AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Colgate - What's the Risk?
The only thing is regulation risk. That can just, your share of the company will be zero. To be fair, you have that in the States. There's this windfall profit tax they're going to bring in on energy companies. Look at what energy companies have earned over the last 15 years. They haven't made much money and we're under-invested in energy. I thought about valuation risk. I feel like you're right. Maxism, pessimism has been built in. You might be getting it for a really good value. Toby, I also want to hear from your pig. My idea is Colgate. Everybody knows what Colgate is. The main idea is
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode