The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
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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.
Similar to We Study Billionaires - The Investor’s Podcast Network
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!
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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
1062 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
1062 episodes
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Similar to We Study Billionaires - The Investor’s Podcast Network
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
…
continue reading
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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Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
4k1k
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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continue reading
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…
continue reading
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…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Want financial freedom through real estate investing? Then the BiggerPockets Real Estate Podcast is for you. Sit down every Monday, Wednesday, and Friday with Dave Meyer, the Head of Real Estate at BiggerPockets, as he uncovers tried and true tactics and shares candid conversations with real estate investors who are building wealth in today’s market. Join Dave to walk through deals that went right (and wrong) and learn the strategies you can deploy—start growing your side income today to tak ...
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