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7,859 views โข Aug 28, 2021 โข ๐ฐ We Study Billionaires ๐ฅ
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In today's episode, Stig Brodersen speaks to Tobias Carlisle about why Alibaba and US homebuilders are where you can find value in todayโs market.
IN THIS EPISODE, YOUโLL LEARN:
0:00:00 - Intro
0:01:19 - Why Tobias Carlisle see value in PulteGroup and homebuilders
0:10:27 - Understanding boom and bust cycle of PulteGroup
0:21:44 - What is true inflation?
0:32:36 - The impact of inflation has on how Stig invests
0:42:15 - Why value ETFs are often focused on the US or international and not global
0:45:38 - Alibaba and why Stig finds value in it
0:51:20 - Which price did Charlie Munger, Mohnish Pabrai, and Guy Spier buy Alibaba at?
0:54:01 - Overview of Alibaba's business model and business units
1:01:35 - Impact of regulatory changes on Alibaba
1:03:34 - The rationale that the Chinese government had for the recent crackdown
1:07:25 - Difference between the US and Chinese legislation for big tech
1:11:05 - How to value the unprofitable part ofโฆ...more
In today's episode, Stig Brodersen speaks to Tobias Carlisle about why Alibaba and US homebuilders are where you can find value in todayโs market.
IN THIS EPISODE, YOUโLL LEARN:
0:00:00 - Intro
0:01:19 - Why Tobias Carlisle see value in PulteGroup and homebuilders
0:10:27 - Understanding boom and bust cycle of PulteGroup
0:21:44 - What is true inflation?
0:32:36 - The impact of inflation has on how Stig invests
0:42:15 - Why value ETFs are often focused on the US or international and not global
0:45:38 - Alibaba and why Stig finds value in it
0:51:20 - Which price did Charlie Munger, Mohnish Pabrai, and Guy Spier buy Alibaba at?
0:54:01 - Overview of Alibaba's business model and business units
1:01:35 - Impact of regulatory changes on Alibaba
1:03:34 - The rationale that the Chinese government had for the recent crackdown
1:07:25 - Difference between the US and Chinese legislation for big tech
1:11:05 - How to value the unprofitable part of Alibaba and Google's business
1:16:17 - Understanding Alibaba's ecosystem
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๐๏ธ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/e...
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LISTEN ๐ง TO OTHER SHOWS FROM OUR NETWORK:
โฟ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: โข โก๏ธ Bitcoin Fundamentals ๐
๐Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: โข ๐ฐ We Study Billionaires ๐ฅ
๐ Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: โข ๐ Real Estate 101 ๐ต
๐ธGet introduced to the world of investing with our Millennial Investing podcast show: โข ๐ธ Millennial Investing ๐ฏ
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Download Stig & Preston's 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/f...
Have a question? Get your voice heard on the show: https://www.theinvestorspodcast.com/y...
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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 Investorโs Podcast Network. Written permission must be granted before syndication or rebroadcasting.โฆ...more