Podcast Episodes
Back to SearchBet-the-Company Ideas
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3 years, 4 months ago
A Short 100-Question Diligence Checklist
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3 years, 4 months ago
The Banks: What's Next?
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3 years, 4 months ago
Financial Institutions and Franchise Value
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3 years, 4 months ago
Airlines: Unit Economics, Served Four Ways
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3 years, 4 months ago
Empiricism Disappears into the Black Box
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3 years, 5 months ago
Internal Software as a Competitive Advantage
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3 years, 5 months ago
History Begins Again for Big Tech
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3 years, 5 months ago
Companies and Entropy
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3 years, 5 months ago
Equity as an Option on Future Reinvestment
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3 years, 6 months ago