Stig breaks down the investment case for Berkshire Hathaway and its leadership transition. Hari examines Moody’s, emphasizing its regulatory moat and long-term durability. Tobias highlights BellRing Brands, focusing on valuation and cash flow potential. The discussion also explores valuation risk and shifting market dynamics.

Hari makes the case for Meta as a leading AI-powered advertising platform. Tobias breaks down Booking Holdings and whether its travel moat can withstand the rise of AI assistants. Stig analyzes Adobe, exploring the durability of its creative software ecosystem amid rapid technological change.

Stig’s pick is the serial acquirer LIFCO, a wonderful company priced for perfection that he is on his watch list. Tobias is pitching VeriSign, a business that prints money with high certainty year after year. Shawn’s stock of choice is the compounder, Ulta Beauty.

Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stig’s pick is Microsoft, the world’s biggest market cap company for good reason. Tobias is pitching Devon Energy, an oil and gas producer with a big upside if you’re right about the timing. Hari’s stocks of choice are Adyen and Block, two fast-growing companies with stronger moats that meet the eye.

Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stig’s pick is Uber, the world’s largest ride-hailing company, benefiting from scale and an expanding ecosystem. Tobias is pitching Bath & Body Works, a category leader in home and personal fragrance with high brand recognition and strong free cash flow. Hari’s stock of choice is Merck, a pharmaceutical giant that owns the blockbuster oncology drug but faces a looming patent cliff risk.

Stig Brodersen is joined by Tobias Carlisle and Hari Ramachandra for another round of stock pitches. Hari makes the case for Sanofi, highlighting the company’s long-term potential in vaccines and immunology. Stig turns his attention to Remitly, a fast-growing digital remittance platform transforming how money moves across borders. And Tobias dives into Crocs, exploring how a once-controversial footwear brand has evolved into a global success story at an attractive valuation.

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 he is still bullish on Spotify. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Mueller Industries, a value stock trading at an appealing valuation.

Stig only owns five individual stocks, and in this episode, he outlines why he has put Burberry on this watchlist. Hari’s pick, ICICI Bank Limited, is a solid bet on the rise of India, and Tobias pitches Playtika, a value stock trading at an appealing valuation.

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.

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.

Stig speaks to Tobias Carlisle and Hari Ramachandra. In this episode, he outlines why he added Spotify as the newest addition to his portfolio. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Amgen, a value stock with strong downside protection in uncertain times.

Stig speaks to Tobias Carlisle and Hari Ramachandra. In this episode, Stig outlines why he added Teqnion as the newest addition to his portfolio. Hari’s pick, Palantir, has recently traded at a 52-week high after a preceding 80% drop, and Tobias pitches Virtu Financial, a value stock with strong cash flows in uncertain times.

Stig outlines why he put Constellation Software on his watchlist and is waiting to buy the dip. Hari’s pick, Brookfield Corporation, is one of the world’s largest alternative investment management companies with over $725B of assets under management. Tobias pitches Winnebago, a value stock coming off the strong demand from COVID.

Stig outlines why he put LVMH on his watchlist and is waiting to buy the dip. Hari’s pick, Dollar General, is down 50%, and super investors like Chris Bloonstran, Seth Klarman, and Tom Gayner have invested, and insiders have been buying too. Tobias pitches Inmode, a stock facing a lot of bad news as a result, could be trading at a very attractive price.

Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig surprised everyone by disclosing that he holds gold in his portfolio. Toby is pitching William Sonoma, a solid value pick, and Hari is contemplating whether Coinbase is the right investment for the Web3 future.

For the Mastermind Discussion of Q3 2021, Stig Brodersen speaks to Tobias Carlisle about why Alibaba and US homebuilders are where you can find value in today’s market.