TIP475: Mastermind Q3 2022 w/ Tobias Carlisle
We Study Billionaires - The Investor’s Podcast Network
Exploring an Intriguing Stock Investment Opportunity in Denmark
This chapter explores a particular stock investment, delving into its market cap and currency implications, particularly concerning the Danish kroner and euro. The speakers discuss investment strategies, drawing parallels to Warren Buffett's approach, emphasizing the stock's hidden value.
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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