Mastermind Q3 2022 w/ Tobias Carlisle & Stig Brodersen (TIP475)
发布时间 2022-09-11 07:45:01 来源
摘要
Stig Brodersen speaks to Tobias Carlisle about the stocks they find most interesting right now. Stig discloses the four stocks he holds in his portfolio and why he just added Prosus.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:00:47 - Why Stig is bullish on the small-cap company North Media A/S (Ticker: K9041B139)
00:31:03 - Why Stig just bought Prosus (Ticker in Europe: PRX) as one of his four stocks in his portfolio
00:36:56 - Why Toby is bullish on First American Financial (Ticker: FAF)
00:42:06 - What the patterns typically is for a bear market
✔️ Subscribe to the We Study Billionaires channel: https://www.youtube.com/c/WeStudyBillionaires
🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/mastermind-q3-2022-w-tobias-carlisle/
▶️ RELATED EPISODES:
- Mastermind Discussion Q2 2022: https://www.theinvestorspodcast.com/episodes/mastermind-q2-2022-w-tobias-carlisle-and-hari-hamachandra/
- Mastermind Discussion Q1 2022: https://www.theinvestorspodcast.com/episodes/mastermind-q1-2022/
- Mastermind Discussion Q4 2021: https://www.theinvestorspodcast.com/episodes/mastermind-q4-2021/
- Mastermind Discussion Q3 2021: https://www.theinvestorspodcast.com/episodes/mastermind-q3-2021/
💡 OTHER RESOURCES
- Connect with Tobias: https://twitter.com/Greenbackd
- Acquirer's Multiple stock screener: https://acquirersmultiple.com/?ref=5&campaign=TheInvestor%27sPodcast
- North Media financial reports and investor relations material: https://www.northmedia.dk/en/investorer/regnskaber-og-ir-materiale/
- The slide deck of First American Financial. (Make sure to check out page 7): https://s21.q4cdn.com/992793803/files/doc_presentations/2022/Investor-Discussions-Spring-2022.pdf
- Learn more about Prosus: https://www.prosus.com/news/investors-overview and the Net Asset Value: https://nav.prosus.com/
Peter Theil’s video: https://youtu.be/3Fx5Q8xGU8k
- Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a special $140 discount: https://bit.ly/3PVyNfF
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
ABOUT OUR SHOW 🎙
On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market.
🌍 Website: https://www.theinvestorspodcast.com/we-study-billionaires/
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
LISTEN OR WATCH 🎧 OTHER SHOWS FROM OUR NETWORK:
🏆 Learn from high-profile guests on how to succeed in markets and life on Richer, Wiser, Happier: https://bit.ly/3p3pcHZ
💸 Get introduced to the world of investing and business on Millennial Investing: https://bit.ly/3QakOTf
🏘 Learn the ins and outs of real estate investing on Real Estate 101: https://bit.ly/3JDBXm1
₿ Get updated on all things Bitcoin on Bitcoin Fundamentals: https://bit.ly/3JEE1di
💰 Learn everything you need to know about investing on The Investor’s Podcast Network: https://www.youtube.com/c/TheInvestorsPodcastNetwork
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
OUR FREE INVESTING COURSES/RESOURCES:
📧Stay up-to-date on financial markets and investing strategies with our daily newsletter, We Study Markets: https://www.theinvestorspodcast.com/newsletters/
📱Check out our hosts’ favorite apps and services for investing, personal finance, and education: https://www.theinvestorspodcast.com/affiliates/
🔥 If that is not enough: https://www.theinvestorspodcast.com/tip-academy/
MY FAVORITE STOCK INVESTING TOOLS:
💲 (Paid) TIP Finance Tool: https://www.theinvestorspodcast.com/tip-finance/
🎁 (Free) Fizviz: https://finviz.com/screener.ashx
☑️Complete list of tools I find most valuable: https://www.theinvestorspodcast.com/stock-investing-tools/
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
WHO I AM:
I’m Stig Brodersen, co-founder of The Investor’s Podcast Network, and host of We Study Billionaires 🎙. I’m an economist with specialty in finance (but please do not hold that against me!) 📈. However, I see myself as a teacher living out the dream of creating free educational 📚finance content for everyone! In my spare time I spend time with my awesome wife, family, and friends. I also love traveling, reading, and playing poker.
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
GET IN TOUCH WITH ME 💬:
I’d love to hear from you! Send me a tweet 🐦 directly at https://twitter.com/stig_brodersen if you’d like to have a quick exchange of thoughts!
P.S. We’ve been receiving overwhelming messages of support and we can’t thank you enough! 🙏🏼 We try our best to respond to each and everyone. Please bear with us! 😅🙏🏼
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
GPT-4正在为你翻译摘要中......