TIP450: Mastermind Q2 2022 W/ Tobias Carlisle and Hari Hamachandra
We Study Billionaires - The Investor’s Podcast Network
Social Media Rivalries and Facebook's Future
This chapter explores the competitive landscape of social media, contrasting TikTok's viral engagement with the traditional models of Instagram and Facebook. It also analyzes Facebook's valuation, its shift towards the metaverse, and the challenges it faces in attracting talent amidst shifting demographics and market dynamics.
IN THIS EPISODE, YOU'LL LEARN:
- 01:51 - Why Toby is bull on Domino's Pizza (Ticker: DPZ)
- 17:42 - Why Hari wants to invest in Meta (Ticker: FB)
- 38:41 - Why Stig has decided to invest with Mohnish Pabrai
*Disclaimer: Slight timestamp discrepancies 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 Q4 2021.
- Mastermind Discussion Q3 2021.
- Stig Brodersen's interview with Mohnish Pabrai.
- William Green's interview with Ray Dalio.
- 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.
SPONSORS
Support our free podcast by supporting our sponsors:
- River
- Toyota
- Daloopa
- Sound Advisory
- Tastytrade
- Public
- Connect Invest
- Onramp
- Found
- American Express
- BAM Capital
- Fundrise
- Vanta
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