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TIP632: Mastermind Q2, 2024 w/ Tobias Carlisle and Hari Ramachandra

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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 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. 


IN THIS EPISODE YOU’LL LEARN:


00:00 - Intro

01:57 - What are the current economic conditions? 

13:37 - Are we entering a world with less disruption?

17:30 - What Stig’s bull case is for Burberry (Ticker: BURBY).

35:18 - The bear case for Burberry, including the current deterioration in the luxury sector.

42:35 - Why Toby has invested in Playtika (Ticker: PLTK).

52:23 - The bear case for Playtika, including the lack of moat and switching costs.

56:01 - Why Hari is bullish on ICICI Bank Limited (Ticker: ICICIBANK).

1:12:47 - The bear case of ICICI Bank Limited, including whether the valuation is stretched. 


Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.


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