TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
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Market Insights and Strategic Investments
This chapter explores stock analysts' behavior regarding earnings forecasts, emphasizing a study on consensus versus non-consensus projections. The speakers discuss their personal investment experiences in the tech sector, particularly focusing on companies like Meta and Process, while analyzing their financial performances and potential future risks. They provide a detailed examination of Tencent's valuation and the challenges in the Chinese tech market, reflecting on the broader implications for investors.
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