TIP576: Mastermind Q3 2023 w/ Tobias Carlisle and Hari Ramachandra
In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig outlines why he put Constellation Software on his watchlist and is waiting to buy the dip. Hari’s pick, Brookfield Corporation, is one of the world’s largest alternative investment management companies with over $725B of assets under management. Tobias pitches Winnebago, a value stock coming off the strong demand from COVID.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:33 - Why Hari is bullish on Brookfield Corporation (BN)
07:56 - Why Hari is not bullish on Brookfield Asset Management (BAM)
22:37 - Why Stig is bullish on Constellation Software (TSE: CSU)
37:13 - Two different methods to value Constellation Software
59:39 - Why Tobias is bullish on Winnebago Industries (WGO)
1:11:52 - How can you pitch your stock to the TIP Mastermind Community
1:47:02 - How to meet up with TIP in NYC in October
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the waiting list for the TIP Mastermind Community.
- Listen to Mastermind Discussion Q2 2023 - TIP557 or watch the video.
- Listen to Mastermind Discussion Q1 2023 - TIP528 or watch the video.
- Listen to Mastermind Discussion Q1 2022 - TIP418 or watch the video.
- Listen to Mastermind Discussion Q2 2022 - TIP450 or watch the video.
- Listen to Mastermind Discussion Q3 2022 - TIP475 or watch the video.
- Listen to Mastermind Discussion Q4 2022 - TIP496 or watch the video.
- Tune in to Stig Brodersen’s interview with Mohnish Pabrai about the Turkish stock market or watch the video.
- Tune in to Clay Finck’s interview with Chris Mayer about Constellation Software and 100-baggers or watch the video.
- Our FREE stock analysis resource, Intrinsic Value Index.
- 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 Ramachandra.
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P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!
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