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TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra

Nov 20, 2022

Tobias Carlisle, a seasoned value investor and author, joins Hari Ramachandra, a savvy market analyst and blogger, to dive into the current financial landscape. They explore the potential of Meta and discuss its investment risks, highlighting why both are bullish on the stock. Tobias also shares insights on Colgate Palmolive, spotlighting its growth in pet nutrition. The duo examines market conditions influenced by inflation and the challenges faced by tech firms, providing valuable perspectives for investors navigating volatility.

01:15:12

Episode guests

Hari Ramachandra

Tobias Carlisle

AI Chapters

Episode notes

Intro

2min

Navigating Economic Uncertainty

21min

Meta's Metaverse Gamble: Risks and Rewards

7min

Market Insights and Strategic Investments

19min

Navigating the Chip Manufacturing Landscape

8min

Investment Insights: Tencent, Colgate, and Market Challenges

19min

Deep Value Fund Strategies and Career Opportunities

2min

IN THIS EPISODE, YOU'LL LEARN:

01:16 - The mastermind group’s view on the current market conditions.
18:41 - Why Hari is bullish on Meta (Ticker: FB), and why Toby already owns the stock.
29:00 - The risks of investing in Meta.
45:02 - Why Stig has invested in Prosus (Ticker AMS: PRX) as one of the four stocks he owns.
1:04:02 - Why Toby is bull on Colgate Palmolive (Ticker: CL).

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.
Mastermind Discussion Q1 2022.
Mastermind Discussion Q2 2022.
Mastermind Discussion Q3 2022.
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

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