In this episode of The Investor's Podcast, Stig Brodersen, Hari Ramachandra, and Tobias Carlisle engage in a mastermind discussion, pitching and analyzing different investment opportunities. Hari presents Sanofi, highlighting its undervaluation and strong position in immunology and vaccines. Stig discusses Remitly, a fast-growing digital remittance company, weighing its growth potential against competitive pressures and stock-based compensation concerns. Tobias makes a case for Crocs, emphasizing its cheap valuation and high free cash flow yield despite risks associated with the Hey Dude acquisition and tariffs. The episode concludes with Stig and Clay Fing discussing upcoming live events in Omaha and New York City for the mastermind community, promoting networking and in-person connections among investors.
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