We Study Billionaires - The Investor’s Podcast Network
Business:Investing
In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig outlines why he put Constellation Software on his watchlist and is waiting to buy the dip. Hari’s pick, Brookfield Corporation, is one of the world’s largest alternative investment management companies with over $725B of assets under management. Tobias pitches Winnebago, a value stock coming off the strong demand from COVID.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:33 - Why Hari is bullish on Brookfield Corporation (BN)
07:56 - Why Hari is not bullish on Brookfield Asset Management (BAM)
22:37 - Why Stig is bullish on Constellation Software (TSE: CSU)
37:13 - Two different methods to value Constellation Software
59:39 - Why Tobias is bullish on Winnebago Industries (WGO)
1:11:52 - How can you pitch your stock to the TIP Mastermind Community
1:47:02 - How to meet up with TIP in NYC in October
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!
SPONSORS
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!
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
BTC143: Local Bitcoin Education & Meet-ups w/ Rod Roudi (Bitcoin Podcast)
TIP570: Back Together w/ Stig Brodersen and Preston Pysh
TIP569: An Investor's Guide to Clear Thinking w/ Chris Mayer
BTC142: Bitcoin Policy Update Q3 2023 w/ Perianne Boring (Bitcoin Podcast)
TIP568: Current Market Conditions, Alternative Assets, & AI w/ David Stein
BTC141: Can Bitcoin Lightning Scale Globally w/ Alexander Leishman (Bitcoin Podcast)
TIP567: The Evolution of Value Investing w/ Brian Feroldi
BTC140: Game Theory and Bitcoin w/ Scott Lindberg (Bitcoin Podcast)
RWH030: From Poverty To Power w/ Arnold Van Den Berg
TIP566: The Passionate Pursuit of Lifelong Learning w/ Gautam Baid
BTC139: Educating the World On Bitcoin w/ John Dennehy (Bitcoin Podcast)
TIP565: Why Buffett is Doubling Down on Japan w/ Dan Rasmussen
TIP564: Capitalizing on Commercial Real Estate Trends w/ Charles Clinton
BTC138: A Progressive's Case for Bitcoin w/ Jason Maier (Bitcoin Podast)
RWH029: Beyond Rich w/ Pico Iyer
TIP563: Lightning in a Bottle & Microcap Investing w/ Ian Cassel
BTC137: Bitcoin Functions Like A Biological Network w/ Brandon Quittem (Bitcoin Podcast)
TIP562: How to Cope With Market Cycles
BTC136: The FED Pause & Q2 Current Events w/ Luke Gromen (Bitcoin Podcast)
RWH028: Lessons From Legends w/ Mohnish Pabrai, Tom Gayner, & John Spears
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Money Girl
So Money with Farnoosh Torabi
The YNAB Podcast
Money Tree Investing
The Disciplined Investor