TIP400: Mastermind Q4 2021

49m ·

TIP400: Mastermind Q4 2021


  • 01:07 - What is Tobias Carlisle's view on the general stock market?
  • 03:20 - Why angel investing and venture capital is currently being indexed without due diligence. 
  • 05:35 - Why Tobias Carlisle thinks that Lockheed Martin is undervalued (Ticker: LMT).
  • 24:32 - Whether Stig Brodersen has doubled down on Alibaba.
  • 25:39 - Why Stig Brodersen thinks that GoDaddy is undervalued (Ticker: GDDY).
  • 39:24 - Why GoDaddy is not a tech company. 
  • 44:08 - Why Hari Ramachandra believes that Verizon is undervalued (Ticker: VZ). 

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.



  • Mastermind Discussion Q3 2021.
  • Mastermind Discussion Q2 2021.
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  • Tobias Carlisle's Acquirer's Multiple stock screener:  AcquirersMultiple.com.
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