Mastermind Discussions Starter Pack

For the 1st Quarter of 2020’s mastermind discussion, the group talks about various investing ideas and the crazy dynamics currently playing out in the stock market.

Preston Pysh and Stig Brodersen are joined with Tobias Carlisle and Hari Ramachandra to pitch their favorite stock picks for the 2nd quarter of 2020.

In the mastermind discussion for the 3rd quarter of 2020, each person brings one stock pick to the table and the rest of the group tries to provide valuable feedback and risks associated with the pick. The intent of these episodes is to provide the listener with various ways to assess the strengths and weaknesses of various trade ideas.

For the mastermind discussion in the 4th quarter of 2020, Preston Pysh and Stig Brodersen are joined by Tobias Carlisle and Hari Ramachandra to talk about 4 different stock ideas.

Preston and Stig speak to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q1 2021. Together, they sit down and talk about where they see value in the financial markets. It’s a fun conversation that shows how they currently think about investing in these extraordinary times.

Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q2 2021. Together, they discuss where they see value in the financial markets. They try and shoot holes in each other’s stock picks and help each other as much as possible.

For the Mastermind Discussion of Q3 2021, Stig Brodersen speaks to Tobias Carlisle about why Alibaba and US homebuilders are where you can find value in today’s market.

For this Mastermind discussion, Stig has invited Tobias Carlisle from Acquires Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The week’s topic is ESG investing, value in the international market, benchmarking your performance, and much more.

Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig surprised everyone by disclosing that he holds gold in his portfolio. Toby is pitching William Sonoma, a solid value pick, and Hari is contemplating whether Coinbase is the right investment for the Web3 future.

Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. For the first time in the history of TIP, the group discusses how to pick the right asset manager, and Stig elaborates on why he has chosen to invest with Mohnish Pabrai.

In the mastermind discussion for the 3rd quarter of 2022, Stig speaks to Tobias Carlisle about the stocks they find most interesting right now. Stig also discloses the four stocks he holds in his portfolio and why he just added Prosus.

For the mastermind discussion in the 4th quarter of 2022, Stig speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns four individual stocks, and in this episode, he outlines the newest addition to his portfolio. Hari’s pick is unloved by the market and has declined by more than 70% YTD and Tobias pitches a stock with strong downside protection in uncertain times