TIP586: Mastermind Q4, 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 LVMH on his watchlist and is waiting to buy the dip. Hari’s pick, Dollar General, is down 50%, and super investors like Chris Bloonstran, Seth Klarman, and Tom Gayner have invested, and insiders have been buying too. Tobias pitches Inmode, a stock facing a lot of bad news as a result, could be trading at a very attractive price.

Ensure you stay around for the end of the episode, where we share information about how you can meet up with our hosts William Green, Clay Finck, and Kyle Grieve in Omaha for the Berkshire shareholder's meeting.



IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

11:33 - Why Tobias is bullish on InMode

38:35 - Why Hari is bullish on Dollar General

1:06:46 - Why Stig is bullish on LVMH

1:43:54 - How can you pitch your stock to the TIP Mastermind Community

1:59:43 - How to meet up with the TIP team and listeners in Omaha in May



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



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