Tobias Carlisle - A Modern Walter Schloss
The Business Brew
00:00
The Importance of Parsing Fundamentals
Netflix has been able to do semiconductors and I'm like just starting to study the semispace but I already understand that what they did is pretty crazy. The art of it all is parsing like what is this actually need to sustain itself and maybe grow at four or five percent. Once you've gotten to that point in my mind why would the valuations knock out? But I just think that it's all sort of dreams anyway so why can't they get loftier?"
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