The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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İçerik Stig Brodersen and The Investor's Podcast Network tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Stig Brodersen and The Investor's Podcast Network veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
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Player FM - Podcast Uygulaması
Player FM uygulamasıyla çevrimdışı Player FM !
Player FM uygulamasıyla çevrimdışı Player FM !
))
TIP374: Mastermind Q3 2021 W/ Tobias Carlisle
Manage episode 300989052 series 1394353
İçerik Stig Brodersen and The Investor's Podcast Network tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Stig Brodersen and The Investor's Podcast Network veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
In today's episode, Stig Brodersen speaks to Tobias Carlisle about why Alibaba and US homebuilders are where you can find value in today’s market.
IN THIS EPISODE, YOU'LL LEARN:
- (00:01:47) Why does Tobias Carlisle see value in PulteGroup and homebuilders.
- (00:09:14) Understanding boom and bust cycle of PulteGroup.
- (00:11:23) What is true inflation?
- (00:13:30) The impact of inflation has on how Stig invests.
- (00:32:24) Why value ETFs are often focused on the US or international and not global.
- (00:34:56) Why Stig is finding value in Alibaba .
- (00:38:46) Which price did Charlie Munger, Mohnish Pabrai, and Guy Spier buy Alibaba at?
- (00:40:39) An overview of Alibaba's business model and business units.
- (00:46:41) What is the impact of regulatory changes on Alibaba?
- (00:48:12) The rationale that the Chinese government had for the recent crackdown.
- (00:48:58) Difference between the US and Chinese legislation for big tech.
- (00:51:54) How to value the unprofitable part of Alibaba and Google's business.
- (00:57:54) Understanding Alibaba's ecosystem.
*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 Q2 2021.
- Stig's masterclass in inflation interview with Cullen Roche.
- The original Alibaba mastermind discussion from Q1 2019.
- 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.
SPONSORS
Support our free podcast by supporting our sponsors:
- River
- Toyota
- TurboTax
- Fidelity
- Monarch Money
- Meyka
- Simon & Schuster
- CI Financial
- Vacasa
- Long Angle
- Fundrise
- iFlex Stretch Studios
- American Express
- Shopify
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
881 bölüm
Paylaş
Manage episode 300989052 series 1394353
İçerik Stig Brodersen and The Investor's Podcast Network tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Stig Brodersen and The Investor's Podcast Network veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
In today's episode, Stig Brodersen speaks to Tobias Carlisle about why Alibaba and US homebuilders are where you can find value in today’s market.
IN THIS EPISODE, YOU'LL LEARN:
- (00:01:47) Why does Tobias Carlisle see value in PulteGroup and homebuilders.
- (00:09:14) Understanding boom and bust cycle of PulteGroup.
- (00:11:23) What is true inflation?
- (00:13:30) The impact of inflation has on how Stig invests.
- (00:32:24) Why value ETFs are often focused on the US or international and not global.
- (00:34:56) Why Stig is finding value in Alibaba .
- (00:38:46) Which price did Charlie Munger, Mohnish Pabrai, and Guy Spier buy Alibaba at?
- (00:40:39) An overview of Alibaba's business model and business units.
- (00:46:41) What is the impact of regulatory changes on Alibaba?
- (00:48:12) The rationale that the Chinese government had for the recent crackdown.
- (00:48:58) Difference between the US and Chinese legislation for big tech.
- (00:51:54) How to value the unprofitable part of Alibaba and Google's business.
- (00:57:54) Understanding Alibaba's ecosystem.
*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 Q2 2021.
- Stig's masterclass in inflation interview with Cullen Roche.
- The original Alibaba mastermind discussion from Q1 2019.
- 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.
SPONSORS
Support our free podcast by supporting our sponsors:
- River
- Toyota
- TurboTax
- Fidelity
- Monarch Money
- Meyka
- Simon & Schuster
- CI Financial
- Vacasa
- Long Angle
- Fundrise
- iFlex Stretch Studios
- American Express
- Shopify
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
881 bölüm
Все серии
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Player FM şu anda sizin için internetteki yüksek kalitedeki podcast'leri arıyor. En iyi podcast uygulaması ve Android, iPhone ve internet üzerinde çalışıyor. Aboneliklerinizi cihazlar arasında eş zamanlamak için üye olun.
We Study Billionaires - The Investor’s Podcast Network benzeri
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
…
continue reading
How do I start an online business? How do I build a brand online? How do I get traffic and attention to my online business? The biggest question is, can I start a business online and replace my current JOB? Welcome to The Rock Your Brand podcast show where we answer ALL of these questions and a ton MORE! Scott Voelker, the host will share with you everything you need to know and help you to build a Future Proof Business that will allow you the ultimate Freedom. Scott shares tips and strategi ...
…
continue reading
Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
…
continue reading
Where real startup founders pitch to real investors—for real money. Forget everything you think you know about the world of venture capital. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
…
continue reading
Ever wondered what makes great go-to-market leaders grow, even when the going gets tough? We have, too. And we’re on a mission to uncover the magic that makes that growth happen. This is Go-to-Market Magic, the show where we talk to go-to-market leaders and visionaries about the “aha!” moments they experience and the pivotal decisions they’ve made, all in the name of growth. And we’re not just talking about revenue growth that goes up and to the right — we’ll also discuss how they improve th ...
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
…
continue reading
Player FM - Podcast Uygulaması
Player FM uygulamasıyla çevrimdışı Player FM !
Player FM uygulamasıyla çevrimdışı Player FM !
