TIP660: Mastermind Q3, 2024 w/ Stig Brodersen, Tobias Carlisle and Hari Ramachandra

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 15 September 2024

⏱️ 91 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Range Rover Daloopa The Bitcoin Way American Express Found Vacasa Onramp Facet SimpleMining Public Fundrise USPS AT&T Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:03.0	In today's mastermind episode, I'm pitching Batson.
0:07.0	This is a company with heroin, but also trading in less than nine times earnings,
0:11.6	high inside ownership, and attractive growth opportunities.
0:15.0	During my pitch, I hope you'll see why I double down on Bed Sun as one of the stocks I have the most conviction in.
0:21.0	And you'll hopefully also hear the bare case of why you shouldn't
0:24.6	get ahead of yourself. Toby's pick is virtual financial. It's gone up from $18 to $29 since Toby originally
0:31.7	pitched it here on the podcast and Toby will outline why he's still
0:35.2	bullish and make sure to stay tuned for our discussion of whether the quality of the service
0:39.8	is reflected in the price versus value ratio. I am really excited about Harris-Pig
0:45.6	Nintendo. Talk about high-quality IP. The stock seems to be an attractive spot in
0:51.4	the console cycle and in this episode we'll discuss whether the
0:55.2	valuation is cheaper than what it appears at first glance.
0:59.0	I hope you enjoy this episode as much as Toby, Harry and I enjoyed recording it.
1:03.6	Without further ado, here is the mastermind discussion for Q3,
1:07.2	2024. Celebrating 10 years and more than 150 million downloads.
1:16.0	You are listening to the Investors Podcast Network.
1:18.8	Since 2014, we studied the financial markets and read the books that influence self-made billionaires the most.
1:25.4	We keep you informed and prepared for the unexpected.
1:28.6	Now for your host, Stick Brodison. Welcome to the investors podcast. I'm your host Dick Broderson and we're here today for the Q3 mastermind discussion.
1:47.4	Hari, Toby, it's always great to see you, gents. Thanks for having to be stig. It's great to see both you guys Harry. This is one of the highlights of my quarter.
1:56.0	Yeah, always fun to be here, Stig and Toby, thank you. Same plus one to what Toby said. I always look forward to this mastermind.
	...

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