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Mastermind Discussion Q3 2024 | Nintendo, Virtu
Mastermind Discussion Q3 2024 | Nintendo, Virtu Financial, and Betsson (TIP660)
#Mastermind #Discussion #Nintendo #Virtu
“We Study Billionaires”
Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, …
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I really like this format ❤ tyvm
Stig’s idea re moats is astute until you realize that smaller companies with moats don’t need to dodge regulators. There are TONS of small and micro businesses with moats that aren’t investable because the TAM is too small, they’re mature, etc.
This channel would be infinitely better if you guys reviewed performance of all stocks discussed here.
What’s even better than a flat business that no one knows about is one that grows. Brookfield was covered on this channel and was dismissed out of hand as “obscure.”
This dogmatic ignorance is what creates opportunities infinitely better than screening for what everyone is looking for without any real research. Nintendo is by far the best pick here, but without going back to review how prior picks have performed it’s somewhat of an onanistic exercise.
And yet another “expert” capitulates. Welcome to the club of sanity my friend. No one can predict the market.
I think someone is high on their own supply. Betsson is not an investment – it is a gamble.
Hi, question for Tobias: have you looked into Flow Traders (quoted on Amsterdam Stock Exchange)? I prefer it due to better financials, less leveraged, and more assets on transaction: fixed income, commodities, stocks, bonds, and in the last 2 years going aggressively through cryptocurrencies ETPs. Thanks for sharing your ideas
Regarding Virtu, barriers to entry to be a market maker are low and infact there is a ton of competition in this space.
Finally! We need more of this thank you
Good to see you guys bringing back this format.