TIP586: Mastermind Q4, 2023 w/ Tobias Carlisle and Hari Ramachandra

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig outlines why he put LVMH on his watchlist and is waiting to buy the dip. Hari’s pick, Dollar General, is down 50%, and super investors like Chris Bloonstran, Seth Klarman, and Tom Gayner have invested, and insiders have been buying too. Tobias pitches Inmode, a stock facing a lot of bad news as a result, could be trading at a very attractive price.

Ensure you stay around for the end of the episode, where we share information about how you can meet up with our hosts William Green, Clay Finck, and Kyle Grieve in Omaha for the Berkshire shareholder's meeting.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

11:33 - Why Tobias is bullish on InMode

38:35 - Why Hari is bullish on Dollar General

1:06:46 - Why Stig is bullish on LVMH

1:43:54 - How can you pitch your stock to the TIP Mastermind Community

1:59:43 - How to meet up with the TIP team and listeners in Omaha in May

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the waiting list for our TIP Mastermind Community.
• Contact Clay for more information about our exclusive weekend in Omaha at clay@theinvestorspodcast.com.
• Get help planning your trip to Omaha by listening to this episode or watch the video.
• Tune in to the Mastermind Discussion Q3 2023 - TIP576 or watch the video.
• Listen to Mastermind Discussion Q2 2023 - TIP557 or watch the video.
• Tune in to Mastermind Discussion Q1 2023 - TIP528 or watch the video.
• Listen to Mastermind Discussion Q1 2022 - TIP418 or watch the video.
• Tune in to Mastermind Discussion Q2 2022 - TIP450 or watch the video.
• Listen to Mastermind Discussion Q3 2022 - TIP475 or watch the video.
• Tune in to Mastermind Discussion Q4 2022 - TIP496 or watch the video.
• Dollar Generals’s debt situation on page 35.
• Listen to Chris Bloomstran’s interview with William Green about Dollar General or watch the video.
• Erwan Rambourg’s book, Future Luxe – read reviews of this book.
• Our FREE stock analysis resource, Intrinsic Value Index.
• Subscribe to our FREE Intrinsic Value Assessments.
• Tobias Carlisle's podcast, The Acquirer’s 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?

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
• Check out our We Study Billionaires Starter Packs.
• Browse through all our episodes (complete with transcripts) here.
• Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
• Enjoy exclusive perks from our favorite Apps and Services.
• Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
• Learn how to better start, manage, and grow your business with the best business podcasts.
• Help us understand our audience better so we can create a more intentional user experience by answering this survey!

SPONSORS

• Invest in Bitcoin with confidence. Get $5 in Bitcoin when you invest $100 with River.
• Experience real language learning for real conversations with Babbel. Get 55% off your Babbel subscription today.
• Send, spend, and receive money around the world easily with Wise.
• Get the benefits of portfolio diversification AND optimize your retirement strategy by minimizing your tax burden with funds from tax-advantaged retirement accounts. Start investing in alts with Alto today.
• Learn how Principal Financial can help you find the right benefits and retirement plan for your team today.
• Beat FOMO and move faster than the market with AlphaSense.
• Make investing in precious metals easy with Noble Gold Investments. Receive a FREE 5-ounce solid silver America The Beautiful bullion coin with any qualifying precious metals IRA.
• Invest in some of the top private, pre-IPO companies in the world with Fundrise.
• Earn more where your business spends the most with American Express Business Gold Card! Enjoy 4x Membership Rewards points, Up to $395 in annual statement credits on eligible business purchases, flexible spending capacity, and access to 24/7 support!
• Feed your body the nutrients it craves with Ka’Chava, an all-in-one, plant-based superblend made up of superfoods, greens, plant proteins, antioxidants, adaptogens, and probiotics! Get 10% off on your first order today!
• Start, run, and grow your business without the struggle. Be in control of every sales channel with Shopify. Sign up for a $1 per month trial period today.
• Get a customized solution for all of your KPIs in one efficient system with one source of truth. Download NetSuite’s popular KPI Checklist, designed to give you consistently excellent performance for free.
• Choose Toyota for your next vehicle - SUVs that are known for their reliability and longevity, making them a great investment. Plus, Toyotas now have more advanced technology than ever before, maximizing that investment with a comfortable and connected drive.
• Reach the world’s largest audience with Linkedin, the place to B2B. Plus, enjoy a $100 credit on your next ad campaign!
• 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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.