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 his 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: 00:00:00 - Intro 00:00:26 - What are the current economic conditions?  00:12:05 - Are we entering a world with less disruption?  00:15:58 - What Stig’s bull case is for Burberry (Ticker: BURBY)  00:26:10 - The bear case for Burberry, including the current deterioration in the luxury sector 00:42:06 - Why Toby has invested in Playtika (Ticker: PLTK) 00:42:46 - The bear case for Playtika, including the lack of moat and switching costs 00:55:27 - Why Hari is bullish on ICICI Bank Limited (Ticker: ICICIBANK) 01:07:55 - The bear case of ICICI Bank Limited, including whether the valuation is stretched  🤝 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig and the other community members: https://theinvestorspodcast.com/mastermind 🏡 Make more from your vacation home by doing less. Partner with Vacasa today. https://vacasa.com/ 📈 Learn to invest like legend investors do — from the company that has interviewed them. Use YOUTUBE15 to get 15% off! https://theinvestorspodcast.podia.com/how-to-get-started-with-stocks 💰Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE https://www.theinvestorspodcast.com/tip-finance/ ▶️ RELATED EPISODES: - Mastermind Q1, 2024 | Spotify, Disney, & Mueller Industries: https://youtu.be/idL0phA7aFA - Mastermind Q4 2023 | Dollar General (DG): Stock to Buy or Value Trap?: https://youtu.be/ZORRgmZlDVI - Mastermind Q3 2023 | Stocks on Our Watchlist: https://youtu.be/BIU8t35baOM - Mastermind Q2 2023 | Stocks to Buy Now?: https://youtu.be/DhN8uBjrrgU - Mastermind Q1 2023 | Disney, Spotify, Amgen Stocks & ChatGPT Discussion: https://youtu.be/rxM-3HneF_k 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP 🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/episodes/mastermind-q2-2024-w-tobias-carlisle-and-hari-ramachandra/ 💡 OTHER RESOURCES - Stig Brodersen’s portfolio and return: https://www.theinvestorspodcast.com/articles/stig-brodersen-track-record-portfolio/ - Understanding IFRS16 on operating leases: https://finquery.com/blog/ifrs-16-leases-summary-examples-entries-disclosures/ - Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a 14-day free trial: https://www.sahg6dtr.com/59QC8Z/R74QP/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ABOUT OUR SHOW 🎙  On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market. 🌍 Website: https://www.theinvestorspodcast.com/we-study-billionaires/  📝 Help us understand our audience better so we can create a more intentional user experience by answering this survey! https://www.theinvestorspodcast.com/survey2023-youtube ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ 📚OUR FREE INVESTING COURSES/RESOURCES https://www.theinvestorspodcast.com/tip-academy/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.