TIP418: Mastermind Q1 2022 w/ Hari Ramachandra and Tobias Carlisle
We Study Billionaires - The Investor’s Podcast Network
Intro
This chapter kicks off a quarterly mastermind meeting where the host discusses two contrasting investment opportunities: William Sonoma and Coinbase. Through a personal anecdote, the chapter highlights the risks involved in investing, paving the way for a thorough evaluation of the featured stocks.
IN THIS EPISODE, YOU'LL LEARN:
- 2:33 - Why Tobias Carlisle thinks that William Sonoma undervalued (Ticker: WSM)
- 18:38 - Why Stig has changed his mind on gold
- 46:16 - Why Hari Ramachandra believes that Coinbase is undervalued (Ticker: COIN)
*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.
- Stig’s interview with David Stein about Alibaba, Evergrande, and the collapse.
- Mastermind Discussion Q4 2021.
- Mastermind Discussion Q3 2021.
- William Green’s interview with Ray Dalio.
- 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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