TIP660: Mastermind Q3, 2024 w/ Stig Brodersen, Tobias Carlisle and Hari Ramachandra
01:33:47 Share

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)

• TastyTrade)

• The Bitcoin Way)

• Vacasa)

• Found)

• Onramp)

• Fundrise)

• American Express)

• SimpleMining)

• Facet)

• AT&T)

• USPS)

• Shopify)

• Fundrise)

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!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm)

Learn more about your ad choices. Visit megaphone.fm/adchoices)

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm)