AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
The Texas Hedge
The Compound and Friends
What Do You Think About Gross Margin Contraction?
We're off his on gross margins. But i focus on gross margins more than stuff down the income statement. Andle feels a litle more arbitrageble. Like everyone has an e p s estimate that company guides em to some range. Some of the companies aren't as good about the gross margeind so there isn't a deep, rich history of self set consensus estimates for, forcast a gross margins.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode