In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why Betsson is one of them. Hari’s pick, Nintendo, is at an attractive spot in the console cycle, and Tobias pitches Virtu, a value stock trading at an appealing valuation.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:04 - Why Toby has invested in Virtu Financial (Ticker on NASDAQ: VIRT)
13:23 - The bear case for Virtu, including a discussion of whether their service is superior
24:44 - Why Hari is bullish on Nintendo (Ticker on the Japanese Stock Exchange: 7974)
26:19 - The bear case of Nintendo, including their valuation
43:14 - Stig’s bull case is for Betsson (Ticker on the Swedish Stock Exchange: BETS)
55:56 - The bear case for Betsson, including their exposure to Turkey
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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