TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra
Manage episode 347528055 series 1394353
IN THIS EPISODE, YOU'LL LEARN:
- 01:16 - The mastermind group’s view on the current market conditions.
- 18:41 - Why Hari is bullish on Meta (Ticker: FB), and why Toby already owns the stock.
- 29:00 - The risks of investing in Meta.
- 45:02 - Why Stig has invested in Prosus (Ticker AMS: PRX) as one of the four stocks he owns.
- 1:04:02 - Why Toby is bull on Colgate Palmolive (Ticker: CL).
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Mastermind Discussion Q1 2022.
- Mastermind Discussion Q2 2022.
- Mastermind Discussion Q3 2022.
- 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
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