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 RESOURCESNorth 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 PodcastTobias Carlisle's ETF, ZIG.Tobias Carlisle's ETF, Deep.Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this bookTobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.comTweet directly to Tobias Carlisle.  NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet up to 3% Daily Cashback on everything you buy with Apple Card. Apply now in the Wallet app on iPhone and start using it right away. Subject to credit approval. Daily cash is available via an Apple Cash card or as a statement credit. See Apple Card customer agreement for terms and conditions. Apple Cash card is issued by Green Dot Bank, Member FDIC. Variable APRs range from 13.24% to 24.24% based on creditworthiness. Rates as of August 1, 2022.Help empower girls to break free through education, healthcare, child protection, and other wonderful benefits by being a World Vision child sponsor today.See the potential of your business. Find solutions that work for you, that tick bigger boxes and help you grow with Square.Enjoy 10% off your first booking in Viator’s world of over 300,000 experiences you’ll remember. Download the Viator app now and use code VIATOR10.Throw out the old traditions and get progressive. Discover the complete package - smart design, lots to love under the hood with Genesis.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax’s Gold Investor Kit today - 3 ounces of the world’s most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.Take the next step in your working life or get ready for a change, by being a Snooze franchise partner.Build a plan that helps you strengthen your financial security with RBC Wealth Management. RBC capital markets LLC, member NYSE, FINRA, SIPC.Send, spend, and receive money around the world easily with Wise.Start your free 14-day trial today and leave your limits behind and discover what you can accomplish with Monday.com.Explore fractionalized investments in the top of the contemporary art world with Masterworks. See important Regulation A disclosures at masterworks.com/cd.Every 28 seconds an entrepreneur makes their first sale on Shopify. Access powerful tools to help you find customers, drive sales, and manage your day-to-day. Start a FREE fourteen-day trial right now!Help protect your family’s financial future with TD Term Life Insuranc