In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig outlines why he put LVMH on his watchlist and is waiting to buy the dip. Hari’s pick, Dollar General, is down 50%, and super investors like Chris Bloonstran, Seth Klarman, and Tom Gayner have invested, and insiders have been buying too. Tobias pitches Inmode, a stock facing a lot of bad news as a result, could be trading at a very attractive price. Ensure you stay around for the end of the episode, where we share information about how you can meet up with our hosts William Green, Clay Finck, and Kyle Grieve in Omaha for the Berkshire shareholder's meeting.IN THIS EPISODE YOU’LL LEARN:00:00 - Intro11:33 - Why Tobias is bullish on InMode38:35 - Why Hari is bullish on Dollar General 1:06:46 - Why Stig is bullish on LVMH  1:43:54 - How can you pitch your stock to the TIP Mastermind Community 1:59:43 - How to meet up with the TIP team and listeners in Omaha in MayDisclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCES Join the waiting list for our TIP Mastermind Community. Contact Clay for more information about our exclusive weekend in Omaha at clay@theinvestorspodcast.com. Get help planning your trip to Omaha by listening to this episode or watch the video. Tune in to the Mastermind Discussion Q3 2023 - TIP576 or watch the video. Listen to Mastermind Discussion Q2 2023 - TIP557 or watch the video. Tune in to Mastermind Discussion Q1 2023 - TIP528 or watch the video. Listen to Mastermind Discussion Q1 2022 - TIP418 or watch the video. Tune in to Mastermind Discussion Q2 2022 - TIP450 or watch the video.   Listen to Mastermind Discussion Q3 2022 - TIP475 or watch the video. Tune in to Mastermind Discussion Q4 2022 - TIP496 or watch the video. Dollar Generals’s debt situation on page 35.   Listen to Chris Bloomstran’s interview with William Green about Dollar General or watch the video. Erwan Rambourg’s book, Future Luxe – read reviews of this book. Our FREE stock analysis resource, Intrinsic Value Index. Subscribe to our FREE Intrinsic Value Assessments. Tobias Carlisle's podcast, The Acquirer’s 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. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORSSupport our free podcast by supporting our sponsors: River Toyota Fidelity Range Rover CI Financial Meyka AT&T Simon & Schuster NDTCO iFlex Stretch Studios Fundrise Yahoo! Finance Public USPS American Express Shopify Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Shree Viswanathan, founder and portfolio manager of SVN Capital, discusses his approach to investing internationally, the importance of remaining fully invested in uncertain times, and why Dino Polska reminds him of Walmart in their early days. They also touch on topics like minimizing the impact of ego on performance, the benefits of daily meditation, and how to think about inflation and currency risk when investing globally.

Industry experts Joe Carlasare, Jeff Ross, and Steven McClurg discuss the ongoing regulatory process for Bitcoin ETF approval, potential corporate exposure to Bitcoin, and the impact of macro events like the treasury market moves and liquidity injections on the Bitcoin market. The podcast also explores the fragility of fiat currency, the bid for US debt in a potential recession, and the correlation between IWM and net liquidity. The speakers emphasize the importance of educating people about Bitcoin and passive indexation.

Chris Davis, renowned investor at Davis Advisors and board member at Berkshire Hathaway, shares lessons learned from Warren Buffett & Charlie Munger. Topics include aging well, the power of trust, avoiding weaknesses, Jeff Bezos's influence, Berkshire's board meetings, risk & resilience, embracing mistakes, running an organization for excellence, and friendship & kindness.

Clay Finck interviews Sahil Bloom, writer of The Curiosity Chronicle newsletter. They discuss finding meaningful work, career leverage, the importance of authenticity, and playing long-term games. Sahil shares insights on asset allocation and turning cost centers into profit centers. They also talk about prioritizing what's important, consuming high-quality content, and Sahil's upcoming book on redefining wealth.

Ryan Gentry discusses the Taproot Asset Protocol and its integration with Bitcoin. Topics include tokenization of stablecoins, competition with other protocols, running the software on a Bitcoin full node, concerns and highlights with the TAP use, and securities being tokenized on the TAP.

Gautam Baid, co-founder of Stellar Wealth Partners India Fund, discusses his new book, value investing, journaling, judging market sentiment, the importance of a behavioral edge, and identifying signs of a bear market. He highlights the power of compounding, the benefits of letting portfolio winners run, and the value of liquidity. The podcast also covers strategies for investing during a bear market, understanding biases, and the significance of passion and love for investing.

Bitcoin expert Jesse Myers discusses the impact of FTX's actions on Bitcoin price targets, the alarming increase in national debt and its effect on tax revenues, the potential relationship between Bitcoin and AI, and JP Morgan's tokenization network and its impact on blockchains.

Peter Keefe, an outstanding investor, shares his timeless investing principles, love for Microsoft & Markel, and what investors can learn from apex predators. He reveals how he taught himself to invest intelligently, his biggest mistakes, and the importance of evaluating the quality of management. Peter's insights are a must-listen for aspiring investors.

Christian Billinger, chairman of Billinger Förvaltnings AB, discusses quality investing, assessing a company's reinvestment rate, and finding operating managers with soul in the game. He prefers investing in family-owned public equities and prioritizes risk management. He shares insights on working with institutional investors and highlights Markel as an exceptional business. Christian's fund is heavily invested in the spirits industry, with a focus on tequila and cognac, despite recent underperformance in 2023.