TIP400: Mastermind Q4 2021
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Silicon Valley's Investment Revival
This chapter explores the bustling startup culture in Silicon Valley reminiscent of the dot-com boom, with a focus on the current ease of funding and investment strategies. It also analyzes Lockheed Martin's strong performance in the defense sector and the implications of market structures, particularly in government contracting. The discussions highlight both the challenges and opportunities present in the evolving investment landscape.
IN THIS EPISODE, YOU’LL LEARN:
- 01:07 - What is Tobias Carlisle's view on the general stock market?
- 03:20 - Why angel investing and venture capital is currently being indexed without due diligence.
- 05:35 - Why Tobias Carlisle thinks that Lockheed Martin is undervalued (Ticker: LMT).
- 24:32 - Whether Stig Brodersen has doubled down on Alibaba.
- 25:39 - Why Stig Brodersen thinks that GoDaddy is undervalued (Ticker: GDDY).
- 39:24 - Why GoDaddy is not a tech company.
- 44:08 - Why Hari Ramachandra believes that Verizon is undervalued (Ticker: VZ).
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Mastermind Discussion Q3 2021.
- Mastermind Discussion Q2 2021.
- CNN's Fear and greed index.
- Our FREE stock analysis resource, Intrinsic Value Index.
- Subscribe to our FREE Intrinsic Value Assessments.
- Tobias Carlisle's podcast, The Acquires 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.
- If you're new to the show and don't know where to begin listening, check out our We Study Billionaires Starter Packs.
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