TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen
We Study Billionaires - The Investor’s Podcast Network
Shownotes Transcript
In today's episode, Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stig’s pick is Microsoft, the world’s biggest market cap company for good reason. Tobias is pitching Devon Energy, an oil and gas producer with a big upside if you’re right about the timing. Hari’s stocks of choice are Adyen and Block, two fast-growing companies with stronger moats that meet the eye.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:51 - Why Hari is bullish on Block and Adyen (Ticker on NYSE: XYZ and on Euronext: ADYEN).
12:48 - The bear case for Block and Adyen, including valuation and disruption.
24:22 - Stig’s bull case is for Microsoft (Ticker on NASDAQ: MSFT).
44:55 - The bear case for Microsoft, including the rich valuation.
56:56 - Why Toby is bullish on Devon Energy (Ticker on NYSE: DVN).
01:05:31 - The bear case of Devon Energy, including the debt level and share issuance.
01:27:06 - What the TIP Mastermind Community is and how we’re forming meaningful relationships.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here).
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 Q1, 2025) or watch the** **video).
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).
Bill Gates’ autobiography, Source Code – read reviews of this book).
Stig and Preston book review) of Paul Allen’s book, Idea Man).
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: @Greenbackd).
Tweet directly to Hari Ramachandra:** **@harirama).
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):
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!
Support our show by becoming a premium member!
https://premium.theinvestorspodcast.com/
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm)
Learn more about your ad choices. Visit megaphone.fm/adchoices)
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm)