TIP352: Mastermind Q2 2021

In today’s episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q2 2021. Together, they discuss where they see value in the financial markets. They try and shoot holes in each other’s stock picks and help each other as much as possible.

IN THIS EPISODE, YOU'LL LEARN:

Whether now is the time to invest in gold miners

Why Hari is long Splunk Technologies whereas Toby is shorting the same pick

What social commerce is and how it will be the new form of shopping

Whether Pinduoduo that is trading at 40 times Free Cash Flow is very expensive or very cheap

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.

Mastermind Discussion Q1 2021

Stig and Trey’s discussion of the Berkshire Hathaway Annual Shareholders Meeting 2021

Our interview with Robert Cialdini

Tobias Carlisle’s interview with Adam Mead about Berkshire Hathaway

A video explaining How Pinduoduo works

Acquired podcast episode about Pinduoduo

Tobias Carlisle’s podcast, The Acquirers 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

Hari’s Blog: BitsBusiness.com

Our FREE stock analysis resource, Intrinsic Value Index

Subscribe to our FREE Intrinsic Value Assessments

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