TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra

TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra

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 is still bullish on Spotify. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Mueller Industries, a value stock trading at an appealing valuation. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 06:25 - Why Hari is bullish on Disney (Ticker: DIS) 12:09 - The bear case of Disney, including increasing competition, valuation, and debt levels 35:33 - Why Stig has invested in Spotify (Ticker: SPOT) as one of the five stocks he owns 48:44 - The bear case for Spotify, including the dependency on Alphabet 58:18 - Why Toby has invested in Mueller Industries (Ticker: MLI) 1:06:46 - The bear case for Mueller Industries, including the end of the building phase and competitive Chinese pressures 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, Kyle, and the other community members. Listen to the Mastermind Discussion Q4 2023 – TIP586 | Youtube video. Tune in to the Mastermind Discussion Q3 2023 – TIP576 | Youtube video. Listen to the Mastermind Discussion Q2 2023 – TIP557 | Youtube video. Tune in to the Mastermind Discussion Q1 2023 – TIP528 | Youtube video. Listen to the Mastermind Discussion Q1 2022 – TIP418 | Youtube video. Tune in to the Mastermind Discussion Q2 2022 – TIP450 | Youtube video. Listen to the Mastermind Discussion Q3 2022 – TIP475 | Youtube video. Tune in to the Mastermind Discussion Q4 2022 – TIP496 | Youtube video. 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 Ramachandra. Check out all the books mentioned and discussed in our podcast episodes here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. 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 Shopify Netsuite Vanta 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 Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Jaksot(1174)

TIP279: Stock Market Melt-up w/ Luke Gromen (Business Podcast)

TIP279: Stock Market Melt-up w/ Luke Gromen (Business Podcast)

On today's show, we talk to macro expert, Luke Gromen, about the stock market melt-up. IN THIS EPISODE, YOU'LL LEARN: How the FED will react to a sell-off in the stock market. How much countries’ b...

26 Tammi 20201h

TIP278: Contrarian Investing Ideas w/ Cullen Roche (Business Podcast)

TIP278: Contrarian Investing Ideas w/ Cullen Roche (Business Podcast)

On today's show, we talk to investment expert, Cullen Roche, about contrarian market ideas at the start of 2020. IN THIS EPISODE, YOU'LL LEARN: Why you can’t truly be a passive investor. Why the st...

19 Tammi 20201h 3min

TIP277: Intrinsic Value Assessment of Disney - w/ David Trainer (Business Podcast)

TIP277: Intrinsic Value Assessment of Disney - w/ David Trainer (Business Podcast)

On today's show, we talk about the intrinsic value of Disney. Our guest is David Trainer who's the founder and CEO of New Constructs. IN THIS EPISODE, YOU'LL LEARN: What is the intrinsic value of Di...

12 Tammi 202045min

TIP276: The Euro & Its Impact On European Banking w/ Thomas Mayer (Business Podcast)

TIP276: The Euro & Its Impact On European Banking w/ Thomas Mayer (Business Podcast)

On today's show, we talk to European economist, Thomas Mayer, about the Euro and its impact on European banking. IN THIS EPISODE, YOU'LL LEARN: Why was the euro created. How is the euro similar and...

5 Tammi 202058min

TIP275: Mastermind Discussion 4Q 2019 (Business Podcast)

TIP275: Mastermind Discussion 4Q 2019 (Business Podcast)

On today's show, our mastermind group talks about four different stock ideas that might outperform the market. IN THIS EPISODE YOU’LL LEARN: What is the intrinsic value of Biogen, GrafTech, Allstate...

29 Joulu 20191h 5min

TIP274: Negative Interest Rate Bonds & Commodities w/ Marin Katusa (Business Podcast)

TIP274: Negative Interest Rate Bonds & Commodities w/ Marin Katusa (Business Podcast)

On today's show, we talk about the impact of negative interest rate bonds on the commodity sector. Our expert guest is Marin Katusa. IN THIS EPISODE YOU’LL LEARN: Why the interest rates globally are...

22 Joulu 201936min

TIP273: Billionaire Jim Simons' Quant Revolution w/ Gregory Zuckerman

TIP273: Billionaire Jim Simons' Quant Revolution w/ Gregory Zuckerman

On today’s show we talk about billionaire Jim Simons and how he achieved a 66% annual return since 1988. We have Best Selling author and Wall Street Journal reporter, Gregory Zuckerman, on the show. ...

15 Joulu 201939min

TIP272: X-Prize Founder Peter Diamandis & Steven Kotler on the speed of technology (Business Podcast)

TIP272: X-Prize Founder Peter Diamandis & Steven Kotler on the speed of technology (Business Podcast)

On today’s show we talk to X-Prize Founder and Chairman, Peter Diamandis. He is accompanied by Best Selling author, Steven Kotler, and they talk about the technology boom that's going to happen in the...

8 Joulu 201950min

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