In this chapter, they discuss their thoughts on different companies and their valuations, including a potential sponsorship by Skims and the valuation of $400 billion for Skims. They also express their bullishness on Panera and doubts about Reddit.
Episode 235: Toby, Neal and Kyle all get together to look ahead to the rest of 2024 and explain what they are bullish or bearish on. Topics include; the Apple Vision Pro, electric vehicles, IPOs, big food vs big pharma, movie theaters, and much more!