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TIP475: Mastermind Q3 2022 w/ Tobias Carlisle
We Study Billionaires - The Investor’s Podcast Network
Why Do They Have an Equity Portfolio?
The founder who owns 56% of the company, he's 82% and he's still so he's no longer chairman. What they're saying is that they want to take advantage of great opportunities if that happens. They also have a strategy in place where they're going to spend up to 200 million from 2021 to 2024. As an investor, you probably would like to see a different type of asset allocation. We would probably want as investors to go and analyze those 18 stocks.
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