We Study Billionaires - The Investor’s Podcast Network TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra
22 snips
Feb 26, 2023 
Join Tobias Carlisle, a value investor and author, and Hari Ramachandra, a market analysis expert, as they dive into investment insights for 2023. Tobias advocates for Amgen, emphasizing its potential in uncertain times. Hari shares his bullish outlook on Disney, discussing its resilience in the competitive streaming market. Stig reveals why he added Spotify to his limited stock portfolio, exploring its evolution from music to a podcast powerhouse. The trio also examines the potential disruptions emerging from AI technology, particularly ChatGPT’s impact on Google.
AI Snips
Chapters
Books
Transcript
Episode notes
Disneyland Trip
- Stig took his kids to Disneyland before they became teenagers.
- He joked they might not want to talk to him anymore after that.
Disney's Streaming Losses
- Disney's streaming service loses a billion dollars per quarter, making valuation tricky.
- Normalizing earnings is key to understanding Disney's true value.
Disney's Evergreen Content
- Disney's strength lies in creating evergreen content, unlike competitors like Netflix.
- This evergreen content provides long-term monetization opportunities.
