AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
The Change of Control Is Not Really What I'm Betting On
Andr, i feel bad for some of the mumbo jumbo i threw around. I likei, i swear, like, sometimes people are like, duda, i've no idea what you're writing about. Ano, and with low insider ownership, mis execution, an activist has already stepped into here in a kind of strange way. Andik, i swear to god, i'm writing in the simplest language. Can you know that? That's allways. But no, i think this has been superhelpful. You know, i've learned so much from reading yoursuff from i have learned so much o this pod, cas has been super helpful.
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