We Study Billionaires - The Investor’s Podcast Network 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.
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Domino's Franchise Model
- Domino's Pizza's franchise model, where 95% of store owners are former employees, demonstrates internal belief in the business.
- Their digital app and efficient operations contribute to high returns on invested capital.
Domino's Delivery Profitability
- Domino's profitability in delivery, unlike DoorDash or Uber, stems from their established model and lower overhead.
- This advantage positions them well during economic downturns.
Domino's Competitive Landscape
- Domino's Pizza faces competition from local pizza chains and broader food options, especially during inflation.
- Their main advantage lies in their consistent product and low price point.
