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 - Intro01:33 - 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 Software59:39 - Why Tobias is bullish on Winnebago Industries (WGO)1:11:52 - How can you pitch your stock to the TIP Mastermind Community&nbsp;1:47:02 - How to meet up with TIP in NYC in OctoberDisclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCES<ul><li>Join the waiting list for the&nbsp;<a href="https://www.theinvestorspodcast.com/mastermind-2/" rel="noopener noreferrer" target="_blank">TIP Mastermind Community</a>.&nbsp;</li><li>Listen to <a href="https://link.chtbl.com/WSB557" rel="noopener noreferrer" target="_blank">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/" rel="noopener noreferrer" target="_blank">video</a>.</li><li>Listen to&nbsp;<a href="https://link.chtbl.com/WSB528" rel="noopener noreferrer" target="_blank">Mastermind Discussion Q1 2023 - TIP528</a>&nbsp;or watch the&nbsp;<a href="https://www.theinvestorspodcast.com/episodes/mastermind-q1-2023-w-tobias-carlisle-and-hari-ramachandra/" rel="noopener noreferrer" target="_blank">video</a>.</li><li>Listen to&nbsp;<a href="https://link.chtbl.com/WSB418" rel="noopener noreferrer" target="_blank">Mastermind Discussion Q1 2022 - TIP418&nbsp;</a>or watch the&nbsp;<a href="https://www.theinvestorspodcast.com/episodes/mastermind-q1-2022/" rel="noopener noreferrer" target="_blank">video</a>.</li><li>Listen to&nbsp;<a href="https://link.chtbl.com/WSB450" rel="noopener noreferrer" target="_blank">Mastermind Discussion Q2 2022 - TIP450</a>&nbsp;or watch the<a href="https://www.theinvestorspodcast.com/episodes/mastermind-q2-2022-w-tobias-carlisle-and-hari-hamachandra/" rel="noopener noreferrer" target="_blank">&nbsp;video</a>.&nbsp;&nbsp;</li><li>Listen to<a href="https://link.chtbl.com/WSB475" rel="noopener noreferrer" target="_blank">&nbsp;Mastermind Discussion Q3 2022 - TIP475&nbsp;</a>or watch the<a href="https://www.theinvestorspodcast.com/episodes/mastermind-q3-2022-w-tobias-carlisle/" rel="noopener noreferrer" target="_blank">&nbsp;video</a>.</li><li>Listen to&nbsp;<a href="https://link.chtbl.com/WSB496" rel="noopener noreferrer" target="_blank">Mastermind Discussion Q4 2022 - TIP496</a>&nbsp;or watch the&nbsp;<a href="https://www.theinvestorspodcast.com/episodes/mastermind-q4-2022-w-tobias-carlisle-and-hari-ramachandra/" rel="noopener noreferrer" target="_blank">video</a>.</li><li>Tune in to Stig Brodersen’s interview with Mohnish Pabrai about the&nbsp;<a href="https://link.chtbl.com/WSB550" rel="noopener noreferrer" target="_blank">Turkish stock market</a>&nbsp;or watch the&nbsp;<a href="https://www.theinvestorspodcast.com/episodes/masterclass-w-mohnish-pabrai/" rel="noopener noreferrer" target="_blank">video</a>.</li><li>Tune in to Clay Finck’s interview with Chris Mayer about&nbsp;<a href="https://link.chtbl.com/WSB543" rel="noopener noreferrer" target="_blank">Constellation Software and 100-baggers</a>&nbsp;or watch the&nbsp;<a href="https://www.theinvestorspodcast.com/episodes/100-baggers-stocks-that-return-100-1-w-chris-mayer/" rel="noopener noreferrer" target="_blank">video</a>.</li><li>Our FREE stock analysis resource,&nbsp;<a href="https://www.theinvestorspodcast.com/intrinsic-value-index/" rel="noopener noreferrer" target="_blank">Intrinsic Value Index</a>.</li><li>Tobias Carlisle's podcast,&nbsp;<a href="https://acquirersmultiple.com/podcast/" rel="noopener noreferrer" target="_blank">The Acquires Podcast</a>.</li><li>Tobias Carlisle's ETF,&nbsp;<a href="https://www.acquirersfund.com/" rel="noopener noreferrer" target="_blank">ZIG</a>.</li><li>Tobias Carlisle's ETF,&nbsp;<a href="https://www.etf.com/DEEP" rel="noopener noreferrer" target="_blank">Deep</a>.</li><li>Tobias Carlisle's book,&nbsp;<a href="https://www.amazon.com/gp/product/0692928855?ie=UTF8&linkCode=ll1&tag=tipnetwork-20&linkId=344a75d165c6c412153233a3b59d3bf0&language=en_US&ref_=as_li_ss_tl" rel="noopener noreferrer" target="_blank">The Acquirer's Multiple</a>&nbsp;– read reviews of this book</li><li>Tobias Carlisle's Acquirer's Multiple stock screener:&nbsp;<a href="https://acquirersmultiple.com/?ref=5&campaign=TheInvestor%27sPodcast" rel="noopener noreferrer" target="_blank">AcquirersMultiple.com</a>.</li><li>Tweet directly to<a href="https://twitter.com/Greenbackd" rel="noopener noreferrer" target="_blank">&nbsp;Tobias Carlisle</a>.&nbsp;</li><li>Hari's Blog:&nbsp;<a href="https://twitter.com/harirama" rel="noopener noreferrer" target="_blank">BitsBusiness.com</a></li><li>Tweet directly to&nbsp;<a href="https://twitter.com/harirama" rel="noopener noreferrer" target="_blank">Hari Ramachandra</a>.</li></ul>NEW TO THE SHOW?<ul><li>Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/" rel="noopener noreferrer" target="_blank">We Study Billionaires Starter Packs</a>.</li><li>Browse through all our episodes (complete with transcripts)&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires/" rel="noopener noreferrer" target="_blank">here</a>.</li><li>Try our tool for picking stock winners and managing our portfolios:&nbsp;<a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank">TIP Finance Tool</a>.</li><li>Enjoy exclusive perks from our&nbsp;<a href="https://www.theinvestorspodcast.com/affiliates/" rel="noopener noreferrer" target="_blank">favorite Apps and Services</a>.</li><li>Stay up-to-date on financial markets and investing strategies through our daily newsletter,<a href="https://www.theinvestorspodcast.com/newsletters/" rel="noopener noreferrer" target="_blank">&nbsp;We Study Markets.</a></li><li>Learn how to better start, manage, and grow your business with the&nbsp;<a href="https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/" rel="noopener noreferrer" target="_blank">best business podcasts</a>.&nbsp;</li></ul>P.S The Investor’s Podcast Network is excited to launch a&nbsp;<a href="https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ" rel="noopener noreferrer" target="_blank">subreddit</a>&nbsp;devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit&nbsp;<a href="https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ" rel="noopener noreferrer" target="_blank">r/TheInvestorsPodcast</a>&nbsp;today!&nbsp;SPONSORS<ul><li>Invest in Bitcoin with confidence on&nbsp;<a href="https://river.com/" rel="noopener noreferrer" target="_blank">River</a>. It's the most secure way to buy Bitcoin with 100% full reserve custody and zero fees on recurring orders.</li><li>Learn how&nbsp;<a href="https://principal.com/benefits" rel="noopener noreferrer" target="_blank">Principal Financial&nbsp;</a>can help you find the right benefits and retirement plan for your team today.</li><li>Reach the world’s largest audience with&nbsp;<a href="https://linkedin.com/results" rel="noopener noreferrer" target="_blank">Linkedin</a>, the place to B2B. Plus, enjoy a $100 credit on your next ad campaign!</li><li>Invest in some of the top private, pre-IPO companies in the world with&nbsp;<a href="https://fundrise.com/tip" rel="noopener noreferrer" target="_blank">Fundrise</a>.</li><li>Take ownership of your Bitcoin with&nbsp;<a href="https://foundationdevices.com/?mtm_campaign=theinvestorspodcast" rel="noopener noreferrer" target="_blank">Foundation.</a>&nbsp;Attain self-custody with Passport hardware wallet.</li><li>Experience real language learning for real conversations with&nbsp;<a href="https://babbel.com/wsb" rel="noopener noreferrer" target="_blank">Babbel</a>. Get 55% off your Babbel subscription today.</li><li>Invest in the same paintings available to billionaires, at a more accessible price point with&nbsp;<a href="https://masterworks.com/billionaires" rel="noopener noreferrer" target="_blank">Masterworks</a>.</li><li>Send, spend, and receive money around the world easily with&nbsp;<a href="https://wise.com/tip" rel="noopener noreferrer" target="_blank">Wise</a>.</li><li>Make investing in Short Term Rentals aka Air-BNBs simple, passive, and profitable with&nbsp;<a href="https://techvestor.com/" rel="noopener noreferrer" target="_blank">Techvestor</a>. Listeners of We Study Billionaires get better terms by just mentioning "We Study Billionaires!" Sign up and book your call with their Investor Relations Team to get started today.</li><li>Be confident that you’ll be small businessing at your best with support designed to help you reach your goals. Book an appointment with a&nbsp;<a href="https://td.com/doyousmallbusiness" rel="noopener noreferrer" target="_blank">TD Small Business Specialist</a>&nbsp;today.</li><li>Beat FOMO and move faster than the market with&nbsp;<a href="https://alpha-sense.com/fs" rel="noopener noreferrer" target="_blank">AlphaSense</a>.</li><li>Choose&nbsp;<a href="https://buyatoyota.com/" rel="noopener noreferrer" target="_blank">Toyota</a>&nbsp;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.</li><li>Get a customized solution for all of your KPIs in one efficient system with one source of truth. Download&nbsp;<a href="https://netsuite.com/study" rel="noopener noreferrer" target="_blank">NetSuite</a>’s popular KPI Checklist, designed to give you consistently excellent performance for free.</li><li>Apply for the Employee Retention Credit easily, no matter how busy you are, with&nbsp;<a href="https://getrefunds.com/" rel="noopener noreferrer" target="_blank">Innovation Refunds</a>.</li><li>Start, run, and grow your business without the struggle. Be in control of every sales channel with&nbsp;<a href="https://shopify.com/wsb" rel="noopener noreferrer" target="_blank">Shopify</a>. Sign up for a $1 per month trial period today.</li><li>Support our free podcast by supporting our&nbsp;<a href="https://theinvestorspodcast.com/sponsors" rel="noopener noreferrer" target="_blank">sponsors</a>.</li></ul>HELP US OUT!Help us reach new listeners by leaving us a&nbsp;<a href="https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit" rel="noopener noreferrer" target="_blank">rating and review</a>&nbsp;on&nbsp;<a href="https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489" rel="noopener noreferrer" target="_blank">Apple Podcasts</a>! 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 <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

Podurama

Home

Trending

Personal

Your Podcasts

New Episodes

My Files

Favourite Episodes

Tags (Folders)

Recently Played

Bookmarks

Followed Playlists

TIP576: Mastermind Q3 2023 w/ Tobias Carlisle and Hari Ramachandra

We Study Billionaires - The Investor’s Podcast Network

AI Chapters

AI Insights

Reviews