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TIP557: Mastermind Q2 2023 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
The Macro Trend in the Western World: A Baby Boomer Generation Transitioning to Someone Other
Many of the smaller listed companies are run by founders who are engineering typically as a background, haven't spent as much time in financial markets and don't know about buybacks. And so it can be a good marriage where you have a financial guy at the top with an engineering team that sort of runs the underlying business. I like that approach. I think it makes it easier for everyone. It's probably not too much a problem here in 2023. But you don't remember a few years back, it was all about revenue. No one cared about cash flows at all. They do a stream once a quarter. That's what they have online now. Where they talk about why sale isn
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