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TIP557: Mastermind Q2 2023 w/ Tobias Carlisle and Hari Ramachandra

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.

01:22:19

Episode guests

Hari Ramachandra

Tobias Carlisle

Highlights

AI Chapters

Episode notes

The Berkshire Heatherway Approach to Capital Education

01:00

The Key to Berkshire Hathaway's Success

00:34

Intro

2min

Insights from the Berkshire Hathaway Meeting

18min

Navigating Data Security and Investment Opportunities

5min

Navigating Market Dynamics: The Case of Virtue Financial

17min

Strategic Acquisitions and Challenges at Technion

13min

Unlocking Financial Opportunities: Employee Retention Credit and Investment Insights

2min

Leadership Insights and Investment Strategies

12min

Navigating the Transition: Investment and Community Insights

17min

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he added Teqnion as the newest addition to his portfolio. Hari’s pick, Palantir, has recently traded at a 52-week high after a preceding 80% drop, and Tobias pitches Virtu Financial, a value stock with strong cash flows in uncertain times.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:35 - The group’s takeaways from the Berkshire Hathaway shareholder’s meeting

06:00 - Why Hari is bullish on Palantir (Ticker: PLTR)

24:46 - Why Toby is bull on Virtual Financial (Ticker: VIRT) as a trade but not as a “buy-and-hold.”

41:37 - Why Stig has invested in Teqnion (Ticker: TEQ) as one of the five stocks he owns

58:21 - Which questions to ask management if you get the opportunity

01:17:07 - What the TIP Mastermind Community is and our plans to meet up in NYC in October

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.
Stig Brodersen’s interview with Daniel Zhang, the Chief Acquisition Officer of Teqnion
Daniel Zhang’s book, An investment thinking toolbox – read reviews of the book.
Listen to Mastermind Discussion Q1 2023 - TIP528 or watch the video.
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.
Tune in to Stig Brodersen’s interview with Mohnish Pabrai about the Turkish stock market or watch the video.
Tune in to Clay Finck’s interview with Chris Mayer about Constellation Software and 100-baggers or watch the video.
Teqnion’s investor relations
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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