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:
- 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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