TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra

<p>Stig speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he added Spotify as the newest addition to his portfolio. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Amgen, a value stock with strong downside protection in uncertain times.</p><p><br></p><p><strong>IN THIS EPISODE YOU’LL LEARN:</strong></p><p>0:00 - Intro</p><p>01:24 - Why Hari is bullish on Disney (Ticker: DIS)</p><p>34:39 - Why Stig has invested in Spotify (Ticker: SPOT) as one of the five stocks he owns</p><p>1:00:46 - Why Toby is bull on Amgen (Ticker: AMGN)</p><p>1:31:18 - Whether Chatbot GPT will disrupt Google’s wide moat.&nbsp;</p><p><br></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>Meet up with Stig, Toby, and Hari at the TIP events at the <a href="https://www.theinvestorspodcast.com/how-to-attend-the-berkshire-hathaway-annual-meeting/" rel="noopener noreferrer" target="_blank"><strong>Berkshire Hathaway Annual Shareholder’s meeting</strong></a>.&nbsp;&nbsp;</li><li>Listen to <a href="https://link.chtbl.com/WSB418" rel="noopener noreferrer" target="_blank"><strong>Mastermind Discussion Q1 2022 - TIP418 </strong></a>or watch the <a href="https://www.theinvestorspodcast.com/episodes/mastermind-q1-2022/" rel="noopener noreferrer" target="_blank"><strong>video</strong></a><strong>.</strong></li><li>Listen to <a href="https://link.chtbl.com/WSB450" rel="noopener noreferrer" target="_blank"><strong>Mastermind Discussion Q2 2022 - TIP450</strong></a> or watch the<a href="https://www.theinvestorspodcast.com/episodes/mastermind-q2-2022-w-tobias-carlisle-and-hari-hamachandra/" rel="noopener noreferrer" target="_blank"><strong> video</strong></a>. <strong>&nbsp;</strong></li><li>Listen to<a href="https://link.chtbl.com/WSB475" rel="noopener noreferrer" target="_blank"><strong> Mastermind Discussion Q3 2022 - TI