Intro

This chapter features investors discussing stock market trends and recommendations for Q4 2021. They analyze valuation metrics and market sentiment, warning listeners against the dangers of investing during phases of extreme greed.

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Episode notes

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.

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