TIP450: Mastermind Q2 2022 W/ Tobias Carlisle and Hari Hamachandra
We Study Billionaires - The Investor’s Podcast Network
Intro
This chapter features a dynamic discussion on investment topics, including a projected valuation of Domino's Pizza and insights from Mehta's evaluation. The conversation highlights personal investment decisions and experiences from a recent trip to Omaha, emphasizing camaraderie and shared knowledge among the group.
IN THIS EPISODE, YOU'LL LEARN:
- 01:51 - Why Toby is bull on Domino's Pizza (Ticker: DPZ)
- 17:42 - Why Hari wants to invest in Meta (Ticker: FB)
- 38:41 - Why Stig has decided to invest with Mohnish Pabrai
*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 Q1 2022.
- Mastermind Discussion Q4 2021.
- Mastermind Discussion Q3 2021.
- Stig Brodersen's interview with Mohnish Pabrai.
- 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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- Fundrise
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