The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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continue reading
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen
Manage episode 487442821 series 1394353
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In today's episode, 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.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:51 - Why Hari is bullish on Block and Adyen (Ticker on NYSE: XYZ and on Euronext: ADYEN).
12:48 - The bear case for Block and Adyen, including valuation and disruption.
24:22 - Stig’s bull case is for Microsoft (Ticker on NASDAQ: MSFT).
44:55 - The bear case for Microsoft, including the rich valuation.
56:56 - Why Toby is bullish on Devon Energy (Ticker on NYSE: DVN).
01:05:31 - The bear case of Devon Energy, including the debt level and share issuance.
01:27:06 - What the TIP Mastermind Community is and how we’re forming meaningful relationships.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here.
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
- Stig Brodersen’s Portfolio and Track record.
- Listen to Mastermind Discussion Q1, 2025 or watch the video.
- Listen to Mastermind Discussion Q4, 2024 or watch the video.
- Listen to Mastermind Discussion Q3, 2024 or watch the video.
- Listen to Mastermind Discussion Q2, 2024 or watch the video.
- Tune in to the Mastermind Discussion Q1, 2024 or watch the video.
- Listen to Mastermind Discussion Q4, 2023 or watch the video.
- Tune in to the Mastermind Discussion Q3, 2023 or watch the video.
- Listen to Mastermind Discussion Q2, 2023 or watch the video.
- Bill Gates’ autobiography, Source Code – read reviews of this book.
- Stig and Preston book review of Paul Allen’s book, Idea Man.
- 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: @Greenbackd.
- Tweet directly to Hari Ramachandra: @harirama.
- 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?
- Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
- Check out our We Study Billionaires Starter Packs.
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- 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.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
- SimpleMining
- Hardblock
- AnchorWatch
- Unchained
- Human Rights Foundation
- Onramp
- Fundrise
- Vanta
- Netsuite
- Shopify
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! 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://premium.theinvestorspodcast.com/
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
1059 episodes
Share
Manage episode 487442821 series 1394353
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In today's episode, 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.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:51 - Why Hari is bullish on Block and Adyen (Ticker on NYSE: XYZ and on Euronext: ADYEN).
12:48 - The bear case for Block and Adyen, including valuation and disruption.
24:22 - Stig’s bull case is for Microsoft (Ticker on NASDAQ: MSFT).
44:55 - The bear case for Microsoft, including the rich valuation.
56:56 - Why Toby is bullish on Devon Energy (Ticker on NYSE: DVN).
01:05:31 - The bear case of Devon Energy, including the debt level and share issuance.
01:27:06 - What the TIP Mastermind Community is and how we’re forming meaningful relationships.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here.
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
- Stig Brodersen’s Portfolio and Track record.
- Listen to Mastermind Discussion Q1, 2025 or watch the video.
- Listen to Mastermind Discussion Q4, 2024 or watch the video.
- Listen to Mastermind Discussion Q3, 2024 or watch the video.
- Listen to Mastermind Discussion Q2, 2024 or watch the video.
- Tune in to the Mastermind Discussion Q1, 2024 or watch the video.
- Listen to Mastermind Discussion Q4, 2023 or watch the video.
- Tune in to the Mastermind Discussion Q3, 2023 or watch the video.
- Listen to Mastermind Discussion Q2, 2023 or watch the video.
- Bill Gates’ autobiography, Source Code – read reviews of this book.
- Stig and Preston book review of Paul Allen’s book, Idea Man.
- 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: @Greenbackd.
- Tweet directly to Hari Ramachandra: @harirama.
- 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?
- Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
- Check out our We Study Billionaires Starter Packs.
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- 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.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
- SimpleMining
- Hardblock
- AnchorWatch
- Unchained
- Human Rights Foundation
- Onramp
- Fundrise
- Vanta
- Netsuite
- Shopify
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! 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://premium.theinvestorspodcast.com/
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
1059 episodes
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Similar to We Study Billionaires - The Investor’s Podcast Network
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
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Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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continue reading
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continue reading
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…
continue reading
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Go offline with the Player FM app!
Go offline with the Player FM app!
