TIP335: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra

In today's episode, Preston and Stig speak to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q1 2021. Together, they sit down and talk about 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. It's a fun conversation that shows how they currently think about investing in these extraordinary times.

IN THIS EPISODE, YOU'LL LEARN:

• Whether equities can be a temporary placeholder for cash
• How to invest long/short in value stocks
• Which return can you expect if you invest in Brookfield Asset Management?
• Why ARK Fintech Innovation is still a buy despite a more year return above 100%

BOOKS AND RESOURCES

• Mastermind Discussion Q4 2020.
• Preston and Stig’s interview with Jeff Booth about his book, The Price of Tomorrow.
• Our interview with Cathie Wood.
• Ray Dalio’s argument of why stocks could be trading at 50x earnings.
• Wes Gray’s research on momentum and value performance.
• Preston and Stig’s tool for stock selection and determining the correlation of all US stocks and ETFs, TIP Finance.
• Preston and Stig’s FREE resource, Intrinsic Value Index.
• Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments.
• 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.
• Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged.
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• Browse through all our episodes (complete with transcripts) here.
• Support our free podcast by supporting our sponsors.

GET IN TOUCH WITH HARI AND TOBIAS

• Hari: Twitter
• Tobias: Twitter

GET IN TOUCH WITH STIG AND PRESTON

• Stig: Twitter | LinkedIn
• Preston: Twitter | LinkedIn

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