TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
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You're listening to TIP. Welcome back to the investors podcast, episode eight hundred and fifty seven. In today's episode we're joined by my friends and fellow value investors, Tobias Carlisle and Hi Ramachandra. We're doing another round of stock pitches, and this time all three are stocks that Margus is falling out of love with. We kick things off with Harris Pitch of Novo. And two years ago, it was the most valuable company in Europe.
Today it most certainly is not. And it trades twelve times for our earnings and hardy explains why he thinks the bad news is already more than reflected in the price. And where he sees hidden value that the market does not appreciate. And I pitched S P global. It's a wide mode business with a long run way to grow, and I took a one percent position just two hours before we recorded.
It's three hundred ninety nine dollars a share. And this is my first new position in more than a year. And during my pitch I hope to find out why there is more than meets the eye and why the risk of AI disruption is overblown. And finally Toby walks us through
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