We Study Billionaires - The Investor’s Podcast Network TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra
9 snips
Feb 25, 2024 
Tobias Carlisle, a value investor and author known for his insights on the Acquirer's Multiple, joins Hari Ramachandra, an investor and blogger, to delve into stock market strategies. They discuss why Carlisle is bullish on Mueller Industries, citing its appealing valuation, while Ramachandra analyzes the volatility surrounding Disney and its future prospects. Additionally, Stig Brodersen shares his reasons for investing in Spotify, unpacking the company's competitive landscape and challenges in the music streaming industry.
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Macro Investing
- Macroeconomic data can be confusing and potentially misleading for investment decisions.
- Focus on value investing by buying the cheapest assets and holding them long-term.
Disney as a Scuttlebutt Investment
- Hari Ramachandra pitches Disney as a stock pick, highlighting his family's annual Disneyland visits.
- He views Disney's brand strength and his personal connection as positive indicators.
Competition in the Entertainment Industry
- Tobias Carlisle acknowledges Disney's brand strength but points out competition from Universal Studios, especially for franchises like Harry Potter.
- This competition highlights the importance of strong intellectual property (IP) in attracting and retaining customers.