TIP660: Mastermind Q3, 2024 w/ Stig Brodersen, Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Intro
This chapter explores three stock pitches focusing on Betson, Virtual Financial, and Nintendo, where participants present their insights and justifications for each selection. The discussion includes an evaluation of investment opportunities, performance analysis, and valuation assessments for these companies.
In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why Betsson is one of them. Hari’s pick, Nintendo, is at an attractive spot in the console cycle, and Tobias pitches Virtu, a value stock trading at an appealing valuation.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:04 - Why Toby has invested in Virtu Financial (Ticker on NASDAQ: VIRT).
13:23 - The bear case for Virtu, including a discussion of whether their service is superior.
24:44 - Why Hari is bullish on Nintendo (Ticker on the Japanese Stock Exchange: 7974).
26:19 - The bear case of Nintendo, including their valuation.
43:14 - Stig’s bull case is for Betsson (Ticker on the Swedish Stock Exchange: BETS).
55:56 - The bear case for Betsson, including their exposure to Turkey.
Disclaimer: Slight discrepancies in the timestamps 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, Kyle, and the other community members.
- Listen to Mastermind Discussion Q2 2024 – TIP632 or watch the video.
- Tune in to the Mastermind Discussion Q1 2024 or watch the video.
- Listen to Mastermind Discussion Q4 2023 – TIP586 or watch the video.
- Tune in to the Mastermind Discussion Q3 2023 – TIP576 or watch the video.
- Listen to Mastermind Discussion Q2 2023 – TIP557 or watch the video.
- Tune in to Mastermind Discussion Q1 2023 – TIP528 or watch the video.
- Stig Brodersen’s portfolio and return.
- Tobias Carlisle's podcast, The Acquirers 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.
- Hari's Blog: BitsBusiness.com
- Tweet directly to Hari.
- Check out all the books mentioned and discussed in our podcast episodes here.
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