TIP400: Mastermind Q4 2021


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Av Stig Brodersen and The Investor's Podcast Network upptäckt av Player FM och Player FMs grupp - upphovsrättigheterna ägs av publiceraren, inte Player FM. Ljudet streamas direkt från deras servrar. Tryck på Prenumerera knappen för att hålla koll på uppdateringar i Player FM, eller klistra in flödets webbadress i andra podcast appar.


  • 01:07 - What is Tobias Carlisle's view on the general stock market?
  • 03:20 - Why angel investing and venture capital is currently being indexed without due diligence.
  • 05:35 - Why Tobias Carlisle thinks that Lockheed Martin is undervalued (Ticker: LMT).
  • 24:32 - Whether Stig Brodersen has doubled down on Alibaba.
  • 25:39 - Why Stig Brodersen thinks that GoDaddy is undervalued (Ticker: GDDY).
  • 39:24 - Why GoDaddy is not a tech company.
  • 44:08 - Why Hari Ramachandra believes that Verizon is undervalued (Ticker: VZ).

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


  • Mastermind Discussion Q3 2021.
  • Mastermind Discussion Q2 2021.
  • CNN's Fear and greed index.
  • 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.
  • If you're new to the show and don't know where to begin listening, check out our We Study Billionaires Starter Packs.
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