TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Navigating the Chip Manufacturing Landscape
This chapter explores the dynamics of chip manufacturing, emphasizing the design in the U.S. and production in East Asia. It also examines the complex evaluation of stock prices for Chinese tech companies alongside the geopolitical implications and economic uncertainties at play.
IN THIS EPISODE, YOU'LL LEARN:
- 01:16 - The mastermind group’s view on the current market conditions.
- 18:41 - Why Hari is bullish on Meta (Ticker: FB), and why Toby already owns the stock.
- 29:00 - The risks of investing in Meta.
- 45:02 - Why Stig has invested in Prosus (Ticker AMS: PRX) as one of the four stocks he owns.
- 1:04:02 - Why Toby is bull on Colgate Palmolive (Ticker: CL).
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, and the other community members.
- Mastermind Discussion Q1 2022.
- Mastermind Discussion Q2 2022.
- Mastermind Discussion Q3 2022.
- 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
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