TIP352: Mastermind Q2 2021

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

Guest
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:

  • Whether now is the time to invest in gold miners
  • Why Hari is long Splunk Technologies whereas Toby is shorting the same pick
  • What social commerce is and how it will be the new form of shopping
  • Whether Pinduoduo that is trading at 40 times Free Cash Flow is very expensive or very cheap



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