TIP696: Mastermind Discussion Q1, 2025 w/ Stig Brodersen, Tobias Carlisle, and Shawn O'Malley
We Study Billionaires - The Investor’s Podcast Network
Navigating Leadership Changes and Investment Returns
This chapter explores the factors influencing investment return expectations, including growth trends and executive turnover in a notable company. The discussion highlights the implications of leadership transitions on company stability, performance, and market sentiment.
In today's episode, Stig Brodersen is talking stocks with Tobias Carlisle and Shawn O’Malley. Tobias is pitching VeriSign, a business that prints money with high certainty year after year. Stig’s pick is the serial acquirer LIFCO, a wonderful company priced for perfection that he is on his watch list. Shawn’s stock of choice is the compounder, Ulta Beauty.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:19 - Why Toby is bullish on VeriSign (Ticker on NASDAQ: VRSN)
07:29 - The bear case of VeriSign, including the threat of AI
26:40 - Stig’s bull case is for Lifco (Ticker on the Swedish Stock Exchange: Lifco-B)
42:35 - The bear case for Lifco, including what it implies to be priced for perfection.
1:07:45 - Why Shawn has invested in Ulta Beauty (Ticker on NASDAQ: ULTA)
1:26:46 - The bear case for Ulta includes competitive pressure from Sephora and the CEO stepping down.
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.
- Stig Brodersen’s Portfolio and Track record.
- Listen to Mastermind Discussion Q4 2024 or watch the video.
- Listen to Mastermind Discussion Q3 2024 or watch the video.
- Listen to Mastermind Discussion Q2 2024 or watch the video.
- Tune in to the Mastermind Discussion Q1 2024 or watch the video.
- Listen to Mastermind Discussion Q4 2023 or watch the video.
- Tune in to the Mastermind Discussion Q3 2023 or watch the video.
- Listen to Mastermind Discussion Q2 2023 or watch the video.
- Tune in to Mastermind Discussion Q1 2023 or watch the video.
- 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.
- Tweet directly to Shawn O'Malley.
- Check out The Intrinsic Value Podcast on X (Twitter).
- Check out all the books mentioned and discussed in our podcast episodes here.
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- Browse through all our episodes (complete with transcripts) here.
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