We Study Billionaires - The Investor’s Podcast Network

TIP418: Mastermind Q1 2022 w/ Hari Ramachandra and Tobias Carlisle

Jan 30, 2022

Tobias Carlisle, a seasoned value investor and portfolio manager, teams up with Hari Ramachandra, an insightful investor and blogger, to delve into the latest investment trends. They discuss why William Sonoma is a hidden gem and why Hari believes Coinbase is undervalued in the crypto space. The duo also debates the merits of gold versus Bitcoin, analyzing their roles in wealth preservation and navigating the complexities of today’s market. Their insights provide a fresh perspective on strategic investing!

01:01:28

Episode guests

Hari Ramachandra

Tobias Carlisle

AI Chapters

Episode notes

Intro

2min

Investing in Williams-Sonoma

10min

The Intersection of Quality and Value in Investing

2min

Asset Valuation and Financial Opportunities

4min

Investing Insights: Gold vs. Bitcoin

23min

Exploring Wealth Preservation: Gold vs. Bitcoin

4min

Navigating Coinbase: Growth and Regulatory Challenges

18min

Exploring Wealth Storage: Gold, Bitcoin, and Diversified Portfolios

3min

IN THIS EPISODE, YOU'LL LEARN:

2:33 - Why Tobias Carlisle thinks that William Sonoma undervalued (Ticker: WSM)
18:38 - Why Stig has changed his mind on gold
46:16 - Why Hari Ramachandra believes that Coinbase is undervalued (Ticker: COIN)

*Disclaimer: Slight timestamp discrepancies 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’s interview with David Stein about Alibaba, Evergrande, and the collapse.
Mastermind Discussion Q4 2021.
Mastermind Discussion Q3 2021.
William Green’s interview with Ray Dalio.
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

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