In today's episode, Stig Brodersen speaks to Tobias Carlisle about why Alibaba and US homebuilders are where you can find value in today’s market.

IN THIS EPISODE, YOU’LL LEARN:
0:00:00 - Intro
0:01:19 - Why Tobias Carlisle see value in PulteGroup and homebuilders
0:10:27 - Understanding boom and bust cycle of PulteGroup
0:21:44 - What is true inflation?
0:32:36 - The impact of inflation has on how Stig invests
0:42:15 - Why value ETFs are often focused on the US or international and not global
0:45:38 - Alibaba and why Stig finds value in it
0:51:20 - Which price did Charlie Munger, Mohnish Pabrai, and Guy Spier buy Alibaba at?
0:54:01 - Overview of Alibaba's business model and business units
1:01:35 - Impact of regulatory changes on Alibaba
1:03:34 - The rationale that the Chinese government had for the recent crackdown
1:07:25 - Difference between the US and Chinese legislation for big tech
1:11:05 - How to value the unprofitable part of Alibaba and Google's business
1:16:17 - Understanding Alibaba's ecosystem

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