TIP475: Mastermind Q3 2022 w/ Tobias Carlisle

<p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><ul><li>01:25 - Why Stig is bullish on the small-cap company North Media A/S. (Ticker: K9041B139)</li><li>35:46 - Why Stig just bought Prosus (Ticker in the US: | Ticker in Europe: PRX) as one of his four stocks in his portfolio.</li><li>45:37 - Why Tobias is bullish on First American Financial. (Ticker: FAF)</li><li>50:46 - What the patterns typically is for a bear market.</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>North Media<strong> </strong><a href="https://www.northmedia.dk/en/investorer/regnskaber-og-ir-materiale/" rel="noopener noreferrer" target="_blank"><strong>financial reports and investor relations material</strong></a>.</li><li>The slide deck of <a href="https://s21.q4cdn.com/992793803/files/doc_presentations/2022/Investor-Discussions-Spring-2022.pdf" rel="noopener noreferrer" target="_blank"><strong>First American Financial</strong></a>. Make sure to check out page 7.&nbsp;&nbsp;</li><li>Learn more about <a href="https://www.prosus.com/news/investors-overview" rel="noopener noreferrer" target="_blank"><strong>Prosus</strong></a> and the <a href="https://nav.prosus.com/" rel="noopener noreferrer" target="_blank"><strong>Net Asset Value</strong></a>.</li><li>Peter Theil's video, <a href="https://www.youtube.com/watch?v=3Fx5Q8xGU8k&amp;ab_channel=YCombinator" rel="noopener noreferrer" target="_blank"><strong>Competition is for losers</strong></a>.</li><li>Mastermind Discussion<strong> </strong><a href="https://www.theinvestorspodcast.com/episodes/mastermind-q2-2022-w-tobias-carlisle-and-hari-hamachandra/" rel="noopener noreferrer" target="_blank"><strong>Q2 2022</strong>.</a>&nbsp;</li><li>Mastermind Discussion<strong> </strong><a href="https://www.theinvestorspodcast.com/episodes/mastermind-q1-2022/" rel="noopener noreferrer" target="_blank"><strong>Q1 2022.</strong></a>&nbsp;</li><li>Mastermind D