Tobias Carlisle – Stig Brodersen

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 unde

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 added Teqnion as the newest addition to his portfolio. Hari’s pick, Palantir, has recently traded at a 52-week high after a preceding 80% drop, and Tobias pit

IN THIS EPISODE, YOU'LL LEARN: 01:12 - Why Tobias Carlisle rang the bell on the NYSE. 05:01 - Why the stock market still looks expensive. 12:20 - Why the stock market is moving the way it does. 17:27 - How to invest in a world with higher interest rates. 27:21 - How deep value performs in bear markets. *Disclaimer: Sl

IN THIS EPISODE, YOU'LL LEARN: 2:33 - Why Tobias Carlisle thinks that William Sonoma undervalued (Ticker: WSM) 18:38 - Why Stig has changed his mind on gold 46:16 - Why Hari Ramachandra believes that Coinbase is undervalued (Ticker: COIN) *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform dif

In today's episode, Stig Brodersen speaks to Tobias Carlisle about why Alibaba and US homebuilders are where you can find value in today’s market.   IN THIS EPISODE, YOU'LL LEARN: (00:01:47) Why does Tobias Carlisle see value in PulteGroup and homebuilders. (00:09:14) Understanding boom and bust cycle of PulteGroup. (0

On today's show, we talk to Tobias Carlisle about the future of value investing and how to conduct short selling on mega-growth company, Netflix.   IN THIS EPISODE YOU’LL LEARN: If now is a good time to short Netflix How to value Netflix Why value investing has been underperforming for a long period of time Why the pri