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Intro

0:00

Why Tobias Carlisle see value in PulteGroup and homebuilders

1:19

Understanding boom and bust cycle of PulteGroup

10:27

What is true inflation?

21:44

The impact of inflation has on how Stig invests

32:36

Why value ETFs are often focused on the US or international and not global

42:15

Alibaba and why Stig finds value in it

45:38

Which price did Charlie Munger, Mohnish Pabrai, and Guy Spier buy Alibaba at?

51:20

Overview of Alibaba's business model and business units

54:01

Impact of regulatory changes on Alibaba

1:01:35

The rationale that the Chinese government had for the recent crackdown

1:03:34

Difference between the US and Chinese legislation for big tech

1:07:25

How to value the unprofitable part of Alibaba and Google's business

1:11:05

Understanding Alibaba's ecosystem

1:16:17
Alibaba Stock Analysis w/ Stig Brodersen & Tobias Carlisle (TIP374)
186Likes
7,859Views
2021Aug 28
In today's episode, Stig Brodersen speaks to Tobias Carlisle about why Alibaba and US homebuilders are where you can find value in todayโ€™s market. IN THIS EPISODE, YOUโ€™LL 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 โœ”๏ธ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://open.spotify.com/show/28RHOkX... ๐Ÿ–Š๏ธ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/e... โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค LISTEN ๐ŸŽง TO OTHER SHOWS FROM OUR NETWORK: โ‚ฟ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show:    โ€ข โšก๏ธ Bitcoin Fundamentals ๐Ÿ”‘   ๐Ÿ“šDive into value investing and learn more about billionaires with our We Study Billionaires podcast show:    โ€ข ๐Ÿ’ฐ We Study Billionaires ๐Ÿฅ‡   ๐Ÿ˜ Learn the ins and outs of real estate investing with our Real Estate 101 podcast show:    โ€ข ๐Ÿ  Real Estate 101 ๐Ÿ’ต   ๐Ÿ’ธGet introduced to the world of investing with our Millennial Investing podcast show:    โ€ข ๐Ÿ’ธ Millennial Investing ๐ŸŽฏ   โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค FOLLOW US ON SOCIAL MEDIA๐Ÿ“ฑ: ๐Ÿ’ป Facebook:   / theinvestorspodcast   ๐Ÿ‘” Linkedin:   / the-investor's-podcast   ๐ŸฆTwitter: https://twitter.com/tip_network?lang=en โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค 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... โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investorโ€™s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
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