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TIP557: Mastermind Q2 2023 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
What Is a Killer App?
Tobi: I have a really hard time right in my head around a company operating like this and how they're going to change the future. If you look at the revenue number, it looks great. But then you go revenue, Pecia, and it looks that's nice. Who knows? Tobi: For me doing the valuation piece is just really tricky for this company. It was in my two-hot pile.
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