209: Neeraj Monga – Contrarian Stances on Fundamental Inflection Points
Chat With Traders
00:00
The Importance of Perspective in Financial Statements
The lack of perspective, which is critical that this does not make sense, even if the accounting says it's okay from a business standpoint, this does not add up. And therefore, that's where a lot of differential value ad comes in when other people read the financial statements and they think, oh, this makes sense. Someone else who does not agree with the accounting standard itself, they say, well, this doesn't make any sense.
Transcript
Play full episode
