Speakerhost

Stig Brodersen

@stig_brodersen / appears on we-study-billionaires, we-study-billionaires, we-study-billionaires, we-study-billionaires, we-study-billionaires, we-study-billionaires, we-study-billionaires

calls3traced speaker calls

avg P&L+4.1%per call

win rate67%resolved calls

total P&L+12.2%expert engine

Speaker record

31:18longADBEwe-study-billionaires

Adobe near a 7-year low on AI fear; high switching costs and 96% subscription revenue make the discount compelling.

it's not only trading at a 52-week low or near that, but near a 7-year low... 96% of the $23 billion in revenue comes from subscription revenue. That is exactly what you want to see. Diversified base of more than 41 million paying users.

+18.00%long-term

20:16shortBKNGwe-study-billionaires

LLMs capture travel intent at the top of the funnel, so Booking loses mindshare and cross-sell leverage, pressuring take rates.

in the longer term, they're gradually losing the mindshare and they're also losing the real estate in the sense that right now folks land on Booking website and they can cross-sell to them.

+4.45%open horizon

[46:59]longVTwe-study-billionaires

Save automatically and buy a global diversified index fund every month, ignore valuations, and you win on average

Because once the money comes in, before it hits their spending account, they should transfer a set amount like clockwork to an investment account and then buy a global diversified index fund.

+2.47%

Agent-readable speaker

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AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.