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:<ul><li>Whether now is the time to invest in gold miners</li><li>Why Hari is long Splunk Technologies whereas Toby is shorting the same pick</li><li>What social commerce is and how it will be the new form of shopping</li><li>Whether Pinduoduo that is trading at 40 times Free Cash Flow is very expensive or very cheap</li></ul> BOOKS AND RESOURCES:<ul><li>Mastermind Discussion <a href="https://www.theinvestorspodcast.com/episodes/mastermind-q1-2021/" rel="noopener noreferrer" target="_blank">Q1 2021.</a>&nbsp;</li><li>Stig and Trey’s discussion of the <a href="https://www.theinvestorspodcast.com/episodes/berkshire-hathaway-annual-shareholders-meeting-2021-w-stig-and-trey/" rel="noopener noreferrer" target="_blank">Berkshire Hathaway Annual Shareholders Meeting 2021</a></li><li>Our interview with <a href="https://www.theinvestorspodcast.com/episodes/robert-cialdini-influence-pre-suasion/" rel="noopener noreferrer" target="_blank">Robert Cialdini</a>&nbsp;</li><li>Tobias Carlisle’s&nbsp;interview with <a href="https://acquirersmultiple.com/2021/05/buffetts-strategy-of-having-no-strategy/" rel="noopener noreferrer" target="_blank">Adam Mead about Berkshire Hathaway</a>&nbsp;</li><li>A video explaining <a href="https://www.youtube.com/watch?v=Zbskb0KMBUU" rel="noopener noreferrer" target="_blank">How Pinduoduo works</a></li><li>Acquired <a href="https://www.acquired.fm/episodes/pinduoduo" rel="noopener noreferrer" target="_blank">podcast episode about Pinduoduo</a></li><li>Tobias Carlisle’s podcast,&nbsp;<a href="https://acquirersmultiple.com/podcast/" rel="noopener noreferrer" target="_blank">The Acquirers Podcast</a></li><li>Tobias Carlisle’s ETF, <a href="https://www.acquirersfund.com/" rel="noopener noreferrer" target="_blank">ZIG</a></li><li>Tobias Carlisle’s ETF, <a href="https://www.etf.com/DEEP" rel="noopener noreferrer" target="_blank">Deep</a></li><li>Tobias Carlisle’s book, <a href="https://www.amazon.com/gp/product/0692928855?ie=UTF8&amp;linkCode=ll1&amp;tag=tipnetwork-20&amp;linkId=70521cc9e789447210a98f591394d885&amp;language=en_US&amp;ref_=as_li_ss_tl" rel="noopener noreferrer" target="_blank">The Acquirer's Multiple</a> – read reviews of this book</li><li>Tobias Carlisle’s Acquirer’s Multiple stock screener:&nbsp;<a href="https://acquirersmultiple.com/?ref=5&amp;campaign=TheInvestor%27sPodcast" rel="noopener noreferrer" target="_blank">AcquirersMultiple.com</a></li><li>Hari’s Blog:&nbsp;<a href="https://twitter.com/harirama" rel="noopener noreferrer" target="_blank">BitsBusiness.com</a></li><li>Our FREE stock analysis resource, <a href="https://www.theinvestorspodcast.com/intrinsic-value-index/" rel="noopener noreferrer" target="_blank">Intrinsic Value Index</a></li><li>Subscribe to our <a href="https://www.theinvestorspodcast.com/email-list/" rel="noopener noreferrer" target="_blank">FREE Intrinsic Value Assessments</a>&nbsp;</li><li>Join&nbsp;<a href="https://ourcrowd.com/study" rel="noopener noreferrer" target="_blank">OurCrowd</a>&nbsp;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</li><li>Take your business to the next level by hiring the right people with&nbsp;<a href="https://www.ziprecruiter.com/investors" rel="noopener noreferrer" target="_blank">ZipRecruiter</a></li><li>Check out&nbsp;<a href="https://www.kraken.com/tip" rel="noopener noreferrer" target="_blank">Kraken</a>'s industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually</li><li>Push your team to do their best work with&nbsp;<a href="https://monday.com/" rel="noopener noreferrer" target="_blank">Monday.com</a>&nbsp;Work OS. Start your&nbsp;free two-week trial today</li><li>Bring your WiFi up to speed with Orbi WiFi 6 from&nbsp;<a href="https://netgear.com/bestwifi" rel="noopener noreferrer" target="_blank">NETGEAR</a>. Save 10% with promo code BILLION10</li><li>Get three months free when you protect yourself with&nbsp;<a href="https://www.expressvpn.com/tip" rel="noopener noreferrer" target="_blank">ExpressVPN</a>, the VPN we trust to keep us private online</li><li>Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with&nbsp;<a href="https://blinkist.com/billionaires" rel="noopener noreferrer" target="_blank">Blinkist</a>. Get 25% off and a 7-day free trial today</li><li>Simplify working with multiple freelancers, set budgets, and manage projects with ease with&nbsp;<a href="https://fiverr.com/business" rel="noopener noreferrer" target="_blank">Fiverr Business</a>. 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Get one free month with promo code WSB</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!

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TIP352: Mastermind Q2 2021

The Investor's Podcast Network