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TIP767: Mastermind Discussion Q4 2025: Sanofi, Remitly & Crocs w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra

TIP767: Mastermind Discussion Q4 2025: Sanofi, Remitly & Crocs w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra

Episode 1113

Stig Brodersen is joined by Tobias Carlisle & Hari Ramachandra for another round of stock pitches. They discuss Sanofi, Remitly, and Crocs.


IN THIS EPISODE YOU’LL LEARN:

00:00:00 - Intro

00:01:54 - Why Hari is bullish on Sanofi’s strong vaccine and immunology pipeline (Ticker: NYSE: SNY)

00:05:30 - The bear case for Sanofi, including patent cliffs

00:19:26 - Why Stig is bullish on Remitly, highlighting operational leverage and a secular shift in digital payments and remittances (Ticker: NASDAQ: RELY)

00:43:10 - The bear case for Remitly, including pursuing the wrong strategy and excessive stock-based compensation

00:50:50 - Why Toby is bullish on Crocs, focusing on valuation and global growth (Ticker: NASDAQ: CROX)

01:02:36 - The bear case for Crocs, including tariffs and changing fashion trends

01:18:08 - Which live events we have planned for our Mastermind Community in 2026 — and how you can join


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


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