We Study Billionaires - The Investor’s Podcast Network TIP557: Mastermind Q2 2023 w/ Tobias Carlisle and Hari Ramachandra
11 snips
Jun 4, 2023 
Tobias Carlisle, a value investor and podcaster with a focus on deep value strategies, teams up with Hari Ramachandra, a technologist and investor known for his insights into tech companies. They discuss the recent Berkshire Hathaway meeting, with Hari bullish on Palantir despite its rocky history and Tobias advocating for Virtu Financial as a timely trade. Stig shares his rationale for adding Teqnion to his limited stock portfolio. The conversation dives into investment philosophies and the importance of community within the financial space.
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Buffett's Concern
- Buffett displayed unusual somberness regarding U.S. dominance and the dollar's reserve status.
- He expressed concerns about tribalism, suggesting it needs to be overcome.
Buffett and Munger's Intellect
- Tobias Carlisle admired Buffett and Munger's ability to answer diverse questions for hours.
- He noted improvement in Buffett's coherence from the previous year, highlighting the pair's impressive intellect and philosophies.
Palantir's Potential for Geico
- Hari Ramachandra pitched Palantir, highlighting its work with government agencies and its role in data analytics and security.
- Palantir's technology helps connect disparate data sources, a problem highlighted by Ajit Jain at the Berkshire meeting regarding Geico's 600 software systems.
