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 020 : How to Create Passive Income - with Pat Flynn (Investing Podcast)

TIP 020 : How to Create Passive Income - with Pat Flynn (Investing Podcast)

IN THIS EPISODE, YOU’LL LEARN: Who is Pat Flynn? Where should people start in creating their own asset? What is the difference between blogging to generate passive income and blogging to build a br...

31 Jan 20151h 8min

TIP 019 : How High Frequency Trading Works - Michael Lewis Book (Investing Podcast)

TIP 019 : How High Frequency Trading Works - Michael Lewis Book (Investing Podcast)

IN THIS EPISODE, YOU’LL LEARN: What is High Frequency Trading? How does High Frequency Trading work? How will High Frequency Trading affect me as an investor? Ask the Investors: Should I use techn...

26 Jan 201540min

TIP 018 : Tony Robbins' Book - Money, Master the Game (Investing Podcast)

TIP 018 : Tony Robbins' Book - Money, Master the Game (Investing Podcast)

IN THIS EPISODE, YOU’LL LEARN: Who is Tony Robbins and what is his book “MONEY – Master the Game” all about? What do billionaires all have in common? What’s the best advice from a list of billionai...

20 Jan 20151h 2min

TIP 017 : My Business Deal with Billionaire Mark Cuban (Investing Podcast)

TIP 017 : My Business Deal with Billionaire Mark Cuban (Investing Podcast)

IN THIS EPISODE, YOU’LL LEARN: Who is Stephan Aarstol and what does his company Tower Paddle Boards do? How Stephan Aarstol landed a business deal with Mark Cuban. How to run a business with Mark C...

11 Jan 201559min

TIP 016 : ETFs or Mutual Funds? We ask MorningStar Expert (Investing Podcast)

TIP 016 : ETFs or Mutual Funds? We ask MorningStar Expert (Investing Podcast)

IN THIS EPISODE, YOU’LL LEARN: Who is Alex Bryan? What is an ETF? Why you should own an ETF instead of a mutual fund? Ask The Investors: How much accounting should I know before picking individual...

4 Jan 201533min

TIP 015 : Guy Spier (Part II) - The Education of a Value Investor (Investing Podcast)

TIP 015 : Guy Spier (Part II) - The Education of a Value Investor (Investing Podcast)

In this second part interview with Guy Spier, The Investor's continue their discussion with the author of, The Education of a Value Investor. This episode discusses the intrinsic value, Guy's checklis...

29 Dec 201457min

TIP 014 : Guy Spier - The Education of a Value Investor (Investing Podcast)

TIP 014 : Guy Spier - The Education of a Value Investor (Investing Podcast)

In this episode of The Investor's Podcast, we have the renowned Guy Spier on the show to talk about his new book, The Education of a Value Investor. in 2008, Guy and Mohnish Pabrai bid $650,000 to hav...

22 Dec 201450min

TIP 013 : How Billionaire's Larry Page and Sergey Brin Built Google (Investing Podcast)

TIP 013 : How Billionaire's Larry Page and Sergey Brin Built Google (Investing Podcast)

In this episode of The Investor's Podcast, we have a discussion about Google and the book, In The Plex. If you ever wanted to know more about the Google founders, Larry Page and Serga Brin, or how Goo...

16 Dec 201449min

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