Valuations, Networking Effects, and Market Dynamics in Tech

This chapter examines the high valuations of technology stocks and the risks of a market downturn. It also discusses networking effects in tech companies like Slack and Splunk, while touching on advertising breaks highlighting compliance and tax management services.

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Episode notes

In today’s episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q2 2021. Together, they discuss where they see value in the financial markets. They try and shoot holes in each other’s stock picks and help each other as much as possible.

IN THIS EPISODE, YOU'LL LEARN:

Whether now is the time to invest in gold miners
Why Hari is long Splunk Technologies whereas Toby is shorting the same pick
What social commerce is and how it will be the new form of shopping
Whether Pinduoduo that is trading at 40 times Free Cash Flow is very expensive or very cheap

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 2021
Stig and Trey’s discussion of the Berkshire Hathaway Annual Shareholders Meeting 2021
Our interview with Robert Cialdini
Tobias Carlisle’s interview with Adam Mead about Berkshire Hathaway
A video explaining How Pinduoduo works
Acquired podcast episode about Pinduoduo
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
Hari’s Blog: BitsBusiness.com
Our FREE stock analysis resource, Intrinsic Value Index
Subscribe to our FREE Intrinsic Value Assessments

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