In today's episode, Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stig’s pick is Uber, the world’s largest ride-hailing company. Tobias is pitching Bath & Body Works, a category leader in home and personal fragrance. Hari’s stock of choice is Merck, a pharmaceutical giant that owns the blockbuster oncology drug.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro
02:23 - Stig’s bull case for Uber (Ticker on NYSE: UBER).
17:15 - The bear case for Uber, including the regulatory risk.
58:37 - Why Hari is bullish on Merck (Ticker on NYSE: MRK).
01:12:10 - The bear case for Merck, including the “Keytruda patent cliff.”
01:17:32 - Why Toby is bullish on Bath & Body Works (Ticker on NYSE: BBWI).
01:27:10 - The bear case of Bath & Body Works, including the debt level.
And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

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• Stig Brodersen’s Portfolio and Track record. 


• Listen to Shawn and Daniel’s episode about Uber.


• Listen to Mastermind Discussion Q2, 2025 or watch the video.  


• Listen to Mastermind Discussion Q1, 2025 or watch the video.


• Tobias' podcast, ⁠⁠⁠⁠⁠⁠⁠The Acquirers Podcast⁠⁠⁠⁠⁠⁠⁠.


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