No More Investing Secrets! (by René Sellmann) cover image

SaaSMageddon, CSU, Almost Buying Wise & His "Passion Stock" – A Chat with Andrew Brown

No More Investing Secrets! (by René Sellmann)

00:00

Thesis risks and management assessment

René and Andrew discuss execution risks, capital allocation concerns, and CEO Adam Peterson's discipline and disclosure.

Play episode from 01:12:16
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