We Study Billionaires - The Investor’s Podcast Network

TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra

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.

01:30:48

Episode guests

Hari Ramachandra

Tobias Carlisle

Highlights

AI Chapters

Episode notes

Buffett's Thoughts on the Current State of the Biotech Industry

04:44

Disney's Positives and Negatives

05:23

Spotify vs. Apple Music: What's the Difference?

04:54

Amgen: A Safe Bet With Conservative Returns

03:17

Intro

2min

Disney's Resilience in a Competitive Landscape

28min

Investment Insights: Disney and Spotify

5min

Spotify's Evolution: From Music to Podcasts

19min

Examining Spotify's Position in the Podcasting Landscape

4min

Navigating Smart Investments

5min

Navigating Biotech Investments

19min

Tech Titans in Transition

12min

Stig speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he added Spotify as the newest addition to his portfolio. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Amgen, a value stock with strong downside protection in uncertain times.

IN THIS EPISODE YOU’LL LEARN:

0:00 - Intro

01:24 - Why Hari is bullish on Disney (Ticker: DIS)

34:39 - Why Stig has invested in Spotify (Ticker: SPOT) as one of the five stocks he owns

1:00:46 - Why Toby is bull on Amgen (Ticker: AMGN)

1:31:18 - Whether Chatbot GPT will disrupt Google’s wide moat.

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.
Meet up with Stig, Toby, and Hari at the TIP events at the Berkshire Hathaway Annual Shareholder’s meeting.
Listen to Mastermind Discussion Q1 2022 - TIP418 or watch the video.
Listen to Mastermind Discussion Q2 2022 - TIP450 or watch the video.
Listen to Mastermind Discussion Q3 2022 - TIP475 or watch the video.
Listen to Mastermind Discussion Q4 2022 - TIP496 or watch the video.
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 Ramachandra.

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