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 Vanta Plus500 Netsuite Shopify 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 Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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TIP 099 : Billionaire Jack Ma and Alibaba (Business Podcast)

TIP 099 : Billionaire Jack Ma and Alibaba (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: About the business culture in China where 16 hours, 7 days a week, is not uncommon. If Jack Ma is really a Chinese Jeff Bezos – or perhaps it’s the other way around. ...

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TIP 098 : The Power of Habit by Charles Duhigg (Business Podcast)

TIP 098 : The Power of Habit by Charles Duhigg (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: The three things that drive habit loops. How your mind starts anticipating certain behaviors before it even occurs. How powerful your habits can become in controlling...

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TIP 097 : China and the History of the Dollar (Business Podcast)

TIP 097 : China and the History of the Dollar (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: Why and how bubbles are created by credit How international central banks manipulate currencies Why the US government benefits from the FED artificially keeping the i...

31 Juli 20161h 5min

TIP 096 : Billionaire Phil Knight & Nike - Shoe Dog (Business Podcast)

TIP 096 : Billionaire Phil Knight & Nike - Shoe Dog (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: Who is Phil Knight? What is the story behind Nike? What led to Nike’s success? What made Phil Knight a billionaire? BOOKS AND RESOURCES Join the exclusive TIP Mas...

24 Juli 201649min

TIP 095 : Billionaire Tony Hsieh's Book - Delivering Happiness at Zappos (Business Podcast)

TIP 095 : Billionaire Tony Hsieh's Book - Delivering Happiness at Zappos (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: How to make your corporate culture your competitive advantage. Why your organization should write a culture book. How to make customer service your corporate vision a...

17 Juli 201648min

TIP 094 : Raoul Pal - Macro Economics and Global Risks (Investment Podcast)

TIP 094 : Raoul Pal - Macro Economics and Global Risks (Investment Podcast)

IN THIS EPISODE, YOU’LL LEARN: Why Raoul Pal is bear on oil and why it has nothing to do with supply and demand. Why the dollar might soar in the coming months. Why there’s a possibility of the dol...

10 Juli 201643min

TIP 093 : BREXIT - The Financial Impact (Investment Podcast)

TIP 093 : BREXIT - The Financial Impact (Investment Podcast)

IN THIS EPISODE, YOU’LL LEARN: Why the British pound dropped to a 31 year low compared to the dollar. If dollar or gold might be a better investment than the British pound. Why European banks might...

3 Juli 201641min

TIP 092 : Billionaire Lives w/ Navy SEAL for 30 Days - feat. Atlanta Hawks Owner, Jesse Itzler

TIP 092 : Billionaire Lives w/ Navy SEAL for 30 Days - feat. Atlanta Hawks Owner, Jesse Itzler

IN THIS EPISODE, YOU’LL LEARN: Why you shouldn’t focus on building your resume but rather building your life. Why highly successful people are rewarded from making moves and ignoring embarrassment. ...

26 Juni 201647min

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