TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Meta's Metaverse Gamble: Risks and Rewards
This chapter examines the economic impact of Meta's substantial investments in the metaverse and the associated risks to the company's core operations. It critically assesses Meta's valuation in light of competition and explores cognitive biases affecting investor perceptions in the tech industry.
IN THIS EPISODE, YOU'LL LEARN:
- 01:16 - The mastermind group’s view on the current market conditions.
- 18:41 - Why Hari is bullish on Meta (Ticker: FB), and why Toby already owns the stock.
- 29:00 - The risks of investing in Meta.
- 45:02 - Why Stig has invested in Prosus (Ticker AMS: PRX) as one of the four stocks he owns.
- 1:04:02 - Why Toby is bull on Colgate Palmolive (Ticker: CL).
Disclaimer: Slight discrepancies in the timestamps 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.
- Mastermind Discussion Q1 2022.
- Mastermind Discussion Q2 2022.
- Mastermind Discussion Q3 2022.
- 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.
- Hari's Blog: BitsBusiness.com
- Tweet directly to Hari
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