TIP696: Mastermind Discussion Q1, 2025 w/ Stig Brodersen, Tobias Carlisle, and Shawn O'Malley

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 2 February 2025

⏱️ 116 minutes

🔗️ Recording | iTunes | RSS

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Summary

In today's episode, Stig Brodersen is talking stocks with Tobias Carlisle and Shawn O’Malley. Tobias is pitching VeriSign, a business that prints money with high certainty year after year. Stig’s pick is the serial acquirer LIFCO, a wonderful company priced for perfection that he is on his watch list. Shawn’s stock of choice is the compounder, Ulta Beauty. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:19 - Why Toby is bullish on VeriSign (Ticker on NASDAQ: VRSN) 07:29 - The bear case of VeriSign, including the threat of AI 26:40 - Stig’s bull case is for Lifco (Ticker on the Swedish Stock Exchange: Lifco-B) 42:35 - The bear case for Lifco, including what it implies to be priced for perfection. 1:07:45 - Why Shawn has invested in Ulta Beauty (Ticker on NASDAQ: ULTA) 1:26:46 - The bear case for Ulta includes competitive pressure from Sephora and the CEO stepping down. 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. Stig Brodersen’s Portfolio and Track record. 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. Tune in to Mastermind Discussion Q1 2023 or watch the video. 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. Tweet directly to Shawn O'Malley. Check out The Intrinsic Value Podcast on X (Twitter). 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: Found Netsuite Unchained Vanta The Bitcoin Way Fintool PrizePicks TurboTax 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! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.9	In today's mastermind discussion, I'm as usual joined by my friend, Tobias Kyleyle.
0:08.3	However, Harry couldn't make it for this quarter, so Toby and I tapped Sean O'Malley.
0:13.2	If you like our mastermind discussions, you're going to love Sean's new show, the intrinsic value podcast.
0:19.7	It's basically a mastermind discussion every single week.
0:23.3	In this episode, Sean is pitching Alter Beauty and I think you'll quickly see how thoughtful
0:27.8	he is. My pick for this quarter is the Sierra Acquire Lyftco, a company seemingly prized for perfection,
0:34.6	and Toby is pitching Verzine, a business that is just printing money.
0:39.5	Before we jump into the episode, I want to let you know that I updated my portfolio and track
0:44.1	record and I made it publicly available.
0:46.5	I started doing it last year encouraged by my friend and co-host Clay Fink, and I was
0:50.9	surprised to see how many people have visited the page. I'm frankly a little on the fence about making my portfolio public.
0:58.0	Now, here the Investors Podcast Network, we have a value of radical transparency.
1:03.0	And for that reason, I do think that you should be able to see what I invest in.
1:07.0	But when you do, you'll also notice how few of the stocks from the mastermind discussions
1:11.6	I invest in.
1:12.6	And that is the entire point.
1:14.7	I want to pitch stocks that I find intriguing for whatever reason.
1:18.9	For example, today, I am as mentioned pitching Lyftco.
1:22.7	It's a great company, but it's also on the expensive side.
1:26.2	So it's not a company I'm currently buying into.
1:29.5	But a company I have on my watch list, and that is what the mastermind discussions are all
	...

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