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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · 2024-12-08 · 84 min · 15,717 words

TIP681: Mastermind Q4, 2024 w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra

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You're listening to TIP. Welcome to the Q4 2024 mastermind discussion with my friends Tobias Carlyle and Haira Matandra. I only have five stocks in my portfolio and in this episode I'll outline why evolution is one of them. Hori's pick is Occidental petroleum, an oil and gas stock that Buffett has been buying since 2022. and is porch to get various tailwinds.

And speaking of tailwinds, you might be surprised to learn that in a world where renewables is on the rise, the Toby's pick, Alpha Meteorological Resources, is riding the renewables wave. Because to go green, you need med coal and you need a lot of med coal. Now, before we start talking about our individual stock picks, we open our discussion with Buffett's $300 billion plus massive cash pile. Let's go. Celebrating 10 years and more than 150 million downloads, you are listening to the Investors Podcast Network.

Since 2014, we studied the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected. Now for your host, Stig Broderson. Welcome to the Amasters podcast. I'm your host, Dick Broderson, and today, as always, I'm here with Tobias Karlisle and Hari Ramachandra.

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