Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he has put Burberry on his watchlist. Hari’s pick, ICICI Bank Limited, is a solid bet on the rise of India, and Tobias pitches Playtika, a value stock trading at an appealing valuation.
IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:00:26 - What are the current economic conditions?
00:12:05 - Are we entering a world with less disruption?
00:15:58 - What Stig’s bull case is for Burberry (Ticker: BURBY)
00:26:10 - The bear case for Burberry, including the current deterioration in the luxury sector
00:42:06 - Why Toby has invested in Playtika (Ticker: PLTK)
00:42:46 - The bear case for Playtika, including the lack of moat and switching costs
00:55:27 - Why Hari is bullish on ICICI Bank Limited (Ticker: ICICIBANK)
01:07:55 - The bear case of ICICI Bank Limited, including whether the valuation is stretched
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▶️ RELATED EPISODES:
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