Intro

This chapter explores value investing strategies, particularly in homebuilders, and examines the effects of inflation on these investments. The speakers also discuss the recent drop in Alibaba's stock, weighing its potential as a worthwhile investment against the associated risks.

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Episode notes

In today's episode, Stig Brodersen speaks to Tobias Carlisle about why Alibaba and US homebuilders are where you can find value in today’s market.

IN THIS EPISODE, YOU'LL LEARN:

(00:01:47) Why does Tobias Carlisle see value in PulteGroup and homebuilders.
(00:09:14) Understanding boom and bust cycle of PulteGroup.
(00:11:23) What is true inflation?
(00:13:30) The impact of inflation has on how Stig invests.
(00:32:24) Why value ETFs are often focused on the US or international and not global.
(00:34:56) Why Stig is finding value in Alibaba .
(00:38:46) Which price did Charlie Munger, Mohnish Pabrai, and Guy Spier buy Alibaba at?
(00:40:39) An overview of Alibaba's business model and business units.
(00:46:41) What is the impact of regulatory changes on Alibaba?
(00:48:12) The rationale that the Chinese government had for the recent crackdown.
(00:48:58) Difference between the US and Chinese legislation for big tech.
(00:51:54) How to value the unprofitable part of Alibaba and Google's business.
(00:57:54) Understanding Alibaba's ecosystem.

*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 Q2 2021.
Stig's masterclass in inflation interview with Cullen Roche.
The original Alibaba mastermind discussion from Q1 2019.
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.

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