This panel discussion-style podcast features three investment professionals—Stig Brodersen, Tobias Carlisle, and Shawn O’Malley—analyzing individual stocks. The episode begins with Brodersen announcing his updated, publicly available portfolio and track record, then proceeds to each panelist pitching a stock: Carlisle pitches VeriSign (VRSN), a domain name provider, highlighting its predictable revenue and share buyback program; O’Malley analyzes Ulta Beauty (ULTA), emphasizing its high return on capital and loyalty program, while acknowledging competitive pressures; and Brodersen discusses LIFCO, a Swedish serial acquirer, noting its strong track record but high valuation. The discussion includes detailed financial analysis of each company, along with considerations of market conditions and competitive landscapes. Listeners gain insights into the investment strategies and decision-making processes of experienced investors, with specific examples of companies and their valuations.
