Episode notes
IN THIS EPISODE, YOU’LL LEARN:
- 01:25 - Why Stig is bullish on the small-cap company North Media A/S. (Ticker: K9041B139)
- 35:46 - Why Stig just bought Prosus (Ticker in the US: | Ticker in Europe: PRX) as one of his four stocks in his portfolio.
- 45:37 - Why Tobias is bullish on First American Financial. (Ticker: FAF)
- 50:46 - What the patterns typically is for a bear market.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- North Media financial reports and investor relations material.
- The slide deck of First American Financial. Make sure to check out page 7.
- Learn more about Prosus and the Net Asset Value.
- Peter Theil's video, Competition is for losers.
- Mastermind Discussion Q2 2022.
- Mastermind Discussion Q1 2022.
- Mastermind Discussion Q4 2021.
- Mastermind Discussion Q3 2021.
- 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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