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Episode: TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
Pub date: 2026-03-01

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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 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

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Learn how to join us in Omaha for the Berkshire meeting ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
Stig Brodersen’s Portfolio and Track record.
Check out Mastermind Discussion Q4, 2025 | Video.
Check out Mastermind Discussion Q3 2025⁠ | Video⁠.
Check out Mastermind Discussion Q2 2025 ⁠| Video⁠.
Check out Mastermind Discussion Q1 2025⁠ | Video.
Tobias' podcast, The Acquirers Podcast.
Tobias ' ETF, ZIG.
Tobias' ETF, Deep.
Tweet to Tobias Carlisle.
Hari's Blog.
Tweet to Hari.
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