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 NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. 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 HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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