The Compound and Friends cover image

Nick and Jessica’s 3 Big Lessons From 2025, Sam Altman Orders a Code Red at OpenAI, Adam Parker on Broken Compounders, the Case for Adobe

The Compound and Friends

00:00

Earnings Revisions Have Turned Upward

Nick highlights unusual positive analyst revisions in 2025 as companies repeatedly beat earnings expectations.

Play episode from 21:04
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app