TIP632: Mastermind Q2, 2024 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Intro
This chapter explores the investment opportunities in India amidst optimistic economic growth, analyzing a specific stock's performance. It emphasizes strategic positioning while considering valuation concerns and the distinction between long-term trends and short-term challenges.
In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he has put Burberry on this watchlist. Hari’s pick, ICICI Bank Limited, is a solid bet on the rise of India, and Tobias pitches Playtika, a value stock trading at an appealing valuation.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:57 - What are the current economic conditions?
13:37 - Are we entering a world with less disruption?
17:30 - What Stig’s bull case is for Burberry (Ticker: BURBY).
35:18 - The bear case for Burberry, including the current deterioration in the luxury sector.
42:35 - Why Toby has invested in Playtika (Ticker: PLTK).
52:23 - The bear case for Playtika, including the lack of moat and switching costs.
56:01 - Why Hari is bullish on ICICI Bank Limited (Ticker: ICICIBANK).
1:12:47 - The bear case of ICICI Bank Limited, including whether the valuation is stretched.
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, Kyle, and the other community members.
- Tune in to the Mastermind Discussion Q1 2024 – TIP610 | YouTube video.
- Listen to Mastermind Discussion Q4 2023 – TIP586 | YouTube video.
- Tune in to the Mastermind Discussion Q3 2023 – TIP576 | YouTube video.
- Listen to Mastermind Discussion Q2 2023 – TIP557 | YouTube video.
- Tune in to Mastermind Discussion Q1 2023 – TIP528 | YouTube video.
- Tune in to Mastermind Discussion Q4 2022 – TIP496 | YouTube video.
- Listen to Mastermind Discussion Q3 2022 – TIP475 | YouTube video.
- Tune in to Mastermind Discussion Q2 2022 – TIP450 | YouTube video.
- Listen to Mastermind Discussion Q1 2022 – TIP418 | YouTube video.
- Stig Brodersen’s portfolio and return.
- Understanding IFRS16 on operating leases.
- Tobias Carlisle's podcast, The Acquirers 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.
- Check out all the books mentioned and discussed in our podcast episodes here.
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