TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra

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We Study Billionaires - The Investor’s Podcast

Guest
Stig speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he added Spotify as the newest addition to his portfolio. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Amgen, a value stock with strong downside protection in uncertain times.



IN THIS EPISODE YOU’LL LEARN:

0:00 - Intro

01:24 - Why Hari is bullish on Disney (Ticker: DIS)

34:39 - Why Stig has invested in Spotify (Ticker: SPOT) as one of the five stocks he owns

1:00:46 - Why Toby is bull on Amgen (Ticker: AMGN)

1:31:18 - Whether Chatbot GPT will disrupt Google’s wide moat.



Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.



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