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
<ul>
<li>Join the exclusive <a href="https://www.theinvestorspodcast.com/mastermind-2/">TIP Mastermind Community</a> to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.</li>
<li>Listen to <a href="https://link.chtbl.com/WSB632">Mastermind Discussion Q2 2024 – TIP632</a> or watch the <a href="https://www.theinvestorspodcast.com/episodes/mastermind-q2-2024-w-tobias-carlisle-and-hari-ramachandra/">video</a>.</li>
<li>Tune in to the <a href="https://link.chtbl.com/WSB610">Mastermind Discussion Q1 2024</a> or watch the <a href="https://www.theinvestorspodcast.com/episodes/mastermind-q1-2024-w-tobias-carlisle-and-hari-ramachandra/">video</a>.</li>
<li>Listen to <a href="https://link.chtbl.com/TIP5586">Mastermind Discussion Q4 2023 – TIP586</a> or watch the <a href="https://www.theinvestorspodcast.com/episodes/mastermind-q4-2023-w-tobias-carlisle-and-hari-ramachandra/">video</a>.</li>
<li>Tune in to the <a href="https://link.chtbl.com/WSB576">Mastermind Discussion Q3 2023 – TIP576</a> or watch the <a href="https://www.theinvestorspodcast.com/episodes/mastermind-q3-2023-w-tobias-carlisle-and-hari-ramachandra/">video</a>.</li>
<li>Listen to <a href="https://link.chtbl.com/WSB557">Mastermind Discussion Q2 2023 – TIP557</a> or watch the <a href="https://www.theinvestorspodcast.com/episodes/mastermind-q2-2023-w-tobias-carlisle-and-hari-ramachandra/">video</a>.</li>
<li>Tune in to <a href="https://link.chtbl.com/WSB528">Mastermind Discussion Q1 2023 – TIP528</a> or watch the <a href="https://www.theinvestorspodcast.com/episodes/mastermind-q1-2023-w-tobias-carlisle-and-hari-ramachandra/">video</a>.</li>
<li>Stig Brodersen’s <a href="https://www.theinvestorspodcast.com/articles/stig-brodersen-track-record-portfolio/">portfolio and return</a>. </li>
<li>Tobias Carlisle's podcast, <a href="https://acquirersmultiple.com/podcast/">The Acquirers Podcast</a>
</li>
<li>Tobias Carlisle's ETF, <a href="https://www.acquirersfund.com/">ZIG</a>.</li>
<li>Tobias Carlisle's ETF, <a href="https://www.etf.com/DEEP">Deep</a>.</li>
<li>Tobias Carlisle's book, <a href="https://www.amazon.com/gp/product/0692928855?ie=UTF8&linkCode=ll1&tag=tipnetwork-20&linkId=9ea49f8110bd88b1aa88c7a311f73f73&language=en_US&ref_=as_li_ss_tl">The Acquirer's Multiple</a> – read reviews of this book.</li>
<li>Tobias Carlisle's Acquirer's Multiple stock screener: <a href="https://acquirersmultiple.com/?ref=5&campaign=TheInvestor%27sPodcast">AcquirersMultiple.com</a>.</li>
<li>Tweet directly to <a href="https://x.com/Greenbackd">Tobias Carlisle</a>.</li>
<li>Hari's Blog: <a href="https://twitter.com/harirama">BitsBusiness.com</a>
</li>
<li>Tweet directly to <a href="https://twitter.com/harirama">Hari</a>.</li>
<li>Check out all the books mentioned and discussed in our podcast episodes <a href="https://prodcast.io/wsb">here</a>.</li>
<li>Enjoy ad-free episodes when you subscribe to our <a href="https://premium.theinvestorspodcast.com/">Premium Feed</a>.</li>
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Stig T. Brodersen

Preston Pysh

William Green

Clay Finck

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

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 [&hellip;]

We Study Billionaires Episode #931

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