TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen
In today's episode, Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stig’s pick is Microsoft, the world’s biggest market cap company for good reason. Tobias is pitching Devon Energy, an oil and gas producer with a big upside if you’re right about the timing. Hari’s stocks of choice are Adyen and Block, two fast-growing companies with stronger moats that meet the eye.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:51 - Why Hari is bullish on Block and Adyen (Ticker on NYSE: XYZ and on Euronext: ADYEN).
12:48 - The bear case for Block and Adyen, including valuation and disruption.
24:22 - Stig’s bull case is for Microsoft (Ticker on NASDAQ: MSFT).
44:55 - The bear case for Microsoft, including the rich valuation.
56:56 - Why Toby is bullish on Devon Energy (Ticker on NYSE: DVN).
01:05:31 - The bear case of Devon Energy, including the debt level and share issuance.
01:27:06 - What the TIP Mastermind Community is and how we’re forming meaningful relationships.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here.
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
- Stig Brodersen’s Portfolio and Track record.
- Listen to Mastermind Discussion Q1, 2025 or watch the video.
- Listen to Mastermind Discussion Q4, 2024 or watch the video.
- Listen to Mastermind Discussion Q3, 2024 or watch the video.
- Listen to Mastermind Discussion Q2, 2024 or watch the video.
- Tune in to the Mastermind Discussion Q1, 2024 or watch the video.
- Listen to Mastermind Discussion Q4, 2023 or watch the video.
- Tune in to the Mastermind Discussion Q3, 2023 or watch the video.
- Listen to Mastermind Discussion Q2, 2023 or watch the video.
- Bill Gates’ autobiography, Source Code – read reviews of this book.
- Stig and Preston book review of Paul Allen’s book, Idea Man.
- Tobias Carlisle's podcast, The Acquirers Podcast.
- Tobias Carlisle's ETF, ZIG.
- Tobias Carlisle's ETF, Deep.
- Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book.
- Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com
- Tweet directly to Tobias Carlisle: @Greenbackd.
- Tweet directly to Hari Ramachandra: @harirama.
- Check out all the books mentioned and discussed in our podcast episodes here.
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