TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra

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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 only owns five individual stocks, and in this episode, he outlines why he is still bullish on Spotify. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Mueller Industries, a value stock trading at an appealing valuation.



IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

06:25 - Why Hari is bullish on Disney (Ticker: DIS)

12:09 - The bear case of Disney, including increasing competition, valuation, and debt levels

35:33 - Why Stig has invested in Spotify (Ticker: SPOT) as one of the five stocks he owns

48:44 - The bear case for Spotify, including the dependency on Alphabet

58:18 - Why Toby has invested in Mueller Industries (Ticker: MLI)

1:06:46 - The bear case for Mueller Industries, including the end of the building phase and competitive Chinese pressures



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



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