Mastermind Discussion Q2 2024 | Burberry, ICICI Bank, & Playtika Stock Analysis (TIP632)

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Күн бұрын

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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Пікірлер: 30

@WeStudyBillionaires 2 ай бұрын

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@davidhall5715 2 ай бұрын

Burberry is a bit like Kering in a turnaround. Same playbook : making the brand more luxurious and investing in the shops. Will take many quarters to see if it worked or not. Would not be surprised if bought by the very astute LVMH. Good pick, thanks.

@matthewhammond859 2 ай бұрын

Kering, Burberry and watches of Switzerland all in the same boat rn

@raypurchase3597 2 ай бұрын

Watches of Switzerland are in far more precarious position as a retailer relying on Rolex imo, who are now in bed officially with Bucherer. Price point of wosg is very interesting but I can't get my head around the impact of Bucherer?

@WeStudyBillionaires 2 ай бұрын

Thanks for tuning in our mastermind episode! 💡

@imadkhochman4290 2 ай бұрын

Thanks guys for sharing this - any idea how to proceed to invest in the Indian stock market ? Any recommended platform ? Thank you

@raypurchase3597 2 ай бұрын

Must be popping up in the value screens, ive been wrestling with this Burberry dilemma myself! Very out of my depth in the fashion stakes, but for a top10 to 15 luxury brand in most industry rankings this looks interesting. Also the key words that pops up in profiling luxury brands with Burberry is quality and craftsmanship, which to my amateur eye seems to have more staying power than merely what is the latest trend. These luxury brands also make me think of a spawner company, usually reserved for technology but i think the possibilities with accessories and licensing make it interesting.

@WeStudyBillionaires 2 ай бұрын

Thanks for watching and sharing your thoughts! 🙏

@pooh6546 2 ай бұрын

I would humbly suggest to focus on developing a good mindset/attitude towards compounding and invest in s&p or nasdaq and that's it. That's more difficult and simpler at the same time but that's how true wealth is built. Buffett says the same by the way

@sebfox2194 2 ай бұрын

Buffet says that this what most people should do, but not what everyone should do. Buffet himself doesn't do this.

@pooh6546 2 ай бұрын

@@sebfox2194 he said 99% of people should do that. Do you consider yourself to be the 1% ?

@sebfox2194 2 ай бұрын

@pooh6546 When he said 99%, he was using that number as a figure of speech, to mean the vast majority, not as an accurately calculated percentage to be taken literally. Over a 20 year period, the number of professional investors who beat the market is actually closer to around 6% rather than 1%. Of course, it's good advice for most investors to just invest in low cost index funds. However, that doesn't mean that nobody can beat the market, or that nobody should even try.

@raypurchase3597 2 ай бұрын

Is it all about wealth? That is the score of the match to use a sporting analogy, but what about the beauty of the activity, enjoying it for its own sake?

@MarkChant123 2 ай бұрын

Video won't work for me 🤷‍♂️

@WeStudyBillionaires 2 ай бұрын

Hi Mark, this is an audio-only episode due to technical issues during the recording. Appreciate the support! 🙏

@mmm-cake Ай бұрын

I like Burberry

@WeStudyBillionaires Ай бұрын

Thanks for tuning in! 🎉

@KK-pm7ud 2 ай бұрын

This interview happened over two weeks ago and Playtika is already up 20%. What's the point?

@KamilMauel 2 ай бұрын

How did you figure out those two weeks?

@KK-pm7ud 2 ай бұрын

@@KamilMauel The price of Playtika stock when this was interviewed.

@KamilMauel 2 ай бұрын

@@KK-pm7ud Smart.

@brianbirnbaum9760 2 ай бұрын

The market already crashed 20%. That’s one of the worst years in history. I don’t know what you’re looking for if you can’t see that.

@blaquiere141 2 ай бұрын

Trash stocks, invest in equal weight Nasdaq and S&P if you can't beat it.

@matthewhammond859 2 ай бұрын

Equal weight is stupid. Equal weight is the same as not letting your winners run then buying your losers. Frankly your comment is embarrassing.

@EricA-wt7fh Ай бұрын

This podcast was literally just noise

@Antonio-dp9tf 2 ай бұрын

Wait a second. Anyone had a look at the ugly, cheap chinese made and expensive Burberry clothes???? Have to be a rich with a brain damage passing by the entrance of Burberry shop, all of those very very rare to happen. Better with the old clothes. Really the clothes in the page are very disgusting and the amount of money shows their losed the control of the prizes so what to expect about the company results... Even the rich damaged cannot feel exclusive with those clothes so it have no benefit for no one