TIP767: Mastermind Discussion Q4 2025: Sanofi, Remitly & Crocs w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra

You're listening to TIP. In today's mastermind discussion, we're diving into three different businesses, each with its own story and set of opportunities. Hori will be pitching Sonofi, a global pharmaceutical leader with a promising pipeline in vaccines and immunology. I will be sharing my thoughts on Remittly, a fast growing digital remittance company. helping millions of people send money across borders more efficiently.

And Toby's pick is Crocs, the football brand that's gone from fashion punch line to global powerhouse, yet still appears quite cheap. This mastermind format is all about testing our ideas, asking the hard questions, and exploring where we might be wrong. Over the years, I found it not only makes me a better investor, but also keeps me grounded and curious, and I hope it does the same for you. Towards the end of the episode, my co-host Clay and I will also talk about what's next for our mastermind community, including our plans for live events in Omaha and New York City, and how you can join us. Since 2014 and through more than 180 million downloads, we've studied the financial markets and read the books that influence self-made billionaires the most.

We keep you informed and prepared for the unexpected. Now for your host, Steve Brodison. Welcome to the Investors Podcast. I'm your host, Dick Broderson, and today I'm here with Hari and Toby. Jens, how are you today?

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