Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 4min
Small Caps and the S&P 500
04:11 • 2min
The Return of Small Cap Stocks
05:52 • 5min
Pros Holdings, a $33 Stock, Is a $1.6 Billion Market Cap
10:52 • 3min
Guidewire Software's Competitive Advantage
13:31 • 5min
The Importance of Understanding the Balance Sheet
18:59 • 3min
Airline Leasing: The Highest Priority Asset for the Industry
21:29 • 2min
The Impact of the Pandemic on the Aviation Industry
23:04 • 3min