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TIP475: Mastermind Q3 2022 w/ Tobias Carlisle
We Study Billionaires - The Investor’s Podcast Network
The Upside May Not Be Huge but the Downside Is Very Limited
The upside may not be huge but the the downside is very limited and it should have raised a more time for me I completely agree with everything you said Toby. The market has like six billion the price of free cash flow is 8.2 today some recording and what's what's interesting about their investment portfolio they have six percent in equities out of nine point five billion dollar consolidated portfolio. Most companies are not like Berkshire or like Ico them they are managed by other asset managers, bond yield right now is 1.8 percent average rating is double a and the duration is 4.3 years so there is something I guess an hedge offsetting there.
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