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Tobias Carlisle explores Warren Buffett's investment strategies through the lens of Sun Tzu's "The Art of War," examining iconic deals like the GenRe acquisition and BNSF railroad purchase to reveal timeless principles of risk management and strategic investing.
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.