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Navigating High Interest Rates and Investment Strategies
This chapter explores various investment strategies amidst the challenges posed by high interest rates, particularly in the real estate sector. Listeners gain practical insights into how to navigate the current economic climate to seize opportunities despite the market's evolving landscape.
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.
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