E1060 - TIP795: Mastermind Q1, 2026: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
Published: March 1, 2026
Duration: 1:20:40
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 Mood...