TIP352: Mastermind Q2 2021

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
• Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
• Take your business to the next level by hiring the right people with ZipRecruiter
• Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
• Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
• Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
• Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
• Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
• Simplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORS
• Uncover thousands of business ideas and discover the steps you need to execute with My First Million. Search My First Million on your podcast app
• Teach kids good money habits the fun and easy way with GoHenry’s debit card for kids and app for parents. Get one free month with promo code WSB
• Support our free podcast by supporting our 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!