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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