In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he is still bullish on Spotify. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Mueller Industries, a value stock trading at an appealing valuation.IN THIS EPISODE YOU’LL LEARN:00:00 - Intro06:25 - Why Hari is bullish on Disney (Ticker: DIS)12:09 - The bear case of Disney, including increasing competition, valuation, and debt levels35:33 - Why Stig has invested in Spotify (Ticker: SPOT) as one of the five stocks he owns48:44 - The bear case for Spotify, including the dependency on Alphabet58:18 - Why Toby has invested in Mueller Industries (Ticker: MLI)1:06:46 - The bear case for Mueller Industries, including the end of the building phase and competitive Chinese pressuresDisclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCES<ul>
<li>Join the exclusive <a href="https://www.theinvestorspodcast.com/mastermind-2/">TIP Mastermind Community</a> to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.</li>
<li>Listen to <a href="https://link.chtbl.com/WSB586">Mastermind Discussion Q4 2023 – TIP586</a> or watch the <a href="https://www.theinvestorspodcast.com/episodes/mastermind-q4-2023-w-tobias-carlisle-and-hari-ramachandra/">video</a>.</li>
<li>Tune in to the <a href="https://link.chtbl.com/WSB576">Mastermind Discussion Q3 2023 – TIP576</a> or watch the <a href="https://www.theinvestorspodcast.com/episodes/mastermind-q3-2023-w-tobias-carlisle-and-hari-ramachandra/">video</a>.</li>
<li>Listen to <a href="https://link.chtbl.com/WSB557">Mastermind Discussion Q2 2023 – TIP557</a> or watch the <a href="https://www.theinvestorspodcast.com/episodes/mastermind-q2-2023-w-tobias-carlisle-and-hari-ramachandra/">video</a>.</li>
<li>Tune in to <a href="https://link.chtbl.com/WSB528">Mastermind Discussion Q1 2023 – TIP528</a> or watch the <a href="https://www.theinvestorspodcast.com/episodes/mastermind-q1-2023-w-tobias-carlisle-and-hari-ramachandra/">video</a>.</li>
<li>Listen to <a href="https://link.chtbl.com/WSB418">Mastermind Discussion Q1 2022 – TIP418 </a>or watch the <a href="https://www.theinvestorspodcast.com/episodes/mastermind-q1-2022/">video</a>.
</li>
<li>Tune in to <a href="https://link.chtbl.com/WSB450">Mastermind Discussion Q2 2022 – TIP450</a> or watch the<a href="https://www.theinvestorspodcast.com/episodes/mastermind-q2-2022-w-tobias-carlisle-and-hari-hamachandra/"> video</a>.  
</li>
<li>Listen to<a href="https://link.chtbl.com/WSB475"> Mastermind Discussion Q3 2022 – TIP475 </a>or watch the<a href="https://www.theinvestorspodcast.com/episodes/mastermind-q3-2022-w-tobias-carlisle/"> video</a>.</li>
<li>Tune in to <a href="https://link.chtbl.com/WSB496">Mastermind Discussion Q4 2022 – TIP496</a> or watch the <a href="https://www.theinvestorspodcast.com/episodes/mastermind-q4-2022-w-tobias-carlisle-and-hari-ramachandra/">video</a>.</li>
<li>Tobias Carlisle's podcast, <a href="https://acquirersmultiple.com/podcast/">The Acquirer's Podcast</a>.</li>
<li>Tobias Carlisle's ETF, <a href="https://www.acquirersfund.com/">ZIG</a>.</li>
<li>Tobias Carlisle's ETF, <a href="https://www.etf.com/DEEP">Deep</a>.</li>
<li>Tobias Carlisle's book, <a href="https://www.amazon.com/gp/product/0692928855?ie=UTF8&linkCode=ll1&tag=tipnetwork-20&linkId=16d3ae0b6fae78b51e147f80d7af18b3&language=en_US&ref_=as_li_ss_tl">The Acquirer's Multiple</a> – read reviews of this book.</li>
<li>Tobias Carlisle's Acquirer's Multiple stock screener: <a href="https://acquirersmultiple.com/?ref=5&campaign=TheInvestor%27sPodcast">AcquirersMultiple.com</a>.</li>
<li>Tweet directly to <a href="https://twitter.com/Greenbackd">Tobias Carlisle</a>.</li>
<li>Hari's Blog: <a href="https://twitter.com/harirama">BitsBusiness.com</a>.</li>
<li>Tweet directly to <a href="https://twitter.com/harirama">Hari Ramachandra</a>.</li>
<li>Check out all the books mentioned and discussed in our podcast episodes <a href="https://prodcast.io/wsb">here</a>.</li>
</ul><h3>NEW TO THE SHOW?</h3><ul>
<li>Follow our official social media accounts: <a href="https://twitter.com/TIP_Network">X (Twitter)</a> | <a href="https://www.linkedin.com/company/the-investor's-podcast/">LinkedIn</a> | <a href="https://www.instagram.com/theinvestorspodcastnetwork/">Instagram</a> | <a href="https://www.facebook.com/TheInvestorsPodcast">Facebook</a> | <a href="https://www.tiktok.com/@theinvestorspodcast">TikTok</a>.</li>
<li>Check out our <a href="https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/">We Study Billionaires Starter Packs</a>.</li>
<li>Browse through all our episodes (complete with transcripts) <a href="https://www.theinvestorspodcast.com/we-study-billionaires/">here</a>.</li>
<li>Try our tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/">TIP Finance Tool</a>.</li>
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<li>Learn how to better start, manage, and grow your business with the <a href="https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/">best business podcasts</a>.</li>
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TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra

We Study Billionaires - The Investor’s Podcast Network