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

Описание: 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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