Investment Insights: Constellation Software & Winnebago | 18min snip from We Study Billionaires

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TIP576: Mastermind Q3 2023 w/ Tobias Carlisle and Hari Ramachandra

We Study Billionaires - The Investor’s Podcast Network

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CHAPTER

Investment Insights: Constellation Software & Winnebago

This chapter analyzes two key investment opportunities: Constellation Software and Winnebago. It discusses their valuations, recent market performances, and the implications of consumer behavior post-pandemic on their respective industries. The speakers provide a balanced outlook, weighing risks and potential upside for future investments within the RV sector.

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Episode notes

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig outlines why he put Constellation Software on his watchlist and is waiting to buy the dip. Hari’s pick, Brookfield Corporation, is one of the world’s largest alternative investment management companies with over $725B of assets under management. Tobias pitches Winnebago, a value stock coming off the strong demand from COVID.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:33 - Why Hari is bullish on Brookfield Corporation (BN)

07:56 - Why Hari is not bullish on Brookfield Asset Management (BAM)

22:37 - Why Stig is bullish on Constellation Software (TSE: CSU)

37:13 - Two different methods to value Constellation Software

59:39 - Why Tobias is bullish on Winnebago Industries (WGO)

1:11:52 - How can you pitch your stock to the TIP Mastermind Community

1:47:02 - How to meet up with TIP in NYC in October

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.
Listen to Mastermind Discussion Q2 2023 - TIP557 or watch the video.
Listen to Mastermind Discussion Q1 2023 - TIP528 or watch the video.
Listen to Mastermind Discussion Q1 2022 - TIP418 or watch the video.
Listen to Mastermind Discussion Q2 2022 - TIP450 or watch the video.
Listen to Mastermind Discussion Q3 2022 - TIP475 or watch the video.
Listen to Mastermind Discussion Q4 2022 - TIP496 or watch the video.
Tune in to Stig Brodersen’s interview with Mohnish Pabrai about the Turkish stock market or watch the video.
Tune in to Clay Finck’s interview with Chris Mayer about Constellation Software and 100-baggers or watch the video.
Our FREE stock analysis resource, Intrinsic Value Index.
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 Ramachandra.

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