Mastermind Discussion Q4 2025 | Sanofi, Remitly & Crocs Stock Deep Dive (TIP767)

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

What you'll learn here:
00:00:00 - Intro
00:01:26 - Why Hari is bullish on Sanofi’s strong vaccine and immunology pipeline (Ticker: NYSE: SNY)
00:04:10 - The bear case for Sanofi, including patent cliffs
00:17:53 - Why Stig is bullish on Remitly, highlighting operational leverage and a secular shift in digital payments and remittances (Ticker: NASDAQ: RELY)
00:42:20 - The bear case for Remitly, including pursuing the wrong strategy and excessive stock-based compensation
00:50:10 - Why Toby is bullish on Crocs, focusing on valuation and global growth (Ticker: NASDAQ: CROX)
00:53:50 - The bear case for Crocs, including tariffs and changing fashion trends
01:09:17 - Which live events we have planned for our Mastermind Community in 2026 — and how you can join

Transcript & Guest Info: https://www.theinvestorspodcast.com/e...

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📖 Book Mentioned:
Soldier of Fortune by Tobias Carlisle: https://amzn.to/4oXPckN

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