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TIP557: Mastermind Q2 2023 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Palantiz's Return on Investment
The way that I invest is mostly through the financial statements, trying to model the ability of a business to earn in the future. And something like Palantiz, I don't have enough domain expertise to be able to do that. When I figure out that go-to-market strategy and I can get a better idea about how they am, there are many things that are very attractive about it. It's just not enough has happened for me to make those assessments.
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