TIP400: Mastermind Q4 2021

We Study Billionaires - The Investor’s Podcast Network

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

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

SPONSORS

Support our free podcast by supporting our sponsors:

• River
• Toyota
• Meyka
• AT&T
• Vacasa
• Fidelity
• Monarch Money
• Yahoo! Finance
• Long Angle
• Public
• USPS
• American Express
• Shopify

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