TIP475: Mastermind Q3 2022 w/ Tobias Carlisle
We Study Billionaires - The Investor’s Podcast Network
Navigating Business Valuation and Personal Experiences
This chapter explores financial modeling in businesses, addressing declining revenue streams and growth assumptions. The discussion includes personal travel experiences and the effects of external factors like inflation and digital services on business strategies.
IN THIS EPISODE, YOU’LL LEARN:
- 01:25 - Why Stig is bullish on the small-cap company North Media A/S. (Ticker: K9041B139)
- 35:46 - Why Stig just bought Prosus (Ticker in the US: | Ticker in Europe: PRX) as one of his four stocks in his portfolio.
- 45:37 - Why Tobias is bullish on First American Financial. (Ticker: FAF)
- 50:46 - What the patterns typically is for a bear market.
*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.
- North Media financial reports and investor relations material.
- The slide deck of First American Financial. Make sure to check out page 7.
- Learn more about Prosus and the Net Asset Value.
- Peter Theil's video, Competition is for losers.
- Mastermind Discussion Q2 2022.
- Mastermind Discussion Q1 2022.
- Mastermind Discussion Q4 2021.
- Mastermind Discussion Q3 2021.
- 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.
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