TIP400: Mastermind Q4 2021

TIP400: Mastermind Q4 2021

Update: 2021-11-283
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Description

IN THIS EPISODE, YOU’LL LEARN:

  • 01:07 - What is Tobias Carlisle's view on the general stock market?
  • 03:20 - Why angel investing and venture capital is currently being indexed without due diligence. 
  • 05:35 - Why Tobias Carlisle thinks that Lockheed Martin is undervalued (Ticker: LMT).
  • 24:32 - Whether Stig Brodersen has doubled down on Alibaba.
  • 25:39 - Why Stig Brodersen thinks that GoDaddy is undervalued (Ticker: GDDY).
  • 39:24 - Why GoDaddy is not a tech company. 
  • 44:08 - Why Hari Ramachandra believes that Verizon is undervalued (Ticker: VZ). 


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

 

BOOKS AND RESOURCES

  • Mastermind Discussion Q3 2021. 
  • Mastermind Discussion Q2 2021. 
  • CNN's Fear and greed index.
  • 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.
  • If you're new to the show and don't know where to begin listening, check out our We Study Billionaires Starter Packs.
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  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.

 

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TIP400: Mastermind Q4 2021

TIP400: Mastermind Q4 2021