About this episode
Podcast: We Study Billionaires - The Investor’s Podcast Network (LS 70 · TOP 0.05% what is this?)Episode: TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari RamachandraPub date: 2026-03-01Get Podcast Transcript ?powered by Listen411 - fast audio-to-text and summarizationStig 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 Moody’s: moat, duopoly, recurring analytics (NYSE: MCO)
00:50:20 - Moody’s bear case: valuation, cyclicality, regulation, AI risk
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive ??????????????????????????????????????????????????????????????TIP Mastermind Community?????????????????????????????????????????????????????????????? to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Learn how to join us in Omaha for the Berkshire meeting????????????.
Stig Brodersen’s Portfolio and Track record.
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