Mastermind Q1 2024 | Spotify, Disney, & Mueller Industries (TIP610)

Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he is still bullish on Spotify. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Mueller Industries, a value stock trading at an appealing valuation.
IN THIS EPISODE YOU’LL LEARN:
0:00:00 - Intro
0:06:06 - Why Hari is bullish on Disney (Ticker: DIS)
0:13:25 - The bear case of Disney, including increasing competition, valuation, and debt levels
0:34:36 - Why Stig has invested in Spotify (Ticker: SPOT) as one of the five stocks he owns
0:37:25 - The bear case for Spotify, including the dependency on Alphabet
0:58:52 - Why Toby has invested in Mueller Industries (Ticker: MLI)
1:00:57 - The bear case for Mueller Industries, including the end of the building phase and competitive Chinese pressures
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[@dilpickel22]

Time Stamps would be helpful!

[@chuckdiezel7652]

Should have bought INMD when Toby pitched it at $18 last episode

[@UmeshShah-jn1uy]

Good discussion, guys! Always enjoy such episodes and learn from it. Congratulations!

[@WeStudyBillionaires]

Thanks for tuning in! 💯

[@innerscorecard9433]

MLI - bought in 8/23 and has performed respectably. I share your concern about buybacks, the setup is still decent.

[@KamilMauel]

That is Disney and Spotify again together here a year after. Spotify was there in 2020 summer of 2020 as well…

[@alexlimion2624]

Good show , I think Mueller misspelled

[@WeStudyBillionaires]

Thanks for the head's up. It's now updated! 🙌

[@vpnconsult]

You are over emotional about Disneyland.

[@leswhynin913]

Do you mean in a way that is too optimistic?

[@peregrimus]

Yet Lines in parks are huuge, 1h of wait…

[@valueinvesting6059]

china yuchai for the win