Mastermind Q1 2023 | Disney, Spotify, Amgen Stocks & ChatGPT Discussion (TIP528)
发布时间 2023-02-25 23:45:02 来源
摘要
Stig Brodersen 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:
00:00:00 - Intro
00:01:22 - Why Hari is bullish on Disney (Ticker: DIS)
00:38:37 - Why Stig has invested in Spotify (Ticker: SPOT) as one of the five stocks he owns
01:09:29 - Why Toby is bull on Amgen (Ticker: AMGN)
01:31:24 - Whether ChatGPT will disrupt Google’s wide moat.
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📖 BOOKS MENTIONED:
- The Spotify Play by Sven Carlsson: https://amzn.to/3xF6kmU
- Competition Demystified by Bruce Greenwald: https://amzn.to/3SeKZtO
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀
▶️ OUR 2022 MASTERMIND DISCUSSIONS:
- (TIP418) Mastermind Q1 2022: https://link.chtbl.com/WSB418
- (TIP450) Mastermind Q2 2022: https://link.chtbl.com/WSB450
- (TIP475) Mastermind Q3 2022: https://link.chtbl.com/WSB475
- (TIP496) Mastermind Q4 2022: https://link.chtbl.com/WSB496
💡 OTHER RESOURCES
- Connect w/ Tobias: https://twitter.com/Greenbackd
- Connect w/ Hari: https://twitter.com/harirama
- Tobias’ Acquirer's Multiple stock screener: https://bit.ly/3AgM6l4
- Hari's Blog: http://bitsbusiness.com/
- Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a special $140 discount: https://bit.ly/3WG6WU3
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On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market.
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WHO I AM:
I’m Stig Brodersen, co-founder of The Investor’s Podcast Network, and host of We Study Billionaires 🎙. I’m an economist with specialty in finance (but please do not hold that against me!) 📈. However, I see myself as a teacher living out the dream of creating free educational 📚finance content for everyone! In my spare time I spend time with my awesome wife, family, and friends. I also love traveling, reading, and playing poker.
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GET IN TOUCH WITH ME 💬:
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❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
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