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TIP418: Mastermind Q1 2022 w/ Hari Ramachandra and Tobias Carlisle

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IN THIS EPISODE, YOU'LL LEARN:

  • 2:33 - Why Tobias Carlisle thinks that William Sonoma undervalued (Ticker: WSM)
  • 18:38 - Why Stig has changed his mind on gold
  • 46:16 - Why Hari Ramachandra believes that Coinbase is undervalued (Ticker: COIN)


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES:

  • Stig’s interview with David Stein about Alibaba, Evergrande, and the collapse.
  • Mastermind Discussion Q4 2021.
  • Mastermind Discussion Q3 2021.
  • William Green’s interview with Ray Dalio.
  • 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
  • New to the show? Check out our We Study Billionaires Starter Packs.
  • See the all-new 2022 Lexus NX and discover everything it was designed to do for you. Welcome to the next level.
  • Yieldstreet allows you to invest beyond the stock market with an evolving marketplace of alternative investments. Create your account today.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Get access to some of the most sought-after real estate in the U.S. with Crowdstreet.
  • Learn how to create wealth and passive income with Norada Real Estate Investments. Download your free copy of “The Ultimate Guide to Passive Real Estate Investing” today.
  • Get in early on medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more with a FREE OurCrowd account. Open yours today.
  • Join Commonstock’s community of engaged investors to access exclusive financial data, follow and chat with fellow investors, get alerts when friends buy or sell, and make trades directly through the platform.
  • Send, spend and receive money around the world easily with Wise.
  • Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins.
  • Updating your wardrobe or just simply looking for a new fall flannel? Head to Mizzen+Main and use promo code WSB to receive $35 off an order of $125 or more!
  • Every 28 seconds an entrepreneur makes their first sale on Shopify. Access powerful tools to help you find customers, drive sales, and manage your day-to-day. Start a FREE fourteen-day trial right now!
  • Reclaim your health and arm your immune system with convenient, daily nutrition. Athletic Greens is going to give you a FREE 1 year supply of immune-supporting Vitamin D AND 5 FREE travel packs with your first purchase.
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  • Canada’s #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.
  • Make it simple to hire and manage remote employees across all 50 states with Justworks.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


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