TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Greg Abel compensation and alignment
Discussion about Greg Abel's pay, share purchases, and pros and cons of Berkshire's simple compensation approach.
Stig is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. They discuss Berkshire, Moody's and BellRing Brands.
IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro
00:02:35 - Stig’s bull case for Berkshire: balance sheet, culture, and Greg Abel (NYSE: BRK.B)
00:27:09 - Berkshire bear case: slowing growth and capital allocation risks
00:30:47 - Tobias’ bull case for BellRing: FCF, protein brand strength, PE appeal (NYSE: BRBR)
00:38:30 - BellRing bear case: concentration, leverage, consumer shifts
00:47:02 - Hari’s bull case for Moody’s: moat, duopoly, recurring analytics (NYSE: MCO)
00:50:20 - Moody’s bear case: valuation, cyclicality, regulation, AI risk
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.
- Learn how to join us in Omaha for the Berkshire meeting.
- Stig Brodersen’s Portfolio and Track record.
- Check out Mastermind Discussion Q4, 2025 | Video.
- Check out Mastermind Discussion Q3 2025 | Video.
- Check out Mastermind Discussion Q2 2025 | Video.
- Check out Mastermind Discussion Q1 2025 | Video.
- Tobias' podcast, The Acquirers Podcast.
- Tobias ' ETF, ZIG.
- Tobias' ETF, Deep.
- Tweet to Tobias Carlisle.
- Hari's Blog.
- Tweet to Hari.
- Related books mentioned in the podcast.
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