TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Focus on User Growth: Spotify Investment Thesis
The key investment thesis for Spotify revolves around its potential to reach one billion users, especially since it currently has 574 million users. This user growth is crucial for the company's success and forms the basis of the investment opportunity in Spotify stock.
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 is still bullish on Spotify. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Mueller Industries, a value stock trading at an appealing valuation.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
06:25 - Why Hari is bullish on Disney (Ticker: DIS)
12:09 - The bear case of Disney, including increasing competition, valuation, and debt levels
35:33 - Why Stig has invested in Spotify (Ticker: SPOT) as one of the five stocks he owns
48:44 - The bear case for Spotify, including the dependency on Alphabet
58:18 - Why Toby has invested in Mueller Industries (Ticker: MLI)
1:06:46 - The bear case for Mueller Industries, including the end of the building phase and competitive Chinese pressures
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, Kyle, and the other community members.
- Listen to the Mastermind Discussion Q4 2023 – TIP586 | Youtube video.
- Tune in to the Mastermind Discussion Q3 2023 – TIP576 | Youtube video.
- Listen to the Mastermind Discussion Q2 2023 – TIP557 | Youtube video.
- Tune in to the Mastermind Discussion Q1 2023 – TIP528 | Youtube video.
- Listen to the Mastermind Discussion Q1 2022 – TIP418 | Youtube video.
- Tune in to the Mastermind Discussion Q2 2022 – TIP450 | Youtube video.
- Listen to the Mastermind Discussion Q3 2022 – TIP475 | Youtube video.
- Tune in to the Mastermind Discussion Q4 2022 – TIP496 | Youtube video.
- 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 Ramachandra.
- Check out all the books mentioned and discussed in our podcast episodes here.
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