What Stig Brodersen is saying
Co-founder & Host, The Investor's Podcast Network
6 dated public stances tracked since 2020-05-31, most recently 2026-06-21. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Stig Brodersen's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Stig Brodersen is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
2026-06-21
ADBE
bullish
We Study Billionaires · video
Adobe's extreme switching costs (professionals trained for decades on the suite, enterprise inertia, bundled workflow), 96% subscription revenue, and near 7-year low valuation make it compelling even with AI competition risk, with underwrite value of $350-400…
“Adobe is an incredible cheap product for the value that it provides”
Meta, Adobe, & Booking Holdings | Stock Analysis & Valuation (TIP825)
2026-02-28
BRK
bullish
We Study Billionaires · video
Berkshire trades below intrinsic value (~$550 vs $497 at recording) with fortress balance sheet, decentralized culture that survives Buffett's exit, and Greg Abel as a credible steward, offering ~10% normalized return with lower drawdowns than the S&P 500
“I do tend to run a pretty concentrated portfolio...Berkshire could be one of those anti-fragile positions”
Berkshire Hathaway, Moody's, & BellRing Brands | Stock Analysis & Valuation (TIP795)
2024-09-14
BETS
bullish
We Study Billionaires · video
Betsson is a profitable online gambling operator growing revenue 15% annually with 20% ROIC, net cash balance sheet, 50% dividend payout ratio, high founder-family insider ownership, and trades at only 8.8x earnings — cheap likely because it is a sin stock…
“I can't really figure out why it's so cheap, which is probably gives you pause and it probably should”
Mastermind Discussion Q3 2024 | Nintendo, Virtu Financial, and Betsson (TIP660)
2024-05-18
GOLD
owns
We Study Billionaires · video
Physical gold held as portfolio insurance against currency debasement and potential stock market downside, with favorable after-tax treatment relative to equity holdings
“it is my insurance to perhaps this stock market doesn't keep on going up”
90d +3.3% · 180d +5.5% · 1y +32.7%
Mastermind Discussion Q2 2024 | Burberry, ICICI Bank, & Playtika Stock Analysis (TIP632)
2020-05-31
EBAY
bullish
We Study Billionaires · video
eBay's valuation is compelling given tech-company-level free cash flow generation and an exceptionally high buyback yield, with the stock trading at multiples well below comparable technology businesses despite stable cash returns
“the valuation is really attractive and I really like how much cash is spinning off especially for this type of company”
90d +21.5% · 180d +13.9% · 1y +37.4%
TIP299: Mastermind Discussion 2Q 2020
2020-05-31
SPOT
bullish
We Study Billionaires · video
Spotify's owned podcast content flywheel and proprietary listener data create a durable audio moat analogous to Netflix five years ago, with free cash flow nearly doubling annually and a $30B enterprise value versus Netflix's $208B implying substantial…
“Spotify is Netflix just five years ago”
90d +54.4% · 180d +51.9% · 1y +32.3%
TIP299: Mastermind Discussion 2Q 2020
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