TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Moody's bear case: AI & cyclicality
Hosts debate AI threat to analytics, issuance cyclicality, regulation, and valuation risks for Moody's.
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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