TIP374: Mastermind Q3 2021 W/ Tobias Carlisle

  • 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 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.



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