Behind the Balance Sheet cover image

#51 The Franchise Fan

Behind the Balance Sheet

00:00

Consumer Brands vs Digital Platforms and Concentration

Discussion of how legacy consumer brands sustain value, parallels with digital franchises, and why Nick runs a concentrated 25–30 stock portfolio backed by deep research.

Transcript
Play full episode

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