2min chapter

TIP586: Mastermind Q4, 2023 w/ Tobias Carlisle and Hari Ramachandra

We Study Billionaires - The Investor’s Podcast Network

notes

CHAPTER

Analyzing Risk and Potential of a Company

Analysis of the impact of people leaning down, the business model and competition of a company with $600 million in cash, and the absence of a stock buyback despite making a lot of money.

00:00

Transcript

Episode notes

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig outlines why he put LVMH on his watchlist and is waiting to buy the dip. Hari’s pick, Dollar General, is down 50%, and super investors like Chris Bloonstran, Seth Klarman, and Tom Gayner have invested, and insiders have been buying too. Tobias pitches Inmode, a stock facing a lot of bad news as a result, could be trading at a very attractive price.

Ensure you stay around for the end of the episode, where we share information about how you can meet up with our hosts William Green, Clay Finck, and Kyle Grieve in Omaha for the Berkshire shareholder's meeting.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

11:33 - Why Tobias is bullish on InMode

38:35 - Why Hari is bullish on Dollar General

1:06:46 - Why Stig is bullish on LVMH

1:43:54 - How can you pitch your stock to the TIP Mastermind Community

1:59:43 - How to meet up with the TIP team and listeners in Omaha in May

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the waiting list for our TIP Mastermind Community.
Contact Clay for more information about our exclusive weekend in Omaha at clay@theinvestorspodcast.com.
Get help planning your trip to Omaha by listening to this episode or watch the video.
Tune in to the Mastermind Discussion Q3 2023 - TIP576 or watch the video.
Listen to Mastermind Discussion Q2 2023 - TIP557 or watch the video.
Tune in to Mastermind Discussion Q1 2023 - TIP528 or watch the video.
Listen to Mastermind Discussion Q1 2022 - TIP418 or watch the video.
Tune in to Mastermind Discussion Q2 2022 - TIP450 or watch the video.
Listen to Mastermind Discussion Q3 2022 - TIP475 or watch the video.
Tune in to Mastermind Discussion Q4 2022 - TIP496 or watch the video.
Dollar Generals’s debt situation on page 35.
Listen to Chris Bloomstran’s interview with William Green about Dollar General or watch the video.
Erwan Rambourg’s book, Future Luxe – read reviews of this book.
Our FREE stock analysis resource, Intrinsic Value Index.
Subscribe to our FREE Intrinsic Value Assessments.
Tobias Carlisle's podcast, The Acquirer’s 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.

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