TIP352: Mastermind Q2 2021 We Study Billionaires - The Investor’s Podcast Network

In today’s episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q2 2021. Together, they discuss where they see value in the financial markets. They try and shoot holes in each other’s stock picks and help each other as much as possible.

IN THIS EPISODE, YOU'LL LEARN:

Whether now is the time to invest in gold miners

Why Hari is long Splunk Technologies whereas Toby is shorting the same pick

What social commerce is and how it will be the new form of shopping

Whether Pinduoduo that is trading at 40 times Free Cash Flow is very expensive or very cheap


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 2021


Stig and Trey’s discussion of the Berkshire Hathaway Annual Shareholders Meeting 2021


Our interview with Robert Cialdini 


Tobias Carlisle’s interview with Adam Mead about Berkshire Hathaway 


A video explaining How Pinduoduo works


Acquired podcast episode about Pinduoduo


Tobias Carlisle’s podcast, The Acquirers 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


Hari’s Blog: BitsBusiness.com


Our FREE stock analysis resource, Intrinsic Value Index


Subscribe to our FREE Intrinsic Value Assessments



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