Artwork

Inhoud geleverd door Stig Brodersen and The Investor's Podcast Network. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Stig Brodersen and The Investor's Podcast Network of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Player FM - Podcast-app
Ga offline met de app Player FM !

TIP374: Mastermind Q3 2021 W/ Tobias Carlisle

1:07:06
 
Delen
 

Manage episode 300989052 series 1394353
Inhoud geleverd door Stig Brodersen and The Investor's Podcast Network. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Stig Brodersen and The Investor's Podcast Network of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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.
  • (00:11:23) What is true inflation?
  • (00:13:30) The impact of inflation has on how Stig invests.
  • (00:32:24) Why value ETFs are often focused on the US or international and not global.
  • (00:34:56) Why Stig is finding value in Alibaba .
  • (00:38:46) Which price did Charlie Munger, Mohnish Pabrai, and Guy Spier buy Alibaba at?
  • (00:40:39) An overview of Alibaba's business model and business units.
  • (00:46:41) What is the impact of regulatory changes on Alibaba?
  • (00:48:12) The rationale that the Chinese government had for the recent crackdown.
  • (00:48:58) Difference between the US and Chinese legislation for big tech.
  • (00:51:54) How to value the unprofitable part of Alibaba and Google's business.
  • (00:57:54) Understanding Alibaba's ecosystem.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

871 afleveringen

Artwork
iconDelen
 
Manage episode 300989052 series 1394353
Inhoud geleverd door Stig Brodersen and The Investor's Podcast Network. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Stig Brodersen and The Investor's Podcast Network of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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.
  • (00:11:23) What is true inflation?
  • (00:13:30) The impact of inflation has on how Stig invests.
  • (00:32:24) Why value ETFs are often focused on the US or international and not global.
  • (00:34:56) Why Stig is finding value in Alibaba .
  • (00:38:46) Which price did Charlie Munger, Mohnish Pabrai, and Guy Spier buy Alibaba at?
  • (00:40:39) An overview of Alibaba's business model and business units.
  • (00:46:41) What is the impact of regulatory changes on Alibaba?
  • (00:48:12) The rationale that the Chinese government had for the recent crackdown.
  • (00:48:58) Difference between the US and Chinese legislation for big tech.
  • (00:51:54) How to value the unprofitable part of Alibaba and Google's business.
  • (00:57:54) Understanding Alibaba's ecosystem.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

871 afleveringen

כל הפרקים

×
 
Loading …

Welkom op Player FM!

Player FM scant het web op podcasts van hoge kwaliteit waarvan u nu kunt genieten. Het is de beste podcast-app en werkt op Android, iPhone en internet. Aanmelden om abonnementen op verschillende apparaten te synchroniseren.

 

Korte handleiding