In today's episode, Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stig’s pick is Uber, the world’s largest ride-hailing company. Tobias is pitching Bath & Body Works, a category leader in home and personal fragrance. Hari’s stock of choice is Merck, a pharmaceutical giant that owns the blockbuster oncology drug.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:23 - Stig’s bull case for Uber (Ticker on NYSE: UBER).
17:15 - The bear case for Uber, including the regulatory risk.
58:37 - Why Hari is bullish on Merck (Ticker on NYSE: MRK).
01:12:10 - The bear case for Merck, including the “Keytruda patent cliff.”
01:17:32 - Why Toby is bullish on Bath & Body Works (Ticker on NYSE: BBWI).
01:27:10 - The bear case of Bath & Body Works, including the debt level.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Stig Brodersen’s Portfolio and Track record.
Listen to Shawn and Daniel’s episode about Uber.
Listen to Mastermind Discussion Q2, 2025 or watch the video.
Listen to Mastermind Discussion Q1, 2025 or watch the video.
Tobias' podcast, The Acquirers Podcast.
Tobias' ETFs, ZIG and Deep.
Tobias' Acquirer's Multiple stock screener: AcquirersMultiple.com.
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