TIP557: Mastermind Q2 2023 w/ Tobias Carlisle and Hari Ramachandra

<p>In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he added Teqnion as the newest addition to his portfolio. Hari’s pick, Palantir, has recently traded at a 52-week high after a preceding 80% drop, and Tobias pitches Virtu Financial, a value stock with strong cash flows in uncertain times.&nbsp;</p><p><br></p><p><strong>IN THIS EPISODE YOU’LL LEARN:</strong></p><p>00:00 - Intro</p><p>01:35 - The group’s takeaways from the Berkshire Hathaway shareholder’s meeting</p><p>06:00 - Why Hari is bullish on Palantir (Ticker: PLTR)</p><p>24:46 - Why Toby is bull on Virtual Financial (Ticker: VIRT) as a trade but not as a “buy-and-hold.”&nbsp;</p><p>41:37 - Why Stig has invested in Teqnion (Ticker: TEQ) as one of the five stocks he owns</p><p>58:21 - Which questions to ask management if you get the opportunity</p><p>01:17:07 - What the TIP Mastermind Community is and our plans to meet up in NYC in October</p><p><em>Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Join the waiting list for the <a href="https://www.theinvestorspodcast.com/mastermind-2/" rel="noopener noreferrer" target="_blank"><strong>TIP Mastermind Community</strong></a><strong>.&nbsp;</strong></li><li>Stig Brodersen’s <a href="https://www.youtube.com/watch?v=8RNGOzJpcEU&amp;t=235s&amp;ab_channel=TheInvestor%27sPodcastNetwork" rel="noopener noreferrer" target="_blank"><strong>interview with Daniel Zhang</strong></a><strong>,</strong> the Chief Acquisition Officer of Teqnion</li><li>Daniel Zhang’s book, An investment thinking toolbox –&nbsp;<a href="https://www.amazon.co.uk/investment-thinking-toolbox-mental-descisions/dp/9188849961?returnFromLogin=1&amp;linkCode=ll1&amp;tag=tipnetwork-20&amp;linkId=936906c9560e4a1dcf10bf5032617cbf&amp;language=en_GB&amp;ref_=as_li_ss_tl" rel="noopener noreferrer" target="_blank"><strong>re