TIP400: Mastermind Q4 2021
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.
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