TIP374: Mastermind Q3 2021 W/ Tobias Carlisle

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By Stig Brodersen and The Investor's Podcast Network. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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.

BOOKS AND RESOURCES:

  • Mastermind Discussion Q2 2021.
  • Stig's masterclass in inflation interview with Cullen Roche
  • The original Alibaba mastermind discussion from Q1 2019.
  • Our FREE stock analysis resource, Intrinsic Value Index
  • Subscribe to our FREE Intrinsic Value Assessments
  • Tobias Carlisle's podcast, The Acquires Podcast
  • Tobias Carlisle's ETF, ZIG
  • Tobias Carlisle's ETF, Deep
  • Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book
  • Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com
  • Tweet directly to Tobias Carlisle
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