We Study Billionaires - The Investor’s Podcast Network
The Investor's Podcast Network
1131 episodes
1 day ago
We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.
We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve.
This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.
And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter here.
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We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.
We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve.
This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.
And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter here.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
TIP767: Mastermind Discussion Q4 2025: Sanofi, Remitly & Crocs w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
1 hour 26 minutes
1 month ago
TIP767: Mastermind Discussion Q4 2025: Sanofi, Remitly & Crocs w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
Stig Brodersen is joined by Tobias Carlisle & Hari Ramachandra for another round of stock pitches. They discuss Sanofi, Remitly, and Crocs.
IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:01:54 - Why Hari is bullish on Sanofi’s strong vaccine and immunology pipeline (Ticker: NYSE: SNY)
00:05:30 - The bear case for Sanofi, including patent cliffs
00:19:26 - Why Stig is bullish on Remitly, highlighting operational leverage and a secular shift in digital payments and remittances (Ticker: NASDAQ: RELY)
00:43:10 - The bear case for Remitly, including pursuing the wrong strategy and excessive stock-based compensation
00:50:50 - Why Toby is bullish on Crocs, focusing on valuation and global growth (Ticker: NASDAQ: CROX)
01:02:36 - The bear case for Crocs, including tariffs and changing fashion trends
01:18:08 - Which live events we have planned for our Mastermind Community in 2026 — and how you can join
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members
Check out our event in Montana
Join us in Omaha for Berkshire Hathaway’s annual shareholders’ meeting
Tobias Carlisle's book, Soldier of Fortune
Stig Brodersen’s Portfolio and Track record
Listen to Mastermind Discussion Q3 2025 | YouTube video
Listen to Mastermind Discussion Q2 2025 | YouTube video
Listen to Mastermind Discussion Q1 2025 | YouTube video
Listen to Mastermind Discussion Q4 2024 | YouTube video
Listen to Mastermind Discussion Q3 2024 | YouTube video
Listen to Mastermind Discussion Q2 2024 | YouTube video
Listen to Mastermind Discussion Q1 2024 | YouTube video
Tobias Carlisle's podcast, The Acquirers Podcast
Tobias Carlisle's ETF, ZIG
Tobias Carlisle's ETF, Deep
Tweet directly to Tobias Carlisle
Hari's Blog: BitsBusiness.com
Tweet directly to Hari
Related books mentioned in the podcast
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
We Study Billionaires - The Investor’s Podcast Network
We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.
We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve.
This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.
And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter here.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
