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!
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Don't Catch a Falling Knife
- Stig Brodersen shares a story about cutting his finger while catching a falling knife.
- He uses this to advise against catching falling knives, both literally and metaphorically in investing.
Williams-Sonoma: A Potential Value Pick
- Consider Williams-Sonoma (WSM), a home furnishings retailer, as a potential investment.
- It has consistent growth, strong management, and trades at a reasonable price.
Williams-Sonoma's Online Success
- Williams-Sonoma's shift to online retail has been successful, mitigating losses from store closures.
- Their consistent growth and strong management make them a potential long-term hold.
