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TIP557: Mastermind Q2 2023 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
How to Trade a Stock Like a Pro
The stock is trading close to its lows over the last few years. They're basically free cashflow generative as interest rates go up. Their cost of fund has been virtually zero. The thing that I like about it is that it's basically a market hedge in the event that you get a very substantial crash, which I think there's a reasonable chance we see something like that in 2023 or early 2024.
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