52 min

TIP400: Mastermind Q4 2021 We Study Billionaires - The Investor’s Podcast Network

    • Investing

IN THIS EPISODE, YOU’LL LEARN:

01:07 - What is Tobias Carlisle's view on the general stock market?

03:20 - Why angel investing and venture capital is currently being indexed without due diligence. 

05:35 - Why Tobias Carlisle thinks that Lockheed Martin is undervalued (Ticker: LMT).

24:32 - Whether Stig Brodersen has doubled down on Alibaba.

25:39 - Why Stig Brodersen thinks that GoDaddy is undervalued (Ticker: GDDY).

39:24 - Why GoDaddy is not a tech company. 

44:08 - Why Hari Ramachandra believes that Verizon is undervalued (Ticker: VZ). 


*Disclaimer: Slight timestamp discrepancies 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, and the other community members.

Mastermind Discussion Q3 2021. 


Mastermind Discussion Q2 2021. 


CNN's Fear and greed index.


Our FREE stock analysis resource, Intrinsic Value Index.


Subscribe to our FREE Intrinsic Value Assessments. 


Tobias Carlisle's podcast, The Acquires 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.


If you're new to the show and don't know where to begin listening, check out our We Study Billionaires Starter Packs.


SPONSORS
Support our free podcast by supporting our sponsors:

River

Toyota

Fidelity

Range Rover

CI Financial

Meyka

AT&T

Simon & Schuster

NDTCO

iFlex Stretch Studios

Fundrise

Yahoo! Finance

Public

USPS

American Express

Shopify

 
HELP US OUT!
What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!
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

IN THIS EPISODE, YOU’LL LEARN:

01:07 - What is Tobias Carlisle's view on the general stock market?

03:20 - Why angel investing and venture capital is currently being indexed without due diligence. 

05:35 - Why Tobias Carlisle thinks that Lockheed Martin is undervalued (Ticker: LMT).

24:32 - Whether Stig Brodersen has doubled down on Alibaba.

25:39 - Why Stig Brodersen thinks that GoDaddy is undervalued (Ticker: GDDY).

39:24 - Why GoDaddy is not a tech company. 

44:08 - Why Hari Ramachandra believes that Verizon is undervalued (Ticker: VZ). 


*Disclaimer: Slight timestamp discrepancies 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, and the other community members.

Mastermind Discussion Q3 2021. 


Mastermind Discussion Q2 2021. 


CNN's Fear and greed index.


Our FREE stock analysis resource, Intrinsic Value Index.


Subscribe to our FREE Intrinsic Value Assessments. 


Tobias Carlisle's podcast, The Acquires 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.


If you're new to the show and don't know where to begin listening, check out our We Study Billionaires Starter Packs.


SPONSORS
Support our free podcast by supporting our sponsors:

River

Toyota

Fidelity

Range Rover

CI Financial

Meyka

AT&T

Simon & Schuster

NDTCO

iFlex Stretch Studios

Fundrise

Yahoo! Finance

Public

USPS

American Express

Shopify

 
HELP US OUT!
What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!
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

52 min

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