IN THIS EPISODE, YOU’LL LEARN:

01:25 - Why Stig is bullish on the small-cap company North Media A/S. (Ticker: K9041B139)

35:46 - Why Stig just bought Prosus (Ticker in the US: | Ticker in Europe: PRX) as one of his four stocks in his portfolio.

45:37 - Why Tobias is bullish on First American Financial. (Ticker: FAF)

50:46 - What the patterns typically is for a bear market.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.

North Media financial reports and investor relations material.

The slide deck of First American Financial. Make sure to check out page 7.  

Learn more about Prosus and the Net Asset Value.

Peter Theil's video, Competition is for losers.

Mastermind Discussion Q2 2022. 

Mastermind Discussion Q1 2022. 

Mastermind Discussion Q4 2021. 

Mastermind Discussion Q3 2021. 

Our FREE stock analysis resource, Intrinsic Value Index.

Subscribe to our FREE Intrinsic Value Assessments.

Tobias Carlisle's podcast, The Acquires Podcast

Tobias Carlisle's ETF, ZIG.

Tobias Carlisle's ETF, Deep.

Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book

Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com

Tweet directly to Tobias Carlisle.

SPONSORS
Support our free podcast by supporting our sponsors:

River

Toyota

Sun Life

AFR

The Bitcoin Way

AT&T

Sound Advisory

Industrious

Range Rover

iFlex Stretch Studios

Meyka

Yahoo! Finance

Vacasa

Briggs & Riley

Public

American Express

USPS

Shopify

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

IN THIS EPISODE, YOU’LL LEARN:


01:25 - Why Stig is bullish on the small-cap company North Media A/S. (Ticker: K9041B139)
35:46 - Why Stig just bought Prosus (Ticker in the US: | Ticker in Europe: PRX) as one of his four stocks in his portfolio.
45:37 - Why Tobias is bullish on First American Financial. (Ticker: FAF)
50:46 - What the patterns typically is for a bear market.


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES


Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
North Media financial reports and investor relations material.
The slide deck of First American Financial. Make sure to check out page 7.  
Learn more about Prosus and the Net Asset Value.
Peter Theil's video, Competition is for losers.
Mastermind Discussion Q2 2022. 
Mastermind Discussion Q1 2022. 
Mastermind Discussion Q4 2021. 
Mastermind Discussion Q3 2021. 
Our FREE stock analysis resource, Intrinsic Value Index.
Subscribe to our FREE Intrinsic Value Assessments.
Tobias Carlisle's podcast, The Acquires Podcast

Tobias Carlisle's ETF, ZIG.
Tobias Carlisle's ETF, Deep.
Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book
Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com

Tweet directly to Tobias Carlisle.


SPONSORS

Support our free podcast by supporting our sponsors:


River
Toyota
Sun Life
AFR
The Bitcoin Way
AT&T
Sound Advisory
Industrious
Range Rover
iFlex Stretch Studios
Meyka
Yahoo! Finance
Vacasa
Briggs & Riley
Public
American Express
USPS
Shopify


Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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