TIP586: Mastermind Q4, 2023 w/ Tobias Carlisle and Hari Ramachandra

<p>In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig outlines why he put LVMH on his watchlist and is waiting to buy the dip. Hari’s pick, Dollar General, is down 50%, and super investors like Chris Bloonstran, Seth Klarman, and Tom Gayner have invested, and insiders have been buying too.&nbsp;Tobias pitches Inmode, a stock facing a lot of bad news as a result, could be trading at a very attractive price.&nbsp;</p><p>Ensure you stay around for the end of the episode, where we share information about how you can meet up with our hosts William Green, Clay Finck, and Kyle Grieve in Omaha for the Berkshire shareholder's meeting.</p><p><br></p><p><strong>IN THIS EPISODE YOU’LL LEARN:</strong></p><p>00:00 - Intro</p><p>11:33 - Why Tobias is bullish on InMode</p><p>38:35 - Why Hari is bullish on Dollar General&nbsp;</p><p>1:06:46 - Why Stig is bullish on LVMH&nbsp;&nbsp;</p><p>1:43:54 - How can you pitch your stock to the TIP Mastermind Community&nbsp;</p><p>1:59:43 - How to meet up with the TIP team and listeners in Omaha in May</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>Join the waiting list for our<strong> </strong><a href="https://www.theinvestorspodcast.com/mastermind-2/" rel="noopener noreferrer" target="_blank"><strong>TIP Mastermind Community</strong></a>.</li><li>Contact Clay for more information about our exclusive weekend in Omaha at <a href="mailto:clay@theinvestorspodcast.com" rel="noopener noreferrer" target="_blank"><strong>clay@theinvestorspodcast.com</strong></a>.</li><li>Get help planning your trip to Omaha by <a href="https://www.theinvestorspodcast.com/episodes/berkshire-hathaway-shareholders-meeting-and-intrinsic-value/" rel="noopener noreferrer" target="_blank"><strong>listening to this episode</strong></a><strong> </strong>or watch the <a href="https://www.theinvestorspodcast.com/episodes/berkshire-hathaway-