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TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
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...
About This Episode
TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra is an episode from We Study Billionaires - The Investors Podcast by Stig Brodersen. Stig is joined by Tobias Carlisle and Hari Ramachandr...
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Episode Details
Published Mar 1, 2026, 80:40 long, audio available.
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What is TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra about?
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 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. 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. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Browse through all our episodes here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! Support our show by becoming a premium member! Support our show by becoming a premium member! Support our show by becoming a premium member! Support our show by becoming a premium member! Support our show by becoming a premium member! Support our show by becoming a premium member! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member!
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TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra is an episode from We Study Billionaires - The Investors Podcast by Stig Brodersen.
How long is this episode?
This episode is 80:40 long.
When was this episode published?
This episode was published on Mar 1, 2026.
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Where can I listen to TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra?
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TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra is from We Study Billionaires - The Investors Podcast by Stig Brodersen.
What are the episode details?
Published Mar 1, 2026 and 80:40 long