Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
High Multiplete - The Turn Around
02:28 • 5min
Vlatimer Potton's Getting Feedback From His Own People, Maybe That Was Enough?
07:54 • 3min
The Ultimate Safe Haven
11:01 • 4min
Is the Consumer Going to Choose Experiences Over Things?
14:52 • 2min
Those Leather Chairs Behind Em Loo, Luxurious.
17:09 • 5min
Pallo Outthos, Z Scaler, and Crowd Strike
22:21 • 2min
The Fed's Thinking on Oil and Gas and Inflation
24:33 • 6min
Don't Fight the Fed
30:24 • 2min
Coin Base - A Beat on the Top and Bottom Line for the Fourth Quarter
32:52 • 3min
Palanteer, a Software Company in a Spack Buying Binge?
35:27 • 3min
Do You Think the Spack Pooling Is a Good Idea?
38:51 • 2min
Palanteer
40:45 • 5min
The Tex Stocks
45:21 • 2min