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We Study Billionaires - The Investor’s Podcast Network
TIP660: Mastermind Q3, 2024 w/ Stig Brodersen, Tobias Carlisle and Hari Ramachandra
Sep 15, 2024
01:33:47
Snipd AI
Stig Brodersen, an investor with a keen focus on stock selection, is joined by Tobias Carlisle, who passionately discusses investing in Virtu Financial, citing its appealing valuation. Hari Ramachandra adds insights on Nintendo, highlighting its strong market position and the nostalgic draw of its franchises. They dive into the complexities of investment strategies amidst high interest rates and the unique opportunities presented by Betsson in the online gambling sector, making for an engaging and informative discussion on market trends.
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Quick takeaways
- Stig emphasizes Betsson's competitive edge as a smaller gambling company trading at low earnings, despite regulatory challenges and market competition.
- Tobias considers Virtu Financial a solid investment due to its market-making role and focus on shareholder returns, while acknowledging potential market downturn risks.
Deep dives
Investment Opportunity in Betsun
Betsun is a gambling company that operates in a lucrative market while trading at less than nine times earnings. This company boasts strong inside ownership and high potential for growth, making it an attractive investment choice. The pitch emphasizes its financially robust position, despite the ongoing challenges within the gambling sector, including regulations and market competition. The speaker expresses conviction in Betsun as one of the most compelling stocks in their portfolio, expecting it to perform well in the long-term.
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