undefined

Hari Ramachandra

An investor who discusses Block and Adyen. He analyzes financial news, geopolitical tensions, and fintech companies.

Top 5 podcasts with Hari Ramachandra

Ranked by the Snipd community
undefined
65 snips
Jun 8, 2025 • 1h 59min

TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen

Hari Ramachandra and Tobias Carlisle join the discussion, providing sharp insights into their chosen stocks. Hari is enthusiastic about fintech giants Block and Adyen, emphasizing their growth potential and competitive strategies. He delves into valuation concerns and market disruptions. Meanwhile, Tobias shines a light on Devon Energy, arguing it stands to benefit from the oil sector's volatility, though he cautions about its debt level. They explore the challenges and future growth in both fintech and energy, all while fostering meaningful investment community connections.
undefined
Feb 7, 2021 • 1h 7min

TIP335: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra

Tobias Carlisle, a value investor and author, teams up with Hari Ramachandra, an insightful investor and blogger, to dissect the current financial landscape. They discuss whether equities might merely be temporary safe havens and explore innovative strategies for value and momentum investing. Their lively debate includes examining the resilience of certain stocks, the surprising potential of ARK Fintech Innovation, and the impact of government policies on market dynamics. Tune in for engaging insights amid economic uncertainty!
undefined
Nov 15, 2020 • 1h 17min

TIP323: Mastermind Discussion 4Q 2020 (Business Podcast)

Toby Carlisle, a value investor known for his deep value strategies, joins Hari Ramachandra, an insightful blogger focused on the Indian market. They dive into stock picks, discussing the intrinsic values of companies like Diamond Hill, Oracle, and Footlocker. The duo analyzes the volatile landscape of Bitcoin and its investment potential while debating gold's stability. They also explore Reliance Industries' growth prospects in India and examine how retail dynamics impact brands like Nike, shedding light on effective investment strategies.
undefined
Dec 29, 2019 • 1h 6min

TIP275: Mastermind Discussion 4Q 2019 (Business Podcast)

In this insightful discussion, guests Hari Ramachandra and Toby Carlisle delve into intriguing stock picks and investment strategies. They evaluate the intrinsic value of Biogen, GrafTech, Allstate, and i3 Verticals, shedding light on Mohnish Pabrai's stance on GrafTech. The conversation also covers the nuances of short selling, why put options are a safer bet, and strategies for valuing pharmaceutical companies. Risk management and navigating the insurance sector in a low-rate environment are emphasized, providing valuable insights for investors.
undefined
Mar 17, 2019 • 1h 3min

TIP234: Mastermind Discussion 1Q 2019 (Business Podcast)

Toby Carlisle, author and deep value investing expert, joins blogger Hari Ramachandra to dive into intriguing stock ideas. They dissect Bed Bath & Beyond's potential and market position, exploring whether it's finally a bargain for value investors. The conversation shifts to the steel industry with Nucor and Steel Dynamics shining as top picks. The unique advantages of investing in Alibaba are highlighted, particularly in contrast to US companies. Microsoft is also discussed as a solid defensive investment in an overvalued market.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app