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TIP450: Mastermind Q2 2022 W/ Tobias Carlisle and Hari Hamachandra

May 22, 2022

Tobias Carlisle, a seasoned value investor and author, joins Hari Ramachandra, an insightful investment analyst, for a deep dive into market dynamics. They discuss the promising business model of Domino's Pizza, emphasizing its adaptability despite challenges. Hari expresses bullishness on Meta, exploring its advertising innovations and future in the Metaverse. The duo also touches on the intricate balance of selecting asset managers and the importance of aligning interests, providing listeners with valuable investment insights and strategies.

01:10:19

Episode guests

Hari Ramachandra

Tobias Carlisle

AI Chapters

Episode notes

Intro

2min

Domino's Success Amidst Challenges

17min

Navigating Challenges in a Strong Ecosystem

3min

Exploring Facebook's Advertising Innovations and Future Prospects

6min

Navigating Bitcoin's Future and Social Media Dynamics

5min

Social Media Rivalries and Facebook's Future

14min

Understanding Business Security and Accessible Real Estate Investments

3min

Navigating Investment Choices

25min

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.

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