're listening to TIP.
0:03.0	On today's mastermind episode, I sit down with the bias and Hardy to pit three different stocks we have on our radar.
0:09.0	My pick is LV, AIMH, the second most valuable list the stock in Europe, that it's still growing very fast and
0:15.6	when the valuation looks more and more attractive.
0:18.2	Speaking of attractive valuations, Harris-Pig, Donald General, is down more than 50 percent, and investors including Chris Broomstrand, Seth
0:25.9	Clarmen and some gain that have invested and insiders have been buying too.
0:30.4	Tobias is pitching in mode a stock that has been facing a lot of bad news
0:35.0	but it looks like the market could be all reacting and we might be looking at a bargain price.
0:40.0	Make sure to stay around for the end of the episode where we share information about how you can meet up with our host, William Green, Clay Fing,
0:46.7	and Carl Grebe in Omaha for the Berkshire-Sier-Sier-Sierholders meeting.
0:49.7	You are listening to The Investors Podcast, where we study the financial markets and read the books that influence self-made billionaires the most.
1:02.0	We keep you informed and prepared for the unexpected.
1:07.0	Welcome to the investors podcast. I'm your host, Stig Brodison and today I'm here with
1:19.1	Toby and Hari. How are you today, Gens?
1:22.5	Hi Stig, hi Hari, good to see.
1:24.4	Yes, Jake, hey Toby, good to see you,
1:26.3	happy to be here.
1:28.0	So perhaps before we dive into our picks,
1:31.2	which is typically how we do things here on the masterman meeting.
1:34.6	We all present the stock.
1:35.7	We want to talk a bit about what we see right now in the economy and there are so many things
1:39.6	going on right now and so I'm going to throw it over to Toby. I've been talking about on
	...

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