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TIP632: Mastermind Q2, 2024 w/ Tobias Carlisle and Hari Ramachandra
May 19, 2024
Tobias Carlisle, a seasoned value investor and author, joins Hari Ramachandra to discuss promising stock picks and the current economic climate. They analyze why Burberry, despite challenges, could rebound and debate its market positioning. Hari champions ICICI Bank as a strong investment in India's growth, while Tobias pitches Playtika, outlining both its potential and pitfalls. They navigate economic uncertainties and explore the impact of innovation in the sector, offering valuable insights for investors looking to align with future trends.
01:20:18
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Quick takeaways
- Burberry's bullish case discussed by Stig focuses on its potential growth and value creation outlook.
- Playtika, a value stock, faces market challenges stemming from lack of moat and switching costs.
Deep dives
Playtika - Facing Challenges Amidst Growth Slowdown
Playtika, a mobile gaming company, has faced an 80% drop in valuation since its 2021 IPO due to a significant slowdown in growth, hovering around 1% year on year. The company attributes this to privacy updates impacting marketing and monetization. Known for celebrity endorsements in specific games, the stock trades at $7.24 at a $2.7 billion market cap. Despite debt, its fat margins and diversified revenue sources show resilience. Efficiency measures via layoffs are underway to boost performance amidst market challenges.
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