

IPH #93: Match Group Activist $MTCH; Wide Moat Stocks You've Never Heard Of; Is Boeing Fixable $BA?
Jan 14, 2024
Match Group Activist, underfollowed wide moat businesses, and Boeing's new 737 Max debacle with Alaska Air are discussed.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Various Topics and Updates
02:21 • 15min
Disruptions to Match Group's User Value Proposition
17:08 • 4min
Capital Allocation Skills and Leadership Roles
21:22 • 11min
Challenges and Comparisons for Boeing
32:46 • 3min
Factors of a Good Investment: Boeing as an Example
36:04 • 16min
Difficulties and Experiences in Columbia
51:45 • 13min