Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stig’s pick is Microsoft, the world’s biggest market cap company for good reason. Tobias is pitching Devon Energy, an oil and gas producer with a big upside if you’re right about the timing. Hari’s stocks of choice are Adyen and Block, two fast-growing companies with stronger moats that meet the eye. What you'll learn here: 00:00:00 - Intro 00:00:40 - Why Hari is bullish on Block and Adyen (Ticker on NYSE: XYZ and on Euronext: ADYEN). 00:11:40 - The bear case for Block and Adyen, including valuation and disruption. 00:23:33 - Stig’s bull case is for Microsoft (Ticker on NASDAQ: MSFT). 00:40:36 - The bear case for Microsoft, including the rich valuation. 00:54:57 - Why Toby is bullish on Devon Energy (Ticker on NYSE: DVN). 01:04:01 - The bear case of Devon Energy, including the debt level and share issuance. 01:22:24 - What the TIP Mastermind Community is and how we’re forming meaningful relationships. Transcript & Guest Info: https://www.theinvestorspodcast.com/episodes/mastermind-q2-2025-microsoft-block-devon-energy-adyen/ Join our highly vetted community of value investors: https://www.theinvestorspodcast.com/mastermind/ 🤝 Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here: https://www.theinvestorspodcast.com/summit 💎 Explore a new business weekly and decide if it deserves a spot in your portfolio. https://www.theinvestorspodcast.com/intrinsic-value-podcast/ ▶️ Related Episodes: - Mastermind Discussion Q1, 2025 | Ulta Beauty, VeriSign, and Lifco | Bull & Bear Discussion: https://youtu.be/CPOsvLyNbMw - Mastermind Discussion Q4 2024 | Exploring Value, Risks, and Opportunities: https://youtu.be/GoS4dalv2YE - Mastermind Discussion Q3 2024 | Nintendo, Virtu Financial, and Betsson: https://youtu.be/YTPr_QBIdiw 📖 Books Mentioned: - Source Code: My Beginnings by Bill Gates: https://amzn.to/3SIlVwx - Idea Man: A Memoir by the Cofounder of Microsoft by Paul Allen: https://amzn.to/4kya3tj Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Visit our website: https://www.theinvestorspodcast.com/we-study-billionaires/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #StockMarketAnalysis #MicrosoftStock #DevonEnergy #GrowthStocks #InvestmentIdeas