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Clay Finck discusses his 2025 portfolio additions, investment philosophy focused on quality businesses and exceptional founder-operators, and how he evaluates stocks beyond short-term market narratives.
Stig and William explore the power of the subconscious mind, discussing techniques for personal growth, the universal human desires for respect and love, and the importance of compassion and mercy in navigating life's challenges.
Stig Brodersen shares insights on his portfolio changes in 2025, discussing his investment in Uber, sale of Evolution AB, thoughts on Alphabet's AI strategy, and the importance of having unfair advantages in investing.
Lyn Alden discusses the potential decline of US dollar dominance, exploring the shift towards a multipolar currency system and the implications of fiscal dominance on global economic dynamics.
In this Mastermind Q3 2025 episode, Stig Brodersen, Toby Carlisle, and Hari Ramatandra discuss their stock picks: Uber, Bath and Body Works, and Merck, analyzing their business models, competitive advantages, risks, and potential for future growth. Each presenter provides a detailed pitch highlighting the unique aspects of their chosen company and why they believe it represents an attractive investment opportunity.