TIP450: Mastermind Q2 2022 W/ Tobias Carlisle and Hari Hamachandra
We Study Billionaires - The Investor’s Podcast Network
Navigating Challenges in a Strong Ecosystem
This chapter examines the strong user engagement and product ecosystem of a leading social media platform while addressing significant challenges such as privacy policies, competition, and regulation. It also discusses the impact of geopolitical factors and market perceptions on the platform's future.
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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