TIP576: Mastermind Q3 2023 w/ Tobias Carlisle and Hari Ramachandra

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

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In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig outlines why he put Constellation Software on his watchlist and is waiting to buy the dip. Hari’s pick, Brookfield Corporation, is one of the world’s largest alternative investment management companies with over $725B of assets under management. Tobias pitches Winnebago, a value stock coming off the strong demand from COVID.



IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:33 - Why Hari is bullish on Brookfield Corporation (BN)

07:56 - Why Hari is not bullish on Brookfield Asset Management (BAM)

22:37 - Why Stig is bullish on Constellation Software (TSE: CSU)

37:13 - Two different methods to value Constellation Software

59:39 - Why Tobias is bullish on Winnebago Industries (WGO)

1:11:52 - How can you pitch your stock to the TIP Mastermind Community

1:47:02 - How to meet up with TIP in NYC in October



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



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